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 own situation and how you'll respond to your sale at some point in the future.
Having a proper business valuation will help you:
1. Establish your baseline,
2. Benchmark against your peers
3. Provide key areas of focus that you can use for growth to maximize your value BEFORE you transition.
4. A proactive value to let you see where you stand not just where you think you stand.

We're here to make a difference and to help in this way:
Contact us at: kdsullivan@lpl.com for a complimentary business valuation overview and checklist

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
6409 Dysinger Rd.
Lockport, NY 14094

Email: kdsullivan@lpl.com
Contact: 716-970-4448

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.

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.

"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 professionals. Advisors that have $7 billion of assets under management with minimum account sizes of $10 million, is just one example.

He's been an inspiration to me in my 34 year career and for decades, I have followed Don, and seen him at many conferences. So since the advisor community knows who he is, I thought you as a doctor should know who he is also!

He has spoken all over the world to almost every investment firm, great and small. He travels throughout the US providing timely insights for advisors to use with their clients. I know what he has to say to us, and wanted him to share some comments directly to you also!

It's impossible for you to ever look at building and maintaining wealth the same way once you hear his simple analogies that will totally change your outlook.

If you take what he says to heart, there is no doubt your financial goals will benefit from it.

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
6409 Dysinger Rd.
Lockport, NY 14094

Email: kdsullivan@lpl.com
Contact: 716-970-4448

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.

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.

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 and money" as we discuss this ever increasing problem of physician burnout.

Remember, there is HOPE and you can do this! If you are feeling like you need help, there are tremendous resources that can be made available to you.
This podcast plays a small part in your journey to hope and restoration, resolve and recovery.

Dr. Vicki Rackner is a former breast surgeon when in private practice, a current entrepreneur, and the author of three books:
1. Myth of the Rich Doctor
2. Nine Money Mistakes Doctors Make
3. How Doctors Can Build True Wealth
Her website is: https://thrivingdoctors.com/

•Dr. Vicki Rackner is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds.

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
6409 Dysinger Rd.
Lockport, NY 14094

Email: kdsullivan@lpl.com
Contact: 716-970-4448

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.

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, 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 keep them away from being burnt out?
• Could those traits be useful to the physicians that are experiencing burn out?

With over 50% of doctors (and percentages even greater than that per specialty) feeling burnt out and with that rate rising every year, we wanted to focus in on the traits that the "non-burnt out" doctors have....that keep them healthy and vibrant.

These traits could be useful to those who are burnt out.
This podcast episode is one to examine.

There are many causes for burn out, however, this episode focuses on solutions of hope, balance, restoration, and a renewed purpose!

We encourage you to take a time of reflection. It's the most important action you could do.
Then, the picture can be clearer with every step you take.

Please like, share, and subscribe to this podcast. It's wealth medicine for doctors!

Dr. Krishna Bhatta's book: Journey From Life to Life can be found by clicking the link.
Relax Infinity in the App Store for Apple products.
Relax Infinity in the Google Play Store for Android products.

Kevin Sullivan's book: "Managing Income in Retirement - Planning with Purpose

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
6409 Dysinger Rd.
Lockport, NY 14094

Email: kdsullivan@lpl.com
Contact: 716-970-4448

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.

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.

Welcome to Physician Wealth Meds, the podcast that delivers the perfect prescription for your financial success. I'm Kevin Sullivan, Wealth Advisor and thrilled to be your host as we delve into the intricate world of wealth management for medical professionals.

Today, we're stepping into a realm where precision is paramount – navigating taxes. Just like a surgeon's skilled hands ensure a flawless procedure, we'll be your guide through the complex landscape of tax planning. Imagine having a reliable compass that directs you through the maze of deductions, credits, and strategies, so you can optimize your financial health.

Join us as we dissect the strategies that not only minimize your tax liability but also maximize your potential for growth.

From understanding the nuances of tax-efficient investments to unraveling the intricacies of tax-deferred accounts, this episode addresses the art of tax optimization......from LLCs, S Corps, Asset Protection, to increased wealth because of it.

Just as doctors diagnose and treat with precision, we'll help you diagnose your financial situation to keep more of what you earn.

So, grab your financial stethoscope and tune in to Physician Wealth Meds – where navigating taxes with precision can begin. Your financial well-being deserves nothing less.

This conversation with CPA Lloyd Ippolito of Master Tax Services, will help clarify and provide some focus.

1. Have you ever wanted to get your arms around your taxes?
2. Have you ever wanted to have a tax strategy BEFORE you file your taxes?
3. Have you ever wondered if this was even possible and to have a solid tax plan that is thought out so much so that you could start building wealth because of it?

