Physician Wealth Meds

Kevin Sullivan / Wealth Advisor - Host

5.0(1개의 평가)
투자

A Wealth Podcast For Doctors

1일 전

Physician Portfolio Power - Using your investments for a line of credit seamlessly

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 ban...

26분
5일 전

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

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 - ...

17분
6월 25일

IS YOUR SPOUSE INVOLVED IN YOUR MARKETING? Guest: Chris and Amy Cherico of Guardian Tax Solutions Inc.

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 ...

39분
6월 4일

WEALTH BECAUSE OF THE TAX RETURN with guest CPA, Lloyd Ippolito

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. ...

41분
1월 5일

Financial Vital Signs - The Power of Business Valuations in Medical Practices with guest Dr. Lori Bents

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 ...

29분
2023. 10. 24.

Don Connelly Brings it on! Wealth Perspectives for Doctors - compiled from 56 years of experience!

"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 profes...

27분
2023. 09. 20.

RESILIENCE RISING: Physician Burnout Part 2 with guest Dr. Vicki Rackner

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 a...

33분
2023. 09. 18.

FINDING HOPE AMIDST BURNOUT: Renewed Purpose with guest Dr. Krishna Bhatta

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 kee...

32분

모두 보기(16개)

A Wealth Podcast For Doctors

제작진

Kevin Sullivan / Wealth Advisor - Host
방송 연도

2023년 - 2024년
에피소드

16
등급

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Physician Wealth Meds

Physician Wealth Meds

Physician Portfolio Power - Using your investments for a line of credit seamlessly

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

IS YOUR SPOUSE INVOLVED IN YOUR MARKETING? Guest: Chris and Amy Cherico of Guardian Tax Solutions Inc.

WEALTH BECAUSE OF THE TAX RETURN with guest CPA, Lloyd Ippolito

Financial Vital Signs - The Power of Business Valuations in Medical Practices with guest Dr. Lori Bents

Don Connelly Brings it on! Wealth Perspectives for Doctors - compiled from 56 years of experience!

RESILIENCE RISING: Physician Burnout Part 2 with guest Dr. Vicki Rackner

FINDING HOPE AMIDST BURNOUT: Renewed Purpose with guest Dr. Krishna Bhatta

소개

정보

Physician Wealth Meds

에피소드

Physician Portfolio Power - Using your investments for a line of credit seamlessly

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

IS YOUR SPOUSE INVOLVED IN YOUR MARKETING? Guest: Chris and Amy Cherico of Guardian Tax Solutions Inc.

WEALTH BECAUSE OF THE TAX RETURN with guest CPA, Lloyd Ippolito

Financial Vital Signs - The Power of Business Valuations in Medical Practices with guest Dr. Lori Bents

Don Connelly Brings it on! Wealth Perspectives for Doctors - compiled from 56 years of experience!

RESILIENCE RISING: Physician Burnout Part 2 with guest Dr. Vicki Rackner

FINDING HOPE AMIDST BURNOUT: Renewed Purpose with guest Dr. Krishna Bhatta

소개

정보