Steven Huskey - Podcast Details

Shows

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursFrom Sales to Service: Scott Zimmerman’s 35-Year Journey in Employee BenefitsIn this episode of Portfolio Pulse, host Steven sits down with Scott Zimmerman, co-founder of Corporate Strategies (Corp Strat) and one of Los Angeles’ top employee benefits brokers. With 35 years in the industry, Scott shares how he built a boutique agency serving over 500 companies by prioritizing relationships, strategic partnerships, and exceptional client service over flashy marketing. From his humble start buying his own life insurance policy at 19 to leading a 22-person team, Scott discusses the mindset shift that transformed his career, the challenges of breaking into the industry, and why helping people—not chasing commissions—is the true key to lon...2025-08-1226 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursHealing Through Story: How Anonymous Drama Transforms LivesIn this moving episode of Portfolio Pulse, host Steven Huskey welcomes Scottish mind coach and writer Mark MacNicol, creator of Anonymous Drama — a unique, therapeutic arts program designed for individuals with no prior interest in drama or therapy. Mark shares his powerful personal story and how it inspired a program now serving thousands across prisons, recovery centers, and justice communities. With a background in screen and theater writing, Mark has spent nearly a decade using the arts to reduce reoffending rates and drug-related deaths — even training former participants to become facilitators themselves. The conversation also explores how business owners and...2025-06-0329 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEscaping the Payment Matrix: Tony Manganiello on Reclaiming Your WealthIn this episode of Portfolio Pulse, host Steven Huskey welcomes award-winning author Tony Manangiello, whose mission is to help families escape the trap of lifelong debt and reclaim their financial freedom. Tony shares his personal story of how financial stress fractured his family—and how that experience sparked a passion to teach others the real math behind money. From exposing the hidden costs of “affordable” payments to explaining how to redirect cash flow toward lasting wealth, Tony introduces powerful, mindset-shifting concepts from his new book, Transforming Payments into Prosperity. Tune in to learn how to stop making minimu...2025-05-1331 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursThe Power of Peer Groups and Advocacy: A Journey Through Entrepreneurship with Justin NabityIn this episode of Portfolio Pulse, host Steven welcomes Justin Nabity — a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant — to discuss the pivotal moments that shaped his entrepreneurial journey. Justin shares how joining Entrepreneurs Organization (EO) transformed his approach to business through mentorship, peer support, and deep, honest conversations. He also dives into the founding stories of Physicians Thrive, Doc Nation, and his work with Insight Surgical, revealing a passionate commitment to supporting doctors and improving healthcare systems. Tune in to hear how community, advocacy, and innovation drive lasting impact in business and beyond.2025-04-2934 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursWinning the Tax Game with Dr. Sherry Peel JacksonIn this episode of Portfolio Pulse, host Steven Huskey welcomes Dr. Sherry Peel Jackson, a retired IRS agent, CPA, and Certified Fraud Examiner who gets the job done. With over 35 years of experience, Dr. Jackson has helped more than 100,000 individuals and businesses legally minimize taxes and grow their wealth using her proprietary KPG system. She shares key insights on tax reduction strategies, the power of owning a business and maximizing deductions, and insider tips on how to properly keep financial records to avoid IRS pitfalls. Tune in to learn how to keep, protect, and grow your hard-earned money—legally an...2025-03-1131 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursWhole Life Insurance: The Best-Kept Secret in Financial Planning with Tom Wall, PhDIn this episode of Portfolio Pulse, host Steven Huskey welcomes Tom Wall, PhD—speaker, author, and wealth strategist—to discuss the misunderstood world of whole life insurance. Tom shares insights from his extensive career, challenging common misconceptions and explaining why this asset class is one of financial planning’s best-kept secrets. They explore the concept of "permission to spend," the role of whole life insurance in securing a financial future, and its connection to the controversial Infinite Banking strategy. If you've ever questioned whether whole life insurance is a scam or a smart financial tool, this conversation is for you!2025-02-2626 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursBeating Burnout & Finding Purpose with Audie CashionIn this episode ofPortfolio Pulse, host Steven Huskey sits down with Audie Cashion, a work-life balance coach and speaker, dedicated to helping entrepreneurs and medical professionals avoid burnout while achieving meaningful success. Audie shares his deeply personal connection to this mission, drawing from personal experience and a global career. Audie shares insights on defining success, avoiding stress-induced exhaustion, and building a fulfilling life while running a business. From his father’s tragic passing to his mission of helping professionals find clarity and purpose, Audie provides actionable strategies for maintaining balance. Stay tuned until the end as he shares ways to...2025-02-1134 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursBreaking Barriers: The Repeal of Certificate of Need and Its Impact on Independent HealthcareIn this episode of Portfolio Pulse, host Steven Huskey sits down with Dr. Marcelo Hochman, founder of the Facial Plastic Surgery Center and president of IndeDocs, to discuss the monumental repeal of South Carolina's Certificate of Need (CON) law. Dr. Hochman explains how CON laws had restricted healthcare expansion by requiring state permission for new facilities and services, often leading to monopolistic practices. With the repeal, opportunities are emerging for independent physicians and investors alike to establish new practices and facilities without excessive regulatory barriers. Dr. Hochman delves into how this change will allow for a more diverse, patient-focused...2024-11-1932 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursBuilding Success Through Relationships: The Arrow Roofing Story with Trenton Wisecup In this episode of Portfolio Pulse, host Steven Huskey sits down with Trenton Wisecup, the founder of Arrow Roofing Services in Detroit, Michigan. Trenton shares his inspiring journey from humble beginnings to becoming a successful entrepreneur in the roofing industry. He discusses the pivotal moments that shaped his business, including the decision to enter the workforce without a college degree, his early experiences in sales, and the challenges of starting his own roofing company. Trenton emphasizes the importance of relationships in business, both with clients and team members, and shares a valuable lesson he learned a...2024-10-0138 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 090- Empowering Healthcare Practices with Danielle Ambrozy of RehmannIn this episode of Portfolio Pulse, host Steven Huskey welcomes Danielle Ambrozy, an experienced professional in accounting and tax services for healthcare practices at Rehmann. Danielle discusses her role as a fractional CFO and the proactive strategies Rehmann employs to empower healthcare professionals financially. She emphasizes the importance of strategic financial planning and having a comprehensive team including CPAs, advisors, and legal counsel. Danielle also addresses challenges such as rising costs and decreasing insurance reimbursements, offering insights into navigating these complexities. For healthcare professionals looking to enhance financial health and operational efficiency, this episode offers valuable advice and strategic...2024-07-0923 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 089- Breaking Boundaries: From Spine Surgeon to Stem Cell Pioneer- Dr. Jeffrey Gross of ReCELLebrateIn this episode of Portfolio Pulse, host Steven Huskey dives into the transformative journey of Dr. Jeffrey Gross, a former neurosurgeon turned pioneer in regenerative medicine. Dr. Gross shares his motivations for shifting from traditional spine surgery to exploring the frontier of stem cell research and its applications in healthcare. He discusses the challenges and controversies surrounding this emerging field, emphasizing its potential to offer patients alternatives to invasive procedures. From biohacking to financial insights for medical professionals, Dr. Gross advocates for a holistic approach to healthcare and business ownership. His insights challenge conventional healthcare practices, encouraging physicians to...2024-06-2525 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 088 - The Talent Agent For Doctors - Ethan Nkana, JD MBA of Rocky Mountain Physician AgencyJoin us for a riveting episode of Portfolio Pulse, where host Steven Huskey delves into the intricacies of financial challenges faced by doctors alongside esteemed guest Ethan Nkana, also known as "The Talent Agent for Doctors." In this enlightening conversation, Steven