Dr. Tony William Calandro interviews Kevin Sullivan, AIF® - PI Doctors Elite Community episode artwork

EPISODE · Nov 22, 2024 · 17 MIN

Dr. Tony William Calandro interviews Kevin Sullivan, AIF® - PI Doctors Elite Community

from Physician Wealth Meds - A Wealth Podcast for Doctors · host Kevin Sullivan / Wealth Advisor - Host

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 - NOT lessDr. Tony Calandro, founder of the PI Doctors Elite Community, interviews Kevin Sullivan, Wealth Advisor, Accredited Investment Fiduciary, and Host of the Physician Wealth Meds Podcast - A Wealth Podcast for Doctors.Subscribe, like and share our podcast - Our goal is to help doctors create and maintain wealth inside and outside of their practices that will last for generations!PODCAST INFO Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.comEmail:  [email protected] questions?  Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!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. 

Episode metadata supplied by the publisher feed · Published Nov 22, 2024

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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 Meds Podcast - A Wealth Podcast for Doctors. Subscribe, like and share our podcast...

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Dr. Tony William Calandro interviews Kevin Sullivan, AIF® - PI Doctors Elite Community

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This episode was published on November 22, 2024.

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