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 d…

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 th…

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 ass…

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 weal…

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 …

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.…

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 …

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…

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 yo…

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, Lloy…

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 Newp…

"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 …

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 st…

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 docto…

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…

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 its kind on Facebook with members from the U.S. and around the world. Listen to the podcast and hear how this great co…

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 …

You won't want to miss this episode of Physician Wealth Meds - A Wealth Podcast for Doctors. Kevin Sullivan, Wealth Advisor, and host, interviews Dr. Tom Burns, a former orthopedic surgeon and founder of richdoctor.com as he shares his insights on building wealth alongside your profession as a doctor in real estate to the point where you can have f…

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 contex…

Join us on this episode as Kevin Sullivan / Wealth Advisor & Host speaks with Dr. Kenneth Kurbs, D.C., who shares his success of 40 years in practice. You'll hear how he has been successful: 1. Keeping overhead low - especially in the early years 2. Working in a group of doctors before starting out on your own 3. Having the right professionals arou…

Doctors, do you want to ignite your practice growth and do it through marketing? Do you want to share your clinical excellence? 1. Do you want to be plugged into the news networks? 2. Do you want your credibility increase through doing a podcast? 3. Do you want to see the benefit between marketing yourself separately from your practice? Even if you…

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?…