Portfolio Pulse: The Money Podcast for Medical Professionals & Entrepreneurs
By Steven Huskey
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Category: Investing
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Episodes: 102
Description
Our mission is to equip entrepreneurs with the tools and knowledge to amass wealth and create the life they deserve. But here's the best part: it's not just about the money. We believe in exploring the deeper meaning behind each success story and the extraordinary level of impact that each of our guests brings to the table. Join us every 2 weeks as we dive deep into inspiring conversations and learn the many methods of purpose-driven leaders and medical professionals who have built thriving businesses and positively impacted their communities.
| Episode | Date |
|---|---|
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Healing Through Story: How Anonymous Drama Transforms Lives
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Jun 03, 2025 |
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Escaping the Payment Matrix: Tony Manganiello on Reclaiming Your Wealth
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May 13, 2025 |
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The Power of Peer Groups and Advocacy: A Journey Through Entrepreneurship with Justin Nabity
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Apr 29, 2025 |
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AI and Entrepreneurship: Navigating the Future with Steve Cunningham
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Mar 31, 2025 |
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Winning the Tax Game with Dr. Sherry Peel Jackson
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Mar 11, 2025 |
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Whole Life Insurance: The Best-Kept Secret in Financial Planning with Tom Wall, PhD
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Feb 26, 2025 |
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Beating Burnout & Finding Purpose with Audie Cashion
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Feb 11, 2025 |
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Root Causes, Resets, and Reinventing Wellness with Dr. Chad Nowlin
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Dec 10, 2024 |
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Breaking Barriers: The Repeal of Certificate of Need and Its Impact on Independent Healthcare
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Nov 19, 2024 |
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Unlocking the Power of 401(k) Plans with Mark Fowler
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Oct 15, 2024 |
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Building Success Through Relationships: The Arrow Roofing Story with Trenton Wisecup
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Oct 01, 2024 |
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Redefining Men's Health: Dr. Denny Kubinski on Breaking Free from Corporate Medicine
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Sep 17, 2024 |
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Ep. 090- Empowering Healthcare Practices with Danielle Ambrozy of Rehmann
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Jul 09, 2024 |
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Ep. 089- Breaking Boundaries: From Spine Surgeon to Stem Cell Pioneer- Dr. Jeffrey Gross of ReCELLebrate
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Jun 25, 2024 |
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Ep. 088 - The Talent Agent For Doctors - Ethan Nkana, JD MBA of Rocky Mountain Physician Agency
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Jun 04, 2024 |
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Ep. 087 - Empowering Medical Professionals Through Video Marketing - Matthew Grason of DocSocial
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May 21, 2024 |
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Ep. 086 - Adapting through Entrepreneurship: Insights on Empathy, Purpose, and Persistence - Dr. David Wyman of College of Charleston
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May 07, 2024 |
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Ep. 085 - Living In Positivity with a WINNER Mindset - Ryan Cass of Won Day
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Apr 24, 2024 |
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Ep. 084 - Transitioning from Physician Life to Your Next Venture - Bright|Rock Group
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Apr 09, 2024 |
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Ep. 083 - Reducing Medical Practice Staffing Challenges - Dr. Michael Neal of Build My Team
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Mar 26, 2024 |
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Ep. 082 - Resilience & Self-Confidence During Cancer Treatment - Courtney Turich of Cooler Heads
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Mar 12, 2024 |
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Ep. 081 - Innovation, Education, & Standardization in Dentistry - Dr. Bryan Laskin of The Patient First Manifesto