and Ethan shed light on the daunting financial landscape confronting medical professionals, from staggering medical school debt to the pervasive pressure to maintain a lavish lifestyle. They explore the critical importance of financial planning, effective time management, and safeguarding one's financial well-being in the face of mounting pressures. Ethan underscores the importance for doctors...2024-06-0435 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 087 - Empowering Medical Professionals Through Video Marketing - Matthew Grason of DocSocial In this episode, host Steven Huskey engages in an insightful conversation with Matthew Grayson, the founder of DocSocial, a pioneering platform that harnesses the power of video to revolutionize healthcare communication and outreach. Matthew shares the inspiring journey of how DocSocial came to fruition six years ago, born out of a realization of the profound influence of videos and social media in recruiting study participants. Since then, DocSocial has experienced remarkable growth, becoming a sought-after resource for individuals seeking assistance in crafting and promoting impactful video content. With a spotlight on South Carolina's healthcare challenges...2024-05-2126 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 086 - Adapting through Entrepreneurship: Insights on Empathy, Purpose, and Persistence - Dr. David Wyman of College of CharlestonDive into the world of entrepreneurship with Dr. David Wyman, a seasoned professor and expert in the field, as he shares invaluable insights and experiences in this enlightening podcast. Dr. Wyman explores key elements crucial for entrepreneurial success, drawing from his wealth of knowledge and real-world examples. David delves into the pitfalls entrepreneurs often face, emphasizing the importance of adaptability and mindset. He discusses the common mistake of fixating on solutions without understanding the underlying problems, and the necessity of being open to feedback and pivoting strategies accordingly. Throughout the conversation, we discuss various topics...2024-05-0723 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 085 - Living In Positivity with a WINNER Mindset - Ryan Cass of Won DayJoin us on the latest episode of Portfolio Pulse as we welcome special guest Ryan Cass of Won Day for an invigorating conversation covering running, golf, and the art of public speaking. Discover firsthand accounts of fitness triumphs, including a challenging Charleston race and a memorable round of golf, as Steven and his guest share their recent achievements. Ryan opens up about his journey of podcast growth, offering insights into personal development, goal setting, and overcoming obstacles. With a focus on positivity and intentionality, Ryan Cass radiates inspiration, urging listeners to live purposefully and embrace a growth...2024-04-2427 min

Biz-eWerk"Steven Huskey - Huskey Financial Consulting" Ep77Providing financial advice is a personalized experience, unique to each person. Steven Huskey from Huskey Financial Consulting works specifically with healthcare professionals to build a custom, profession-based financial strategy. In this episode of Biz-eWerk, we discuss Steven's career journey, what it means to be a CExP Certified Exit Planner, and his podcast, Portfolio Pulse.2024-03-2116 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 081 - Innovation, Education, & Standardization in Dentistry - Dr. Bryan Laskin of The Patient First ManifestoDid you know Starbucks probably has more advanced technology than a typical dental office when it comes to catering to customer experience? It’s true! As a champion of Digital Nitrous, dental standards and the importance of the patient experience in dentistry, Dr. Bryan Laskin appears frequently in TV interviews and podcasts and writes as a thought leader in the healthcare space. In our conversation with Dr. Laskin, we discuss how he's innovating and educating dentists on creating better standardization in the industry. He's a talented author, and his latest book, The Patient First Manifesto has dentists and critics al...2024-02-2032 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 080 - Servant Leadership In Financial Planning - Leland Gross, CFP of PeaceLink Financial We all want to experience a feeling of confidence and abundance in our lives, and usually that's tied to our finances and our aspirational goals. Whether that's through your business ownership, family-life, or charitable work, defining a greater sense of clarity and security can help us move forward with financial balance in our world. Meet Leland Gross, CFP, owner of PeaceLink Financial Planning. We had a great conversation about what it means to be an excellent financial advisor and planner for our clients, our similarities in our perspectives around financial planning, and how we understand the...2024-02-0643 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 079 - Qualified Deductions from Your Intellectual Property - Donovan Dooley of The Dooley FoundationDonovan Dooley is a media professional who has spent years producing content for entities such as ESPN, CBS News, G/O Media, and Urban One. In 2017, he also started his own publication, TrueBulll.com, where he allowed student journalists to gain experience producing work for a national platform. Dooley, a graduate of North Carolina A&T State University, founded the Dooley Foundation in 2021 as an avenue to help provide opportunities to young professionals of marginalized communities who are seeking the chance to accomplish something spectacular.The Dooley Foundation’s mission is to inform, uplift, and enlighten marginalized communities th...2024-01-0928 min

Self-Employment Success PodcastEpisode 31: Building Your Business To Sell W/ Steven HuskeyWelcome to the 31st episode of the Self-Employment Success Podcast. My guest on today’s podcast is Steven Huskey. Steven is the founder of Huskey Financial, an independent financial planning firm, as well as Blue Water Dental Advisors, another financial planning firm designed to help Dentists in all stages of their business. Steven is also the host of the Portfolio Pulse Podcast: The Money Podcast for Medical Professionals & Entrepreneurs. In this conversation, Steven shares how to build your business to sell, and how to treat your business as an asset. Steven shares the three options of how to exit or...2023-12-2743 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 078- Radiant Again & Forever - Dr. Prudence Hall of The Hall CenterDr. Prudence Hall started as a traditional gynecological surgeon and transitioned her career to focus on regenerative and integrated medicine. As the founder of The Hall Center in Santa Monica, California, she saw a critical need to address the problems confronting women and men experiencing the stubborn and often debilitating symptoms associated with aging. She's been featured on shows such as Dr. Phil, Dr. Oz, and Oprah, as well as writing a book with Suzanne Somers. Her practice is focused exclusively on regenerative medicine, looking into the root causes of conditions and diseases rather than simply treating sy...2023-12-2632 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 077- Everyone Needs an Estate Plan - Casey Schwartz of Schwartz Legacy Planning Our guest today speaks to the importance of having the right estate plan documents and how they can positively impact you, your family, your estate, and your business. You're never too young to start planning for your future, and Casey Schwartz of Schwartz Legacy Planning gives our listeners nuggets of wisdom that shouldn't be taken lightly. Our educational discussion includes: What is a Will? How does a Power of Attorney work? Why should I consider a Trust? Why do business owners need a buy/sell agreement and how does it need to be properly funded? Estate planners a...2023-12-1230 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 076 - Providing Boosted Confidence Through a Niche Product - Dr. Sheilagh Maguiness of Stryke Club Too often, highly intelligent and busy medical professionals never take the leap to small-business ownership. This may be due to not having any business acumen, not setting aside the time or research to determine if their brilliant ideas may do well in the market, or they don't bet on themselves and create a team of "Who's" to figure out how to take it from an idea to a reality. Dr. Sheilagh Maguiness is a double-board certified dermatologist and pediatric derm physician with a busy practice in Minnesota. She currently serves as the President of the Society for Pediatric Dermatology. 