Physician Wealth Meds - A Wealth Podcast for Doctors
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.
Episodes
29 episodes
How Doctors Can Find Purpose - "On Purpose" with guest Jordan Grumet, MD
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 ...
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Season 3
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Episode 29
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32:08
"CALLING DR. PODCASTER" - How Doctors Can Launch a Powerful Podcast!
Doctors, have you ever thought about starting your own podcast?Join us on this episode as we interview Trevor Oldham, CEO of Podcasting You.I...
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Season 3
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Episode 11
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31:48
REAL ESTATE MEDICINE: Building Financial Health One Property at a Time with guest Dr. Tom Burns
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 over...
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39:09
Markets, Mindset & "Wealth Medicine" with guest Don Connelly
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...
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Season 3
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Episode 9
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26:59
Strategic MD Insights Needed For Your Practice To Thrive with guest: Dr. Evan Duke
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.&nbs...
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Season 3
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Episode 8
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34:21
REAL VALUE-BASED CARE (for you and your practice) with guest: Dr. Tom Davis
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.
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Season 3
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Episode 7
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19:36
The Bulletproof Mindset That Leads To Wealth - with Guest Dr. Vikram Raya
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 w...
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Season 3
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Episode 7
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29:36
Dr. Tony Endorsement Interview of Kevin Sullivan, AIF® - PI Doctors Elite Community
Dr. Tony, founder of the PI Doctors Elite Community, checks in with K...
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Season 3
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Episode 6
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21:43
You've Lost Your Ability To Practice Medicine - Now What? Guest Dr. Tom Davis
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...
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22:53
Real Estate Power: Less Taxes More Income with Guest Zach Lemaster
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....
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Season 2
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Episode 4
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32:40
More Than Money: A Purpose-Driven Retirement
Doctors - Retirement is more than money - it's the chance for you to fulfill your purpose after the transition.You don't have to settle for anxiety, depression, or struggle with your identity beyond retirement...This podcast episode of ...
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35:58
How To Retire In The 0% Tax Bracket with guest David McKnight
Can you really retire in the 0% tax bracket? Is that even possible? David McKnight has spent his career educating andguiding clients to this very concept. You won't want to miss this episode and the information sh...
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35:29
Did You Miss Something? The Hidden Impact of Bookkeeping with Guest Jeanette Delgado
Doctors, join us with guest Jeanette Delgado, Founder of J D Management Advisory, LLC, for this very important bookkeeping discussion on the podca...
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36:10
Physician Portfolio Power - Using your investments for a line of credit seamlessly
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 ...
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Season 2
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Episode 3
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26:02
Dr. Tony William Calandro interviews Kevin Sullivan, AIF® - PI Doctors Elite Community
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 less2. More Customization - NOT less3. More Strategic Thinking - NO...
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Season 2
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Episode 2
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17:13
IS YOUR SPOUSE INVOLVED IN YOUR MARKETING? Guest: Chris and Amy Cherico of Guardian Tax Solutions Inc.
Are you ready for "TAX-TIP-TUESDAY?"Is your spouse involved in your marketing? If not, why not?Ever consider doing short video clips in your marketing?This episode of Physician Wealth Meds Podcast dives in head first with ...
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38:57
WEALTH BECAUSE OF THE TAX RETURN with guest CPA, Lloyd Ippolito
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 know...
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Season 2
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Episode 1
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41:19
Financial Vital Signs - The Power of Business Valuations in Medical Practices with guest Dr. Lori Bents
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...
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Season 1
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Episode 12
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29:10
Don Connelly Brings it on! Wealth Perspectives for Doctors - compiled from 56 years of experience!
"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 ...
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Season 1
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Episode 11
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26:50
RESILIENCE RISING: Physician Burnout Part 2 with guest Dr. Vicki Rackner
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 podca...
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Season 1
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Episode 10
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32:43
FINDING HOPE AMIDST BURNOUT: Renewed Purpose with guest Dr. Krishna Bhatta
Doctors, are you heading for burnout?Are you already there?Do you recognize the stages that lead you to burnout?Are you looking for HOPE?This is why this podcast episode was recorded...to provide HOP...
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32:22
NAVIGATING TAXES WITH PRECISION with guest CPA, Lloyd Ippolito
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 medic...
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Season 1
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Episode 8
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33:04
CONNECTING 4,000 PERSONAL INJURY DOCTORS with special guest Dr. Tony
Are you a personal injury doctor? Do you want to be connected with other PI doctors in the largest Facebook network group for PI Doctors?This amazing Personal Injury Elite Community that Dr. Tony has put together is the largest of...
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32:03
WHAT IS YOUR MEDICAL PRACTICE REALLY WORTH? Michael Simms, CEO of Veracity Advisors weighs in....
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 t...
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Season 1
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Episode 6
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42:02