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) 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.

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. 

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

Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) 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.

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. 

 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

Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) 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.

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. 

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

Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) 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.

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. 

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

Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) 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.

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. 

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) 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.

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. 

Can you really retire in the 0% tax bracket? 
Is that even possible? 
David McKnight has spent his career educating and
guiding 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 McKnight
graduated from Brigham Young University with Honors in 1997. He has been
featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg
Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters,
Investor’s Business Daily, Kiplinger’s and numerous other national
publications. David’s bestselling book The Power of Zero has sold over 400,000
copies and the updated and revised version was published by Penguin Random
House in 2018. This book was recently made into a full-length documentary film
entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book
Tax-Free Income for Life launched in November of 2020, it finished the week as
the #3 most-sold business book in the world. When his most recent book The Guru
Gap launched in December of 2024, it finished the week at #8 on the USA Today
Bestseller list and was the top-selling business book in the world. He and his
wife Felice have seven children.

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:  [email protected]

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. 

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 practice
3.  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 Constraints
2.  Complex Revenue Streams
3.  Expense Categorization
4.  Accounts Receivables
5.  Regulatory Compliance
6.  Tax Complexity
7.  Technology Integration
8.  Scalability & Growth
9.  Lack of Financial Expertise
10.  High Volume of Transactions

Jeanette Delgado  click to book a complimentary assessment:


•Jeanette Delgado is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds Podcast

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:  [email protected]

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. 

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) 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.

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. 

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 less
2.  More Customization - NOT less
3.  More Strategic Thinking - NOT less

Dr. 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) 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.

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.