This summer, join host David Mandell as he revisits and highlights episodes from Season 5 of The Wealth Planning for the Modern Physician podcast, in our 2026 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 unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!"

Episode 5.18 | Originally Released: May 14, 2025

In this episode of the Wealth Planning for the Modern Physician podcast, host David Mandell sits down with two highly respected medical leaders—Dr. Mark Figgie, Chief Emeritus of the Surgical Arthritis Service at the Hospital for Special Surgery (HSS), and Dr. Joel Press, Physiatrist-in-Chief at HSS—to explore their personal and professional journeys in medicine. Dr. Press shares how his diverse early experiences led him to physiatry, while Dr. Figgie recounts his balance between science, business, and a lifelong pursuit of education, including earning an MBA during his fellowship.

The conversation shifts into a discussion of mentorship at the Hospital for Special Surgery, where both physicians have played key roles in developing a cross-disciplinary mentorship model to support younger doctors. Their focus extends beyond clinical guidance to include career development, personal financial planning, and wellness—areas often overlooked in traditional medical training. This approach fosters institutional collaboration and a stronger culture at HSS.

Finally, the episode dives into physicians' relationships with industry. Dr. Figgie offers candid advice on contracts, intellectual property rights, and ethical considerations when working with device manufacturers. He emphasizes the importance of legal review and staying true to what benefits patients. Dr. Press adds insight into personal financial trust, suggesting that doctors build a "board of directors" for trusted guidance. The episode closes with a preview of future initiatives aimed at supporting physicians earlier in their careers through financial education and mentorship.

Learn more by visiting the original episode page.

Learn more, including additional show notes, links, and detailed key takeaways, by visiting visiting the original episode page.

Check out other episodes from our 6 seasons by visiting, physicianswealthpodcast.com.

Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

This summer, join host David Mandell as he revisits and highlights episodes from Season 5 of The Wealth Planning for the Modern Physician podcast, in our 2026 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 unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!"

Episode 5.13 | Originally Released: March 5, 2025

Host David Mandell speaks with orthopedic surgeon and retired Army Colonel Dr. Pat St. Pierre. Pat shares how his path took him from West Point and infantry service to military medicine, orthopedic surgery and a long-running sports medicine practice in Palm Desert, California. Along the way, he offers practical advice for younger physicians about mentorship, employment contracts, family considerations and the financial realities of private practice.

The conversation also explores Pat's work with medical-device companies, including his role in developing robotic technology for shoulder replacement surgery. He explains why thoughtful collaboration between physicians and industry is essential to advancing patient care.

Finally, Pat discusses the importance of retiring to something rather than simply retiring from medicine. He shares how a longtime passion for wine became a challenging and rewarding second chapter, and why physicians should begin planning early for a meaningful life beyond clinical practice.

Learn more by visiting the original episode page.

Learn more, including additional show notes, links, and detailed key takeaways, by visiting visiting the original episode page.

Check out other episodes from our 6 seasons by visiting, physicianswealthpodcast.com.

Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

This summer, join host David Mandell as he revisits and highlights episodes from Season 5 of The Wealth Planning for the Modern Physician podcast, in our 2026 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 unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!"

Episode 5.8 | Originally Released: December 25, 2024

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 the legal, practical and emotional processes involved.

The discussion then turns to Sue's transition after closing her practice—from working part-time for another dentist, serving patients as part of a non-profit and her eventual interest in, and transition to, coaching.

David and Sue conclude the conversation chatting about Sue's role as a coach and how physicians and dentists could benefit from this type of advisor.

Key Takeaways from this Episode:

1. Bankruptcy does not necessarily mean failure, but it can be a step toward a more balanced life
2. Regular evaluation of business and life balance is vital
3. The importance of community and support in times of crisis

Learn more, including additional show notes, links, and detailed key takeaways, by visiting visiting the original episode page.

Check out other episodes from our 6 seasons by visiting, physicianswealthpodcast.com.

Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!