Doctors - Retirement is more than money - it's the chance for you to fulfill your purpose after the transition.
You don't have to settle for anxiety, depression, or struggle with your identity beyond retirement...
This podcast episode of Physician Wealth Meds will open the door to get you thinking about how you can "weave your purpose and your wealth together."

Susan Latremoille and Marianne Oehser of Next Chapter Lifestyle Advisors bring over 40 years of experience into helping doctors find purpose in retirement.

Purpose in retirement as it's not about the money!

It's about you living your BEST LIFE EVER and carrying out what you've always wanted to do and be.......and guess what? YOU'RE NOT ALONE !

https://nextchapterlifestyleadvisors.com/about-us/
Click the link above to learn more and to obtain two great books that Susan and Marianne have written on this subject.

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.

Can you really retire in the 0% tax bracket?
Is that even possible?
David McKnight has spent his career educating and
guiding clients to this very concept.
You won't want to miss this episode and the information shared.

Also, go to: www.davidmcknight.com for more information.

About David:
David McKnight
graduated from Brigham Young University with Honors in 1997. He has been
featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg
Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters,
Investor’s Business Daily, Kiplinger’s and numerous other national
publications. David’s bestselling book The Power of Zero has sold over 400,000
copies and the updated and revised version was published by Penguin Random
House in 2018. This book was recently made into a full-length documentary film
entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book
Tax-Free Income for Life launched in November of 2020, it finished the week as
the #3 most-sold business book in the world. When his most recent book The Guru
Gap launched in December of 2024, it finished the week at #8 on the USA Today
Bestseller list and was the top-selling business book in the world. He and his
wife Felice have seven children.

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, join us with guest Jeanette Delgado, Founder of J D Management Advisory, LLC, for this very important bookkeeping discussion on the podcast PHYSICIAN WEALTH MEDS - It's wealth medicine for doctors!
Important points:
1. What accurate bookkeeping means to your bottom line.
2. The need for a bookkeeper who understands your medical practice
3. What are you missing as a result of inaccurate entries?
4. How much is inaccurate bookkeeping costing you and your practice each year?
5. Outsourcing is in!

A bookkeeper who understands your practice and your industry will help you address many issues that doctors face:
1. Time Constraints
2. Complex Revenue Streams
3. Expense Categorization
4. Accounts Receivables
5. Regulatory Compliance
6. Tax Complexity
7. Technology Integration
8. Scalability & Growth
9. Lack of Financial Expertise
10. High Volume of Transactions

Jeanette Delgado click to book a complimentary assessment:


•Jeanette Delgado is not affiliated with or endorsed by LPL Financial or Physician Wealth Meds Podcast

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.