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Portfolio Pulse: The Money Podcast for Medical Professionals & Entrepreneurs

Portfolio Pulse: The Money Podcast for Medical Professionals & Entrepreneurs

By Steven Huskey
Welcome to Portfolio Pulse! Our goal is to help leaders accumulate wealth and empower them to build the life they deserve. Each week, we interview a purpose driven leader or medical professional that is building a thriving business with community impact. We ask tough questions and learn the habits they practice to build successful careers. It’s time to talk money, meaning, and maximum impact.
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Ep. 048 - Retention Strategies and Tax Implications of Gifting Company Stock
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.
15:53
June 24, 2022
Ep. 047 - Physician-Specific and Small Business Tax Advisors Make All The Difference - Alexis Gallati of Cerebral Tax Advisors
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
29:18
June 14, 2022
Ep. 046 - Creating an Impactful and Colossal Injection of Cash Into Your Business with Employee Retention Credits - Catherine Tindall, CPA of Dominion Enterprise Services
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
23:10
June 07, 2022
Ep. 045 - An Alternative Method to Help Your Medical Practice Double In Patient Size - PJ Johnson of eFundYourHealth.org
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/
29:56
June 01, 2022
Ep. 044 - Valuation, Integration, and Strategic Advisory in the Mergers & Acquisitions Space - Jameson Pugh of Pivot Capital LLC
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 
26:32
May 24, 2022
Ep. 043 - Understanding Your Options for Medicare - Paul Carswell of Medicare Portal
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
25:26
May 17, 2022
Ep. 042 - Facilitating Your Mission and Vision with Your Employees to Build a Communicative Culture - Chad Glasscock of Future State COO
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.
25:03
May 11, 2022
Ep. 041 - Assisting Families In Crisis with Aging Parents & Elder Care Planning- Annalee Kruger of CareRight, Inc.
Caring for an aging loved one can be overwhelming, especially when a crisis occurs or a family member acts as the primary caregiver. As the Concierge of Senior Care Planning, Care Right assists families all across the country in navigating the complexities associated with the aging process by managing crisis situations, developing a proactive Aging Plan and providing needed support to struggling caregivers. We speak with Annalee Kruger and how she helps children with aging parents fight through all the challenges that come with choosing nursing care facilities, reviewing estate documents, crisis planning, and proactive planning for elders.
30:59
May 03, 2022
Ep 040 - Collecting Checks and Hugs At The Same Time - Justin Gordon of Amramp
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
24:31
April 26, 2022
Ep. 039 - Optimal Retirement: Effective Ways to Ensure a Stable Future
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
19:40
April 04, 2022
Ep. 038 - Showcasing Charleston's Southern Hospitality and Happenings in One Premier Blog Experience - Christian Senger of Holy City Sinner
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.
25:23
March 29, 2022
Ep. 037 - Creating Incredible Course Clarity & Educational Experiences for your Employees & Clients - Dr. Carrie O. Graham of Learning and Solutions
If you've ever wondered how to increase revenue in your business in a way that highlights your uniqueness, it may be time to upgrade your training or courses. According to Lorman.com, 76% of US employees say companies offering additional skills training is more appealing and may help your client satisfaction go through the roof. When your employees are happy, so are your customers. Course clarity gives you confidence, freedom and peace of mind. Adults learn differently than children, and with so much information available, how do you pinpoint what content you share with your employees and customers? With the course-clarity program, you can control the educational experience and Dr. Carrie Graham will provide the fine-tuned program you've been looking for. www.learningandsolutions.com  https://www.linkedin.com/in/carriegrahamphd/ 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. 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. 2022-135147 Exp 3/24
31:55
March 22, 2022
Ep 036 - How to Bolster Your Portfolio with Passive Income in Real Estate - Dustin Heiner of Master Passive Income
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
36:07
March 02, 2022
Ep. 035 - Debunking Financial Planning Myths Pt. 2 - Ben Decker of Consolidated Planning, Inc.
