Physician Wealth Meds - A Wealth Podcast for Doctors

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—including in the Cook Islands—with a powerful track record: as of the time of recording, none of their clients have lost a penny from a properly structured plan.Together, James and Blake break down why physicians are uniquely vulnerable—and what to do about it.PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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, do you say you're a doctor?  Is that your identity?Who are you really?  A father, a mother, a son or a daughter, or does it go much deeper or "should" it go much deeper?Finding your ultimate purpose can lead to anxiety, because it can be too daunting at best, so what steps can you take to lead you in smaller steps to your purpose or better yet, "can you find purpose, on purpose?" PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 own podcast might be the game-changer you've been waiting for.Join us as we dive into the strategic advantages of podcasting for doctors, including:How podcasting positions you as a trusted thought leaderThe business and marketing benefits for private practice ownersWays to use your voice to educate and inspire—without the red tapeReal-world examples of physicians using podcasting to grow their reach and revenueIf you've ever thought, “I have a lot to say, but I don’t know where to start,” this episode is your roadmap.Tune in and discover how to amplify your voice, your brand, and your impact—one episode at a time.PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 and failures to benefit those who want to walk this great journey of real estate ownership.He discusses the "mindset" doctors need to have to make generational wealth a priority, yet has the tools and resources to help every step of the way.Join us in this episode and watch your financial freedom begin, one house at a time!PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 "life" in general.  He is a sought after speaker, coach and mentor to thousands of financial advisors and companies all over the world.  He makes us better advisors with the tools and resources he provides to us, so I thought you need to hear what we hear to help you on your wealth journey.Listen in, or watch this podcast.Both audio and video versions of this podcast are on our website as well:www.kdsullivanwealthstrategies.com.PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

 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 baseline3.  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 exit._____________________________________________________________________________________Evan Duke, D.M.A., brings to the table substantial expertise coupled with the desire to help business owners successfully exit their business. With experience in a wide range of areas in business (data & analytics; budget development & controls; strategic planning; process, policy, and procedure development; operations optimization; multi channel marketing strategy development and implementation; technological analysis & improvements; event management; website management; and public speaking) Evan takes a holistic approach to ensure a business is well built and ready for a sale.In his free time, he loves spending time with his wife and their young son. From hikes with the family to occasional indulgences with different Star Trek Movies and TV Shows (such as TNG and DS9), he also is busy training his sons to be a connoisseur of football, baseball, hockey, soccer, and basketball.If you would like to call and discuss strategy, etc., even if you are not close to exiting, I would love to have a call to see how we can help you. For more information about the services that we offer, here is a link to the Fractional COO/VP of Operations video playlist, and here is a link to the Fractional Leadership Roundtable video playlist. Both go into detail about the process used with each offering. CONTACT:[email protected], and by business phone 864-735-7613. PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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)• Investing in expertise and success in Value-Based Care is a capital expenditure which will create a saleable asset of immense value.• Resources to get you started:• Precision Healthcare can get you your first VBC contract• Excellence in risk-code collection and compliance through Foreseemed.• Vertedge will allow you to find your highest risk patients and your highest centers of costs so you can address both effectively.o Connect with Dr. Davis and get free daily tactics for Value-Based Success at the Value-Based Care Success Community.PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 freedom?3.  Could you make your work-week better and more efficient?4.  Could you live your life on your terms?5.  Are you too "wired for safety" where it limits your entrepreneurial spirit?Dr. Vikram Raya will ignite your passion to continue to succeed and to bring vitality, vision and purpose To visit his site:  www.vikramraya.comDr. Raya's Book:  PERFECT WEEK FORMULA  F R E E  DOWNLOADPODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