2023-12-0527 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 075 - A Sense of Pride in Health and Nutrition / Investing In Yourself - Ari Tulla of Elo Smart NutritionOur guest today is Ari Tulla, a San Francisco-based entrepreneur and the founder and CEO of Elo Smart Nutrition Service. Elo is transforming food from the cause of some diseases to medicine for your body. Ari is also an active angel investor with a portfolio of 40 startups, including Virta Health, Good Eggs, and Oura. Previously, Ari was the CEO of Quest Analytics, the market leader in doctor data and network management. Ari led the company through a pivotal growth stage from $15M to $40M in revenue. Before Elo, Ari led Nokia's game and application studios and was brand manager...2023-11-1434 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 074 - Fighting for Autonomy, Accessibility, & Elimination of Non-Compete Clauses - Dr. Marcelo Hochman of Facial Surgery Center Today's guest, Dr. Marcelo Hochman, Physician and Owner of Facial Surgery Center in Charleston, SC and President of the Independent Doctors of South Carolina, joins us for a riveting discussion on how the current corporatization of medicine isn't what's best for doctors, patients, and their families. Dr. Hochman and his colleagues have been working with state legislators to repeal the state's Certificate of Need statute and for the elimination of hospitals' Non-Compete Clauses, so that patients can have greater access to privatized healthcare, fair and competitive pricing, and high-quality care. Dr. Marcelo Hochman is the premier facial plastic/reconstructive sur...2023-10-3129 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 073 - Spreading Joy, Entrepreneurship Tips, and Staying Top of Mind - Katie Blomquist of Going PlacesA dear friend of the show, Katie Blomquist, is the founder and Executive Director of Going Places, a Charleston-based non-profit with a mission to spread joy to children by donating bicycles to every child in their school. Through her hard work and resilience, she's been able to grow her organization from a local 501(c)3 to a national charity. Starting her career in the corporate world, then to becoming an elementary school teacher, she's worked diligently to stay top of mind with donors, business owners, and individuals through networking and social media. Katie has also created other businesses to start pas...2023-10-1729 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 072 - Breaking the Medical Supply Chain, Winning Prestigious Awards, and Reducing Costs for Medical Practices - Luka Yancopoulos of Grapevine The medical supply chain from manufacturer to consumer has gotten completely out of control. Luka Yancopoulos and his co-founders started Grapevine to become the Amazon of health care supply products, and they have effectively removed the middle men distributors in the process. Their venture has saved producers and end-users aggregately millions of dollars in costs on simple products like PPE and supplies for their offices. These essential products are needed to treat patients, conduct surgeries, and routine visits. Luka explains that his grander vision for this company, after winning multiple grants, awards, and seed money, is to leave the w...2023-10-0328 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 071 - Adding Significant Value to Physicians and Patients in Entrepreneurship - Dr. Jay Shah, CMO of AktiiaJay is a seasoned physician leader with over 15 years of progressive and diverse experiences in the medical field and is currently helping Aktiia improve hypertension diagnosis, monitoring, and treatment as the Chief Medical Officer. In our conversation, Jay discusses his medical training from Harvard, University of Washington in Kansas City, and working at Massachusetts General Hospital. He then moves to a prestigious role at The Mayo Clinic after running a very successful cardiology line in Portland, OR and leaves that job on trust, faith, and a willingness to control his own destiny, to accept a position as Chief Medical Of...2023-09-1933 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 070 - Fire Yourself First and Diversifying Your Medical Practice - Jeff Russell of IAPAMOver the years, I've spoken with many physicians that would like to add more revenue to their practices, yet aren't sure the best way to go about doing it. Creating additional revenue sources can be a great way to diversify your cash flow for the practice and make it more desirable for any buyers that potentially would like to make you a great offer for your hard work. Jeff Russell, best-selling author, speaker, and entrepreneur joins us for today's conversation to share how to Fire Yourself First and make your business run well without you. Jeff is the founder of...2023-09-0535 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 069 - Empowering Women to Understand Their Joy in Wealth - Brittne Halford, MD of More Joy. More Wealth. I'm very excited to welcome you to my conversation with Dr. Brittne Halford as today's guest! She had just graduated from Northwestern Medical School, strapped with $131k in student loan debt. During her residency, she completed loan forgiveness but was only making the minimum payment toward my student loans. Every time she thought about her debt, she'd feel anxious and overwhelmed. Her parents were frugal and taught her how to save, but didn’t teach her how to manage large sums of debt or how to build generational wealth. She knew there had to be more. Dr. Halford is a gr...2023-08-2240 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 068 - Disrupting a Massive Consumer Market with Vision and Potential - Eli Packouz of Instafloss I'm sure by now we've all heard about unconventional products that were introduced to mass market consumers that disrupted the industry and changed it for the better. In today's episode, we are speaking with a leader in the dental industry that thought of a new way to handle our morning and evening routine of flossing. We should all be doing it! Eli Packouz (pronounced “Eh-Lee Pack-owz”) is a serial inventor and two-time founder. He started his first company, Singular Sound, with his brother in 2013; they have since launched eight blockbuster products. In 2017, he partnered with Dr. Ralf Raud and Dr. A...2023-08-0829 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 067 - Traversing Your Own Path in Childfree Wealth Planning - Jay Zigmont, PhD, CFP Most financial advice is geared towards business owners and families that account for passing wealth to children and further generations. Heck, if you tried not to leave a legacy in most financial planning softwares, the Monte Carlo simulations would glitch out!Jay Zigmont, PhD and CFP, is a life and business coach who specializes in financial planning for those who are Childfree or permanently childless. While most financial advice treats parenthood as the default, Dr. Jay has created a life and financial planning system that centers the unique needs of those whose futures don't include kids. Earning his first...2023-07-2525 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 066 - Focusing on Growth Through the Art of Leadership - Dr. Jonathan Baktari, MDIn today's episode, Steven discusses taking the role of being a leader or a CEO very seriously and how to reduce friction in your business with Dr. Jonathan Baktari. Dr. Baktari is the CEO of eNational Testing, e7 Health, US Drug Test Centers and creator of the best-selling course "High Converting Call Class" as well as host of his own successful leadership podcast, "Baktari MD."These groundbreaking and disrupting companies were born out of a combination of Dr. Baktari's expertise as a doctor, medical director, and educator over his 20 years of clinical, administrative, and entrepreneurial experience. A former triple-board...2023-07-1132 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 065 - Performance Science-Based Professional Coaching Can Help Physicians & Entrepreneurs Accelerate & Thrive - Carla Fowler, MD PhD of THAXA CoachingTHAXA® is a boutique executive coaching firm that leverages the best ideas from performance science to help leaders around the globe. Since its inception in 2013, THAXA’s scientific approach to individualized coaching has attracted a devoted client base of dozens of executives at firms ranging from large technology companies to agile startups to innovative non-profits.The Founder and Managing Director of THAXA is Carla Fowler, MD PhD. Carla graduated from Brown University magna cum laude, earned her MD and PhD at the University of Washington, and completed her internship in general surgery at Stanford University. She founded TH...2023-06-2740 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 064 - Small Business Success with Large Business Resources - Molly McAdams of Palmetto Benefits Solutions Today's important guest is Molly McAdams of Palmetto Benefit Solutions. She's a good friend of mine; she has been assisting small business owners by creating attraction and retention tools, which help improve their overall culture. I'm very excited to hear what she has to say about how business owners can continue to grow their thriving business. She's a woman of faith who is happily married, she's a high achiever, and she can speak with business owners about how they may increase their key value drivers and what their actionable KPIs look like. She can help them become an effective el...2023-05-2324 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 063 - Reducing your Dependence on W2 Income and Following Your Investment Dreams - Felecia Froe, MD of Money With MissionFelecia Froe, MD is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing. As a real estate syndicator, Felecia has partnered with like-minded investors and has raised money for several social impact projects, including a residential assisted living home in Kansas City, Missouri focusing on providing elderly residents experiencing memory problems with personalized care. With her partners at the Eco Alliance Group, she is providing healthy food to food desert areas with indoor vertical farms and grocery stores. In th...2023-05-0931 