Physician Wealth Meds

著者: Kevin Sullivan / Wealth Advisor - Host
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  • A Wealth Podcast For Doctors

    © 2025 Physician Wealth Meds
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A Wealth Podcast For Doctors

© 2025 Physician Wealth Meds
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  • You've Lost Your Ability To Practice Medicine - Now What? Guest Dr. Tom Davis
    2025/03/13

    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 no income?

    Would you have to sell your practice? If so, a fire sale?

    Listen to this podcast as it is very powerful by a doctor, Tom Davis, who saw first hand what this looks like and what he did in advance to protect himself, his family and his livelihood. He protected his income!

    His advice to you...

    Run....don't walk.... and take care of this, because things could change as soon as your next breath.

    Dr. Tom Davis - https://tomdavisconsulting.com/

    Questions: Ask Kevin Sullivan, AIF® Wealth Advisor / Host

    Email: kdsullivan@lpl.com


    PODCAST INFO

    Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
    K D Sullivan Wealth Strategies.
    112 Clinton Ave.
    Winslow, ME 04901

    Email: kdsullivan@lpl.com
    Contact:
    NY Office: 716-970-4448
    ME: Office: 20-660-6637

    Got questions?
    Click here for a complimentary discussion or virtual meeting.

    For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


    Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

    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.

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    23 分
  • Real Estate Power: Less Taxes More Income with Guest Zach Lemaster
    2025/02/24

    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 owns and manages with his team COMPLETE turnkey services in real estate....from finding the right properties, to managing them for you.....and these are new construction properties.


    You won't want to miss this discussion.
    Listen - you're going to pay taxes.
    The default option is to overpay money to the government in taxes or you can choose where a majority of those funds go to - YOUR REAL ESTATE PORTFOLIO!

    I - Income (passive income)
    D - Depreciation
    E - Equity (build up)
    A - Appreciation
    L - Leverage

    If you've been on the sidelines "wondering," or "watching" others succeed in real estate, the question is "WHY NOT YOU?"

    To learn more, email: Kevin Sullivan, Founder/Wealth Advisor, and Podcast Host: kdsullivan@lpl.com

    This is a confidential complimentary meeting that could finally lead you to generational wealth.


    PODCAST INFO

    Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
    K D Sullivan Wealth Strategies.
    112 Clinton Ave.
    Winslow, ME 04901

    Email: kdsullivan@lpl.com
    Contact:
    NY Office: 716-970-4448
    ME: Office: 20-660-6637

    Got questions?
    Click here for a complimentary discussion or virtual meeting.

    For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


    Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

    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.

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    33 分
  • More Than Money: A Purpose-Driven Retirement
    2025/02/06

    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 Latremoille and Marianne Oehser of Next Chapter Lifestyle Advisors bring over 40 years of experience into helping doctors find purpose in retirement.

    Purpose in retirement as it's not about the money!

    It's about you living your BEST LIFE EVER and carrying out what you've always wanted to do and be.......and guess what? YOU'RE NOT ALONE !

    https://nextchapterlifestyleadvisors.com/about-us/
    Click the link above to learn more and to obtain two great books that Susan and Marianne have written on this subject.

    PODCAST INFO

    Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
    K D Sullivan Wealth Strategies.
    112 Clinton Ave.
    Winslow, ME 04901

    Email: kdsullivan@lpl.com
    Contact:
    NY Office: 716-970-4448
    ME: Office: 20-660-6637

    Got questions?
    Click here for a complimentary discussion or virtual meeting.

    For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


    Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

    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.

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    36 分

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