 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 update2.  Positioning of investment portfolios3.  NEW Online Course for doctors:  Wealth For Life - Building Your Retirement Income Strategy4.  Podcast:  "Physician Wealth Meds - A Wealth Podcast for Doctors PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 / HostEmail: [email protected] INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 - DepreciationE - Equity (build up)A - AppreciationL - LeverageIf 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:  [email protected] 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 at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 shared. Also, go to: www.davidmcknight.com for more information. About David: David McKnightgraduated from Brigham Young University with Honors in 1997. He has beenfeatured in Forbes, USA Today, The New York Times, Fox Business, BloombergRadio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters,Investor’s Business Daily, Kiplinger’s and numerous other nationalpublications. David’s bestselling book The Power of Zero has sold over 400,000copies and the updated and revised version was published by Penguin RandomHouse in 2018. This book was recently made into a full-length documentary filmentitled The Power of Zero: The Tax Train Is Coming. When his follow-up bookTax-Free Income for Life launched in November of 2020, it finished the week asthe #3 most-sold business book in the world. When his most recent book The GuruGap launched in December of 2024, it finished the week at #8 on the USA TodayBestseller list and was the top-selling business book in the world. He and hiswife Felice have seven children.PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 practice3.  What are you missing as a result of inaccurate entries?4.  How much is inaccurate bookkeeping costing you and your practice each year?5.  Outsourcing is in!A bookkeeper who understands your practice and your industry will help you address many issues that doctors face:1.  Time Constraints2.  Complex Revenue Streams3.  Expense Categorization4.  Accounts Receivables5.  Regulatory Compliance6.  Tax Complexity7.  Technology Integration8.  Scalability & Growth9.  Lack of Financial Expertise10.  High Volume of TransactionsJeanette Delgado  click to book a complimentary assessment:•Jeanette Delgado is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds PodcastPODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 and don't have the time or the patience in obtaining a long drawn out document process with banks, you could consider a Securities-Based Line of Credit using your investment portfolio as collateral without selling your investments to create the cash and taking on unnecessary capital gains or losses.Is it margin?  No.Does it have a quick turnaround?  Yes.Can you use it for almost anything?  Yes.Multiple Uses:Business expansion, equipment purchases, cash flow bridge, business acquisition, payroll, etc...PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 makeover, or a fresh look at how you connect with your patients, you need to see what Chris and Amy are doing and the following that they have created on social media.For Chris and Amy:     How do you make tax debt resolution "relatable" to your audience?     How can you take a rather serious yet complicated topic and make it fun         and exciting to watch?For you and your practice:     How can you make what you do more relatable to your patients in a fun      way?     How can you connect and thrive by making a few steps to connect on       your patient's level?Not only will we discuss creative ideas for your marketing, but you can also get in touch with Chris and Amy to find out how you could start your own messaging.  Check out their Linked-In page to see their "TAX-TIP-TUESDAY" clips.www.linkedin.com/in/christopher-chericoConnect with Chris and Amy at:  [email protected] Cherico, EAwww.GuardianTaxSolutions.comPhone: 919.302.0336Fax: 919.589.4816 www.linkedin.com/in/christopher-chericoGuardian Tax Solutions, Inc10030 Green Level Church RoadSuite 802-92Cary, NC 27519Kevin R Sullivan, AIF® - Accredited Investment FiduciaryWealth Advisor and Founder of K D Sullivan Wealth Strategies and the Physician Offices in Maine and New York - clients in 15 statesPODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 save taxes and also through investing in real estate as a way to diversify and bring tax advantages along the way. If you are a physician that is a W-2 employee or a business owner with your own practice, Lloyd Ippolito, CPA, and Kevin Sullivan, AIF® discuss ways in which you both can invest and save taxes.Some questions from the podcast:1.  It's been said that the quickest way to wealth is to save money in taxes...... 2.    Lloyd,  In light of tax savings, talk about the doctor that is a W-2 Employee versus a doctor that is self-employed in their own practice......3.   Let’s talk real estate for a moment.....   We often hear the words “financial freedom” when people discuss investing in real estate.......  b.      If doctors would like to build wealth using real estate, what kind of tax advantages would that bring to the table?c.      Give me an example of how taxes could be reduced, how depreciation would work and potential appreciation in the property and how that plays out over time with real estate.4.      If doctors are working in an office building that they own, should they own the building in their own name, or in the same business name they run their practice out of, or should they have that building in a separate LLC?5.      What if a doctor has more than one real estate property.......?  Lloyd Ippolito, CPA - Master Tax Services LI, LLCTom Wheelwright, CPAWealthability SitePODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 in a few years to again sell.These discussions are intended to get you thinking of your own situation and how you'll respond to your sale at some point in the future.  Having a proper business valuation will help you:1.  Establish your baseline,2.  Benchmark against your peers3.  Provide key areas of focus that you can use for growth to maximize your value BEFORE you transition.4.  A proactive value to let you see where you stand not just where you think you stand.We're here to make a difference and to help in this way:Contact us at:  [email protected] for a complimentary business valuation overview and checklistPODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

"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 interviews top advisors from all over the world and provides insights that he finds from those elite professionals.  Advisors that have $7 billion of assets under management with minimum account sizes of $10 million, is just one example.He's been an inspiration to me in my 34 year career and for decades, I have followed Don, and seen him at many conferences.  So since the advisor community knows who he is, I thought you as a doctor should know who he is also!He has spoken all over the world to almost every investment firm, great and small.  He travels throughout the US providing timely insights for advisors to use with their clients. I know what he has to say to us, and wanted him to share some comments directly to you also!It's impossible for you to ever look at building and maintaining wealth the same way once you hear his simple analogies that will totally change your outlook. If you take what he says to heart, there is no doubt your financial goals will benefit from it.PODCAST INFO Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) - Founder - 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 NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!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 qualified professional prior to making a decision. 

