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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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The Gary and Kenny Show

Gary Kroeger and Ken Ceizler

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A podcast hosted by Saturday Night Live alumnus, Gary Kroeger and co- hosted by TV Director Ken Ceizler. Their interviews are casual, witty and reflect their authentic curiosity about the guest area of expertise or experience. They also tackle serious issues like; who has the right of way? A person in a wheelchair or a mom pushing a stroller? Guest have included many notable figures in the entertainment world including: "Saving Private Ryan" Producer Mark Gordon, Actor/Writer/Director Brad H ...
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Welcome to Pivot points powered by Brandpie. The podcast that delves deep into the expertise of visionary leaders who’ve successfully taken their business, through a complex pivotal moment to unlock growth. Each episode we'll share with you how CEOs handle these critical inflection points, from leadership changes, mergers, acquisitions and joint ventures to jumping an ‘S’ Curve or making a category pivot to drive future success. Pivot Points is for C-Suite executives and anyone aspiring to l ...
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Rupert Bedell started life as an aspiring engineer, but through roles at Natwest, HSBC, American Express and countless others, he’s morphed into a marketing master. Now taking on the Managing Director role at Fasthosts, he’s pivoted from transforming titans to nurturing a challenger brand… Learn to navigate the ever-changing world of performance ma…
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Host David Mandell welcomes Dr. Jude Pierre back to the podcast for an engaging discussion on physician entrepreneurship, financial pitfalls, and operational best practices. They begin by revisiting common mistakes doctors make when purchasing their first or second home, such as relying on 100% financing and overspending on a house before their car…
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Over the course of a remarkable 30-year career, David Boynton has led some of the world's most prominent brands, including L'Occitane, Charles Tyrwhitt, and The Body Shop. It’s a journey that’s taken him through transformative moments and challenges at every stage, bestowing him with pivotal learnings around leadership, growth, and culture. Join us…
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Listen in as host David Mandell welcomes back to the Podcast healthcare attorneys Michael Byrd and Brad Adatto, both of whom joined David back in Season 1. Brad and Michael begin the discussion laying out the legal issues around the weight loss drugs that have become so popular today and what physicians prescribing such drugs need to be aware of – …
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Sophie Devonshire’s career could be described as ‘squiggly’, but in business she’s a laser-focused CEO with an infallible eye for marketing and team-building. Drawing on experiences from Coca Cola and Proctor and Gamble, she’s mastered the art of ‘leading with speed’, building purposeful pauses into business, and shaping roles to play into a team’s…
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Listen in as host David Mandell welcomes orthopedic surgeon Dr. Patrick St. Pierre. Pat begins by sharing his background in the military, where he served in the infantry and as an airborne ranger pathfinder and eventually transitioned to medical school and a path in orthopedics. He then tells David about his decisions around the first job he took o…
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Investing in a bankrupt business isn’t usually the most appealing option, but for Andrea Mandel-Mantello, it was a stroke of genius… The Cesare Ragazzi name was known throughout Italy when Andrea took over. Through a strong rebrand, resilience, and passion for improving people’s lives, Andrea’s brand now brings those values to a staggering 26 count…
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Listen in or watch as host David Mandell sits down with medical marketing consultant Kristy LaGourgue and aesthetic nurse Rachel Varga to discuss branding and marketing lessons that all doctors can benefit from, whether they own their own practice or not. David begins the discussion by asking Kristy and Rachel the most common mistakes medical pract…
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Before creating one of the largest gatherings of future makers in the UK, John O’Brien MBE has had an incredible career path, from serving as an army officer to leading major initiatives with the Prince of Wales' charities. He's now embarked on an ambitious mission to bring together leaders from across sectors to help build a better Britain. Join m…
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Listen in as host David Mandell sits down with Carole Foos, CPA from OJM Group and Greg Heimkreiter, JD, CPA from Howard, Nunn & Bloom, Inc. David asks both Carole and Greg to give their key insights on the tax landscape as we enter 2025 with a new party in control of both the White House and Congress. Carole begins with a discussion of potential c…
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Piers Linney is a name you’ll know from Dragons’ Den or Secret Millionaire, but his wider career journey paints the fascinating portrait of a multi-talented, resilient and forward-thinking entrepreneur. Currently the Co-Founder of Implement AI, he’s a fascinating individual whose expertise on the role of AI in the future should incite CEOs this yea…
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Listen in to episode 5.10 as host David Mandell interviews Dr. Jude Pierre, internist, doctorpreneur, fellow podcaster and coach to young physicians. Jude begins by sharing his background, including a brief description of his family's immigrant story as immigrants from Haiti who moved back to Haiti from New York City when Jude was eight years old, …
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Matthew Wenger’s entrepreneurial story can be traced back to the age of just 8 years old, and from that point, Matt’s journey culminates in his current role spearheading the renewable energy transition. He’s Harvard-educated, musically gifted, and a fantastic CEO of Relevate Power, so join us for this episode of Pivot Points to discover the moments…
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Listen in as host David Mandell interviews financial advisor Jay Zigmont PhD, MFA, CFP®, the CEO of Childfree Wealth. David begins that he had read’s Jay first book and was extremely interested in the topic—as he and his wife Sheila do not have children. He and Jay then discuss Jay’s background and how he came to direct his career around helping ch…
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Listen as host David Mandell continues his conversation with dentist and coach Dr. Sue Keller. Picking up where they left off at the end of Part I, David and Sue discuss the ongoing financial challenges of her specialty dental practice. Here, they tackle Sue’s difficult decision to file bankruptcy for the practice after more than 20 years -- and th…
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This week’s podcast guest is one whose biggest pivot was finding a way for businesses to better fulfil their potential, but shifting from the corporate world to academia - Griffith University’s, Nick Barter. Nick talks Dave through the need for narrative and purpose beyond profit, bringing emotion into decision-making, and why your demography is yo…
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Send us a text We're back and as chatty as ever. And our conversation with legendary Casting Director Joel Thurm who cast "Airplane", "Grease","Rocky Horror Picture Show" just to name a few. And TV classics such as "Taxi" "Starsky and Hutch", "Charlies Angels", "Love Boat" and "Fantasy Island" just to name a few more Support the show…
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When you’re driven by a personal purpose, as Paul Donovan has been, then the focus that you pour into a business becomes so much more powerful. Now in what he describes as his ‘third career’, Paul’s philanthropic endeavours give him the drive to change lives - one such endeavour being The Artis Foundation, of which he’s a Patron. Paul’s illustrious…
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Listen in or watch as host David Mandell interviews dentist and coach Dr. Sue Keller. David begins with questions he asks all doctor guests to the program—about their initial interest in becoming a doctor, early career journey and more. Sue relates her personal experiences that lead her to dentistry and a shift from an interest in orthodontics to g…
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When you take on leadership in a new business, the people you rely on might not be sitting in the same places you’re used to. Our latest Pivot Points Podcast guest is Baker Tilly International’s CEO, Francesca Lagerberg - a leader whose experience with handling changes within a firm is equally as shrewd as with personal change. Francesca joins Bran…
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Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones. David begins asking about Jessica’s career and how she ended up working with medical and dental practices. Jessica then shares with David the pain points doctors typically have when they contact her—how they want to see their practices, and lives, improved. Jess…
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Listen in or watch as host David Mandell interviews Dr. Benjamin Ostrander, Chief Resident in Otolaryngology at the University of California San Diego. David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician and in their particular area. Ben explains his family background in engin…
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There are few jobs cooler than Chief Executive of the Royal Albert Hall, but with that comes a responsibility to uphold its culture, legacy, and long-term vision. That tall order has been a responsibility and a pleasure for James Ainscough, being a part of the Royal Albert Hall for over a decade. The fascinating pivotal moments he shares with us in…
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Listen in or watch as host David Mandell interviews CPA and practice consultant Nolan Bradbury. David begins by noting he and Nolan will first focus on traditional private practices and then then transition into “side hustles” and doctorpreneurship. In terms of private practices, David asks Nolan about key financial priorities in running a profitab…
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Hello and welcome to Pivot Points. The podcast that delves deep into the expertise of visionary leaders who’ve successfully taken their business, through a complex pivotal moment to unlock growth. We’ll share with you how CEOs handle these critical inflection points, from leadership changes, mergers, acquisitions and joint ventures to jumping an ‘S…
  continue reading
 
