Portfolio Pulse: The Money Podcast for Medical Professionals & Entrepreneurs

In 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 minimum payments and start making maximum impact with your income.

In 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.

In this episode of Portfolio Pulse, we sit down with Steve Cunningham, founder of Simple and creator of the Simple AI Business School (SABS), the world's first AI-first business school. Steve shares his unconventional career journey—from a brief stint as a lawyer to leading a marketing agency, running Read It For Me, and now pioneering AI-driven education. We dive into the impact of AI on businesses, how entrepreneurs can leverage AI to boost efficiency, and the future of work in an AI-powered economy. Tune in to hear Steve's insights on adapting to technological change and staying ahead in the evolving business landscape.

In 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 and effectively! 

In 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!

In 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 connect with your work and make a meaningful impact in your career and life. 

In this episode of Portfolio Pulse, we sit down with Dr. Chad Nowlin, a pioneering physical therapist and founder of NRG Physio. Dr. Nowlin shares how his innovative "Keystone Reset" method is transforming musculoskeletal health by addressing root causes rather than just symptoms. We explore his journey from building homes to building a groundbreaking physical therapy practice, his passion for public speaking, and how he's integrating holistic treatment into corporate wellness programs. Join us for an inspiring conversation about embracing challenges, redefining health care, and the entrepreneurial mindset that fuels Dr. Nowlin's mission.

In 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 healthcare landscape, particularly benefiting rural communities, and discusses the broad investment potential this opens up in South Carolina's medical sector. 

In this episode, we sit down with Mark Fowler, Director of Retirement Education at Human Interest, the fastest-growing 401(k) provider. Mark shares valuable insights on how businesses of all sizes can leverage 401(k) plans as a powerful tool for both tax savings and employee retention. We dive into the advantages of Secure Act 2.0, the importance of fiduciary support, and the myths surrounding the cost and complexity of retirement plans. If you're a small business owner or entrepreneur, this episode is packed with essential advice to help you make the most of your 401(k). 

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 about the impermanence of business partnerships. He also delves into how he balances financial prudence with calculated risks, highlighting the role of intuition and critical thinking in making business decisions. Trenton's story is a testament to perseverance, adaptability, and the power of building strong, lasting relationships. 

In this episode of Portfolio Pulse: The Money Podcast for Entrepreneurs, we kick off Season 2 with Dr. Denny Kubinski, a urologist and the owner of The Men's Center in Charleston, South Carolina. Dr. Kubinski shares his journey from the Central Coast of California to establishing a thriving men's health practice. He discusses his decision to leave corporate medicine after 17 years due to the frustration with the constraints of managed care and the growing number of intermediaries between doctors and patients. Dr. Kubinski explains how his practice offers direct care with a focus on transparency, quality time with patients, and a simplified healthcare experience. He also delves into the challenges and rewards of running a family business and the importance of creating a value-driven healthcare environment that truly prioritizes patient care. This episode offers insightful perspectives on the evolving landscape of medicine and the entrepreneurial spirit needed to create meaningful change in healthcare. https://the-mens-center.com/

In 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 considerations.

In 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 reclaim autonomy and prioritize patient-centric care. If you like this episode please don't forget to subscribe and leave us a review!

Join 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 to grasp the fundamental pillars of finance, including taxes and legal implications, particularly in the realm of contract negotiations. Drawing from real-life experiences, Ethan shares candid insights into the pitfalls of overestimating negotiation skills, recounting a scenario where his client unwittingly accepted a pay cut. Steven reinforces the significance of doctors wielding leverage in contract negotiations to secure favorable terms and compensation packages. As the conversation unfolds, the challenges inherent in managing medical practices come to the forefront, ranging from constrained autonomy to restrictive non-compete clauses in contracts. An industry desperate for a paradigm shift, Ethan is urging doctors to prioritize patient care over administrative burdens and financial stress. They explore strategies to empower doctors to reclaim control over their practices while fostering an environment conducive to holistic patient care. www.rmpa.co