We recently had Ben Decker of Consolidated Planning, Inc. on to debunk some common financial planning myths, but we have even more ground to cover with him today! Be sure to listen to Part 1 if you haven't yet, and then continue on with these 11 myths: I don’t qualify to use a financial planner Financial advisors and planners are too expensive I can use a robo-advisor like Vanguard or Schwab and do well enough I don’t need to be concerned with taxes until I am closer to retirement I can plan by buying term insurance and investing the difference in index funds Advisors are only for those looking to retire soon I should wait for “xx life event” before speaking with someone I’ll spend less and pay fewer taxes in retirement, so I won’t need as much income Medicare will cover my health care needs in retirement Bad things don’t happen to good people, invincibility complex Investment rates of return will be my measure of success You can find Ben here: https://www.linkedin.com/in/deckerben/ 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 and Ben are Registered Representatives and Financial Advisors 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 Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Huskey Financial Group LLC and CP Planning Group, Inc. are not an affiliate or subsidiary of PAS or Guardian. Ben’s CA Insurance License Number – 4148065. 2021-130276 Exp 11/23
40:46
January 25, 2022
Ep 034 - Highest and Best Use of Employer Qualified Plans & Cash Balance Plans - Ernie Guerrero of Consolidated Planning, Inc.
Business owners tend to have four major types of assets on their balance sheets. In most cases, the business tends to represent the largest asset they own, and the majority of their net worth. Real estate, including business and personal, typically represents the second largest asset listed. Next, business owners look to non-qualified savings for liquidity to address emergencies, opportunities or the unknown.  In this episode, we discuss the option not listed above and somewhat disregarded in terms of tax-efficiency: qualified retirement plans. Ernie Guerrero, Director of Qualified Plans at Consolidated Planning, Inc. discusses with us the logic behind using these assets in an effective manner to save, overfund, and layer additional tax-deferred plans to save hundreds of thousands of dollars each year, while reducing taxable income in a strategic way.  For any business owner that would like to learn more about effective savings strategies while reducing taxes each year, this is the episode for you! 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 and Ernest are Registered Representatives and Financial Advisors 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 Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Huskey Financial Group LLC and CP Planning Group, Inc. are not an affiliate or subsidiary of PAS or Guardian. 2021-131529 Exp 12/23
29:39
January 11, 2022
Ep. 033 - Business & Personal Planning - All Roads Lead to Exit - Neal Brincefield of Consolidated Planning, Inc.
Small business really means a lot to so many people, starting with the business owner, and then the rippling out from that first point of ownership to so many other people. Your community relies on your business, too. You provide for them financially, whether it's the employees, the other partners, their families, even customers and vendors that work with the business. All of them have a concern, a stake in your business succeeding. Small businesses are the bedrock of our society. It's so important to people consider good, holistic financial planning for their business and their personal world. We discuss many aspects of business and personal planning with Neal Brincefield, financial advisor at Consolidated Planning and Special Advisor to The Living Balance Sheet™. 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. 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. 2021-130476 Exp 12/23
32:25
January 04, 2022
Ep 032 - Debunking Financial Planning Myths Pt. 1 - Ben Decker of Consolidated Planning, Inc.
