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) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
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.

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) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
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.

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.

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 doing and the following that they have created on social media.

For Chris and Amy:
How do you make tax debt resolution "relatable" to your audience?
How can you take a rather serious yet complicated topic and make it fun
and exciting to watch?

For you and your practice:
How can you make what you do more relatable to your patients in a fun
way?
How can you connect and thrive by making a few steps to connect on
your patient's level?

Not only will we discuss creative ideas for your marketing, but you can also get in touch with Chris and Amy to find out how you could start your own messaging.

Check out their Linked-In page to see their "TAX-TIP-TUESDAY" clips.
www.linkedin.com/in/christopher-cherico

Connect with Chris and Amy at: Chris@GTSNC.com
Chris Cherico, EA
www.GuardianTaxSolutions.com
Phone: 919.302.0336
Fax: 919.589.4816
www.linkedin.com/in/christopher-cherico

Guardian Tax Solutions, Inc
10030 Green Level Church Road
Suite 802-92
Cary, NC 27519

Kevin R Sullivan, AIF® - Accredited Investment Fiduciary
Wealth Advisor and Founder of K D Sullivan Wealth Strategies and the Physician
Offices in Maine and New York - clients in 15 states

PODCAST INFO

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: kdsullivan@lpl.com
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.

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, 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.

If you are a physician that is a W-2 employee or a business owner with your own practice, Lloyd Ippolito, CPA, and Kevin Sullivan, AIF® discuss ways in which you both can invest and save taxes.

Some questions from the podcast:

1. It's been said that the quickest way to wealth is to save money in taxes......

2. Lloyd, In light of tax savings, talk about the doctor that is a W-2 Employee versus a doctor that is self-employed in their own practice......

3. Let’s talk real estate for a moment.....
We often hear the words “financial freedom” when people discuss investing in real estate.......

b. If doctors would like to build wealth using real estate, what kind of tax advantages would that bring to the table?

c. Give me an example of how taxes could be reduced, how depreciation would work and potential appreciation in the property and how that plays out over time with real estate.

4. If doctors are working in an office building that they own, should they own the building in their own name, or in the same business name they run their practice out of, or should they have that building in a separate LLC?

5. What if a doctor has more than one real estate property.......?

Lloyd Ippolito, CPA - Master Tax Services LI, LLC
Tom Wheelwright, CPA
Wealthability Site

PODCAST INFO

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: kdsullivan@lpl.com
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.

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

Email: kdsullivan@lpl.com
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.

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.

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

Email: kdsullivan@lpl.com
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.

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.

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

Email: kdsullivan@lpl.com
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.

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

Email: kdsullivan@lpl.com
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.

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.