Asset protection and wealth building tips, with David Mandell, JD, MBA

Everyday Oral Surgery

At every stage of your career, there are important aspects of your financial life to be conscientious about, and the sooner that residents and young doctors can start on a path toward financial literacy and preparedness, the easier things will be later on. On the show today to talk about the basics of asset protection and wealth building is David Mandell from OJM Group. David does a great job of laying out the landscape and highlighting the most fundamental areas to address, from insurance and taxation to interest and personnel; listeners will come away with both motivation and actionable tips to implement immediately. David speaks about how he found his way to his current role, how to go about assessing potential financial advisors, and central procedures at OJM Group. He shares a special offer on their resources that you will not want to miss, so make sure to tune in to this great show!

Key Points From This Episode:

• David talks about his recent webinar on retirement planning.
• A look at David's career path and route from law school to his current focus in wealth management.
• Financial advice from David for residents and the early stages of a career.
• Compound interest, taxation buckets, and making the best decisions about time and energy.
• The most important factors and questions to consider when finding a financial advisor.
• David explains the meaning of the word fiduciary.
• Comments on the pros and cons of a 401k and its alternatives.
• Understanding 'tax-free' or 'cash-value' life insurance and the literature David has published on the subject.
• Getting hold of some of David's amazing resources and the special he is offering listeners!
• A little about the subscription service that OJM is launching soon for young doctors.

Links Mentioned in Today’s Episode:

KLS Martin — https://www.klsmartin.com

OJM Group — https://www.ojmgroup.com

David Mandell Email — [email protected]

OJM Group Bookstore — https://www.ojmgroup.com/education/bookstore

Discount Code for Free Books — EOS23

Subscription Wealth Management Survey — https://www.ojmgroup.com/contact/subscription-wealth-management-survey

Wealth Planning for the Modern Physician Podcast — https://podcasts.apple.com/podcast/wealth-planning-for-the-modern-physician/id1533682175

The doctor's asset protection guide — https://www.amazon.com/doctors-asset-protection-guide-practice/dp/1890415057

MassMutual — https://www.massmutual.com

Vanguard — https://investor.vanguard.com/corporate-portal

Robert Kiyosaki — https://www.richdad.com

Everyday Oral Surgery Website — https://www.everydayoralsurgery.com

Everyday Oral Surgery on Instagram — https://www.instagram.com/everydayoralsurgery

Everyday Oral Surgery on Facebook — https://www.facebook.com/EverydayOralSurgery

Dr. Grant Stucki Email — [email protected]

Dr. Grant Stucki Phone — 720-441-6059