Physician Wealth Meds - A Wealth Podcast for Doctors

Kevin Sullivan / Wealth Advisor - Host
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  • Investing

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor, and the host of this podcast Video Podcasts of this episode are found on our YouTube Channel: https://youtube.com/@kevinsullivan-sd2sf?si=vTxuUTIF8xlzTHcp PHYSICIAN WEALTH MEDS - A Wealth Podcast for Doctors Email: kdsullivan@warnerwm.comContact: Kevin Sullivan 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 financial professional.

  1. Oct 26

    The Hidden Wealth in Your Medical Practice with Dr. Heather Signorelli

    In this episode of Physician Wealth Meds, Kevin Sullivan sits down with Dr. Heather Signorelli, physician, author, and CEO of NetRevMD, to explore how the financial health of a medical practice connects to a physician’s broader wealth picture. They discuss how revenue leaks, aging accounts receivable, denials, and operational inefficiencies can affect practice profitability, and why understanding these numbers matters for more than today’s income. From improving cash flow to building a stronger business for the future, the conversation highlights why a healthy practice can be an important part of a physician’s long-term financial and transition planning. PODCAST INFO Kevin R Sullivan, AIF® -   (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 for a complimentary discussion or virtual meeting. 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 Hidden Wealth in Your Medical Practice with Dr. Heather Signorelli

  2. Sep 29

    The Power of Practice Ownership with Guest Dr. John Daggett

    For physicians, building wealth often starts with a strong income, but income is only one part of the picture. On a recent episode of Physician Wealth Meds, Warner Wealth Financial Advisor Kevin Sullivan spoke with Dr. John Daggett about another potential component of long-term wealth: Ownership. Dr. Daggett’s story offers a look at how a physician can build a practice around greater autonomy, meaningful patient relationships, and the potential to create a business asset alongside their medical career. PODCAST INFO Kevin R Sullivan, AIF® -   (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 for a complimentary discussion or virtual meeting. 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 Power of Practice Ownership with Guest Dr. John Daggett

  3. Aug 24

    The Healthcare Heist - The Hidden Forces Changing Medicine

    PODCAST INFO Kevin R Sullivan, AIF® -   (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 for a complimentary discussion or virtual meeting. 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.

  4. Jul 28

    Why So Many Doctors Neglect Their Own Health and How to Fix It

    In this episode, Kevin Sullivan, AIF®, Financial Advisor at Warner Wealth, and Mark Jellison, a former Team USA decathlete, who has spent over 20 years helping people build sustainable systems for health and longevity, discuss how doctors often neglect their own health.   Despite doctors having extensive medical knowledge, some are gradually developing symptoms like chronic fatigue, weight gain, reduced strength and mobility, elevated stress levels, inconsistent sleep patterns, and a lack of stuctured physical activity due to stress of running their own practice and treating patients.  Mark explains that with some small changes, doctors can get back on the right track with their own health journey.  PODCAST INFO Kevin R Sullivan, AIF® -   (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 for a complimentary discussion or virtual meeting. 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.

  5. Jun 16

    Redefining Wealth & Optionality for Physicians with Guest Dr. David Phelps Video Podcast

    In a recent video 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® -   (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 for a complimentary discussion or virtual meeting. 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.

  6. Jun 11

    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® -   (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 for a complimentary discussion or virtual meeting. 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.

    Redefining Wealth & Optionality for Physicians

  7. Mar 16

    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® -   (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 for a complimentary discussion or virtual meeting. 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

  8. 11/11/2025

    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® -   (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 for a complimentary discussion or virtual meeting. 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.

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About

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor, and the host of this podcast Video Podcasts of this episode are found on our YouTube Channel: https://youtube.com/@kevinsullivan-sd2sf?si=vTxuUTIF8xlzTHcp PHYSICIAN WEALTH MEDS - A Wealth Podcast for Doctors Email: kdsullivan@warnerwm.comContact: Kevin Sullivan 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 financial professional.

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