Dr. Evan Duke joins us to discuss strategic planning in the main fundamental areas of every day business flow.
1. Knowing where you stand is critical with solid financials that can be viewed at a moment's notice.
2. Having a baseline
3. Making sure you address Buy/Sell Agreements and other Key Person issues.
4. Exit Planning - getting your business ready for your exit long before you exit.
_____________________________________________________________________________________

Evan Duke, D.M.A., brings to the table substantial expertise coupled with the desire to help business owners successfully exit their business. With experience in a wide range of areas in business (data & analytics; budget development & controls; strategic planning; process, policy, and procedure development; operations optimization; multi channel marketing strategy development and implementation; technological analysis & improvements; event management; website management; and public speaking) Evan takes a holistic approach to ensure a business is well built and ready for a sale.

In his free time, he loves spending time with his wife and their young son. From hikes with the family to occasional indulgences with different Star Trek Movies and TV Shows (such as TNG and DS9), he also is busy training his sons to be a connoisseur of football, baseball, hockey, soccer, and basketball.

If you would like to call and discuss strategy, etc., even if you are not close to exiting, I would love to have a call to see how we can help you. For more information about the services that we offer, here is a link to the Fractional COO/VP of Operations video playlist, and here is a link to the Fractional Leadership Roundtable video playlist.
Both go into detail about the process used with each offering.

CONTACT:
info@evanduke.com, and by business phone 864-735-7613.

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.

None of 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 train is leaving the station and 2030 is right around the corner, which leaves you a very short amount of time to make sure you are aligned for what's to come: Value-Based Care.

Dr. Tom Davis, shares his professional insights on this very topic in which you do not want to miss.
Below are resources provided by Dr. Davis regarding this topic.

CMS.GOV (click link to article)

• Investing in expertise and success in Value-Based Care is a capital expenditure which will create a saleable asset of immense value.

• Resources to get you started:

• Precision Healthcare can get you your first VBC contract

• Excellence in risk-code collection and compliance through Foreseemed.

• Vertedge will allow you to find your highest risk patients and your highest centers of costs so you can address both effectively.

o Connect with Dr. Davis and get free daily tactics for Value-Based Success at the Value-Based Care Success Community.

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.

None of 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, you won't want to miss this podcast.

Former Cardiologist, Dr. Vikram Raya, has broken free to financial freedom and shares his insights on how he did it and how he helps other doctors with his message and resources.

There is so much help and guidance here to set you free from many things.

1. Do you feel like you're trapped in your profession?

2. Would you like more financial freedom?

3. Could you make your work-week better and more efficient?

4. Could you live your life on your terms?

5. Are you too "wired for safety" where it limits your entrepreneurial spirit?

Dr. Vikram Raya will ignite your passion to continue to succeed and to bring vitality, vision and purpose

To visit his site: www.vikramraya.com

Dr. Raya's Book: PERFECT WEEK FORMULA F R E E DOWNLOAD

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.

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.

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.