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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician's personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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The Durable Small Business connects business owners, operators, and investors to uncover what it takes to build businesses that thrive — and endure. Each episode features candid conversations with seasoned company builders, sharing lessons, strategies, and real stories from the front lines. Whether you're scaling, preparing for a transition, or just starting out, we're here with practical advice and insights to help you build a durable, profitable business that lasts.
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Kitecast

Tim Freestone and Patrick Spencer

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Kitecast features interviews with security, IT, compliance, and risk management leaders and influencers, highlighting best practices, trends, and strategic analysis and insights.
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Attorney Bo Loeffler returns to the podcast to revisit with David the foundational principles of asset protection—what it is, why physicians need it, and how proper timing and structure make all the difference. The conversation begins with an overview of risk for physicians, from malpractice and employee claims to real estate liability and auto acc…
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In this episode, host David Mandell welcomes Dr. Paul Lynch, a double board-certified anesthesiologist and pain management specialist, entrepreneur, and business leader. Dr. Lynch shares his remarkable journey from aspiring psychiatrist to pain medicine innovator—a shift inspired by his mother-in-law's battle with cancer and the discovery of interv…
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You've probably heard of GetOutPass — or even used it. But what you don't know is the wild business story behind one of Utah's most recognizable family brands. In this long-overdue (but worth-the-wait) episode of The Durable Business Podcast, host Chase Murdock sits down with Kyle Poll and TC Krueger to tell the full, untold story of GetOutPass: fr…
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In this episode of the Wealth Planning for the Modern Physician Podcast, David Mandell welcomes back Jerry Kelsheimer, President of Medic Management Group. With decades of experience in healthcare business management, Jerry discusses how the healthcare landscape has changed dramatically over the past five years, affecting physicians' financial perf…
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In this episode of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Jacqueline Winkelmann, a pediatric hospitalist and founder of Scrub Sisters. Dr. Winkelmann shares her journey from growing up in Puerto Rico, being inspired by her uncle's compassion and dedication to medicine and eventually pursuing pediatrics…
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In this second part of a two-part episode, host David Mandell continues his discussion with Dr. Jack Bert, a board-certified orthopedic surgeon and former president of the Arthroscopy Association of North America. In this conversation, Jack emphasizes the importance of ancillaries in building a financially successful medical practice. He explains h…
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Most organizations are racing to adopt AI without considering the security implications. Justin Greis, former leader of McKinsey's cybersecurity practice and founder of an AI-powered consulting firm Acceligence, explains why this approach creates risk and how security leaders can change the conversation. Companies are deploying AI at different matu…
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What does it take to build a beloved, multi-location coffee brand in one of the toughest industries around? Missy Greis, founder of Publik Coffee, joins Chase Murdock to share the remarkable story behind one of Utah's most iconic local brands. From buying a dilapidated building in Salt Lake's Central Ninth district to launching four thriving busine…
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Kevin Powers, Faculty Director of the Masters of Legal Studies in Cybersecurity Risk and Governance at Boston College Law School, began his professional and academic journey when he volunteered for a task force exploring cybersecurity education at Boston College. Rather than developing a purely technical curriculum, he advocated for an interdiscipl…
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In this first part of a two-part episode, host David Mandell welcomes Dr. Jack Bert, a board-certified orthopedic surgeon and former president of the Arthroscopy Association of North America. Dr. Bert shares his background, including his training at Northwestern, Temple, and the Mayo Clinic, as well as his career—building one of the first outpatien…
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In this episode, host David Mandell welcomes back attorney Jason Greis for his third appearance. Jason, a healthcare business attorney with extensive experience advising physician practices, discusses one of the most pressing issues for independent groups today: physician compensation models and partnership structures. With generational shifts and …
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Trent Mano is all-in on Utah. As co-founder and general partner at Convoi Ventures—and the force behind Utah Tech Week—Trent is investing in the next generation of breakout startups and reshaping what early-stage venture looks like in the Mountain West. In this episode, Chase Murdock sits down with Trent to explore his unlikely path into venture ca…
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In the Season 6 premiere of the Wealth Planning for the Modern Physician Podcast, host David Mandell welcomes Dr. Cynthia Matossian, an accomplished ophthalmologist, entrepreneur, and industry leader. Dr. Matossian shares her unique journey into medicine, starting from an initial interest in political science and international relations before ulti…
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Cybersecurity experts Heather Noggle and Dr. Arun DeSouza discussed Kiteworks' Data Security and Compliance Risk: 2025 Annual Survey Report, which introduces the industry's first quantitative risk scoring algorithm. The comprehensive study of 461 organizations reveals that 46% now operate in high- to critical-risk territory, with the median enterpr…
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This summer, join host David Mandell as he revisits and highlights episodes from Season 3 and 4 of The Wealth Planning for the Modern Physician podcast, in our 2025 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 …
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Dr. Rick Goud brings a unique perspective to the data sovereignty conversation, combining medical informatics expertise with entrepreneurial technology innovation. As co-founder and Chief Innovation Officer of Zivver, a secure digital communications platform acquired by Kiteworks in 2025, Goud's journey began with an unexpected twist – missing out …
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This summer, join host David Mandell as he revisits and highlights episodes from Season 3 and 4 of The Wealth Planning for the Modern Physician podcast, in our 2025 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 …
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This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 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 …
  continue reading
 
