Wealth Planning for the Modern Physician

Publicly listed emails

team@earnedwealth.com

david@ojmgroup.com

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Retirement Plans for Physicians: Are You Making the Most of Yours? with Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®

October 14, 2026

Host David Mandell welcomes Earned retirement plan specialist Nick Gizzarelli to discuss how retirement plan decisions fit into a physician's broader wealth and tax strategy. Nick explains why plan design should reflect retirement savings goals, income, career stage, and the makeup of a practice's workforce. The conversation explores fiduciary responsibilities for practice owners, the costs and funding commitments that can accompany different plans, and the value of reviewing an existing plan...

Independent Practice, Value-Based Care & Physician Advocacy with Dr. Eric Hansen

September 30, 2026

Watch or listen in as host David Mandell welcomes Dr. Eric Hansen, an independent physician, clinical professor and physician advocate who has spent more than two decades building his own practice while working to strengthen the environment for independent doctors. Eric begins by sharing the personal story that inspired him to pursue medicine. Growing up on a ranch near Temecula, California, he expected to work in his family's construction business until the loss of a close childhood friend c...

After-Tax Alpha: Six Strategies for Building Wealth with Bill Martin, CFA

September 16, 2026

Season 7 of Wealth Planning for the Modern Physician begins with host David Mandell joined by Bill Martin, CFA, Chief Wealth Officer at Earned Wealth and founder of the Earned Institute. Bill shares the career experiences that led him to Earned and explains why he was drawn to building an integrated wealth-management platform specifically for doctors. He and David also discuss the Earned Institute and its education-first mission of bringing together expertise across tax, investing, insurance,...

A Wiser Retirement® · Low booking difficulty · 1,000 - 10,000 listeners

FIN-LYT by EWA® · Medium booking difficulty · 1,000 - 10,000 listeners

Through The Pines · Low booking difficulty · 100 - 1,000 listeners

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AICPA Personal Financial Planning (PFP) · High booking difficulty · 1,000 - 10,000 listeners

How do I get in touch with Wealth Planning for the Modern Physician?

Wealth Planning for the Modern Physician is hosted by David B. Mandell. Its publicly listed emails are team@earnedwealth.com and david@ojmgroup.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Wealth Planning for the Modern Physician?

The publicly listed emails for Wealth Planning for the Modern Physician: team@earnedwealth.com and david@ojmgroup.com.

How many listeners does Wealth Planning for the Modern Physician have?

Podseeker estimates Wealth Planning for the Modern Physician reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Wealth Planning for the Modern Physician?

Wealth Planning for the Modern Physician typically books rising experts. Typical guest background: Physicians, dentists, medical leaders, practice owners, healthcare executives, and established financial, tax, legal, or wealth-management professionals with direct experience serving doctors or managing healthcare careers and businesses. Common among recent guests: Leadership roles at respected medical institutions or healthcare organizations; Ownership or senior management of a medical or dental practice; Advanced professional credentials in medicine, dentistry, finance, law, or wealth management. Recent guests include Bill Martin, Joel Press, and Mark Figgie.

How hard is it to get booked on Wealth Planning for the Modern Physician?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Wealth Planning for the Modern Physician cover?

Recent episodes cover Finance, Wealth Management, Physician Finances, Tax Planning, and Retirement Planning. Pitch an idea tied to one of these topics and mention a recent episode.