Claim OwnershipPhysician Wealth Meds - A Wealth Podcast for Doctors
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Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!
Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor, and the host of this podcast
Video Podcasts of this episode are found on our YouTube Channel:
https://youtube.com/@kevinsullivan-sd2sf?si=vTxuUTIF8xlzTHcp
PHYSICIAN WEALTH MEDS - A Wealth Podcast for Doctors
Email: kdsullivan@warnerwm.com
Contact: Kevin Sullivan
NY Office: 716-970-4448
ME: Office: 207-660-6637
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate financial professional.
29 Episodes
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Doctor and author of the books: "The Purpose Code" and the book "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth and Living a Regret-Free Life", and award winning podcaster with the "Earn and Invest Podcast," Jordan Grumet, MD shares invaluable insights and experience into finding who you really are. When asked who you are, do you say you're a doctor? Is that your identity? Who are you really? A father, a mother, a son or a daug...
Doctors, have you ever thought about starting your own podcast? Join us on this episode as we interview Trevor Oldham, CEO of Podcasting You. In this episode, we explore a powerful and often overlooked platform for physicians: podcasting. Whether you're looking to build your brand, educate your patients, connect with colleagues, or expand your influence beyond the exam room—starting your own podcast might be the game-changer you've been waiting for. Join us as we dive into the strategic advan...
Doctors, if you need perspective and the mental fortitude to withstand the market volatility, Don Connelly of Don Connelly & Associates always brings insights that will make perfect sense and it will be a great source of "wealth medicine." He has a career that spans over 60 years in the investment business. He is a master of communication bringing perspective to the markets and to "life" in general. He is a sought after speaker, coach and mentor to thousands of financial advisors an...
Dr. Evan Duke joins us to discuss strategic planning in the main fundamental areas of every day business flow. 1. Knowing where you stand is critical with solid financials that can be viewed at a moment's notice. 2. Having a baseline 3. Making sure you address Buy/Sell Agreements and other Key Person issues. 4. Exit Planning - getting your business ready for your exit long before you exit. ___________________________________________________________________...
Doctors - The train is leaving the station and 2030 is right around the corner, which leaves you a very short amount of time to make sure you are aligned for what's to come: Value-Based Care. Dr. Tom Davis, shares his professional insights on this very topic in which you do not want to miss. Below are resources provided by Dr. Davis regarding this topic. CMS.GOV (click link to article) • Investing in expertise and success in Value-Based Care is a capital expenditure which will c...
Doctors, you won't want to miss this podcast. Former Cardiologist, Dr. Vikram Raya, has broken free to financial freedom and shares his insights on how he did it and how he helps other doctors with his message and resources. There is so much help and guidance here to set you free from many things. 1. Do you feel like you're trapped in your profession? 2. Would you like more financial freedom? 3. Could you make your work-week better and more efficient? 4. Could y...
Dr. Tony, founder of the PI Doctors Elite Community, checks in with Kevin Sullivan, AIF® on the services and wealth management support he brings to the PI Doctors Group. Kevin has been a sponsor of this community for the past 3 years. Here are the topics: 1. Tariff and market update 2. Positioning of investment portfolios 3. NEW Online Course for doctors: Wealth For Life - Building Your Retirement Income Strategy 4. Podcast: "Physician Wealth Meds - ...
Doctors, having a passive income stream is not only "valuable" but CRITICAL to building wealth outside of your practice. Doctors all over the country are finding this out for themselves and are taking action at a much quicker pace. Real estate is a very unique investment that provides cash flow, leverage, lower taxes and the appreciation of the asset. Talk about a WIN/WIN ! Here's an "IDEAL" Investment discussion with guest Zach Lemasters, CEO of RentToRetirement.com. He o...
Doctors, join us with special guest, John Profitlich, Director and Regional Business Development of the East Region of the US - Institutional Banking, with Bancorp, as we discuss topic of Securities-Based Lending....which in essence, obtaining a line of credit off your investment account(s). The can be a great source of funds for a quick financial bridge. If you need access to a line of credit and don't have the time or the patience in obtaining a long drawn out document process with b...
