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) - 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.

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: kdsullivan@lpl.com

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, 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: kdsullivan@lpl.com

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

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.