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 that can encourage you as you move forward.Dr. Vicki Rackner weighs in on  "thoughts, time and money" as we discuss this ever increasing problem of physician burnout.Remember, there is HOPE and you can do this!  If you are feeling like you need help, there are tremendous resources that can be made available to you.  This podcast plays a small part in your journey to hope and restoration, resolve and recovery.Dr. Vicki Rackner is a former breast surgeon when in private practice, a current entrepreneur, and the author of three books:1.  Myth of the Rich Doctor2.  Nine Money Mistakes Doctors Make3.  How Doctors Can Build True WealthHer website is:   https://thrivingdoctors.com/•Dr. Vicki Rackner is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds.PODCAST INFO Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) - Founder - 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 NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!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 qualified professional prior to making a decision. 

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 that some doctors are bunt out and other doctors are not?What traits do doctors carry that keep them away from being burnt out?Could those traits be useful to the physicians that are experiencing burn out?With over 50% of doctors (and percentages even greater than that per specialty) feeling burnt out and with that rate rising every year, we wanted to focus in on the traits that the  "non-burnt out" doctors have....that keep them healthy and vibrant.These traits could be useful to those who are burnt out.This podcast episode is one to examine.There are many causes for burn out, however, this episode focuses on solutions of hope, balance, restoration, and a renewed purpose!We encourage you to take a time of reflection.  It's the most important action you could do. Then, the picture can be clearer with every step you take.Please like, share, and subscribe to this podcast.  It's wealth medicine for doctors!Dr. Krishna Bhatta's book:  Journey From Life to Life can be found by clicking the link.Relax Infinity in the App Store for Apple products.Relax Infinity in the Google Play Store for Android products.Kevin Sullivan's book:  "Managing Income in Retirement - Planning with Purpose  PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 ensure a flawless procedure, we'll be your guide through the complex landscape of tax planning. Imagine having a reliable compass that directs you through the maze of deductions, credits, and strategies, so you can optimize your financial health.Join us as we dissect the strategies that not only minimize your tax liability but also maximize your potential for growth. From understanding the nuances of tax-efficient investments to unraveling the intricacies of tax-deferred accounts, this episode addresses the art of tax optimization......from LLCs, S Corps, Asset Protection, to increased wealth because of it.Just as doctors diagnose and treat with precision, we'll help you diagnose your financial situation to keep more of what you earn.So, grab your financial stethoscope and tune in to Physician Wealth Meds – where navigating taxes with precision can begin. Your financial well-being deserves nothing less.This conversation with CPA Lloyd Ippolito of Master Tax Services, will help clarify and provide some focus.1.  Have you ever wanted to get your arms around your taxes?2.  Have you ever wanted to have a tax strategy BEFORE you file your taxes?3.  Have you ever wondered if this was even possible and to have a solid tax plan that is thought out so much so that you could start building wealth because of it?Navigating taxes can be daunting at best, however, with the precision that is described by our guest CPA, Lloyd Ippolito, it can help bring clarity to many questions you may have.There is nothing like knowing where you're going and if you don't know, you need to find out.  Peace of mind comes with a solid plan that works for you to carry out your financial goals.These concepts described in this podcast may give you some insights as to how you could fine tune what you're already doing and set a course for your present - and - future!Other topics covered in the podcast links:WEALTHABILITY - Tom Wheelright, CPALloyd Ippolito:  203 Rockaway Stream, 1st Floor, Valley Stream, NY  11580•Lloyd Ippolito, CPA, MBA PODCAST INFO Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) - Founder - 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 NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!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 qualified professional prior to making a decision. 

