Redefining Wealth & Optionality for Physicians

Redefining Wealth & Optionality for Physicians

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® [https://www.kdsullivanwealthstrategies.com/] -   (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast  Website: www.WarnerWM.com Email:  KDSullivan@WarnerWM.com Got questions?  Click here [https://www.kdsullivanwealthstrategies.com/contact] for a complimentary discussion or virtual meeting. Also check out our ONLINE COURSE [https://kdsullivan-wealth-strategies.mykajabi.com/wealth-for-life] called "WEALTH FOR LIFE" [https://kdsullivan-wealth-strategies.mykajabi.com/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.

The Offshore Asset Protection Conversation Every Physician Should Have - with Guest Attorney Blake Harris

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® [https://www.kdsullivanwealthstrategies.com/] -   (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast  Website: www.WarnerWM.com Email:  KDSullivan@WarnerWM.com Got questions?  Click here [https://www.kdsullivanwealthstrategies.com/contact] for a complimentary discussion or virtual meeting. Also check out our ONLINE COURSE [https://kdsullivan-wealth-strategies.mykajabi.com/wealth-for-life] called "WEALTH FOR LIFE" [https://kdsullivan-wealth-strategies.mykajabi.com/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.

How Doctors Can Find Purpose - "On Purpose" with guest Jordan Grumet, MD

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® [https://www.kdsullivanwealthstrategies.com/] -   (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast  Website: www.WarnerWM.com Email:  KDSullivan@WarnerWM.com Got questions?  Click here [https://www.kdsullivanwealthstrategies.com/contact] for a complimentary discussion or virtual meeting. Also check out our ONLINE COURSE [https://kdsullivan-wealth-strategies.mykajabi.com/wealth-for-life] called "WEALTH FOR LIFE" [https://kdsullivan-wealth-strategies.mykajabi.com/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.

"CALLING DR. PODCASTER" - How Doctors Can Launch a Powerful Podcast!

Doctors, have you ever thought about starting your own podcast? Join us on this episode as we interview Trevor Oldham [https://podcastingyou.com/], CEO of Podcasting You. [https://podcastingyou.com/] 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 leader * The business and marketing benefits for private practice owners * Ways to use your voice to educate and inspire—without the red tape * Real-world examples of physicians using podcasting to grow their reach and revenue If 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® [https://www.kdsullivanwealthstrategies.com/] -   (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast  Website: www.WarnerWM.com Email:  KDSullivan@WarnerWM.com Got questions?  Click here [https://www.kdsullivanwealthstrategies.com/contact] for a complimentary discussion or virtual meeting. Also check out our ONLINE COURSE [https://kdsullivan-wealth-strategies.mykajabi.com/wealth-for-life] called "WEALTH FOR LIFE" [https://kdsullivan-wealth-strategies.mykajabi.com/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.

REAL ESTATE MEDICINE: Building Financial Health One Property at a Time with guest Dr. Tom Burns

Dr. Tom Burns [https://richdoctor.com/mastermind/], 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 [https://richdoctor.com/mastermind/], 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® [https://www.kdsullivanwealthstrategies.com/] -   (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast  Website: www.WarnerWM.com Email:  KDSullivan@WarnerWM.com Got questions?  Click here [https://www.kdsullivanwealthstrategies.com/contact] for a complimentary discussion or virtual meeting. Also check out our ONLINE COURSE [https://kdsullivan-wealth-strategies.mykajabi.com/wealth-for-life] called "WEALTH FOR LIFE" [https://kdsullivan-wealth-strategies.mykajabi.com/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.