Physician Wealth Meds - A Wealth Podcast for Doctors

 In a recent video episode of Physicians Wealth Meds , Kevin Sullivan, AIF®, Financial Advisor at Warner Wealth, sits down with Dr. David Phelps—former dentist, founder of Freedom Founders, and long-time advocate for helping professionals achieve financial independence beyond clinical income.  PODCAST INFO Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth...

 In a recent episode of Physicians Wealth Meds , Kevin Sullivan, AIF®, Financial Advisor at Warner Wealth, sits down with Dr. David Phelps—former dentist, founder of Freedom Founders, and long-time advocate for helping professionals achieve financial independence beyond clinical income.  PODCAST INFO Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and...

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—inclu...

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, d...

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 ow...

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 a...

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 &q...

 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 ex...

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) • In...

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...

  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 Re...

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 ha...

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'...

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 Physician Wealth Meds will open the door to get you thinking about how you can "weave your purpose and your wealth together." Susan Latremoill...

Can you really retire in the 0% tax bracket?  Is that even possible?  David McKnight has spent his career educating and guiding clients to this very concept.  You won't want to miss this episode and the information shared.  Also, go to: www.davidmcknight.com for more information.  About David:  David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in...

Doctors, join us with guest Jeanette Delgado , Founder of J D Management Advisory, LLC, for this very important bookkeeping discussion on the podcast PHYSICIAN WEALTH MEDS - It's wealth medicine for doctors! Important points: 1.  What accurate bookkeeping means to your bottom line. 2.  The need for a bookkeeper who understands your medical practice 3.  What are you missing as a result of inac...

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 an...

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 Me...

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 Chris and Amy Cherico, of Guardian Tax Solutions Inc., in Cary, North Carolina.   You WILL NOT want to miss this podcast. If your practice ever needed a boost, a ma...

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 sa...

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...

"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 in...

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...

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 HOPE,  as we interview Dr. Krishna Bhatta, MD, Chief of Urology at the Eastern Maine Medical Center in Bangor, ME.  His wife and children are also doctors, so he has a lot to weigh in on. Why is it th...

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 ens...