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Listen to our episode with David Mandell on Finding Financial Advisors. David is an attorney in The Law Office of David B. Mandell, PC, and principal of the nationally-known wealth management firm OJM Group, LLC.

Mr. Mandell is the author of more than fifteen books written specifically for doctors. These include the past book Wealth Protection Planning for Orthopaedic Surgeons & Sports Medicine Specialists and his most recent Wealth Planning for the Modern Physician: Residency to Retirement, which is also the title of a podcast Mr. Mandell hosts, now in its 3rd season.

His expertise from these books has allowed him to write articles in over 100 publications, including AAOS Now and Orthopedics Today, where he and orthopedic surgeon Dr. Sanjeev Bhatia have an ongoing monthly column called Forward Thinking. He has also appeared as an authority on television, including Fox and Bloomberg TV.

Mr. Mandell has addressed many of the nation’s leading medical conferences, including The American Osteopathic Academy of Orthopedics, the American Section of the International College of Surgeons, the American Association of Neurological Surgeons, the American Society of Plastic Surgeons, the Ortho Summit, the American Association of Orthopaedic Executives, and numerous others.

Mr. Mandell holds a bachelor’s degree, with honors, from Harvard University. His law degree is from the UCLA School of Law, and he also earned an MBA from UCLA’s Anderson School of Management.

In this episode, David shared about finding the right Financial Advisor. And he shared some informative points on queries you may have about finance, like:

  • The 3 key elements of wealth planning that are applicable for young physicians, even us in training
  • Importance of Savings.
  • Finding a financial advisor that is right for you. 
  • What’s your number one rule when advising a physician on finding an advisor?
  • What is fiduciary?
  • Four key questions we can ask a financial advisor.
  • And more!

This episode is sponsored by Locumstory:


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