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.

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® - 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: 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, 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® - 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: 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.