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Feb 20, 2024 |
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Ep. 080 - Servant Leadership In Financial Planning - Leland Gross, CFP of PeaceLink Financial
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Feb 06, 2024 |
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Ep. 079 - Qualified Deductions from Your Intellectual Property - Donovan Dooley of The Dooley Foundation
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Jan 09, 2024 |
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Ep 078- Radiant Again & Forever - Dr. Prudence Hall of The Hall Center
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Dec 26, 2023 |
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Ep. 077- Everyone Needs an Estate Plan - Casey Schwartz of Schwartz Legacy Planning
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Dec 12, 2023 |
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Ep. 076 - Providing Boosted Confidence Through a Niche Product - Dr. Sheilagh Maguiness of Stryke Club
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Dec 05, 2023 |
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Ep. 075 - A Sense of Pride in Health and Nutrition / Investing In Yourself - Ari Tulla of Elo Smart Nutrition
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Nov 14, 2023 |
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Ep. 074 - Fighting for Autonomy, Accessibility, & Elimination of Non-Compete Clauses - Dr. Marcelo Hochman of Facial Surgery Center
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Oct 31, 2023 |
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Ep. 073 - Spreading Joy, Entrepreneurship Tips, and Staying Top of Mind - Katie Blomquist of Going Places
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Oct 17, 2023 |
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Ep. 072 - Breaking the Medical Supply Chain, Winning Prestigious Awards, and Reducing Costs for Medical Practices - Luka Yancopoulos of Grapevine
|
Oct 03, 2023 |
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Ep. 071 - Adding Significant Value to Physicians and Patients in Entrepreneurship - Dr. Jay Shah, CMO of Aktiia
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Sep 19, 2023 |
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Ep. 070 - Fire Yourself First and Diversifying Your Medical Practice - Jeff Russell of IAPAM
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Sep 05, 2023 |
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Ep. 069 - Empowering Women to Understand Their Joy in Wealth - Brittne Halford, MD of More Joy. More Wealth.
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Aug 22, 2023 |
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Ep. 068 - Disrupting a Massive Consumer Market with Vision and Potential - Eli Packouz of Instafloss
|
Aug 08, 2023 |
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Ep. 067 - Traversing Your Own Path in Childfree Wealth Planning - Jay Zigmont, PhD, CFP
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Jul 25, 2023 |
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Ep. 066 - Focusing on Growth Through the Art of Leadership - Dr. Jonathan Baktari, MD
|
Jul 11, 2023 |
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Ep. 065 - Performance Science-Based Professional Coaching Can Help Physicians & Entrepreneurs Accelerate & Thrive - Carla Fowler, MD PhD of THAXA Coaching
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Jun 27, 2023 |
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Ep. 064 - Small Business Success with Large Business Resources - Molly McAdams of Palmetto Benefits Solutions
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May 23, 2023 |
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Ep. 063 - Reducing your Dependence on W2 Income and Following Your Investment Dreams - Felecia Froe, MD of Money With Mission
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May 09, 2023 |
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Ep. 062 - Debt Free or Die Trying: Diversifying Income and Consistently Learning - Marcus Garrett
|
Apr 25, 2023 |
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Ep. 061 - Taking Your Dental Practice from a Leaky Bucket to a Patient Retention Forerunner - Mike Hennan of Dental Business Association
|
Apr 11, 2023 |
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Ep. 060 - How to Avoid a "Turnover Tsunami" in Your Own Private Business - Michael Thompson, CExP of Thompson Planning Group - Webinar Recording
|
Mar 14, 2023 |
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Ep. 059 - How Dentists Can Scale, Position, and Sell Their Business - Get Paid To Walk Away - Eric Francom of Infinite Freedom
|
Feb 28, 2023 |
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Ep. 058 - Taking Control of your Business Revenue with the Profit First System - Rocky Lalvani of Profit Comes First
|
Feb 14, 2023 |
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Ep. 057 - Creating Generational Wealth & Becoming Your Own Bank - Vance Lowe, CFP of Private Banking Strategies
|
Jan 03, 2023 |