There are a lot of places to research opinions about financial planning. It's up to you to decipher which advice to take, and is using a financial advisor in your best interest? In this episode, Ben Decker and I talk about 11 common myths that we come across in our conversations with prospects and clients. Debunking myths is just one of our favorite past times, so listen in on some helpful commentary on these 11 myths: 1. My 401(k) is all I need for retirement planning 2. I'll be in a lower tax bracket when I retire 3. Financial advisors just invest my money, there's no other value 4. I can do all my financial planning myself 5. Market returns are more important than saving money 6. Debt reduction should take precedence 7. My budget is my financial plan 8. Tax-deferred investments are better than taxable investments 9. Buy term insurance and investing the difference is better than permanent protection 10. My group benefits are all the insurance I need 11. A 15-year mortgage is better than a 30-year mortgage You can find Ben here: https://www.linkedin.com/in/deckerben/  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 and Ben are Registered Representatives and Financial Advisors 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 Representatives of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Huskey Financial Group LLC and CP Planning Group, Inc. are not an affiliate or subsidiary of PAS or Guardian. Ben’s CA Insurance License Number – 4148065. 2021-130276 Exp 11/23
40:57
December 28, 2021
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
In this episode, we interview Dr. Benjamin Rattray, Associate Medical Director of Neonatal Intensive Care at the Cone Health Women's and Children's Center in North Carolina. He gives us a glimpse in how he compartmentalizes what he sees on a day-to-day basis in the NICU, how he gives parents good and bad news, and leaves the workday at the hospital when he goes home to his family. It's important that doctors have a creative outlet, or someone to speak to, to unwind their mind of all the things they see in hospitals to avoid depression, harming thoughts, or physician burnout. Enjoying your hobbies, reflecting on what you're grateful for, and being a wonderful Servant Leader are the ways Dr. Rattray believes one can be the best physician and parent one can be. Please pick up a copy of Benjamin's book, When All Becomes New, in the link below! Dr. Benjamin Rattray's LinkedIn page Purchase Dr. Rattray's book: When All Becomes New 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. 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. 2021-129285 Exp 11/23
23:38
December 21, 2021
Ep 030 - Legal, Business, and Interpersonal Considerations for your Contracts & Why Business Law is So Important to your Business - Alex Juncu of Juncu Legal
When is the last time you reviewed your business documentation? You know, those buy/sell agreements, commitment contracts for business, and have you considered how much weight they hold for you and your business? Alex Juncu of Juncu Legal talks to us about the uniqueness and specialization of Contract Law and why it's so crucial to have an attorney review your legal documents, contracts, offer letters, etc. We learn a lot about the HOW of how you run your business, and if you don't control your own terms and conditions in your everyday strategy, you will be subject to someone else's terms and conditions. Put your best foot forward, continue to learn, and be proactive when it comes to your legal considerations. The Law Offices of Alexandru Juncu website 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.  Michael is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress St., Ste. 295, Charlotte, NC 28209; 704.552.8507. 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. 2021-130277 Exp 11/23
34:07
December 14, 2021
Ep 029 - Building a Business from Scratch in a Dorm Room & 3 Ways to Protect Your Data - Rick Krenmayer of Stasmayer, Inc.
We learn from Rick Krenmayer about how he got started building an IT Managed Services company with his business partner David Stasaitis to form Stasmayer, Inc while in college. Running a business early on has it challenges, yet have you ever had to run a meeting while a keg party is happening next door in your dorm? Being deadly consistent at what you do, having great people skills, and being able to read a room can lead you to be considered a trustworthy person and may have more value in some cases over being extremely technical and avoidance behaviors. Money tells you where you've been, and it's one of the best technologies we use as a society, so how do we protect our businesses and money? Rick gives us some great insight about IT and security services. Stasmayer's Website 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.  Michael is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress St., Ste. 295, Charlotte, NC 28209; 704.552.8507. 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. 2021-130276 Exp 11/23
32:23
December 07, 2021
Ep 028 - Benefits of Outsourcing Tasks and Focusing on What Brings Your Business Revenue - Allora Solutions Group
As business owners, we wear a lot of different hats. Some of the jobs we do out of necessity, and some of these tasks really make us motivated. For those tasks that are menial and don't add revenue to the business, or we just don't have time to complete, we should outsource. Featuring Kat and Ashleigh of Allora Solutions Group (#outsourcelikeaboss), they give us some things to think about that will make us more productive, that will save us time and money, and give some ideas about delegation and outsourcing crucial business tasks like HR, payroll, compliance, planning, etc. Allora Solutions Group website Kat's LinkedIn page Ashleigh's LinkedIn page 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.  Michael is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress St., Ste. 295, Charlotte, NC 28209; 704.552.8507. 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. 2021-128587 Exp 11/23
27:26
November 30, 2021
Ep 027 - Questions to Ask When Choosing a Financial Advisor & 5 Financial Risks for Which to Plan