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 062 - Debt Free or Die Trying: Diversifying Income and Consistently Learning - Marcus Garrett After surviving the mean streets of the inner suburbs in the Great State of Texas, Marcus Garrett obtained a Bachelor of Arts in Business Administration and work experience as a Certified Internal Auditor, Financial and Data Analyst. As a Senior Millennial, his inflated self-esteem was amplified with participation trophies given to him without merit during his most impressionable years. Somehow, he overcame these personal roadblocks to become an award-winning freelance writer on topics ranging from love and relationships to debt and personal finances. You'll learn how Marcus found opportunities to broaden his horizons by constantly reading self-help and money/f...2023-04-2532 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 061 - Taking Your Dental Practice from a Leaky Bucket to a Patient Retention Forerunner - Mike Hennan of Dental Business AssociationMike Hennan joins us today to chat about how he's helped numerous dental practices attract, convert, and retain more patients. His skills and knowledge have helped countless practices boost their revenue with PatientBoost, and his group, Dental Business Association, gives new and tenured dentists, as well as dental service businesses, a place to connect, learn, and ask the questions that may be on their minds. Dental School rarely prepares new dentists for all the challenges they'll face as they join an established practice or create their own new practice, and it's concluded that they'll need as many...2023-04-1131 min

The CAPS Playbook PodcastSteven Huskey - Keep TrackDo you need a better way to keep track of student's independent work? Do you want them to be better about keeping track for themselves? Steven Huskey has a solution for you! This episode of the CAPS Playbook covers how Steven uses the tool he built to encourage students to own their trajectory and progress.Steven has generously shared this tool with members of the CAPS Network. You can find this tool by logging into CoLab here.The CAPS Playbook is the tactical, practical podcast for all practitioners of the CAPS Model. The CAPS Network...2023-03-1419 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 060 - How to Avoid a "Turnover Tsunami" in Your Own Private Business - Michael Thompson, CExP of Thompson Planning Group - Webinar RecordingIn this episode, taken from a recent live webinar session with Mike Thompson, we discuss the ways Private and Closely Held business owners can eradicate the fear of having their best employees and key group leave their company for another benefit or higher pay at a competitor. We discuss strategies that Fortune 50-5000 companies have been implementing for decades: reward/retention plans to make them feel heard and recognized, how they cost the employer cents on the dollar to create, and how to generate more revenue along the way. In addition, it's important to recognize that highly...2023-03-1446 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 059 - How Dentists Can Scale, Position, and Sell Their Business - Get Paid To Walk Away - Eric Francom of Infinite FreedomDr. Eric Francom attended dental school in the inaugural class of Midwestern University. After dental school, Eric owned and operated four dental practices- three he started from scratch- and sold them to a private equity group. After increasing his net worth four times since the sale of his practice and increasing his passive income from $7k to over six-figures per month, Eric wanted to share his knowledge and teach others how to do the same. He now manages his wealth and investments in commercial real estate, private equity, and VC funds. Eric also coaches and guides his...2023-02-2829 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 058 - Taking Control of your Business Revenue with the Profit First System - Rocky Lalvani of Profit Comes FirstIn today's episode, we have a guest that can help you take your business from non-profitable or somewhat profitable, to Profit First! Rocky Lalvani serves as Chief Profitability Adviser for business owners. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional, he implements Mike Michalowicz's Profit First System. They change the accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses. This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!) Rocky started with nothing when his...2023-02-1428 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 057 - Creating Generational Wealth & Becoming Your Own Bank - Vance Lowe, CFP of Private Banking StrategiesHave you ever wondered how banks make so much money that they are "infallible" or basically fool-proof? Did you know that every dollar you make you may only use one time as it cycles through your family economy, yet the bank uses their dollars over and over again to make MORE money? Our guest in today's episode, Vance Lowe, CFP, is going to highlight the concept that the ultra-wealthy and myriad corporations, including big banks, use to grow exponentially and keep their wealth in-house. It takes some dedication and a small amount of work up-front, but just like Disney...2023-01-0329 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 056 - Helping Physicians Realize Their Potential as Business Owners - Dr. Myrdalis Diaz of SahaVida and MaxAllureDr. Díaz-Ramírez is a fellowship-trained, board-certified Pain Medicine physician and anesthesiologist with over 20 years of experience in the field. She is a clinical professor for the College of Medicine at Florida State University, has co-authored and edited multiple book chapters related to Pain Management, and has been awarded as Top Doctor® in her field by her peers, for the last ten consecutive years. By developing pain in her hand while studying in the pain clinic, she had to pivot and find different ways to use her physician-specific knowledge to build a business and help other physicians realize the...2022-12-1430 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 055 - Value Investing with MicroCap Explosions - Mariusz SkoniecznyAs physicians and entrepreneurs, it can be daunting to find multiple investments and asset classes that truly give you a sense of diversification, risk mitigation, and growth potential. On top of having to excel in your practice or field, spend much needed time with family, as well as relax every once in a while, how do you know you're making the best choices when it comes to your portfolio? I've invited our next guest, Mariusz Skonieczny, to our show to highlight how he educates those that are willing to learn about different investment classes, specifically around micro-cap...2022-11-2923 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 054 - Tax Efficient Strategies/Legacy for your Heirs - Combatting the SECURE Act with James Matthews, CFP, RICP of Consolidated PlanningIn today's episode, we are graced with the expertise and insight of the Director of Wealth Management and Retirement Income Certified Professional James Matthews, CFP to share our thoughts on the inherent challenges with conventional planning advice around retirement planning and how you could plan much more effectively for your best life after your working years. Our goal in this discussion is to share how planning for a Balanced Structure in retirement instead of the Typical Withdrawal Rate or one-size-fits-all advice can create a much more enjoyable lifestyle and much less risk / worry as you age. The...2022-10-1244 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 053 - Physicians Can Be Entrepreneurs By Developing Their Passions and Using It As A Creative Outlet - Dr. Pranay Parikh of Ascent Equity GroupDr. Pranay Parikh is a full-time physician, Co-Founder and President of Ascent Equity Group, online course creator, and host of the MD to Entrepreneur Podcast. Dr. Parikh started out as a fresh attending with zero business experience. Despite loving his job and medicine, he didn't feel like he had financial security or control over his time. Today, he is a serial entrepreneur and practices medicine on his own terms. Dr. Parikh is an advisor for multiple eight-figure businesses and is the co-founder of Ascent Equity Group, a real-estate company that helps physicians become passive investors in real...2022-09-1331 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 052 - Creating Impactful Company Communication for Start Ups Through Positive Coaching and Culture - Sophie TheenThere’s a common misconception that a company’s people make its culture. In reality, startup culture begins and trickles down from the very top, from a company’s founder. That founder’s personality, including their emotional maturity, can lift their organization’s culture or destroy it. So, how can founders identify whether their personalities are positively impacting their culture, and make changes if not? Sophie Theen is an award-winning Human Resources and Diversity and Inclusion professional. From being featured on the “Women in FinTech Power List” since 2017 and the first HR professional to win the “Standout” spot, she is also...2022-09-0625 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 051 - Transforming the Antiquated Process of Surgical Billing and Savings Millions in the Process for Hospitals and Health Systems - Rich Palarea of KermitDid you know how hospitals