🎙️We have another podcast in our Warner Wealth line-up! In addition to James Warner's Tax Cents and Robyn Wolcott's Law and Financial Order......
We’re excited to introduce you to Physician Wealth Meds — a podcast designed for physicians and practice owners building wealth, leverage, and identity beyond the exam room, delivering practical, compliant financial education through real “cases,” expert “consulting physicians,” clear “diagnoses,” and actionable “treatment plans”. Are you a physician or know of one who could benefit from listening?
In the latest episode of Physicians Wealth Meds, Kevin Sullivan AIF®, Financial Advisor at Warner Wealth, sits down with Asset Protection Attorney Blake Harris of Blake Harris Law to tackle one of the most overlooked risks facing physicians today: Lawsuits and Asset Exposure.
Blake Harris’ firm focuses exclusively on offshore asset protection and has established hundreds of offshore trusts—including in the Cook Islands—with a powerful track record: as of the time of recording, none of their clients have lost a penny from a properly structured plan.
Together, Kevin and Blake break down why physicians are uniquely vulnerable—and what to do about it.
Blake Harris' website: https://www.blakeharrislaw.com/
Case Study: Are Your Assets Protected from a Lawsuit?
If you’re a physician with a net worth between $1–10 million—owning a practice, real estate, investment accounts, retirement assets—you may be more exposed than you realize.
You may be at risk if:
You own your practice or are in a medical/dental partnership
You own rental properties or commercial real estate
You rely primarily on malpractice insurance
You assume you’re “not rich enough” to be a target
Consulting "Physician": Asset Protection Attorney, Blake Harris
Diagnosis: Feeling Underprotected
Treatment Plan:
- Start with insurance
- Put any Real Estate that is not your primary home into LLC
- Put your assets under the umbrella of asset protection trust. There are domestic or offshore options.
Prognosis: By following the treatment plan laid out by attorney Blake Harris, you will feel protected in the case of a practice or personal lawsuit.
If you're curious to hear more, you can listen here. Physicians Wealth Meds - Podcasts - Apple Podcasts
The opinions voiced in this show 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.
Blake Harris and Blake Harris Law is not affiliated with or endorsed by LPL Financial and Warner Wealth.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.