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, including low health metrics, Matthew underscores the pivotal role DocSocial plays in enabling doctors to disseminate expertise and improve community health outcomes. The conversation navigates through strategies for podcasting, content creation, and effective marketing tailored to patients by medical professionals, emphasizing the importance of focusing on core expertise while leveraging online channels for maximum impact. Steven and Matthew share personal anecdotes, experiences, and aspirations, culminating in a vision for Matthew to empower 1000 doctors in South Carolina to build video channels aimed at transforming healthcare education and outcomes in the state. Join us on Portfolio Pulse as we embark on a journey to explore the intersection of healthcare, entrepreneurship, and video marketing, with a shared commitment to driving positive change and innovation in the medical landscape. DocSocial YouTube page

Dive 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 including the significance of design thinking in crafting innovative solutions, the power of cognitive empathy in understanding customer needs, and the role of domain expertise and creativity in developing impactful products. Listeners gain valuable insights into the iterative process of design thinking, the significance of gathering feedback, and the practical strategies employed by successful entrepreneurs. Dr. Wyman also shares valuable lessons on financial management, advocating for a balanced approach that integrates entrepreneurship as a side hustle while mitigating risks. Join Steven and David on this enlightening journey as he inspires aspiring entrepreneurs to pursue their passions, embrace challenges, and create lasting impact in their communities. Whether you're a seasoned entrepreneur or just starting out, this podcast offers a wealth of knowledge to help you navigate the exciting yet challenging world of entrepreneurship. To learn more about Dr. Wyman's work and connect with him, visit the College of Charleston Center for Entrepreneurship website and explore opportunities for mentorship, competitions, and collaboration. Don't miss out on this enriching podcast experience!

Join 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 mindset. From middle schoolers to corporate professionals, our speaker shares strategies for sustained success and overcoming adversity. Explore the importance of setting goals and priorities for success, the transformative power of personal growth and community service, and the legacy of positivity and intentional living. From mindset to goals to intentional living for entrepreneurs, this episode offers practical wisdom and actionable advice to help you thrive in all aspects of life. Tune in now and join the conversation as we navigate the journey of personal and professional growth together. www.wondaytoday.com Subscribe to Ryan's newsletter!

In this episode, we dive deep into the foundation and mission of BRG (Physician Transition Resource Group), a trailblazing organization dedicated to guiding physicians through career transitions with expertise and support. Join us as we introduce the seasoned team: Shimoli Shah, a physician-turned-certified coach; Jay Patel, a physician who successfully transitioned to med device and digital health as a CMO; Deepali Singh, an executive search professional with over 25 years of experience; and Sapan Vyas, a financial advisor specializing in helping professionals plan for their financial futures. Jay shares his personal journey of navigating the daunting transition from traditional medical roles to non-clinical positions, emphasizing the importance of focus and professional coaching along the way. Discover how BRG's comprehensive process, including personality assessments, financial planning, and industry-specific matching, supports physicians in making successful career shifts. Shimoli delves into the critical issue of physician burnout and the transformative power of coaching in helping individuals recognize boundaries and focus on their priorities amidst career shifts. Learn what to look for in a coach and how coaching has played a pivotal role in Shimoli's own journey. Sapan sheds light on the crucial aspect of financial security when embarking on career transitions, offering valuable insights and advice for planning for the future. Disclaimer: The podcast provides educational content, not personalized financial advice. Always consult with a qualified financial professional before making investment decisions. Deepali shares her wealth of experience in executive search and career transitions, highlighting the importance of matching talent with organizations and helping subject matter experts leverage their expertise in new career paths. Join us on Portfolio Pulse as we empower physicians to embrace new opportunities and navigate career transitions with confidence. Subscribe now and embark on a transformative journey to career fulfillment and success! www.brightrockgroup.com