bill their patients for surgeries? Wondering what all those itemized pieces on your bill are when you receive your statement of work? Surgeons, nurses, and medical device sales professionals move like a ballet in the operating room, so how do we change the antiquated paper-billing process of a long surgery for the hospital and patient without disrupting that flow? Introducing Richard Palarea, CEO of Kermit, a Baltimore-based healthcare cost reduction and spend management company bringing automation and insight to the high-spend category of implantable medical devices within hospitals and health systems. Since i...2022-08-3132 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 050 - Build Businesses that Generate Recurring Revenue for a Greater Purpose - Kyle King of The Writers GameKyle King is almost 30 years old, yet he's already an accomplished author (7 books, working on the 8th), has built many successful businesses including coaching groups and Masterminds, and uses his influence and leverage to establish and scale hyper-profitable businesses as speakers, through leaders, and authority figures in their field. After servicing over 30,000 Entrepreneurs and helping each of them reach milestones beyond their wildest dreams, he has noticed a few common forces that prevent most Coaches and Podcast Hosts from being able truly scale the impact of their business and I've boiled it down to 3 key forces: Force #1. Sc...2022-08-0934 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 049 - Supercharge Your Savings and Debt Reduction with The Shred Method - Adam CarrollHome Equity Lines of Credit have long been sold as just another spending tool. You’ll see ads for HELOCs used to buy 4-wheelers and boats, paying for a new roof or a wedding, sometimes even that family vacation. All of these are ultimately just about spending more. Going deeper into debt. Owning less and less of your income. However, the HELOC is a much more powerful tool than most of us realize. When used as a “sweep account” of sorts for your income, the HELOC becomes one of the most powerful debt elimination, mortgage acceleration tools ever de...2022-08-0234 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 048 - Retention Strategies and Tax Implications of Gifting Company StockEmployee retention is not just an auxiliary concern for business owners—it is a smart business strategy, too. By investing in your employees, you are directly impacting your bottom line and ensuring you have a satisfied workforce, who in turn will do better work. So, how can leaders make sure they are implementing the right kind of benefits to keep their staff around? Losing key employees can have a detrimental impact on the overall company culture and decrease productivity. That’s why savvy business owners are getting ahead of the problem by implementing smart retention strategies.2022-06-2415 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 047 - Physician-Specific and Small Business Tax Advisors Make All The Difference - Alexis Gallati of Cerebral Tax AdvisorsIn our conversation with Alexis Gallati, owner of Cerebral Tax Advisors, she uncovered what makes using a physician-specific and small business-oriented tax planning strategy one of the most advantageous financial decisions you could make this year. She grew up in a family of physicians, as her father is a neurologist, and her husband is a neurosurgeon. She understands the tax exposure that only physicians with multiple sources of income face, and how small business owners have an advantage to different tax credits, deductions, and strategies based on how income is sourced. You'll be well educated in this...2022-06-1429 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 046 - Creating an Impactful and Colossal Injection of Cash Into Your Business with Employee Retention Credits - Catherine Tindall, CPA of Dominion Enterprise ServicesOur guest today is renowned CPA Catherine Tindall of Dominion Enterprise Services. While she is skilled in numerous areas of tax planning, her firm has specialized in assisting business owners with the filing and determining the eligibility for the Employee Retention Credit. Eligible businesses can be rewarded with up to $26,000 in potential tax credit per employee retained during the pandemic and this payroll tax credit can create a massive one-time injection of cash for any business owner. Even if you believe you're not eligible because of what your current tax advisor told you, or if you already received PPP...2022-06-0723 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 045 - An Alternative Method to Help Your Medical Practice Double In Patient Size - PJ Johnson of eFundYourHealth.orgOn today's episode, we've invited Phyllis "PJ" Johnson to discuss her story on building a Crohns Colitis Foundation that helps patients seek integrated health services from clinics when they do not have the cash to pay for these specialized services themselves. We learn from her son's story, Dane Johnson, about his fight with Crohn's, how it almost killed him, and his determination to get up and fight this debilitating disease and how he uses his experience to help others to do the same. As a 501(c)3, she is helping clinics double their patient size and revenue by now being...2022-06-0129 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 044 - Valuation, Integration, and Strategic Advisory in the Mergers & Acquisitions Space - Jameson Pugh of Pivot Capital LLCWith over 30 years of combined M&A, Valuation, and Integration experience, the Pivot Capital team embraces a more dynamic and holistic teaming approach of analyzing a transaction from the scope of many different angles. Through this approach to process management, Pivot Capital can deliver in harvesting the VALUE built within your company. In today's episode, we are joined by Jameson Pugh, Managing Director of Pivot Capital in the Atlanta area and he and his team help business owners maximize their ability to create capital structure, assist with Mergers and Acquisition, and strategic advisory so they can continue to grow...2022-05-2426 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 043 - Understanding Your Options for Medicare - Paul Carswell of Medicare PortalWhen is the best time to learn, apply for, and accept our Medicare coverage? In today's episode, Paul Carswell informs us of many considerations for Medicare and how one has many options to consider when planning to use this coverage. No one's situation is similar to another's, so using a specialist like Paul will help you plan for this part of retirement and understanding the complexities of the programs will give you confidence when you're ready to leave your group coverage for this federal program's coverage. Medicare Portal: https://medicareportal.org/our-team-2/ Paul's LinkedIn: https...2022-05-1725 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 042 - Facilitating Your Mission and Vision with Your Employees to Build a Communicative Culture - Chad Glasscock of Future State COOMost business owners have a grand vision. That vision is something that drives them everyday to be a better business owner, parent, and leader in their company. What happens when "grand visionaries" aren't able to fully put their dreams on paper to have a process to follow? They call Chad Glasscock of Future State COO. He helps business owners develop a real-time plan and process to follow, something that's repeatable and easy to follow for their team to grow, expand, scale, and drive revenue. You'll learn a lot listening to Chad's expertise about what business owners should...2022-05-1125 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 041 - Assisting Families In Crisis with Aging Parents & Elder Care Planning- Annalee Kruger of CareRight, Inc.Caring for an aging loved one can be overwhelming, especially when a crisis occurs or a family member acts as the primary caregiver. As the Concierge of Senior Care Planning, Care Right assists families all across the country in navigating the complexities associated with the aging process by managing crisis situations, developing a proactive Aging Plan and providing needed support to struggling caregivers. We speak with Annalee Kruger and how she helps children with aging parents fight through all the challenges that come with choosing nursing care facilities, reviewing estate documents, crisis planning, and proactive...2022-05-0330 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 040 - Collecting Checks and Hugs At The Same Time - Justin Gordon of AmrampToday we hear from second-generation CEO Justin Gordon of Amramp. Amramp makes life better for people with mobility concerns by quickly installing products to help them overcome barriers to places they love, like their front steps. These products include modular wheelchair ramps and stair lifts. They developed a franchise model that gives the franchisees all the tools and resources they need to become successful business owners. The ripple effect of the help they provide well extends beyond their customer when the job is done. They make lives better first, then make a profit. They often collect a ch...2022-04-2624 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 039 - Optimal Retirement: Effective Ways to Ensure a Stable FutureWith all of the technical analysis and theories around retirement, how do you choose the best path for you? There are