Before working with a financial advisor, it’s wise to set up a consultation so you can talk through all the money management details. Think of this as a two-way interview—not only will the advisor be getting to know you and your financial goals better, but you will also be determining if they’re a good fit to manage your money. Coming prepared with questions such as the ones below will help you determine if a financial advisor is a good choice for your current and future financial needs. It is no understatement that life is full of surprises. Though some unexpected events can often be welcome and joyful, there are also surprises that are less pleasant—and if these surprises derail your financial goals, they can even be catastrophic for your future. We reveal the 5 main financial risk for which to plan. Our website Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress St., Ste. 295, Charlotte, NC 28209; 704.552.8507. 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. 2021-130275 Exp 11/23
10:40
November 23, 2021
Ep 026 - Taking a Deeper Look in Preparing to Exit Your Business
As a business owner, making the right choices on behalf of your enterprise is something that becomes like second nature once you do it enough. However, when it comes to facing the choice regarding whether to step away from your business, knowing what the right decision is can become much more difficult. While you have likely thought about the day you will pivot away from your company and may have even developed an exit plan to execute your strategy, understanding when to set this process in motion can still be a tricky thing. We discuss things to consider when completing an inside transfer or a third-party sale. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress St., Ste. 295, Charlotte, NC 28209; 704.552.8507. 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. 2021-12820 Exp 10/23
19:11
November 16, 2021
Ep 025 - Staying Organized, Savings for Many Points in Life, and Keeping tabs on Retirement
Organization is something that is not often talked about in conversations surrounding financial wellness, but we believe that it deserves to be a part of the discussion. If your finances are not organized, it can quickly lead to extra expenses, deficient savings, and money that isn’t working for your best interest—which are all things we advise our clients to avoid. Having life goals to save for can often make the process easier, but if you have multiple targets in mind, knowing what to prioritize can still be difficult. While every financial situation is different, by identifying your various savings goals and their respective timelines, you can have a much better idea what you should be saving for and how quickly you’ll be able to get there. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress St., Ste. 295, Charlotte, NC 28209; 704.552.8507. 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. 2021-128823 Exp 10/23
12:44
November 09, 2021
Ep 024 - Media, Marketing, and Best Practices to Make Your Business Seen & Heard - Bennett Coleman of Port City Media Co.
Branding and marketing give you a voice to send powerful messages so audiences will not only listen but also take action. Your business is more than just its industry – it’s a story worth sharing. A story, built upon a history of hard work, long hours, and unwavering determination. Port City Media can bring that story to life. We feature Bennett Coleman, founder and owner of Port City Media Co. We discuss various considerations business owners should make when building a brand, making changes to their websites, or building one from scratch. With so many ad and company impressions we see every day, make it one people will remember! 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.  Michael is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress St., Ste. 295, Charlotte, NC 28209; 704.552.8507. 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. 2021-129225 Exp 10/23
25:27
November 02, 2021
Ep 023 - Talented Tech Recruiting, Disrupting HR, and Empowering Women In Business - Christina Lock of Catch Talent
Offering a different take on entrepreneurship in today's episode, we have Christina Lock, CEO of Catch Talent to discuss how she got started in the tech industry and recruiting field. Working her way up the ladder with grit, determination, and talent, she's educated a plethora of entrepreneurs on how to build their business the right way. Christina is an entrepreneur, leader, human resources executive, and public speaker with a proven track record of building companies and talent attraction expertise. Christina leads the delivery of technical recruiting services to growing technology, creative, and government contracting companies. She advocates for women in the workplace and provides REAL solutions for human resources alternatives through her efforts at DISRUPT HR. Check her episode out today! Christina Lock's LinkedIn Catch Talent Site Get tickets to DISRUPT HR Event in Charleston Oct. 28th, 2021! Compliance 2021-127157 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.  Michael is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 Congress St., Ste. 295, Charlotte, NC 28209; 704.552.8507. 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. 2021-127157 Exp 09/23
28:13
October 12, 2021
Ep. 022 - Creating Medical Social Content to be a Global Advocate and Express Your Authority - Dr. David Geier
Dr. David Geier is Charleston's foremost authority in Sports Medicine, he's an Orthopedic Surgeon and a Media Medical Expert. As the author of That's Gotta Hurt: The Injuries That Changed Sports Forever, and the expert behind one of the top online platforms for injury education, Dr. Geier helps people understand their bodies—so they can stop getting hurt and bounce back when they do. He reaches hundreds of thousands of people monthly through his videos, podcasts and articles and receives and answers more health questions than any orthopedic surgeon in the world. As a surgeon who suffered burnout earlier in his career, he is passionate about helping other physicians overcome and eliminate burnout themselves. Whether it's COVID-19 or some other professional or personal struggle, he can help you build resilience and thrive in these stressful and turbulent times. Please enjoy our conversation around how to keep your family and career separate, spend some time on self-care and some smart considerations you can make to build financial wealth. Dr. Geier's LinkedIn page: https://www.linkedin.com/in/drdavidgeier/ Dr. Geier's YouTube page: https://www.youtube.com/user/drdavidgeier Dr. Geier's Website: www.drdavidgeier.com Compliance 2021-124532 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Dr. David Geier and Better Life Carolinas are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial and opinions stated are their own.