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 community of doctors share ideas and practical ways to address personal injury payments, staffing, and best practices.  There are many ways to benefit from these services.Wealth Advisor and podcast host, Kevin Sullivan also weighs in on the assistance he can provide to these doctors as a selected and promoted annual sponsor member of the group!You can find this great group on Facebook by searching PI Doctors Elite Community. Don't forget to check out Dr. Tony's book "THINK AND BE SUCCESSFUL."   (then click the "book pic.")Find out how this group can be a tremendous resource for you and also find out how Kevin Sullivan can help with your business and personal financial goals.•Dr. Tony  is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds.•Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. • 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. Kevin Sullivan / Wealth Advisor – HostK D Sullivan Wealth Strategies6409 Dysinger Rd.Lockport, NY  14094O: 716-970-4448kdsullivan@lpl.comwww.kdsullivanwealthstrategies.comPODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 of your practice and the "health" of your practice?Use your business valuation as a guide for growth!2.  Do you know the key performance indicators (KPI) that would guide you to a healthier practice?3.  Do you want to maximize your value?4.  Are you too involved in your practice, where you need to start being the CEO and allow for others to come along-side you so you can eventually step away?Many doctors have very high "good will" with their patients, and when they go to sell their practices, if they're the ONLY face of their practice, the value is not going to be what they think it is.  Starting early working to systemize your practice and working through the KPIs needed will help enhance your value and the value of your practice.Kevin Sullivan, Wealth Advisor and podcast host, speaks with Michael Simms, CEO of Veracity Advisors who is also known as the "valuation guy" as he shares some essential points you won't want to miss.  To find out how we could possibly help you, contact us today at the email below or the office phone.•Michael Simms is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds.•Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. • 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. PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 financial freedom and peace of mind. 1. Do you want to create wealth and have a stream of passive income coming in like Dr. Burns? 2. Are you facing burnout and wish you had some financial options? 3. What are you doing financially that will generate income for generations to come?4. How do you climb your financial mountain? One step at a time. These are some of the areas and so much more that Dr. Burns speaks of in this podcast episode. Dr. Burns wrote a book entitled: "WHY DOCTORS DON'T GET RICH" and you will find it a valuable tool.PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 context, many doctors put off this type of planning because they feel their practice is not big enough yet, or they don't have enough tenure as a physician yet.  But as life events happen, time slips away and planning needs to be done...... for the day...... in which something happens......... and if you're not prepared, your legacy is at risk.  Since none of us knows "that day,"..... planning is essential.Furthering the point.....example.....a newly credentialed doctor opens a practice, and maybe is only a year or two in the business.  A life changing event (accident, death) happens and as a result of that accident or death, a settlement is reached for a multi-million dollar amount that now heads towards the estate as beneficiary.  The physician didn't do any protection, or legacy planning, and now what "could have been" changes status to " I wish I had..." due to the tax bite of things left unplanned for. Most descriptive words with regards to accidents or untimely deaths, or lawsuits are: "suddenly, immediately, without warning, and surprisingly."   Planning for who you will be in the future needs to be done today.  Then, you can rest with the peace of mind.....at any age.....Consider these points:1.  You have something to protect2. Most states have provisions that will only allow a medical credentialed physician take over your practice should something happen to you, and in most cases that is not your spouse.  Even if you're not married, a section has to be made "in advance."3.  What's a will, trust, power of attorney, healthcare proxy?4.  An ongoing relationship with my attorney?5.  The power of a team of professionals, especially a virtual team6.  Don't forget to fund your trust, if not, it's useless.7.  Do you have the right entity set up? Do you need multiple entities?PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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 years2.  Working in a group of doctors before starting out on your own3.  Having the right professionals around you for success4.  What if you have 5 children especially in the early building years?5.  Two out of five children now are chiropractors.6.  Insights for younger doctorsDr. Kenneth Kurbs, D.C.741 Davison Rd.Lockport, NY  14094716-433-6666PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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're well established and things are running smoothly, there is always value in learning about what others are doing in this area.  Could you make your marketing better, stronger, or more focused?Could you make your marketing effective to the right people?This conversation with Dr. Mike DeCubellis, D.C., will surely provide you the insights you'll need to get you on your way.  Dr. DeCubellis has been seen on NBC, CBS, ABC, FOX  and many other networks.He's the author of 2 books, with the latest book released in 2022 entitled:  "Why didn't the pain go away?View Dr. Mike DeCubellis' s most recent book:  WHY DIDN'T THE PAIN GO AWAY?Dr. Mike DeCubellis, Wellness in Downers Grove Illinois, are not affiliated with or endorsed by LPL Financial or Physician Wealth Meds. PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.

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?"3.  Is the lowest interest rate the best rate?4.  Are you buying a steppingstone home or a forever home?5.   How transparent should you be with your financials to the lender?6.   Is 20% down the only option?PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.com Email: [email protected] Got questions? Click here for a complimentary discussion or virtual meeting.Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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 qualified professional prior to making a decision.