In this special episode tied timed to release before the upcoming U.S. elections, host David Mandell welcomes OJM Partner and Wealth Advisor Andrew Taylor, CFP, to discuss investing through impactful current events, including potentially stress-inducing election seasons. In this unique episode, David and Andy refer to a number of slides based on da…
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Listen in or watch as host David Mandell continues his interview with orthopedic surgeon Dr. John “Jay” Foley, focusing on Jay’s career path after being disabled in a snowboarding accident and unable to perform surgery. Jay explains how his own-occupation disability policy made a significant impact on his post-injury financial health. He also relat…
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Listen in or watch as host David Mandell interviews orthopedic surgeon Dr. John “Jay” Foley. David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician, early career journey and more. Jay explains what got him interested in orthopedics at a young age, about how he spent a few years a…
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This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a …
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This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a …
  continue reading
 
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a …
  continue reading
 
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a …
  continue reading
 
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2024 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a …
  continue reading
 
In this 19th and final episode of Season 4, host David Mandell recaps the season’s 18 episodes. He briefly summarizes each episode and highlights a pearl or two from each. This can serve as a helpful reminder for listeners who have heard all 18 episodes to revisit ones that they found most valuable, and can motivate those who missed any episodes to…
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In this episode, host David Mandell, JD, MBA welcomes Dr. Butch Ferguson, a retired oral and maxillofacial surgeon. Their discussion initially covers Dr. Butch's career journey, including his experience in the US Army Dental Corps, both pros and cons -- beginning with his own training, moving up the command chain, training other dentists and oral s…
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Listen in to this continuing episode as host David Mandell sits down with Ethan Nkana, JD, MBA, founder of Rocky Mountain Physician Agency and his client, Dr. Erica Mathieu, Chief Medical Officer at Primary Health Solutions. Here, in part two of this two-episode interview, David begins the discussion with Erica, looking at her situation as a case s…
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Listen in as host David Mandell sits down with Ethan Nkana, JD, MBA, founder of Rocky Mountain Physician Agency and his client, Dr. Erica Mathieu, Chief Medical Officer at Primary Health Solutions. In part one of this two-episode interview, David begins the discussion with Ethan, covering his background in law and as a hospital administrator, where…
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Listen in as host David Mandell chats with two CPAs from the firm Aprio who specialize in serving medical and dental practices. They share insights on managing finances, increasing profitability, and understanding key numbers in a healthcare practice. The discussion covers the importance of understanding financials, key performance indicators, and …
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