24:14
October 05, 2021
Ep. 021 - The Positive Impact of Sleep and How it Helps Us Be More Productive - Dr. Melissa Milanak
If you're a medical professional or entrepreneur and are struggling with your sleep, or if you are curious about whether you are getting good quality sleep, then this is an episode for you. There is more you can do to optimize your sleeping hours and the quality of your sleep. Dr. Melissa Milanak joins us to share more. Listen to this conversation as we chat with Melissa about the power of sleep, what changes we can make, how it impacts us, and how even through the stresses and anxieties of life in a pandemic and post-pandemic world we can achieve more balance. Click here to learn more about Dr. Milanak! Find Dr. Milanak on LinkedIn! Compliance 2021-124531 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Melissa Milanak, PhD and MIND Impact Consulting, LLC are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial and opinions stated are their own.
24:10
September 28, 2021
Ep 020 - Tax Efficiency Using Charitable Giving, Bunching Strategies, and What History tell us about Financial Planning - Patrick Huey of Victory Independent Planning LLC
An accredited financial planning advisor, CFP, as well as an author that shares how history can teach us about finances, Patrick specializes in educating his clients about charitable giving and bunching strategies that saves them money each year in taxes. He has learned much about human behavior from his time in the armed forces (thank you, sir) and his journey through the securities industry. You'll enjoy today's conversation around how what financial strategy works for your co-worker at the water cooler or relative may not work for you. Comparing your plan to someone else's is an exercise in futility because everyone defines success differently and we each have our own idiosyncrasies that planners can assist and build a strategy around. Patrick's website: https://www.victoryindependentplanning.com/ Patrick's LinkedIn: https://www.linkedin.com/in/patrick-huey-cfp/ Compliance approval: 2021-124530 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Patrick Huey, CFP and Victory Independent Planning are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial and opinions stated are their own.
31:08
September 21, 2021
Ep 019 - Considerations to Lead a Life from Debt to Wealth - Murray Beaulieu of Boosted Profits LLC
Murray has a long background in leading major companies as a financial controller and is perplexed at why it took him so long to understand how financial institutions charge their customers interest and make a profit. It's always in the bank's favor and the lion's share of the interest is charged to you on the front end; so why should you have to pay all of that? Murray describes his Boosted Profits system and how it's helped countless others lead a life of debt-free living, after they have protected their balance sheet and saved, of course. Please start a conversation with Murray on his LinkedIn page! Boosted Profits/United Financial Freedom: https://www.unitedfinancialfreedom.com/# Murray's LinkedIn: https://www.linkedin.com/in/murraybeaulieu/ Compliance 2021-124529 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Murrary Beaulieu and Boosted Profits LLC are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial and opinions stated are their own. Guardian and its subsidiaries do not issue or advise with regard to mortgages.
26:44
July 20, 2021
Ep. 018 - Prioritizing Paying Down Debt or Building Your Savings
It is important to establish and build up your savings, which can help you avoid incurring more debt in the future. Not only is having an emergency fund a great way to gain peace of mind, but it can also keep you above water in case the unexpected happens. Maintaining an equilibrium between paying debt and building savings is a delicate process, but by assessing your priorities, you can better determine where to focus your finances. www.huskeyfinancial.com Compliance 2021-124528 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian.
