"Some physicians have a financial plan. There are those who have never been shown how to actually live on it — how to take income, in what order, and how to stay steady when the headlines get loud."

This is the gap we work to close in this Masterclass.

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Join us in the 

Income Decision Room for Physicians 

for our LIVE - 3/HR - Virtual Masterclass!

 

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Why is there such an emotional disconnect when you receive a financial plan that says it's "doable" and it looks good on paper, but the missing piece is how you can actually "LIVE" on it on the other side?

 This is the gap we work to close in this Masterclass.

Your Financial Plan is complete.

Monte Carlo simulations may say you will be fine with over 1,000 simulations.

Even your "what-if" scenarios may be accounted for.

But that's on paper!

How do you actually "live" the plan?

Monte Carlo simulations cannot simulate your investment behavior.

Many plans are disrupted due to the emotional reactions to daily headlines!

What if you knew how to address these in advance?

These are the skills needed to live out your plan in "real life" and keep you on course.

The Income Staging System helps close this gap.

Know where you draw income from 1st, 2nd, and 3rd.

Staging framework based on the time frame in which you need it back that keeps you in control

Learn the Behavior Mindset that helps you stay on track.

The Income Decision Room for Physicians -  Masterclass

 

✅ You Don't Have To Figure This Out On Your Own!

We will kick off this EXCITING LIVE Virtual Masterclass with the understanding that you are not alone and you do not have to put endless hours of time into trying to figure out if you'll be ok.

You won't believe how quickly the  Income Staging System can help set you free to get back to the life you're looking to live!  We do what we do so you can do what you do! (Kevin Sullivan)

✅ The Income Staging System

This is high level strategy, a time-tested strategy made simple, explainable, and teachable! We reveal the need and steps to plan and execute your own Income Staging System using our step-by-step process.  Plus, you will discover that you can actually do this!  Many of you will be be able to teach this to your friends and colleagues on a napkin in a restaurant as a result of what you're about to learn!  This is one of the huge benefits of the simplicity to explain.  

✅ Where To Draw Your Income 1st, 2nd, 3rd in Phases 

No more hit and miss of when and where to draw your income and from what accounts.  You'll learn how to set up your income for the time frame in which you need it back.  Other income will grow until you need it, and we'll uncover the strategies in the Income Staging System that will help you to avoid making emotional decisions that could wreck your entire life savings. 

 ✅ "Our Education Offer"

Learn the Income Staging System, how it works and why it is so important to your successful living beyond the paycheck, and scenarios of how the numbers work which illustrate a clear path of where to draw your income from 1st, 2nd, and 3rd.  You will also have access to the full resources of the Masterclass - worksheets, PDFs.

Meet Your Host, Kevin Sullivan, AIF®

Kevin Sullivan, AIF® has been a wealth advisor since July 1989 when the (Dow Jones Industrial average was 2,653 - 7/27/1989) helping clients and physicians with their financial needs and strategies.

From his early days with The Prudential, to being an Investment Executive with KeyCorp’s (McDonald Investments), a Wealth Advisor with Bank of America Securities, to opening his own practice in 2007 serving physicians to this day.

He partnered with an acclaimed and highly rated Registered Investment Advisory firm in 2025 to continue delivering financial solutions, strategies and educational content to physicians, aiming to serve them at even higher levels.

Kevin has worked with physicians and with the medical community for the 37 years.  He says, "it's important to understand their unique needs, yet also to keep concepts simple, clear, and transparent."  He devotes his time to doctors and being accessible to them on their time. Doctors who own medical practices are also business owners, and that’s the epicenter of the work Kevin passionately pursues.  His Masterclasses focus in on the education and transition side of things as doctors draw closer to exiting full-time practice.

  • He’s an Accredited Investment Fiduciary, AIF ®
  • He's an author.
  • He’s the creator of the podcast: Physician Wealth Meds – A Wealth Podcast for Doctors
  • He’s also designed an online course for doctors: “Building Your Retirement Income Strategy”

Keynote Speaker - "Dr. Tony" Anthony Calandro

 

Dr. Tony is a Physician, Personal Injury Specialist, Founder of PI Doctors Elite Community with Dr. membership crossing 4,200 personal injury doctors which is one of the largest Facebook community group of doctors!

He's the author of the books:  "A Doctor's Challenge" - from Adversity to Strength, and "THINK And Be Successful."

He's been in practice for over 40 years and is asked to speak at many major events because of his enthusiasm and motivation he provides.  He has a wealth of experience that he is passionate about sharing with other doctors and is well respected in the industry.

The skills that brought you to where you are now with your investments- are very different ones that are needed moving forward as you begin to draw income!

What if some of these roadblocks were removed?

I always say:  "Doctors who focus on their wealth begin to see their scenery change!"

So set aside the time - It will be time well spent - The "future you" will thank you for it! 

MASTERCALSS

$47

Live access to the Income Decision Room Masterclass with Kevin Sullivan, AIF®.

Reserve my seat — $47

VIP PASS

$79

Just $32 more than General Admission

  • Group Q&A after the masterclass with Kevin

  • The book: 9 Money Mistakes That Doctors Make by Dr. Vicki Rackner

  • Masterclass worksheets for each part of the Masterclass

  • Advance notice of upcoming events

Get VIP access — $79


Kevin Sullivan, AIF® - Accredited Investment Fiduciary 

A message from Kevin Sullivan:

"By day, I work as a professional financial advisor, helping clients navigate markets, plan for retirement, and build personalized wealth strategies. However, these sessions are strictly designed for educational purposes only. I am here as an educator to share concepts, tools, and general information—not to provide individualized financial advice or to promote any specific advisory firm or service. What we discuss  should be used to help inform your own thinking, and you should always consult with a qualified professional regarding your specific personal situation."

Educational Program — Not Advisory Services

This program is offered through Sullivan Insights, LLC, Kevin's independent coaching and public speaking business and is separate and distinct from his services as an Investment Advisor Representative.

Nothing provided in the video training, scenario illustrations, live session, or worksheets constitutes individualized investment, tax, or legal advice, or a recommendation to buy or sell any security.

The scenario illustrations are hypothetical and for educational purposes only. They do not represent actual client outcomes and are not a guarantee or promise of future results.

Enrollment in this program does not create, and is not contingent upon, an advisory relationship

Any individualized advice about your specific financial situation should be obtained separately through an appropriate advisory engagement