many economic factors to consider and headwinds we face as we get older and change is our only constant. How do you adapt to these challenges? In today's episode, Steven discusses the best way to create an optimal lifestyle in retirement so you can have the stability you want, the liquidity you need, and the lifestyle you desire. The typical withdrawal rate that many financial firms use is no longer the golden rule. You'll enjoy the...2022-04-0419 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 038 - Showcasing Charleston's Southern Hospitality and Happenings in One Premier Blog Experience - Christian Senger of Holy City SinnerSelf-made blogger and entrepreneur Christian Senger created Holy City Sinner in 2011 to implement a unique celebration of Charleston, SC and the numerous daily and weekly happenings. He sought to aggregate all the local news, helpful resources, politics, and interviews to event listings, celebrity sightings, and party previews; the blog serves as a hub for the city’s day-to-day affairs.As evidence of the blog’s reliability and popularity, Senger has been featured in USA Today, Southern Living, the Post & Courier, and Skirt! Magazine. Senger is also a community blogger and weekly guest on ABC News 4 and makes regular appearances on Fox...2022-03-2925 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 037 - Creating Incredible Course Clarity & Educational Experiences for your Employees & Clients - Dr. Carrie O. Graham of Learning and SolutionsIf you've ever wondered how to increase revenue in your business in a way that highlights your uniqueness, it may be time to upgrade your training or courses. According to Lorman.com, 76% of US employees say companies offering additional skills training is more appealing and may help your client satisfaction go through the roof. When your employees are happy, so are your customers. Course clarity gives you confidence, freedom and peace of mind. Adults learn differently than children, and with so much information available, how do you pinpoint what content you share with your employees and customers? Wi...2022-03-2231 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 036 - How to Bolster Your Portfolio with Passive Income in Real Estate - Dustin Heiner of Master Passive IncomeDustin Heiner is successfully unemployed. What do I mean by that? Dustin is the founder of Master Passive Income and is a real estate rental property investor who was able to make enough passive income from his business to quit his job when he was 37 years old. With his podcast, books, courses and coaching, he now helps other people quit their job by investing in real estate rental properties to live their dreams life. You can find him here: Master Passive Income site Real Estate Wealth Builder Conference (REWBCON) Dustin Heiner's...2022-03-0236 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 035 - Debunking Financial Planning Myths Pt. 2 - Ben Decker of Consolidated Planning, Inc.We recently had Ben Decker of Consolidated Planning, Inc. on to debunk some common financial planning myths, but we have even more ground to cover with him today! Be sure to listen to Part 1 if you haven't yet, and then continue on with these 11 myths: I don’t qualify to use a financial planner Financial advisors and planners are too expensive I can use a robo-advisor like Vanguard or Schwab and do well enough I don’t need to be concerned with taxes until I am closer to retirement I can plan by buying term insurance and investing the...2022-01-2540 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 034 - Highest and Best Use of Employer Qualified Plans & Cash Balance Plans - Ernie Guerrero of Consolidated Planning, Inc.Business owners tend to have four major types of assets on their balance sheets. In most cases, the business tends to represent the largest asset they own, and the majority of their net worth. Real estate, including business and personal, typically represents the second largest asset listed. Next, business owners look to non-qualified savings for liquidity to address emergencies, opportunities or the unknown. In this episode, we discuss the option not listed above and somewhat disregarded in terms of tax-efficiency: qualified retirement plans. Ernie Guerrero, Director of Qualified Plans at Consolidated Planning, Inc. discusses with us the l...2022-01-1129 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 033 - Business & Personal Planning - All Roads Lead to Exit - Neal Brincefield of Consolidated Planning, Inc.Small business really means a lot to so many people, starting with the business owner, and then the rippling out from that first point of ownership to so many other people. Your community relies on your business, too. You provide for them financially, whether it's the employees, the other partners, their families, even customers and vendors that work with the business. All of them have a concern, a stake in your business succeeding. Small businesses are the bedrock of our society. It's so important to people consider good, holistic financial planning for their business and their personal...2022-01-0432 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 032 - Debunking Financial Planning Myths Pt. 1 - Ben Decker of Consolidated Planning, Inc.There are a lot of places to research opinions about financial planning. It's up to you to decipher which advice to take, and is using a financial advisor in your best interest? In this episode, Ben Decker and I talk about 11 common myths that we come across in our conversations with prospects and clients. Debunking myths is just one of our favorite past times, so listen in on some helpful commentary on these 11 myths: 1. My 401(k) is all I need for retirement planning 2. I'll be in a lower tax bracket when I retire 3...2021-12-2840 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 031 - When All Becomes New: A Doctor's Stories of Life, Love, & Loss - & How to Prevent Physician Burnout - Dr. Benjamin Rattray of Cone HealthIn this episode, we interview Dr. Benjamin Rattray, Associate Medical Director of Neonatal Intensive Care at the Cone Health Women's and Children's Center in North Carolina. He gives us a glimpse in how he compartmentalizes what he sees on a day-to-day basis in the NICU, how he gives parents good and bad news, and leaves the workday at the hospital when he goes home to his family. It's important that doctors have a creative outlet, or someone to speak to, to unwind their mind of all the things they see in hospitals to avoid depression, harming thoughts...2021-12-2123 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 030 - Legal, Business, and Interpersonal Considerations for your Contracts & Why Business Law is So Important to your Business - Alex Juncu of Juncu LegalWhen is the last time you reviewed your business documentation? You know, those buy/sell agreements, commitment contracts for business, and have you considered how much weight they hold for you and your business? Alex Juncu of Juncu Legal talks to us about the uniqueness and specialization of Contract Law and why it's so crucial to have an attorney review your legal documents, contracts, offer letters, etc. We learn a lot about the HOW of how you run your business, and if you don't control your own terms and conditions in your everyday strategy, you will be...2021-12-1434 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 029 - Building a Business from Scratch in a Dorm Room & 3 Ways to Protect Your Data - Rick Krenmayer of Stasmayer, Inc.We learn from Rick Krenmayer about how he got started building an IT Managed Services company with his business partner David Stasaitis to form Stasmayer, Inc while in college. Running a business early on has it challenges, yet have you ever had to run a meeting while a keg party is happening next door in your dorm? Being deadly consistent at what you do, having great people skills, and being able to read a room can lead you to be considered a trustworthy person and may have more value in some cases over being extremely technical and...2021-12-0732 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 028 - Benefits of Outsourcing Tasks and Focusing on What Brings Your Business Revenue - Allora Solutions GroupAs business owners, we wear a lot of different hats. Some of the jobs we do out of necessity, and some of these tasks really make us motivated. For those tasks that are menial and don't add revenue to the business, or we just don't have time to complete, we should outsource. Featuring Kat and Ashleigh of Allora Solutions Group (#outsourcelikeaboss), they give us some things to think about that will make us more productive, that will save us time and money, and give some ideas about delegation and outsourcing crucial business tasks like HR, payroll, compliance, planning, etc.2021-11-3027 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 027 - Questions to Ask When Choosing a Financial Advisor & 5 Financial Risks for Which to PlanBefore working with a financial advisor, it’s wise to set up a consultation so you can talk through all the money management details. Think of this as a two-way interview—not only will the advisor be getting to know you and your financial goals better, but you will also be determining if they’re a good fit to manage your money. Coming prepared with questions such as the ones below will help you determine if a financial advisor is