08:35
July 13, 2021
Ep. 017 - Estate Plans - When and Why You Should Consider It
Estate planning is something that many of us are keen to put off until it is necessary, but many people do not realize just how necessary it is early on in life. While a will is the bare minimum, a comprehensive estate plan addresses and makes provisions for so much more—making it easier for you to plan out the allocation of your assets and making it easier for your loved ones to execute your wishes after you are gone. With protection of our assets, family, and business at the forefront of conversation, Estate Planning is a crucial part of any financial strategy. We’ll be looking at what an estate plan is as well as when and why you need one so you can be prepared. www.huskeyfinancial.com Compliance 2021-124527 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian.
09:44
July 06, 2021
Ep. 016 - Wealth Building Potential, Human Life Value, and Protecting What Matters Most
When we understand the context of all the wealth we will create over our working years, we can then comprehend the amount of protection each of us should implement. Our income is our greatest asset while we are working, so what type of protection should you own, and how much of it should you have? We tackle this subject in today's conversation around building wealth and protecting our families and income creation. www.huskeyfinancial.com Compliance 2021-124526 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Individual disability income products underwritten and issued by Berkshire Life Insurance Company of America (BLICOA), Pittsfield, MA or provided by Guardian. BLICOA is a wholly owned stock subsidiary of and administrator for The Guardian Life Insurance Company of America (Guardian), New York, NY. Product provisions and availability may vary by state.
16:09
June 29, 2021
Ep. 015 - Innovation, Introspection and Behavioral Science in Financial Planning - Michael MacKelvie CFP of Vivid Wealth
Portland's own Michael MacKelvie CFP joins us today to talk about how small the gap between parents and high school students in understanding how to finance education is and how he is aiming to fix that. Truly entrepreneurial and philanthropic at heart, he opens up about how he wants to give back, educate, and change minds that if we can change just one small thing at a time, we can create new habits to start a better life and financial future. Instagram: https://www.instagram.com/vivid_wealth_/ Michael's Linked In Compliance 2021-124525 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Michael MacKelvie CFP and Vivid Wealth are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial and opinions stated are their own.
40:31
June 22, 2021
Ep 014 - Mental Health, Financial Wellness and the Importance of Sleep - Dr. Melissa Milanak of Mind Impact Consulting
We are thrilled to welcome Melissa to our show! Dr. Milanak is a licensed clinical psychologist, executive consultant and workplace wellbeing expert specializing in improving effectiveness and quality of life by helping professionals develop a mindset focused on successfully overcoming various work and personal challenges. She founded MIND Impact Consulting, LLC, transforming her passion for helping others succeed and her research and clinical expertise in anxiety, sleep disorders, stress, and workplace wellbeing into effective practical application for business executives and their organizations. In today's episode we reveal ways physicans can keep their mental health and well being top of mind. Melissa's LinkedIn profile: https://www.linkedin.com/in/melissaemilanakphd/ Dr. Milanak's website: www.mindimpactconsulting.com Invista: www.invistainsights.com Compliance 2021-124524 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Melissa Milanak, PhD and MIND Impact Consulting are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial and opinions stated are their own.
36:48
June 01, 2021
Ep 013 - Direct Primary Care Vol. II: Pivoting in a Pandemic - Frank Wells of Holy City Med
In our second volume discussing the Direct Primary Care healthcare model, we learn about the many ways small businesses and families can benefit from the subscription-based or pay-as-you-go features for primary care or urgent care. We discuss how to pivot a business during a pandemic from Frank Wells, CEO of Holy City Med. Small businesses can also benefit from this model if the employer doesn't want to go the traditional health care insurance route, you can have employees use DPC for all their health care needs (outside of specialists)! www.holycitymed.com Frank's LinkedIn: https://www.linkedin.com/in/frank-wells-5b857215/ Compliance 2021-124523 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Frank Wells and Holy City Med are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial and opinions stated are their own.