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Ep. 056 - Helping Physicians Realize Their Potential as Business Owners - Dr. Myrdalis Diaz of SahaVida and MaxAllure
|
Dec 14, 2022 |
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Ep. 055 - Value Investing with MicroCap Explosions - Mariusz Skonieczny
|
Nov 29, 2022 |
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Ep. 054 - Tax Efficient Strategies/Legacy for your Heirs - Combatting the SECURE Act with James Matthews, CFP, RICP of Consolidated Planning
|
Oct 12, 2022 |
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Ep. 053 - Physicians Can Be Entrepreneurs By Developing Their Passions and Using It As A Creative Outlet - Dr. Pranay Parikh of Ascent Equity Group
|
Sep 13, 2022 |
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Ep. 052 - Creating Impactful Company Communication for Start Ups Through Positive Coaching and Culture - Sophie Theen
|
Sep 06, 2022 |
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Ep 051 - Transforming the Antiquated Process of Surgical Billing and Savings Millions in the Process for Hospitals and Health Systems - Rich Palarea of Kermit
|
Aug 31, 2022 |
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Ep 050 - Build Businesses that Generate Recurring Revenue for a Greater Purpose - Kyle King of The Writers Game
|
Aug 09, 2022 |
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Ep. 049 - Supercharge Your Savings and Debt Reduction with The Shred Method - Adam Carroll
|
Aug 02, 2022 |
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Ep. 048 - Retention Strategies and Tax Implications of Gifting Company Stock
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Jun 24, 2022 |
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Ep. 047 - Physician-Specific and Small Business Tax Advisors Make All The Difference - Alexis Gallati of Cerebral Tax Advisors
|
Jun 14, 2022 |
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Ep. 046 - Creating an Impactful and Colossal Injection of Cash Into Your Business with Employee Retention Credits - Catherine Tindall, CPA of Dominion Enterprise Services
|
Jun 07, 2022 |
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Ep. 045 - An Alternative Method to Help Your Medical Practice Double In Patient Size - PJ Johnson of eFundYourHealth.org
|
Jun 01, 2022 |
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Ep. 044 - Valuation, Integration, and Strategic Advisory in the Mergers & Acquisitions Space - Jameson Pugh of Pivot Capital LLC
|
May 24, 2022 |
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Ep. 043 - Understanding Your Options for Medicare - Paul Carswell of Medicare Portal
|
May 17, 2022 |
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Ep. 042 - Facilitating Your Mission and Vision with Your Employees to Build a Communicative Culture - Chad Glasscock of Future State COO
|
May 11, 2022 |
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Ep. 041 - Assisting Families In Crisis with Aging Parents & Elder Care Planning- Annalee Kruger of CareRight, Inc.
|
May 03, 2022 |
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Ep 040 - Collecting Checks and Hugs At The Same Time - Justin Gordon of Amramp
|
Apr 26, 2022 |
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Ep. 039 - Optimal Retirement: Effective Ways to Ensure a Stable Future
|
Apr 04, 2022 |
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Ep. 038 - Showcasing Charleston's Southern Hospitality and Happenings in One Premier Blog Experience - Christian Senger of Holy City Sinner
|
Mar 29, 2022 |
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Ep. 037 - Creating Incredible Course Clarity & Educational Experiences for your Employees & Clients - Dr. Carrie O. Graham of Learning and Solutions
|
Mar 22, 2022 |
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Ep 036 - How to Bolster Your Portfolio with Passive Income in Real Estate - Dustin Heiner of Master Passive Income
|
Mar 02, 2022 |
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Ep. 035 - Debunking Financial Planning Myths Pt. 2 - Ben Decker of Consolidated Planning, Inc.
|
Jan 25, 2022 |
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Ep 034 - Highest and Best Use of Employer Qualified Plans & Cash Balance Plans - Ernie Guerrero of Consolidated Planning, Inc.
|
Jan 11, 2022 |
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Ep. 033 - Business & Personal Planning - All Roads Lead to Exit - Neal Brincefield of Consolidated Planning, Inc.
|
Jan 04, 2022 |
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Ep 032 - Debunking Financial Planning Myths Pt. 1 - Ben Decker of Consolidated Planning, Inc.
|
Dec 28, 2021 |
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Ep 031 - When All Becomes New: A Doctor's Stories of Life, Love, & Loss - & How to Prevent Physician Burnout - Dr. Benjamin Rattray of Cone Health
|
Dec 21, 2021 |
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Ep 030 - Legal, Business, and Interpersonal Considerations for your Contracts & Why Business Law is So Important to your Business - Alex Juncu of Juncu Legal
|
Dec 14, 2021 |
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Ep 029 - Building a Business from Scratch in a Dorm Room & 3 Ways to Protect Your Data - Rick Krenmayer of Stasmayer, Inc.
