Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy! 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.com Contact: Kevin Sullivan NY Office: 716-970-4448 ME: Office: 207-660-6637 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 appropriate financial professional.
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June 16, 202650 min
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.comEmail: KDSullivan@WarnerWM.comGot questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "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.
June 11, 2026Episode 250 min
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.comEmail: KDSullivan@WarnerWM.comGot questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "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.
March 16, 2026Episode 126 min
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.comEmail: KDSullivan@WarnerWM.comGot questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "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.
November 11, 2025Episode 2932 min
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.comEmail: KDSullivan@WarnerWM.comGot questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "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.
July 9, 2025Episode 1131 min
"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, 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 leaderThe business and marketing benefits for private practice ownersWays to use your voice to educate and inspire—without the red tapeReal-world examples of physicians using podcasting to grow their reach and revenueIf 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® - (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.comEmail: KDSullivan@WarnerWM.comGot questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "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.
July 3, 202539 min
REAL ESTATE MEDICINE: Building Financial Health One Property at a Time with guest Dr. Tom Burns
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 Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.comEmail: KDSullivan@WarnerWM.comGot questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "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.
June 24, 2025Episode 926 min
Markets, Mindset & "Wealth Medicine" with guest Don Connelly
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 Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.comEmail: KDSullivan@WarnerWM.comGot questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "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.
June 13, 2025Episode 834 min
Strategic MD Insights Needed For Your Practice To Thrive with guest: Dr. Evan Duke
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 baseline3. 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:info@evanduke.com, and by business phone 864-735-7613. PODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.comEmail: KDSullivan@WarnerWM.comGot questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "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.
June 2, 2025Episode 719 min
REAL VALUE-BASED CARE (for you and your practice) with guest: Dr. Tom Davis
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.comEmail: KDSullivan@WarnerWM.comGot questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "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.
May 9, 2025Episode 729 min
The Bulletproof Mindset That Leads To Wealth - with Guest Dr. Vikram Raya
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.comDr. Raya's Book: PERFECT WEEK FORMULA F R E E DOWNLOADPODCAST INFO Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.comEmail: KDSullivan@WarnerWM.comGot questions? Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "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.
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