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 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 …
  continue reading
 
This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 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 …
  continue reading
 
Scott McCrady's path to becoming CEO of SolCyber started in the server rooms of the early 2000s. Back then, he was installing Nokia security appliances and building some of the first security operations centers for major corporations. McCrady spent years at companies like Symantec and FireEye, where he learned that keeping businesses safe requires …
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This summer, join host David Mandell as he revisits and highlights episodes from Season 3 of The Wealth Planning for the Modern Physician podcast, in our 2025 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 …
  continue reading
 
In this final episode of Season 5, host David Mandell recaps the season's key themes and previews the upcoming Summer Rewind series, which will highlight standout episodes from Seasons 3 and 4. The podcast will continue on a biweekly schedule over the summer, with new introductions to previously released episodes, allowing listeners to revisit valu…
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In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal expert with over 30 years of experience in healthcare transactions, to discuss the emerging relevance of ESOPs (Employee Stock Ownership Plans) for physician practices. Goettling shares his professional journey, from early M&A work to helping physicia…
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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 journe…
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This Kitecast episode features Chris Pogue, Director of Digital Forensics at CyberCX, a cybersecurity veteran with 25 years of experience. Chris brings unique insights from his extensive background spanning penetration testing, executive leadership, and military instruction. As an adjunct professor at Oklahoma State University, he teaches both inte…
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In this second episode of a two-episode interview, host David Mandell continues his conversation with Corey Kleinschmidt, an industry veteran in the locum tenens space. The episode kicks off with a recap of Part 1 and a reintroduction to Cory's extensive background in the industry, including his work with Jackson Healthcare and his current role at …
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In this first episode of a two-episode interview, host David Mandell speaks with Cory Kleinschmidt, an industry veteran in the locum tenens space. Cory shares his journey into the field, which began unexpectedly in the late 1990s when he helped develop LocumTenens.com, a job board that played a significant role in the industry's growth. He later fo…
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In this insightful episode, cybersecurity experts Mike Crandall and Arun DeSouza join host Patrick Spencer to analyze Kiteworks' Top 11 Data Breaches in 2024 Report. Rather than just focusing on the number of records breached, the report introduces a sophisticated algorithm with seven key factors to score breaches on a scale of 1-10. This method pr…
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This insightful Kitecast episode features Dominic Bowen, Partner and Head of Strategic Advisory at 2Secure in Stockholm, Sweden. With over 20 years of experience supporting business leaders, boards, and executives, Dominic brings valuable perspective from his work across cybersecurity, generative AI, risk management, and crisis response. His backgr…
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Host David Mandell welcomes Dr. Jude Pierre back to the podcast for an engaging discussion on physician entrepreneurship, financial pitfalls, and operational best practices. They begin by revisiting common mistakes doctors make when purchasing their first or second home, such as relying on 100% financing and overspending on a house before their car…
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Listen in as host David Mandell welcomes back to the Podcast healthcare attorneys Michael Byrd and Brad Adatto, both of whom joined David back in Season 1. Brad and Michael begin the discussion laying out the legal issues around the weight loss drugs that have become so popular today and what physicians prescribing such drugs need to be aware of – …
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Blake Harber knows how to scale — but he also knows how to struggle. At HireVue, Lucid, and Workstream, he helped take SaaS companies past $100M in revenue. Then he left the high-growth tech world for small business, trading venture-backed chaos for steady, cash-flow-driven businesses. But the transition wasn't easy. The J-Curve was real. One of hi…
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Listen in as host David Mandell welcomes orthopedic surgeon Dr. Patrick St. Pierre. Pat begins by sharing his background in the military, where he served in the infantry and as an airborne ranger pathfinder and eventually transitioned to medical school and a path in orthopedics. He then tells David about his decisions around the first job he took o…
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Arun DeSouza, the Managing Director at Profortis Solutions, brings over two decades of experience as a CISO, having developed and implemented award-winning programs in identity lifecycle management and IoT security. His impressive career includes induction into the CISO Hall of Fame by the Global Cyber Startup Observatory and recognition as a top C…