37:20
May 25, 2021
Ep. 012 - The 5 C's of Credit / Smart Credit Building Tips
In anything involving finance, you are likely to hear the word “credit” mentioned a lot. Credit is defined as, “the ability to borrow money or access goods or services with the understanding that you'll pay later”—so any time you use your credit card, take out a loan, or apply for a mortgage, you are utilizing the credit system. Credit can seem like a confusing system, but breaking it down into smaller pieces can make it much easier to understand...hence, the 5 C’s of Credit. By understanding what factors into your credit score and what actions you can take that make the biggest difference, you can make sure you’re qualified for any loan you’d like to pursue. www.huskeyfinancial.com Compliance 2021-124522 This podcast is for informational purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian.
10:55
May 18, 2021
Ep. 011 - Tips for Saving for Retirement and Education Simultaneously
Let’s face it: saving money can be a difficult task. Especially when there isn’t a well-defined plan in place. And with so many goals and future events to plan for, where do you start and save for all-at-once? If you have children, setting them up with a good financial foundation when they head off to college is probably a high priority for you—but if you’re also saving for retirement, it can be difficult to decide how to prioritize your savings and maximize the benefits for the whole family. We’ve outlined 6 tips to help you be certain you are strategizing effectively to keep yourself and your children on the right financial path. www.huskeyfinancial.com Compliance 2021-124521 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian.
06:22
May 11, 2021
Ep. 010 - Exploring Direct Primary Care & Practice Models - Dr. Justine DeCastro
Dr. Justine DeCastro joins us on the show to discuss her thoughts on the different solutions in healthcare for patients. As owner of Palmetto Proactive Charleston, we learn about Direct Primary Care (DPC) as an overall philosophy that aims to form a relationship between you and your physician without having third parties (insurance, government) involved. Direct Primary Care benefits patients by providing substantial savings and a greater degree of access to, and time with, physicians so relationships can be built organically. Dr. DeCastro can be found at www.palmettoproactivechas.com Compliance 2021-124520 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Dr. Justine DeCastro and Palmetto Proactive Lowcountry are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial and opinions stated are their own.
29:43
May 04, 2021
Ep. 009 - Beer Business is Booming! - Supporting Local Businesses with Chris Winn of Tradesman Brewing Co.
Recorded on location at Tradesman Brewing Co., we enjoyed a good conversation and a couple of great beers with Chris Winn. In just a few short years, South Carolina's brewery business has shot up from 3 locally owned breweries to 100. Why has this particular trade grown so rapidly? Chris touches on the legislative changes, the insatiable demand for good beer across the country, and entrepreneurs that have taken their home-grown hobbies and turned them into full-time professions. Please enjoy this episode with a nice pint! www.tradesmanbrewing.com TRADESMAN BREWING COMPANY 1647 KING STREET EXTENSION CHARLESTON, SC 29405 843 410-1315 Compliance 2021-124519 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Chris Winn and Tradesman Brewing Co. are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial and opinions stated are their own.
31:54
April 27, 2021
Ep. 008 - Translating Financial Issues in Medical Practices into Plain Language - Adam Knihtila of Adam Kae & Assoc.
In today's conversation, we are translating finances into plain language for all. We have Adam Knihtila, the founder of Adam Kae & Associates and a virtual CFO. He's a financial strategist that your team may use to not only create a financial strategy, but successfully implement it. After growing a successful accounting practice and serving a broad range of businesses, Adam realized he could harness his decade-plus of financial services experience to help medical practices, small businesses, and nonprofits strategically grow their organizations. Today, he and his team help these leaders command their finances and streamline their systems so they can have peace of mind, make better decisions, and take their organizations to new heights. Adam's website: www.adamkae.com  Adam's LinkedIn page: https://www.linkedin.com/in/adamknihtila/ Compliance 2021-124518 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Adam Knihtila and Adam Kae & Associates are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial 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.