Navigating taxes can be daunting at best, however, with the precision that is described by our guest CPA, Lloyd Ippolito, it can help bring clarity to many questions you may have.

There is nothing like knowing where you're going and if you don't know, you need to find out.

Peace of mind comes with a solid plan that works for you to carry out your financial goals.
These concepts described in this podcast may give you some insights as to how you could fine tune what you're already doing and set a course for your present - and - future!

Other topics covered in the podcast links:
WEALTHABILITY - Tom Wheelright, CPA

Lloyd Ippolito: 203 Rockaway Stream, 1st Floor, Valley Stream, NY 11580

•Lloyd Ippolito, CPA, MBA and Wealthability are not affiliated with or endorsed by LPL Financial or Physician Wealth Meds.
•Securities

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
6409 Dysinger Rd.
Lockport, NY 14094

Email: kdsullivan@lpl.com
Contact: 716-970-4448

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.

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.

Are you a personal injury doctor? Do you want to be connected with other PI doctors in the largest Facebook network group for PI Doctors?

This amazing Personal Injury Elite Community that Dr. Tony has put together is the largest of its kind on Facebook with members from the U.S. and around the world.

Listen to the podcast and hear how this great community of doctors share ideas and practical ways to address personal injury payments, staffing, and best practices. There are many ways to benefit from these services.

Wealth Advisor and podcast host, Kevin Sullivan also weighs in on the assistance he can provide to these doctors as a selected and promoted annual sponsor member of the group!

You can find this great group on Facebook by searching PI Doctors Elite Community.
Don't forget to check out Dr. Tony's book "THINK AND BE SUCCESSFUL." (then click the "book pic.")

Find out how this group can be a tremendous resource for you and also find out how Kevin Sullivan can help with your business and personal financial goals.


•Dr. Tony is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds.
•Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
• 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.

Kevin Sullivan / Wealth Advisor – Host
K D Sullivan Wealth Strategies
6409 Dysinger Rd.
Lockport, NY 14094

O: 716-970-4448
kdsullivan@lpl.com
www.kdsullivanwealthstrategies.com

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
6409 Dysinger Rd.
Lockport, NY 14094

Email: kdsullivan@lpl.com
Contact: 716-970-4448

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.

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 - When was the last time you stopped to think about what your practice is worth?
1. Do you know the value of your practice? Do you have a baseline?

We often think about having a business valuation completed for a transition to someone else or a hospital, but do you know that you can also use a business valuation to guide you for the growth of your practice and the "health" of your practice?
Use your business valuation as a guide for growth!

2. Do you know the key performance indicators (KPI) that would guide you to a healthier practice?

3. Do you want to maximize your value?

4. Are you too involved in your practice, where you need to start being the CEO and allow for others to come along-side you so you can eventually step away?

Many doctors have very high "good will" with their patients, and when they go to sell their practices, if they're the ONLY face of their practice, the value is not going to be what they think it is. Starting early working to systemize your practice and working through the KPIs needed will help enhance your value and the value of your practice.

Kevin Sullivan, Wealth Advisor and podcast host, speaks with Michael Simms, CEO of Veracity Advisors who is also known as the "valuation guy" as he shares some essential points you won't want to miss.

To find out how we could possibly help you, contact us today at the email below or the office phone.

•Michael Simms is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds.
•Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
• 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.

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
6409 Dysinger Rd.
Lockport, NY 14094

Email: kdsullivan@lpl.com
Contact: 716-970-4448

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.

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 won't want to miss this episode of Physician Wealth Meds - A Wealth Podcast for Doctors.
Kevin Sullivan, Wealth Advisor, and host, interviews Dr. Tom Burns, a former orthopedic surgeon and founder of richdoctor.com as he shares his insights on building wealth alongside your profession as a doctor in real estate to the point where you can have financial freedom and peace of mind.

1. Do you want to create wealth and have a stream of passive income coming in like Dr. Burns?
2. Are you facing burnout and wish you had some financial options?
3. What are you doing financially that will generate income for generations to come?
4. How do you climb your financial mountain? One step at a time.

These are some of the areas and so much more that Dr. Burns speaks of in this podcast episode.

Dr. Burns wrote a book entitled: "WHY DOCTORS DON'T GET RICH" and you will find it a valuable tool.

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
6409 Dysinger Rd.
Lockport, NY 14094

Email: kdsullivan@lpl.com
Contact: 716-970-4448

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.

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.