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With over two decades of experience in the cybersecurity domain, Chad Lorenc stands as a prominent voice in cloud security and enterprise security strategy. Currently serving as a security leader at Amazon Web Services (AWS), Chad has contributed significantly to advancing cloud architecture best practices and building robust security frameworks fo…
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Listen in or watch as host David Mandell sits down with medical marketing consultant Kristy LaGourgue and aesthetic nurse Rachel Varga to discuss branding and marketing lessons that all doctors can benefit from, whether they own their own practice or not. David begins the discussion by asking Kristy and Rachel the most common mistakes medical pract…
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Listen in as host David Mandell sits down with Carole Foos, CPA from OJM Group and Greg Heimkreiter, JD, CPA from Howard, Nunn & Bloom, Inc. David asks both Carole and Greg to give their key insights on the tax landscape as we enter 2025 with a new party in control of both the White House and Congress. Carole begins with a discussion of potential c…
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Paul Henderson has seen it all — from high-powered roles at Apple, Goldman Sachs, and GE Capital to leading High Times Magazine. Now, he's breaking new ground in Utah's emerging and controversial cannabis industry. As CEO of Pure UT Processing and co-founder of Beehive Farmacy, Paul is at the forefront of Utah's medical cannabis ecosystem, navigati…
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Listen in to episode 5.10 as host David Mandell interviews Dr. Jude Pierre, internist, doctorpreneur, fellow podcaster and coach to young physicians. Jude begins by sharing his background, including a brief description of his family's immigrant story as immigrants from Haiti who moved back to Haiti from New York City when Jude was eight years old, …
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Unveiling AI, Data Security, and Innovation Howard Holton, the Chief Technology Officer of GigaOm, explores some of the most pressing topics in technology today. With over two decades of experience spanning roles as CTO, CISO, CIO, and consultant, Howard brings a wealth of knowledge to the conversation. His background includes leadership positions …
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Listen in as host David Mandell interviews financial advisor Jay Zigmont PhD, MFA, CFP®, the CEO of Childfree Wealth. David begins that he had read's Jay first book and was extremely interested in the topic—as he and his wife Sheila do not have children. He and Jay then discuss Jay's background and how he came to direct his career around helping ch…
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What does it really take to buy a small business and make it thrive? Will Smith, founder of Acquiring Minds, has spent years uncovering the answers by interviewing the most successful searchers and operators in the game. In this live AMA, hosted by Chase Murdock of Durable, Will dives deep into the world of entrepreneurship through acquisition (ETA…
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In this can't-miss debut episode, Chase Murdock of Durable hosts a live AMA with Brent Beshore—one of the most respected voices in small business and long-term investing. Known for his no-nonsense approach and impressive track record of building and acquiring companies across industries, Brent shares his hard-earned insights with our listeners. Thi…
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Listen as 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 th…
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Luigi Lenguito, a pioneering figure in predictive cybersecurity, brings an extraordinary background to his role as founder and CEO of BforeAI. Before revolutionizing cyber threat prevention in 2018, Lenguito's 18-year tenure at Dell and Quest Software encompassed 26 diverse executive positions. His unconventional journey from Formula Three racing c…
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Listen in or watch as host David Mandell interviews dentist and coach Dr. Sue Keller. David begins with questions he asks all doctor guests to the program—about their initial interest in becoming a doctor, early career journey and more. Sue relates her personal experiences that lead her to dentistry and a shift from an interest in orthodontics to g…
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The Kiteworks 2025 Forecast for Managing Private Content Exposure Risk Report offers a comprehensive analysis of emerging cybersecurity and compliance trends shaping the year ahead. The report identifies 12 pivotal trends affecting how organizations manage private content exposure risk, highlighting critical areas like data privacy regulations, sof…
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Listen in or watch as host David Mandell speaks with practice consultant Jessica Jones. David begins asking about Jessica's career and how she ended up working with medical and dental practices. Jessica then shares with David the pain points doctors typically have when they contact her—how they want to see their practices, and lives, improved. Jess…
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Listen in or watch as host David Mandell interviews Dr. Benjamin Ostrander, Chief Resident in Otolaryngology at the University of California San Diego. David begins with questions he asks all physician guests to the program—about their initial interest in becoming a physician and in their particular area. Ben explains his family background in engin…
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