|
Dec 07, 2021 |
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Ep 028 - Benefits of Outsourcing Tasks and Focusing on What Brings Your Business Revenue - Allora Solutions Group
|
Nov 30, 2021 |
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Ep 027 - Questions to Ask When Choosing a Financial Advisor & 5 Financial Risks for Which to Plan
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Nov 23, 2021 |
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Ep 026 - Taking a Deeper Look in Preparing to Exit Your Business
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Nov 16, 2021 |
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Ep 025 - Staying Organized, Savings for Many Points in Life, and Keeping tabs on Retirement
|
Nov 09, 2021 |
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Ep 024 - Media, Marketing, and Best Practices to Make Your Business Seen & Heard - Bennett Coleman of Port City Media Co.
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Nov 02, 2021 |
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Ep 023 - Talented Tech Recruiting, Disrupting HR, and Empowering Women In Business - Christina Lock of Catch Talent
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Oct 12, 2021 |
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Ep. 022 - Creating Medical Social Content to be a Global Advocate and Express Your Authority - Dr. David Geier
|
Oct 05, 2021 |
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Ep. 021 - The Positive Impact of Sleep and How it Helps Us Be More Productive - Dr. Melissa Milanak
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Sep 28, 2021 |
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Ep 020 - Tax Efficiency Using Charitable Giving, Bunching Strategies, and What History tell us about Financial Planning - Patrick Huey of Victory Independent Planning LLC
|
Sep 21, 2021 |
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Ep 019 - Considerations to Lead a Life from Debt to Wealth - Murray Beaulieu of Boosted Profits LLC
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Jul 20, 2021 |
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Ep. 018 - Prioritizing Paying Down Debt or Building Your Savings
|
Jul 13, 2021 |
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Ep. 017 - Estate Plans - When and Why You Should Consider It
|
Jul 06, 2021 |
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Ep. 016 - Wealth Building Potential, Human Life Value, and Protecting What Matters Most
|
Jun 29, 2021 |
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Ep. 015 - Innovation, Introspection and Behavioral Science in Financial Planning - Michael MacKelvie CFP of Vivid Wealth
|
Jun 22, 2021 |
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Ep 014 - Mental Health, Financial Wellness and the Importance of Sleep - Dr. Melissa Milanak of Mind Impact Consulting
|
Jun 01, 2021 |
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Ep 013 - Direct Primary Care Vol. II: Pivoting in a Pandemic - Frank Wells of Holy City Med
|
May 25, 2021 |
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Ep. 012 - The 5 C's of Credit / Smart Credit Building Tips
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May 18, 2021 |
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Ep. 011 - Tips for Saving for Retirement and Education Simultaneously
|
May 11, 2021 |
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Ep. 010 - Exploring Direct Primary Care & Practice Models - Dr. Justine DeCastro
|
May 04, 2021 |
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Ep. 009 - Beer Business is Booming! - Supporting Local Businesses with Chris Winn of Tradesman Brewing Co.
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Apr 27, 2021 |
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Ep. 008 - Translating Financial Issues in Medical Practices into Plain Language - Adam Knihtila of Adam Kae & Assoc.
|
Apr 20, 2021 |
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Ep. 007 - Going Against the Grain - How Physicians Can Avoid Budgeting
|
Apr 13, 2021 |
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Ep. 006 - Helping Businesses Find Alternative Investors & Funding - Eric Thome of VentureSouth Charleston
|
Apr 06, 2021 |
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Ep. 005 - Doctor Work/Life Balance & Income Generating Activities - Grady Gibbs of Evolve Medical Consulting
|
Mar 23, 2021 |
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Ep. 004 - Compound Interest & The Shadow You Can't Outrun: Compound Taxes
|
Mar 09, 2021 |
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Ep. 003 - Creating Proud Patients & Generating Revenue - Boyd Stough of Espy Revenue
|
Mar 09, 2021 |
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Ep. 002 - Repayment Options for Medical School Loans
|
Mar 09, 2021 |
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Ep 001 - Introduction to Exit Planning
|
Mar 09, 2021 |