Welcome to "Portfolio Pulse," your essential podcast for navigating the challenges of staffing in medical practice. In this episode, titled "Reducing Medical Practice Staffing Challenges," we uncover the gripping tale of Dr. Mike and Dr. Amy Neal, founders of Lakeside Vision, as they share their journey from hiring hurdles to triumphs. Join us as we journey back to the inception of Lakeside Vision in 2002, where the Neals embarked on their entrepreneurial venture with dreams of a flourishing private practice. However, they quickly discovered that their hiring decisions were hindering their growth, leading to a vicious cycle of staffing woes. Discover the heart-wrenching moments as the Neals found themselves losing crucial staff members at critical junctures, disrupting their operations and forcing them to abandon personal plans to fill the gaps. Learn from their mistakes, including the pitfall of prioritizing experience over other essential qualities and the challenges of a limited applicant pool. But fear not, as amidst the chaos emerges invaluable lessons and transformative strategies. Through candid reflection and hard-earned wisdom, the Neals share how they overcame their hiring obstacles and revolutionized their approach, ultimately propelling Lakeside Vision to success. Whether you're a healthcare professional, practice manager, or HR specialist, this episode offers invaluable insights into tackling staffing challenges in the medical field. Tune in to "Practice Pulse" and equip yourself with the tools to build a resilient and thriving medical practice. Subscribe now and embark on a journey to optimize your staffing strategies for success! www.buildmyteam.com

Join us on the latest episode of Portfolio Pulse as we sit down with the incredible Courtney Turich, a dynamic entrepreneur with an altruistic spirit and a passion for empowering others. From her early days at Stryker to her entrepreneurial ventures featured on Shark Tank, Courtney's journey is one of resilience, innovation, and relentless pursuit of excellence. Discover how Courtney's background in sales, marketing, talent acquisition, and leadership paved the way for her impactful career in healthcare. As a leader, motivator, and visionary, she has consistently pushed boundaries and challenged norms to drive positive change in the industry. Learn about Cooler Heads, a groundbreaking initiative founded by Kate Dilligan, aimed at preserving the dignity and privacy of cancer patients. Through her dedication to innovation and compassion, Courtney has played a pivotal role in advancing this important cause. Tune in to hear Courtney's insights on entrepreneurship, risk-taking, and the power of authenticity. Whether she's leading a top-performing team or navigating the complexities of Medtech, Courtney's story is an inspiration to us all. Don't miss out on this captivating conversation with one of the coolest gals on the planet. Listen now! www.coolerheads.com

Did 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 alike raving. Emerging technologies are becoming a huge force in dentistry. But along with the early adoption of tech, Dr. Laskin believes in advocating for the patients who will be on the receiving end of so much innovation. If you'd like to have a voice in changing the industry — and patient care — please join the conversation at the Dental Standards Institute. bryanlaskin.com

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 doubts and lack of self-confidence that successful entrepreneurs face as part of their day-to-day minutiae. If you've ever wondered how a business-specific financial planner could help you push forward with confidence, clarity, and security about your finances, you'll thoroughly enjoy this podcast episode! Please share with any entrepreneurs you think would benefit from this! peacelinkfp.com

Donovan 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 through the creation of opportunity. As an organization, we pride ourselves on being able to change the lives of individuals by giving them a chance to do something special. The Foundation looks to provide scholarships, employment opportunities, and beneficial programs to marginalized communities who have been disenfranchised by the economic discrimination in this country. dooleyfoundation.org

Dr. 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 symptoms. She strives to help clients achieve optimal health and actively prevent disease without the use of pharmaceutical drugs when appropriate. As a health consultant, she strives to help clients achieve optimal wellbeing and actively prevent inevitable decline using proven natural, regenerative methods. She is also the author of Radiant Again & Forever.  Listen to her and her commitment to sharing how women can learn from natural medicine physicians and combat the "working norm" by spreading her teachings. Radiant Again & Forever

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 and financial planners work side-by-side to ensure our clients' success and their financial future is not a small probability, but a prosperous triumph! If you've been putting off this ever-present part of your "to-do" list, let's make some positive strides together and consider adding Casey to your team. https://schwartzlegacyplanning.com/

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.  As a mom to two boys and co-founder of Stryke Club, a personal care brand made just for boys, she's discovered that she can work with a team of partners to help a marginalized area of the skincare world. Most products focus on girls: from the bright colors, advertising, and where they places these products in the stores, boys seem to have been left out. Dr. Maguiness is passionate about education and prioritizes teaching with every patient encounter about her work and how she's taken this business to the next level, even securing a spot in Target's major stores nationwide.  Don't forget to leave us a review so that we can continue fueling you towards your entrepreneurial goals. 

