ARTICLES FOR PHYSICIANS

OJM Group partners and team members have written articles on a variety of financial topics that affect physicians for several medical journals, association and society newsletters and magazines.

banner image highlighting podcast host David Mandell for season 6 summary episode
Wealth Planning for the Modern Physician Podcast

Season 6 Executive Summary

In this Season 6 executive summary episode of the Wealth Planning for the Modern Physician…
banner image highlighting podcast guest Dr. Kirk Campbell
Wealth Planning for the Modern Physician Podcast

From Surgeon to Investor

Dr. Kirk Campbell shares his journey from aspiring physician to orthopedic surgeon and academic leader,…
banner image highlighting podcast guest Matt Stevens, The Franchise Guy
Wealth Planning for the Modern Physician Podcast

Physicians & Franchising

Episode 6.19 features franchise consultant Matt Stevens, who joins David Mandell to unpack the fundamentals…
banner image highlighting podcast guest Dr. Steven Siepser
Wealth Planning for the Modern Physician Podcast

From Surgeon to Innovator

Dr. Steven Siepser shares a compelling journey from his early fascination with medicine to becoming…
banner image highlighting podcast guest Stephanie Pearson, MD part 2
Wealth Planning for the Modern Physician Podcast

From Burnout to Breakthrough

Episode 6.17 features Todd Jason, a reinvention coach and podcast host, who joins David Mandell…
banner image highlighting podcast guest Stephanie Pearson, MD part 2
Wealth Planning for the Modern Physician Podcast

From OB/GYN to Advocate, Part II

In Part Two of this two-part conversation, Stephanie Pearson shares how personal hardship ultimately led…
banner image highlighting podcast guest Stephanie Pearson, MD
Wealth Planning for the Modern Physician Podcast

From OB/GYN to Advocate, Part I

In Part One of this two-part conversation, Dr. Stephanie Pearson shares her powerful journey from…
banner image highlighting podcast guest Matthew Phillips
Wealth Planning for the Modern Physician Podcast

Healthcare M&A in 2026

In Episode 6.14, host David Mandell interviews Matthew Phillips, Managing Director at City Capital Advisors,…
banner image highlighting podcast guest Dr. Joshua Lowentritt
Wealth Planning for the Modern Physician Podcast

Medicine Meets Machine Learning

In Episode 6.13, Dr. Joshua Lowentritt joins host David Mandell to explore the rapidly evolving…
Wealth Planning for the Modern Physician Podcast

The Business of Independence

In this episode, David Mandell speaks with Teri Yates, founder and CEO of Accountable Physician…
banner image highlighting podcast guest Dr. Peter Staats
Wealth Planning for the Modern Physician Podcast

From Academia to Innovation (Part 2)

In Part 2 of the conversation with Dr. Peter Staats, the discussion expands beyond clinical…
banner image highlighting podcast guest Dr. Peter Staats
doctor benefits

From Academia to Innovation (Part 1)

In part one of this two‑part conversation, Dr. Peter Staats shares the formative experiences that…
banner image highlighting podcast guest Dr. David Koronkiewicz
Wealth Planning for the Modern Physician Podcast

Peer Review, Workplace Violence, and Protecting Your Career

In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal…
U.S. Capitol building dome where the OBBBA was voted on
Doctors

Key Tax Provisions of the OBBBA

WHAT PHYSICIANS NEED TO KNOW Sweeping tax legislation known as the One Big Beautiful Bill…
Young couple in white out on a walk
Doctors

A Physician’s Guide to Prenuptial Agreements

Getting married is supposed to be one of the happiest days of your life. You’ve…
Doctor inspecting piggy bank with stethoscope
Doctors

Financial Planning for Physicians

You probably already know that physicians are among the highest-paid professionals in the US. However,…
currents cover
Doctors

Flexibility: The Most Important Element of Your Financial Plan (Part I)

Click to view original PDF version of the article As principals of a wealth management…
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Doctors

Investing for the Long Term

Click to view original PDF version of the article Time in the market is more…
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Doctors

OJM Group Partner Carole Foos Talks Investing

BusinessWise Radio is hosted by MCM Partners Crystal Faulkner and Thomas Cooney. The show profiles…
Doctors

Tips to Maximize Your Financial Planning

Click to view original PDF version of the article Flexibility is a fundamental factor for…