Physician Wealth Meds - A Wealth Podcast for Doctors
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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.
Physician Wealth Meds - A Wealth Podcast for Doctors
The Offshore Asset Protection Conversation Every Physician Should Have - with Guest Attorney Blake Harris
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In the latest episode of Physicians Wealth Meds, Kevin Sullivan AIF®, Financial Advisor at Warner Wealth, sits down with Asset Protection Attorney Blake Harris of Blake Harris Law to tackle one of the most overlooked risks facing physicians today: Lawsuits and Asset Exposure.
Blake Harris’ firm focuses exclusively on offshore asset protection and has established hundreds of offshore trusts—including in the Cook Islands—with a powerful track record: as of the time of recording, none of their clients have lost a penny from a properly structured plan.
Together, James and Blake break down why physicians are uniquely vulnerable—and what to do about it.
PODCAST INFO
Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast
Website: www.WarnerWM.com
Email: KDSullivan@WarnerWM.com
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Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Warner Wealth, a Registered Investment Advisory Firm.
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 qualified professional prior to making a decision.