Ortho Finance 11- Asset Protection w/ David Mandell

Nailed It Ortho

Just as you mend bones and restore mobility, it's equally crucial to safeguard your hard-earned assets from unforeseen risks and challenges. In this episode, David Mandell joins us as we embark on a journey to explore the strategies, insights, and practical tips tailored towards protecting your assets as an orthopaedic.

David Mandell is an attorney in The Law Office of David B. Mandell, PC, and principal of the nationally-known wealth management firm OJM Group, LLC. He 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.

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.

In this episode, David shares about protecting your assets, and he shares some informative points on queries you may have about asset protection, like:

• What is asset protection and why should orthopedists care about it?
• What type of risks are orthopedists concerned about?
• Doesn’t insurance protect us against these risks?
• What are some examples you've seen where doctors' assets have not been protected?
• What kind of assets are we talking about protecting?
• And more!

Get a free book from David on Wealth Planning by following the steps:

Step 1: Visit ojmbookstore.com

Step 2: Enter promo code NAILEDIT23 at checkout.

or simply Text NAILEDIT23 to 844-418-1212 and click the link in the reply text to order.

This episode is sponsored by Lawrence B. Keller of Physician Financial Services.

Larry has been dealing with disability insurance and term life insurance for physicians, and other healthcare professionals, since 1990. In many cases, Larry has access to Guaranteed Standard Issue (GSI) disability insurance policies for Medical Resident and Fellows that does not require medical underwriting. To learn more or to have your existing policies reviewed, feel free to reach out to Larry at [phone], by email to [e-mail] or visitwww.physicianfinancialservices.com. While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last.