a good choice for your current and future financial needs. It is no understatement that life is full o...2021-11-2310 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 026 - Taking a Deeper Look in Preparing to Exit Your BusinessAs a business owner, making the right choices on behalf of your enterprise is something that becomes like second nature once you do it enough. However, when it comes to facing the choice regarding whether to step away from your business, knowing what the right decision is can become much more difficult. While you have likely thought about the day you will pivot away from your company and may have even developed an exit plan to execute your strategy, understanding when to set this process in motion can still be a tricky thing. We discuss things to c...2021-11-1619 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 025 - Staying Organized, Savings for Many Points in Life, and Keeping tabs on RetirementOrganization is something that is not often talked about in conversations surrounding financial wellness, but we believe that it deserves to be a part of the discussion. If your finances are not organized, it can quickly lead to extra expenses, deficient savings, and money that isn’t working for your best interest—which are all things we advise our clients to avoid. Having life goals to save for can often make the process easier, but if you have multiple targets in mind, knowing what to prioritize can still be difficult. While every financial situation is different, by ident...2021-11-0912 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 024 - Media, Marketing, and Best Practices to Make Your Business Seen & Heard - Bennett Coleman of Port City Media Co.Branding and marketing give you a voice to send powerful messages so audiences will not only listen but also take action. Your business is more than just its industry – it’s a story worth sharing. A story, built upon a history of hard work, long hours, and unwavering determination. Port City Media can bring that story to life. We feature Bennett Coleman, founder and owner of Port City Media Co. We discuss various considerations business owners should make when building a brand, making changes to their websites, or building one from scratch. With so many ad and compa...2021-11-0225 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 023 - Talented Tech Recruiting, Disrupting HR, and Empowering Women In Business - Christina Lock of Catch TalentOffering a different take on entrepreneurship in today's episode, we have Christina Lock, CEO of Catch Talent to discuss how she got started in the tech industry and recruiting field. Working her way up the ladder with grit, determination, and talent, she's educated a plethora of entrepreneurs on how to build their business the right way. Christina is an entrepreneur, leader, human resources executive, and public speaker with a proven track record of building companies and talent attraction expertise. Christina leads the delivery of technical recruiting services to growing technology, creative, and government contracting companies. She advocates...2021-10-1228 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 022 - Creating Medical Social Content to be a Global Advocate and Express Your Authority - Dr. David GeierDr. David Geier is Charleston's foremost authority in Sports Medicine, he's an Orthopedic Surgeon and a Media Medical Expert. As the author of That's Gotta Hurt: The Injuries That Changed Sports Forever, and the expert behind one of the top online platforms for injury education, Dr. Geier helps people understand their bodies—so they can stop getting hurt and bounce back when they do. He reaches hundreds of thousands of people monthly through his videos, podcasts and articles and receives and answers more health questions than any orthopedic surgeon in the world. As a surgeon who suffered burn...2021-10-0524 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 021 - The Positive Impact of Sleep and How it Helps Us Be More Productive - Dr. Melissa MilanakIf you're a medical professional or entrepreneur and are struggling with your sleep, or if you are curious about whether you are getting good quality sleep, then this is an episode for you. There is more you can do to optimize your sleeping hours and the quality of your sleep. Dr. Melissa Milanak joins us to share more. Listen to this conversation as we chat with Melissa about the power of sleep, what changes we can make, how it impacts us, and how even through the stresses and anxieties of life in a pandemic and post-pandemic world w...2021-09-2824 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 020 - Tax Efficiency Using Charitable Giving, Bunching Strategies, and What History tell us about Financial Planning - Patrick Huey of Victory Independent Planning LLCAn accredited financial planning advisor, CFP, as well as an author that shares how history can teach us about finances, Patrick specializes in educating his clients about charitable giving and bunching strategies that saves them money each year in taxes. He has learned much about human behavior from his time in the armed forces (thank you, sir) and his journey through the securities industry. You'll enjoy today's conversation around how what financial strategy works for your co-worker at the water cooler or relative may not work for you. Comparing your plan to someone else's is an exercise in futility...2021-09-2131 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 019 - Considerations to Lead a Life from Debt to Wealth - Murray Beaulieu of Boosted Profits LLCMurray has a long background in leading major companies as a financial controller and is perplexed at why it took him so long to understand how financial institutions charge their customers interest and make a profit. It's always in the bank's favor and the lion's share of the interest is charged to you on the front end; so why should you have to pay all of that? Murray describes his Boosted Profits system and how it's helped countless others lead a life of debt-free living, after they have protected their balance sheet and saved, of course. Please...2021-07-2026 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 018 - Prioritizing Paying Down Debt or Building Your SavingsIt is important to establish and build up your savings, which can help you avoid incurring more debt in the future. Not only is having an emergency fund a great way to gain peace of mind, but it can also keep you above water in case the unexpected happens. Maintaining an equilibrium between paying debt and building savings is a delicate process, but by assessing your priorities, you can better determine where to focus your finances. www.huskeyfinancial.com Compliance 2021-124528 This podcast is for information purposes only. Michael Steven Huskey is a R...2021-07-1308 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 017 - Estate Plans - When and Why You Should Consider ItEstate planning is something that many of us are keen to put off until it is necessary, but many people do not realize just how necessary it is early on in life. While a will is the bare minimum, a comprehensive estate plan addresses and makes provisions for so much more—making it easier for you to plan out the allocation of your assets and making it easier for your loved ones to execute your wishes after you are gone. With protection of our assets, family, and business at the forefront of conversation, Estate Planning is a cr...2021-07-0609 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 016 - Wealth Building Potential, Human Life Value, and Protecting What Matters MostWhen we understand the context of all the wealth we will create over our working years, we can then comprehend the amount of protection each of us should implement. Our income is our greatest asset while we are working, so what type of protection should you own, and how much of it should you have? We tackle this subject in today's conversation around building wealth and protecting our families and income creation. www.huskeyfinancial.com Compliance 2021-124526 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial...2021-06-2916 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 015 - Innovation, Introspection and Behavioral Science in Financial Planning - Michael MacKelvie CFP of Vivid WealthPortland's own Michael MacKelvie CFP joins us today to talk about how small the gap between parents and high school students in understanding how to finance education is and how he is aiming to fix that. Truly entrepreneurial and philanthropic at heart, he opens up about how he wants to give back, educate, and change minds that if we can change just one small thing at a time, we can create new habits to start a better life and financial future. Instagram: https://www.instagram.com/vivid_wealth_/ Michael's Linked In 2021-06-2240 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 014 - Mental Health, Financial Wellness and the Importance of Sleep - Dr. Melissa Milanak of Mind Impact ConsultingWe are thrilled to welcome Melissa to our show! Dr. Milanak is a licensed clinical psychologist, executive consultant and workplace wellbeing expert specializing in improving effectiveness and quality of life by helping professionals develop a mindset focused on successfully overcoming various work and personal challenges. She founded MIND Impact Consulting, LLC, transforming her