How Founders Protect Wealth Before the Next Round

You built your company to create impact—but are you actually protecting what you’re building?

In this episode, I sit down with Dr. David Mandell, an attorney, MBA, and wealth strategist who’s spent over 30 years helping physicians and healthcare founders protect and grow their wealth.

We unpack what financial intelligence really means for innovators—why it’s not about greed, but freedom—and how founders can stop reacting to money problems and start directing their growth with confidence.

Here’s what you’ll take away from this conversation:

• Wealth is freedom, not just funds. Learn how founders can redefine wealth as freedom of time, choice, and impact.
• Build your financial “specialty team.” Why every founder needs aligned advisors—a CPA, attorney, and strategist—to scale safely.
• Protect your downside first. Risk is inevitable, but loss isn’t—when you structure your assets and decisions intentionally.
• Delegate awareness, not responsibility. You can outsource execution, but never your understanding of financial flow.
• Turn fear into focus. Financial intelligence helps founders transform anxiety about money into clear, actionable strategy.

HealthTech Showdown (HealthTechShowdown.com) — Apply for an $800 scholarship to pitch your company to active investors and enterprise decision-makers.

Impact Quotient Quiz (ImpactQuotientQuiz.com) — Discover if your company’s foundation supports sustainable, scalable impact.

Get Dr. Mandell’s book — Free for Provider’s Edge listeners (details in episode show notes)

Key Talking Points:

• Redefining Wealth Beyond Money
• Dr. Mandell’s Journey: From Law to Wealth Strategy
• Founders as Clinicians and Innovators
• Why Every Founder Needs a Financial “Specialty Team”
• Real-Life Example: When Risk Becomes Reality
• The Power of “Your Who”
• Turning Financial Fear into Action
• Plan for the Worst, Build for the Best

Episode Timeline:

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