29:46
April 20, 2021
Ep. 007 - Going Against the Grain - How Physicians Can Avoid Budgeting
While many people hope to find a rule-based, percentage program when they seek out budgeting advice, we don’t believe in a one-size-fits-all approach for anyone (including physicians). However, with these personalized guidelines, you can be certain your money is doing exactly what you want it to from the moment it hits your bank account, leaving you with more funds left over for living the life you want. For most physicians, when payday rolls around, their insurance and taxes are taken care of as it is already deducted automatically. From there, most go on to take care of their grocery, leisure, and other lifestyle expenses with a regimented budget while paying the minimum on their debts. However, by reallocating the order of operations that occurs on payday, you can let your money do the work so you can do the living—no budget tracking needed. Compliance 2021-124517 Podcast is meant for general informational purposes only and is not to be construed as tax, legal, or investment advice, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive Suite 200, Charlotte, NC 28210; 704.552.8507. Securities products 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 is not an affiliate or subsidiary of PAS or Guardian. 2021-124517 Exp 07/23
05:08
April 13, 2021
Ep. 006 - Helping Businesses Find Alternative Investors & Funding - Eric Thome of VentureSouth Charleston
We've asked Eric Thome to speak on the challenges small business owners face in finding quality sources of funding to grow and scale their businesses. Head of Charlestown Holdings and VentureSouth Charleston, Eric is tasked with leading venture capitalists and angel investors to qualified investment opportunities in the form of consistent cash flow-positive businesses. We learn what VC's and Angel Investors look for when deciding where to invest, how they help evaluate potential portfolio companies for investment, and putting to use their broad range of successful business experiences and professional talents. Eric: www.venturesouth.vc  https://www.linkedin.com/in/ericthome/  Compliance 2021-124516 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Eric Thome and VentureSouth Charleston are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial and opinions stated are their own.
26:07
April 06, 2021
Ep. 005 - Doctor Work/Life Balance & Income Generating Activities - Grady Gibbs of Evolve Medical Consulting
We've got Grady Gibbs of Evolve Medical Consulting joining us to share how doctors can avoid burnout and create a better staff / patient experience. Dealing with insurance companies can be exhausting. Wouldn't it be best to create more sources of income and rely less on the CPT codes you send to them?  He enlightens us with ways to generate more revenue inside the practice. Grady: www.evolvemedicalconsulting.com LinkedIn: https://www.linkedin.com/in/grady-gibbs-3011581/  Compliance 2021-124515 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Grady Gibbs and Evolve Medical Consulting are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial and opinions stated are their own.
29:33
March 23, 2021
Ep. 004 - Compound Interest & The Shadow You Can't Outrun: Compound Taxes
We discuss ways you can start to save for your future and some common tax considerations that will help you make a decision on where to put your money. Is there a ticking time bomb in your 401(k), and how do we plan for our silent partnership with Uncle Sam? Compound Interest sure is amazing, yet the government knows this and wants your compound taxes. Compliance 2021-124514 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian.
07:24
March 09, 2021
Ep. 003 - Creating Proud Patients & Generating Revenue - Boyd Stough of Espy Revenue
With today's guest, Boyd Stough of Espy Revenue shares what other physicians and practice owners are doing to keep their patients happy, creating proud patients that stay with their practice. People share what they are proud of, so how do you build more revenue from existing patients? We discuss positive feedback loops, delivering the unexpected experience, and creating raving fans of your business. Let's dive in and discover how. www.espyrevenue.com Find Boyd here on LinkedIn: https://www.linkedin.com/in/boyd-stough-1b851042/  Compliance 2021-124513 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian. Boyd Stough and Epsy Revenue are not affiliated with or endorsed by PAS, Guardian or Huskey Financial and opinions stated are their own.
26:26
March 09, 2021
Ep. 002 - Repayment Options for Medical School Loans
When you’re pursuing your education, the medical school loans you are accruing are a thought for the distant future. With the average medical school debt racking up to well over $200,000, deciding on a repayment plan is not just about what you can afford every month; it is also about what will save you the most on interest. We will be looking at both basic and income-based repayment plans that are popular for federal loans. Compliance 2021-124512 This podcast is for information purposes only. Michael Steven Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200 Charlotte, NC 28210; 704.552.8507. 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 is not an affiliate or subsidiary of PAS or Guardian.
06:43
March 09, 2021
Ep 001 - Introduction to Exit Planning
"When do you want to get out of your business?" One of the most asked questions in entrepreneurship, yet one of the least effectively planned for experiences. Let's talk about considerations for exiting your business, and the options a business owner has when they want to turn the lights off at the office one last time.
08:31
March 09, 2021