Claim OwnershipPortfolio Pulse: The Money Podcast for Entrepreneurs
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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.
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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: 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/
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
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.
Employee 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.
In 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 episode of how Alexis and her team strive to create a white-glove experience for each and every client, as she only takes limited new clients each year. She's well versed in some of the solutions I also add as part of my planning practice, so she really knows her stuff! Please give this episode a listen and reach out to her or me for your next planning conversation.Alexis's website: www.cerebraltaxadvisors.comSchedule a meeting: www.cerebraltaxadvisors.com/contact
Our 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 money, you could still be able to receive your credit.
Catherine tells us how the process works, how beneficial this is for business owners, and why, as a planning firm, their sole focus is on helping business owners receive their credit, as it's their right if they were impacted by the pandemic negatively. Huskey Financial partners with leaders like Dominion, and we hope that you'll reach out after hearing how your business could be impacted!
Dominion's Website: https://dominiones.com/
Eligibility Tool: https://ctindall884762.typeform.com/to/nl6hAWN2?typeform-source=dominiones.com
On 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 able to accept these cash-based patients through the use of her system, a medical Go Fund Me type site, where patients can accept grants from donations. Once they receive their debit card, they can then go get the services the patients desperately need to live and the clinics can now accept these patients. If you're a doctor that can handle these new patients, you should take advantage of today's episode and the links below!
Dane's story: https://efundyourhealth.org/the-cameras-rolling-and-crohns-strikes-a-mother-sons-fight-for-survival/
Please donate: https://efundyourhealth.org/donors/donor-partners/
Become an accepting physician and clinic: https://efundyourhealth.org/practitioners/
With 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 and one day exit.
Huskey Financial specializes in Business Planning and Exit Planning for accomplished business owners, so Pivot is a proud partner that will optimize any transitions to retirement or to a new business venture.
Website: www.pivotcapitalllc.com
When 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://www.linkedin.com/in/paul-carswell
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial Group and opinions stated are their own. External sites and material are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Guardian and its subsidiaries do not issue or advise with regard to Medicare. The Centers for Medicare and Medicaid Services has not approved, endorsed, or authorized this information. Please Contact the Centers for Medicare and Medicaid Services for complete details regarding eligibility for benefits. Michael 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. 2022-137235 Exp 04/24
Most 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 do to drive growth and develop a full proof process.
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 planning for elders.
Today 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 check and a hug at the same time. Learn from Justin about how to be the best CEO and businessman possible and some challenges and achievements experienced along the way.
Amramp website: www.amramp.com
E-myth revisited: https://amzn.to/3jU54VV
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial Group and opinions stated are their own. External sites and material are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Michael 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. 2022-136873 Exp 04/24
With 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 education and strategy in this one!
This podcast is for informational purposes only. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. 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.
Michael 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. 2022-135981 Exp 03/24
Self-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 24’s Fox News Now and Kickin' 92.5. In addition, he has appeared on the BBC and BBC Radio, Live 5 News, Lowcountry Live, 105.5 The Bridge, Quintin’s Close-Ups, and Mix 95.9. Let's listen to how he created from scratch this one-of-a-kind site and companion podcast that many thousands of local Charleston's rely on for news, opinions, and events.
Dustin 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 YouTube channel
This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. 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. Michael Steven Huskey is a Registered Representatives 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. 2022-134076 Exp. 02/24
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