passion for helping others succeed and her research and clinical expertise in anxiety, sleep disorders, stress, and workplace wellbeing into effective practical application for business executives and their organizations. In today's episode we reveal ways physicans can keep their mental health and well being t...2021-06-0136 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 013 - Direct Primary Care Vol. II: Pivoting in a Pandemic - Frank Wells of Holy City MedIn our second volume discussing the Direct Primary Care healthcare model, we learn about the many ways small businesses and families can benefit from the subscription-based or pay-as-you-go features for primary care or urgent care. We discuss how to pivot a business during a pandemic from Frank Wells, CEO of Holy City Med. Small businesses can also benefit from this model if the employer doesn't want to go the traditional health care insurance route, you can have employees use DPC for all their health care needs (outside of specialists)! www.holycitymed.com Frank's LinkedIn: https://w...2021-05-2537 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 012 - The 5 C's of Credit / Smart Credit Building TipsIn anything involving finance, you are likely to hear the word “credit” mentioned a lot. Credit is defined as, “the ability to borrow money or access goods or services with the understanding that you'll pay later”—so any time you use your credit card, take out a loan, or apply for a mortgage, you are utilizing the credit system. Credit can seem like a confusing system, but breaking it down into smaller pieces can make it much easier to understand...hence, the 5 C’s of Credit. By understanding what factors into your credit score and what actions you can take that mak...2021-05-1810 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 011 - Tips for Saving for Retirement and Education SimultaneouslyLet’s face it: saving money can be a difficult task. Especially when there isn’t a well-defined plan in place. And with so many goals and future events to plan for, where do you start and save for all-at-once? If you have children, setting them up with a good financial foundation when they head off to college is probably a high priority for you—but if you’re also saving for retirement, it can be difficult to decide how to prioritize your savings and maximize the benefits for the whole family. We’ve outlined 6 tips to help you be certain...2021-05-1106 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 010 - Exploring Direct Primary Care & Practice Models - Dr. Justine DeCastroDr. Justine DeCastro joins us on the show to discuss her thoughts on the different solutions in healthcare for patients. As owner of Palmetto Proactive Charleston, we learn about Direct Primary Care (DPC) as an overall philosophy that aims to form a relationship between you and your physician without having third parties (insurance, government) involved. Direct Primary Care benefits patients by providing substantial savings and a greater degree of access to, and time with, physicians so relationships can be built organically. Dr. DeCastro can be found at www.palmettoproactivechas.com Compliance 2021-124520 This podcast is fo...2021-05-0429 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 009 - Beer Business is Booming! - Supporting Local Businesses with Chris Winn of Tradesman Brewing Co.Recorded on location at Tradesman Brewing Co., we enjoyed a good conversation and a couple of great beers with Chris Winn. In just a few short years, South Carolina's brewery business has shot up from 3 locally owned breweries to 100. Why has this particular trade grown so rapidly? Chris touches on the legislative changes, the insatiable demand for good beer across the country, and entrepreneurs that have taken their home-grown hobbies and turned them into full-time professions. Please enjoy this episode with a nice pint! www.tradesmanbrewing.com TRADESMAN BREWING COMPANY 1647 KING STREET EXTENSION 2021-04-2731 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 008 - Translating Financial Issues in Medical Practices into Plain Language - Adam Knihtila of Adam Kae & Assoc.In today's conversation, we are translating finances into plain language for all. We have Adam Knihtila, the founder of Adam Kae & Associates and a virtual CFO. He's a financial strategist that your team may use to not only create a financial strategy, but successfully implement it. After growing a successful accounting practice and serving a broad range of businesses, Adam realized he could harness his decade-plus of financial services experience to help medical practices, small businesses, and nonprofits strategically grow their organizations. Today, he and his team help these leaders command their finances and streamline their systems...2021-04-2029 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 007 - Going Against the Grain - How Physicians Can Avoid BudgetingWhile many people hope to find a rule-based, percentage program when they seek out budgeting advice, we don’t believe in a one-size-fits-all approach for anyone (including physicians). However, with these personalized guidelines, you can be certain your money is doing exactly what you want it to from the moment it hits your bank account, leaving you with more funds left over for living the life you want. For most physicians, when payday rolls around, their insurance and taxes are taken care of as it is already deducted automatically. From there, most go on to take care of...2021-04-1305 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 006 - Helping Businesses Find Alternative Investors & Funding - Eric Thome of VentureSouth CharlestonWe've asked Eric Thome to speak on the challenges small business owners face in finding quality sources of funding to grow and scale their businesses. Head of Charlestown Holdings and VentureSouth Charleston, Eric is tasked with leading venture capitalists and angel investors to qualified investment opportunities in the form of consistent cash flow-positive businesses. We learn what VC's and Angel Investors look for when deciding where to invest, how they help evaluate potential portfolio companies for investment, and putting to use their broad range of successful business experiences and professional talents. Eric: www.venturesouth...2021-04-0626 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 005 - Doctor Work/Life Balance & Income Generating Activities - Grady Gibbs of Evolve Medical ConsultingWe've got Grady Gibbs of Evolve Medical Consulting joining us to share how doctors can avoid burnout and create a better staff / patient experience. Dealing with insurance companies can be exhausting. Wouldn't it be best to create more sources of income and rely less on the CPT codes you send to them? He enlightens us with ways to generate more revenue inside the practice. Grady: www.evolvemedicalconsulting.com LinkedIn: https://www.linkedin.com/in/grady-gibbs-3011581/ Compliance 2021-124515 This podcast is for information purposes only. Michael St...2021-03-2329 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 004 - Compound Interest & The Shadow You Can't Outrun: Compound TaxesWe discuss ways you can start to save for your future and some common tax considerations that will help you make a decision on where to put your money. Is there a ticking time bomb in your 401(k), and how do we plan for our silent partnership with Uncle Sam? Compound Interest sure is amazing, yet the government knows this and wants your compound taxes. Compliance 2021-124514 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park...2021-03-0907 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 003 - Creating Proud Patients & Generating Revenue - Boyd Stough of Espy RevenueWith today's guest, Boyd Stough of Espy Revenue shares what other physicians and practice owners are doing to keep their patients happy, creating proud patients that stay with their practice. People share what they are proud of, so how do you build more revenue from existing patients? We discuss positive feedback loops, delivering the unexpected experience, and creating raving fans of your business. Let's dive in and discover how. www.espyrevenue.com Find Boyd here on LinkedIn: https://www.linkedin.com/in/boyd-stough-1b851042/ Compliance 2021-124513 This podcast is for information purposes only. M...2021-03-0926 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 002 - Repayment Options for Medical School LoansWhen you’re pursuing your education, the medical school loans you are accruing are a thought for the distant future. With the average medical school debt racking up to well over $200,000, deciding on a repayment plan is not just about what you can afford every month; it is also about what will save you the most on interest. We will be looking at both basic and income-based repayment plans that are popular for federal loans. Compliance 2021-124512 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Fina...2021-03-0906 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp 001 - Introduction to Exit Planning"When do you want to get out of your business?" One of the most asked questions in entrepreneurship, yet one of the least effectively planned for experiences. Let's talk about considerations for exiting your business, and the options a business owner has when they want to turn the lights off at the office one last time.2021-03-0908 min