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.  As a mom to two boys and co-founder of Stryke Club, a personal care brand made just for boys, she's discovered that she can work with a team of partners to help a marginalized area of the skincare world. Most products focus on girls: from the bright colors, advertising, and where they place these products in the stores, boys seem to have been left out. Dr. Maguiness is passionate about education and prioritizes teaching with every patient encounter about her work and how she's taken this business to the next level, even securing a spot in Target's major stores nationwide.  www.strykeclub.com

Our 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 for Lucky Strike in Northern Europe. He shares with us how to find investors in your company, how he determined that health was the space in which he wanted to help the world, and how through a traumatic personal event, he was inspired to reach more people with nutrition and health. This product could be a great way for physicians to reduce ailments for patients through healthy eating, supplementing minerals in your own body by locating deficiencies, and nurturing a personal mission to create positive and healthy eating habits.  www.elo.health

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 surgeon in South Carolina, whose practice features a unique blend of adult and pediatric, elective/reconstructive, pro-bono, insured, and self-pay services. He's engaged in medical publication, legislative activities, and educational opportunities for students and residents, all of which are unusual in private practice. He sees his platform as helpful in promoting the independence of physicians in SC and he wants to lead the comeback of the doctor/patient relationship.  Link to Dr. Hochman's USA Today Article Independent Doctors of SC Website What is the Certificate of Need in Medicine? Info on Non-Compete Cause repeal for Physicians

A 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 passive income streams and provide help to others who want to start building their own non-profit and help small businesses with their social media presence. She's working on a keynote speaker business and finding more ways to spread joy to those in her community. You'll enjoy this conversation with a local leader, Katie! www.goingplacesnonprofit.org 

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 world in a better place than he found it and strive to make the process much easier to acquire this necessary equipment. His mother is a physician, and his father a data scientist, so he saw the need for the change with his own eyes. You'll be impressed with his outlook on the medical world and the way he sought to disupt a billion dollar industry, one order at a time.  https://go-grapevine.com/Grapevine's YouTube page

Jay 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 Officer for start-up Aktiia.  Physicians and entrepreneurs alike can learn much from Jay's sage wisdom around reframing your thoughts about your skillset to creating multiple sources of diversification and passive income in your portfolio. In addition, you'll learn a bit about his next venture, a search firm that matches physicians to jobs in their preferred industries that match their skill set. Not your typical headhunter working for a corporation!  Jay's LinkedIn page @aktiiaglobal  www.aktiia.com 

Over 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 Oakridge Financial Group and IAPAM (International Association for Physicians in Aesthetic Medicine) and as a successful entrepreneur, he teaches other entrepreneurs how to unchain themselves from the daily grind by creating a business that runs without them. His latest book, Fire Yourself First, provides a four-step plan to free up time and allow business owners to do what the love next. He's taken his secret sauce on how analyze, systematize, and scale businesses and provided these strategies in his new book, so business owners can unchain themselves from the daily grind. Get his book and 11-Step Hiring Guide here at: www.FireYourselfFirst.com  www.iapam.com Linked In:https://www.linkedin.com/in/thejeffrussell/

