Portfolio Pulse: The Money Podcast for Entrepreneurs

Portfolio Pulse: The Money Podcast for Entrepreneurs

By Steven HuskeyBusinessEntrepreneurship
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Portfolio Pulse: The Money Podcast for Entrepreneurs episodes

  • Ep. 074 - Fighting for Autonomy, Accessibility, & Elimination of Non-Compete Clauses - Dr. Marcelo Hochman of Facial Surgery Center

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

    30 min
  • Ep. 073 - Spreading Joy, Entrepreneurship Tips, and Staying Top of Mind - Katie Blomquist of Going Places

    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 

    29 min
  • Ep. 072 - Breaking the Medical Supply Chain, Winning Prestigious Awards, and Reducing Costs for Medical Practices - Luka Yancopoulos of Grapevine

    The medical supply chain from manufacturer to consumer has gotten completely out of control. Luka Yancopoulos and his co-founders started Grapevine to become the Amazon of health care supply products, and they have effectively removed the middle men distributors in the process. Their venture has saved producers and end-users aggregately millions of dollars in costs on simple products like PPE and supplies for their offices. These essential products are needed to treat patients, conduct surgeries, and routine visits. Luka explains that his grander vision for this company, after winning multiple grants, awards, and seed money, is to leave the 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

    29 min
  • Ep. 071 - Adding Significant Value to Physicians and Patients in Entrepreneurship - Dr. Jay Shah, CMO of Aktiia

    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 

    34 min
  • Ep. 070 - Fire Yourself First and Diversifying Your Medical Practice - Jeff Russell of IAPAM

    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/

    36 min
  • Ep. 069 - Empowering Women to Understand Their Joy in Wealth - Brittne Halford, MD of More Joy. More Wealth.

    I'm very excited to welcome you to my conversation with Dr. Brittne Halford as today's guest! She had just graduated from Northwestern Medical School, strapped with $131k in student loan debt. During her residency, she completed loan forgiveness but was only making the minimum payment toward my student loans. Every time she thought about her debt, she'd feel anxious and overwhelmed. Her parents were frugal and taught her how to save, but didn’t teach her how to manage large sums of debt or how to build generational wealth. She knew there had to be more. Dr. Halford is a 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

    41 min
  • Ep. 068 - Disrupting a Massive Consumer Market with Vision and Potential - Eli Packouz of Instafloss

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

    30 min
  • Ep. 067 - Traversing Your Own Path in Childfree Wealth Planning - Jay Zigmont, PhD, CFP

    Most financial advice is geared towards business owners and families that account for passing wealth to children and further generations. Heck, if you tried not to leave a legacy in most financial planning softwares, the Monte Carlo simulations would glitch out!Jay Zigmont, PhD and CFP, is a life and business coach who specializes in financial planning for those who are Childfree or permanently childless. While most financial advice treats parenthood as the default, Dr. Jay has created a life and financial planning system that centers the unique needs of those whose futures don't include kids. Earning his first 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. 

    www.childfreewealth.com 

    26 min
  • Ep. 066 - Focusing on Growth Through the Art of Leadership - Dr. Jonathan Baktari, MD

    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.com
    www.enationaltesting.comwww.usdrugtestcenters.comwww.e7health.com

    Social media:

    https://www.facebook.com/BaktariMD/
    www.tiktok.com/@baktarimd
    https://twitter.com/baktarimd?lang=en
    https://www.youtube.com/c/BaktariMD
    https://www.linkedin.com/company/baktarimd/

    33 min
  • Ep. 065 - Performance Science-Based Professional Coaching Can Help Physicians & Entrepreneurs Accelerate & Thrive - Carla Fowler, MD PhD of THAXA Coaching

    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

    41 min

About Portfolio 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…

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