Listen to this episode as we have found over the years that doctors who invest need to look for these three things..... 1. More Accessibility - NOT less 2. More Customization - NOT less 3. More Strategic Thinking - NOT less Dr. Tony Calandro, founder of the PI Doctors Elite Community, interviews Kevin Sullivan, Wealth Advisor, Accredited Investment Fiduciary, and Host of the Physician Wealth Meds Podcast - A Wealth Podcast for Doctors. Subscribe, like and share our podcast...
Doctors, the main purpose of this podcast is to help you build wealth inside and outside of your practice so that you have consistent cash flow for generations to come. You don't want to miss opportunities to increase your financial knowledge and what a great way to do so, "on your time," by listening to these podcasts. Join us with guest CPA, Lloyd Ippolito as we discuss ways to save taxes and also through investing in real estate as a way to diversify and bring tax advantages along the w...
Doctors, have you sold a practice in the past? Will you need to sell in the future? Personal Injury, Dr. Lori Bents, of Marshfield, Wisconsin, has in the past and will do again in a few years. This important interview will showcase both past and future. See and hear what went well and what didn't go so well in her prior sale of her practice in Newport News, VA and her plans moving forward in a few years to again sell. These discussions are intended to get you thinking of y...
"Perspective is the glue that holds investment behavior together." (Kevin Sullivan) My guest Don Connelly is no stranger to wealth advisors all over the world with his 56 years of experience as and advisor, manager, spokesman for one of the largest money managers in the world, and coach, providing insights that are unparalleled in the industry. At age 77, he is still going strong. He interviews top advisors from all over the world and provides insights that he finds from those elite p...
Join me and my guest, Dr. Vicki Rackner as we discuss healthy ways to address burnout among physicians. As she says, true wealth and burnout are opposite sides of the same coin. This podcast will help you flip the coin from burnout to true wealth and start a path to HOPE by changing the way you think about situations. As I have said: "With every step of faith, the scenery changes," and that can encourage you as you move forward. Dr. Vicki Rackner weighs in on "thoughts, ti...
Welcome to Physician Wealth Meds, the podcast that delivers the perfect prescription for your financial success. I'm Kevin Sullivan, Wealth Advisor and thrilled to be your host as we delve into the intricate world of wealth management for medical professionals. Today, we're stepping into a realm where precision is paramount – navigating taxes. Just like a surgeon's skilled hands ensure a flawless procedure, we'll be your guide through the complex landscape of tax planning. Imagine having a r...
Doctors - When was the last time you stopped to think about what your practice is worth? 1. Do you know the value of your practice? Do you have a baseline? We often think about having a business valuation completed for a transition to someone else or a hospital, but do you know that you can also use a business valuation to guide you for the growth of your practice and the "health" of your practice? Use your business valuation as a guide for growth! 2. Do you know the key p...
If you have made it into the medical profession as a doctor, your practice and legacy is worth protecting at....... any age. Experienced attorney Paul Dillon of 41 years, shares some great insights in this episode you won't want to miss! Like many professionals, specifically doctors, they think of "what is" instead of "what will be." In this context, many doctors put off this type of planning because they feel their practice is not big enough yet, or they don't have enough tenur...
Our guest on this podcast is Steve Furdock of Rocket Mortgage. He has over 10,000 closings and specializes in helping physicians and other businessowners with complex issues to secure their dream homes and other real estate assets. In this episode we discuss: 1. What are Physician Mortgage loans? 2. What does "Marry the home and date the rate mean?" 3. Is the lowest interest rate the best rate? 4. Are you buying a steppingstone home or a forever home? 5. ...
Dr. Tom Burns, former orthopedic surgeon, now real estate mogul, shares his insights on how doctors can begin their own journey investing in real estate for passive income that could one day overtake their earnings to provide ultimate financial freedom. Founder of Rich Doctor, and running a private equity firm, keeps Tom busy, yet he takes the time in the most humble way to share his successes and failures to benefit those who want to walk this great journey of real estate ownership. He discu...
You've lost your ability to practice wellness and medicine. Now what? What if you lost your ability to do "YOUR JOB"..... Have you ever thought of that? What if your hands were injured and you couldn't perform your specialty to patients? What if your congnitive abilities declined due to an accident or illness? What if you kept putting it off and thinking it could only happen to other physicians, then it struck you? What would you do? How would you get through with n...
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