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 great example of the upcoming (and current) physicians fresh out of medical school that are faced with serious financial decisions: "Do I pay off my student loans rapidly and forego the 'lifestyle' that comes with being a well-paid doctor?" "How can I be introspective and honor myself when I'm being told many times over that I should spend, invest, then pay down debt?" "What resources are there for me to learn more about my loans and how do I know which ones will benefit me?"You'll learn a lot of the answers that worked best for Dr. Halford and how she formed numerous cohorts of successful physicians to build her business helping women physicians make smarter and more educated decisions when it comes to their finances. www.morejoymorewealth.com

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. Ana Mascarenhas to create the first device that automatically flosses all your teeth in only 10 seconds — Instafloss. After five years of research and development, Instafloss is ready to change the world, one tooth at a time.We uncover some of the struggles and highlights he's faced trying to secure rounds of funding, using Kickstarter to further that raised money goal, and manufacturing the product in North America. His potential and vision allowed Eli to make capital investors believers in his product and help him make this amazing device more economical for everyday use by consumers.  www.instafloss.com eli@instafloss.com 

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 million by 21 and losing it by 25, he learned the hard way how crucial it is to learn how to manage and invest money. He's now on a mission to teach foundational principles of money management to others, so they can create financial plans that support the vision they have for their Childfree futures.  jay@childfreewealth.com www.childfreewealth.com 

In 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 certified physician with specialties in internal medicine, pulmonary and critical care medicine, being a healthcare CEO is only the latest chapter in his life mission to help others by making integrative preventative medicine available to everyone. Find out how he juggles and scales these multiple successful businesses, running his own media brand and podcast, and leadership opportunities in this exciting, wisdom nugget-filled episode! www.baktarimd.comwww.enationaltesting.comwww.usdrugtestcenters.comwww.e7health.com Social media: https://www.facebook.com/BaktariMD/www.tiktok.com/@baktarimdhttps://twitter.com/baktarimd?lang=enhttps://www.youtube.com/c/BaktariMDhttps://www.linkedin.com/company/baktarimd/

THAXA® 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 THAXA to share her passion for performance science, where the fields of strategy, productivity, and psychology intersect. Physicians and Entrepreneurs alike can gain a lot of power from her teachings and can escalate their career in record time by speaking with Dr. Fowler!https://www.thaxa.com/p/portfolio-pulseFree download for our listeners as a resource on how to think about looking for and choosing a coach and how to avoid common mistakes. Carla hopes this is helpful and makes the search process for a coach more approachable! The 8 Biggest Mistakes People Make When Choosing a Coach (and how to avoid them!)Here are her social media handles: https://www.linkedin.com/in/carla-fowler/ https://twitter.com/DrCarlaFowler

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 eligible employer by making them competitive with the rest of their industry. Molly shares that having your own small business is basically running your own little conglomerate inside of a larger corporation. It gives you the skills and the technical knowledge on how to create positive ripple effects in your own life, your employees' lives, and in your customers' lives. Sharing her knowledge of the employee benefit space and finding money on the customers' balance sheets to show them it's cost-effective to implement these attraction tools will help them grow their business to be the entity they've dreamed about.  You can find Molly here: Molly McAdams LinkedIn And here: molly@palmettobenefits.net 

Felecia 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 this episode, we discuss: Investing for social impact and a financial return Why multiple streams of income are important How to get started with real estate investing Social impact Real Estate Investing for Physicians How to Create a Side Hustle While in Medicine Leaving a full time profession as a physician to follow her dream and Focus on Real Estate Investing

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/financial related books, committed to building his family by recently getting married, and how those individuals and business owners with high-net worths and income levels can take his candid approach to debt paydown and use it a way that doesn't provide blanket statements, but caters to your specific needs. His coaching and writing have helped thousands and he's appeared on CBS News, USA Today, MarketWatch, Money, NerdWallet and Yahoo! Finance to share his story and principals. 

