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

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


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 a...

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 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

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


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 a...

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

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


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 a...

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

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


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 a...

 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 baseline
3.  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

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


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 a...

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

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


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 a...

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.com

Dr. Raya's Book:  PERFECT WEEK FORMULA  F R E E  DOWNLOAD

PODCAST INFO

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


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 a...

 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 update
2.  Positioning of investment portfolios
3.  NEW Online Course for doctors:  Wealth For Life - Building Your Retirement Income Strategy
4.  Podcast:  "Physician Wealth Meds - A Wealth Podcast for Doctors 

PODCAST INFO

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


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 a...

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 / Host

Email: [email protected]

PODCAST INFO

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


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 a...

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 - Depreciation
E - Equity (build up)
A - Appreciation
L - Leverage

If 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]

This is a confidential complimentary meeting that could finally lead you to  generational wealth.

PODCAST INFO

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


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 a...