Mike 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 resources as possible they can find to empower them to grow the right culture, employee-base, and patient-base to make them successful. His marketing prowess has also given dentists the voice they need to add value in their community and marketplace. Make sure to "favorite" this episode and refer to it when you need some guidance! www.patientboost.dental Dental Business Association Group page Mike's Dental Podcast - Building a Dental Practice

In 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 compensated employees have an inherent reverse discrimination at hand with the standard group benefits you may be offering. We share ways to close the gap on those benefits and how Huskey Financial and Thompson Planning Group may offer some value for you, your business, and targeted employees you desire to keep around for a while, and especially during a transition, such as your exit! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Dr. 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 clients to achieve complete financial freedom through passive investments with *Infinite Freedom*, his private-coaching and Mastermind platform at www.EricFrancom.com. He connects members to high-performing investments and coaches them on passive income to facilitate a dream lifestyle. Eric served in the US Army National Guard for 10 years and proudly serves as a mentor to the Harvard Business School. www.ericfrancom.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In 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 parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. Despite a lot of struggles and his mom passing away when Rocky was 7, he has achieved financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster. Topics include: Implementing Profit First (this book and the author Mike Michalowicz has a large following and I am certified to share the information on Profit First) How to ensure you have a growing and more profitable business. Understanding Business Finances. Managing Cashflow and Profitability. Why your accounting reports don't tell you what you need to know http://richersoul.com https://profitcomesfirst.com/ https://www.linkedin.com/in/rocky-lalvani/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Have 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, JC Penny, and the Rockefellers, they found value in using Private Banking Strategies. Here are some additional resources to help you find out if this may work for you, too! Vance Lowe & Seth Hicks e-book: How to Grow Rich with The Secret Banks Don't Want You To Know Purchase Becoming Your Own Bank by R. Nelson Nash Private Banking Strategies website --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Dr. 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 their potential as well. She has a clinic in Florida and Oklahoma that caters to her patients in proactive pain management and also has a Mastermind group call MaxAllure where physicians can come together to learn about practice management, finances, corporate and small business ownership, and many other considerations physicians need to make as they grow in their career. You'll find a lot of excellent takeaways in this episode, so please enjoy and share with any physicians you think may benefit! This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial Group LLC and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value. Michael Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Huskey Financial Group LLC is not an affiliate or subsidiary of PAS or Guardian. 2022-147686 Exp. 12/24 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

As 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 investments. These micro- capitalized companies usually have a longer holding period yet may bolster your performance once they make large profits or sell their companies. In our discussion, Mariusz shares his trials, tribulations, and some big wins that he thinks may help our listeners feel more confident in this particular asset class. https://www.youtube.com/@SkoniecznyMariusz https://microcapexplosions.com/ This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or (Huskey Financial Group LLC) and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value. Data and rates used were indicative of market conditions as of the date shown. Opinions, estimates, forecasts and statements of financial market trends are based on current market conditions and are subject to change without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and do not constitute a solicitation, offer, or recommendation to purchase or sell a security. Past performance is not a guarantee of future results. Michael Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. HUSKEY FINANCIAL GROUP LLC is not an affiliate or subsidiary of PAS or Guardian. 2022-147079 Exp. 11/24 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In 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 benefit of this balanced, integrated approach is to create a strategy in retirement that does the opposite of the traditional approach, create a much-needed source of true liquidity, take less risk, pay less in tax to the IRS, all the while potentially enjoying much more income. Book with us here if you may enjoy this type of planning for yourself: https://bit.ly/3MbOj5W This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or (Huskey Financial Group LLC) and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value. 2022-144942 Exp. 10/24 By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Michael Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. HUSKEY FINANCIAL GROUP LLC is not an affiliate or subsidiary of PAS or Guardian. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Dr. 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 estate. He has a passion for helping other doctors reach financial independence and do more of what they love. He seeks to teach others so they can skip all the missteps and struggles he endured. Learn how he developed a passion for non-stock market correlated assets to diversify his portfolio. www.portfoliopulse.ascentequitygroup.com MD to Entrepreneur Podcast with Dr. Pranay Parikh, MD --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

There'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 widely recognized in Europe for her innovative influence on how Human Resources works in technology companies and startups. She now works with companies around the world as an advisor and lives with her family in London. Visit her website at www.sophietheen.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app