Portfolio Pulse: The Money Podcast for Medical Professionals & Entrepreneurs

In this moving episode of Portfolio Pulse, host Steven Huskey welcomes Scottish mind coach and writer Mark MacNicol, creator of Anonymous Drama — a unique, therapeutic arts program designed for individuals with no prior interest in drama or therapy. Mark shares his powerful personal story and how it inspired a program now serving thousands across prisons, recovery centers, and justice communities. With a background in screen and theater writing, Mark has spent nearly a decade using the arts to reduce reoffending rates and drug-related deaths — even training former participants to become facilitators themselves. The conversation also explores how business owners and entrepreneurs can learn from this model to foster empathy, resilience, and emotional intelligence within their own teams. 

In this episode of Portfolio Pulse, host Steven Huskey welcomes award-winning author Tony Manangiello, whose mission is to help families escape the trap of lifelong debt and reclaim their financial freedom. Tony shares his personal story of how financial stress fractured his family—and how that experience sparked a passion to teach others the real math behind money. From exposing the hidden costs of “affordable” payments to explaining how to redirect cash flow toward lasting wealth, Tony introduces powerful, mindset-shifting concepts from his new book, Transforming Payments into Prosperity. Tune in to learn how to stop making minimum payments and start making maximum impact with your income.

In this episode of Portfolio Pulse, host Steven welcomes Justin Nabity — a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant — to discuss the pivotal moments that shaped his entrepreneurial journey. Justin shares how joining Entrepreneurs Organization (EO) transformed his approach to business through mentorship, peer support, and deep, honest conversations. He also dives into the founding stories of Physicians Thrive, Doc Nation, and his work with Insight Surgical, revealing a passionate commitment to supporting doctors and improving healthcare systems. Tune in to hear how community, advocacy, and innovation drive lasting impact in business and beyond.

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

In this episode of Portfolio Pulse, host Steven Huskey welcomes Dr. Sherry Peel Jackson, a retired IRS agent, CPA, and Certified Fraud Examiner who gets the job done. With over 35 years of experience, Dr. Jackson has helped more than 100,000 individuals and businesses legally minimize taxes and grow their wealth using her proprietary KPG system. She shares key insights on tax reduction strategies, the power of owning a business and maximizing deductions, and insider tips on how to properly keep financial records to avoid IRS pitfalls. Tune in to learn how to keep, protect, and grow your hard-earned money—legally and effectively! 

In this episode of Portfolio Pulse, host Steven Huskey welcomes Tom Wall, PhD—speaker, author, and wealth strategist—to discuss the misunderstood world of whole life insurance. Tom shares insights from his extensive career, challenging common misconceptions and explaining why this asset class is one of financial planning’s best-kept secrets. They explore the concept of "permission to spend," the role of whole life insurance in securing a financial future, and its connection to the controversial Infinite Banking strategy. If you've ever questioned whether whole life insurance is a scam or a smart financial tool, this conversation is for you!

In this episode ofPortfolio Pulse, host Steven Huskey sits down with Audie Cashion, a work-life balance coach and speaker, dedicated to helping entrepreneurs and medical professionals avoid burnout while achieving meaningful success. Audie shares his deeply personal connection to this mission, drawing from personal experience and a global career. Audie shares insights on defining success, avoiding stress-induced exhaustion, and building a fulfilling life while running a business. From his father’s tragic passing to his mission of helping professionals find clarity and purpose, Audie provides actionable strategies for maintaining balance. Stay tuned until the end as he shares ways to connect with your work and make a meaningful impact in your career and life. 

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

In this episode of Portfolio Pulse, host Steven Huskey sits down with Dr. Marcelo Hochman, founder of the Facial Plastic Surgery Center and president of IndeDocs, to discuss the monumental repeal of South Carolina's Certificate of Need (CON) law. Dr. Hochman explains how CON laws had restricted healthcare expansion by requiring state permission for new facilities and services, often leading to monopolistic practices. With the repeal, opportunities are emerging for independent physicians and investors alike to establish new practices and facilities without excessive regulatory barriers. Dr. Hochman delves into how this change will allow for a more diverse, patient-focused healthcare landscape, particularly benefiting rural communities, and discusses the broad investment potential this opens up in South Carolina’s medical sector. 

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

In this episode of Portfolio Pulse, host Steven Huskey sits down with Trenton Wisecup, the founder of Arrow Roofing Services in Detroit, Michigan. Trenton shares his inspiring journey from humble beginnings to becoming a successful entrepreneur in the roofing industry. He discusses the pivotal moments that shaped his business, including the decision to enter the workforce without a college degree, his early experiences in sales, and the challenges of starting his own roofing company. 

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

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

In this episode of Portfolio Pulse, host Steven Huskey welcomes Danielle Ambrozy, an experienced professional in accounting and tax services for healthcare practices at Rehmann. Danielle discusses her role as a fractional CFO and the proactive strategies Rehmann employs to empower healthcare professionals financially. She emphasizes the importance of strategic financial planning and having a comprehensive team including CPAs, advisors, and legal counsel. Danielle also addresses challenges such as rising costs and decreasing insurance reimbursements, offering insights into navigating these complexities. For healthcare professionals looking to enhance financial health and operational efficiency, this episode offers valuable advice and strategic considerations.

In this episode of Portfolio Pulse, host Steven Huskey dives into the transformative journey of Dr. Jeffrey Gross, a former neurosurgeon turned pioneer in regenerative medicine. Dr. Gross shares his motivations for shifting from traditional spine surgery to exploring the frontier of stem cell research and its applications in healthcare. He discusses the challenges and controversies surrounding this emerging field, emphasizing its potential to offer patients alternatives to invasive procedures. From biohacking to financial insights for medical professionals, Dr. Gross advocates for a holistic approach to healthcare and business ownership. His insights challenge conventional healthcare practices, encouraging physicians to reclaim autonomy and prioritize patient-centric care.

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Join us for a riveting episode of Portfolio Pulse, where host Steven Huskey delves into the intricacies of financial challenges faced by doctors alongside esteemed guest Ethan Nkana, also known as "The Talent Agent for Doctors."

In this enlightening conversation, Steven and Ethan shed light on the daunting financial landscape confronting medical professionals, from staggering medical school debt to the pervasive pressure to maintain a lavish lifestyle. They explore the critical importance of financial planning, effective time management, and safeguarding one's financial well-being in the face of mounting pressures.

Ethan underscores the importance for doctors to grasp the fundamental pillars of finance, including taxes and legal implications, particularly in the realm of contract negotiations. Drawing from real-life experiences, Ethan shares candid insights into the pitfalls of overestimating negotiation skills, recounting a scenario where his client unwittingly accepted a pay cut. Steven reinforces the significance of doctors wielding leverage in contract negotiations to secure favorable terms and compensation packages.

As the conversation unfolds, the challenges inherent in managing medical practices come to the forefront, ranging from constrained autonomy to restrictive non-compete clauses in contracts. An industry desperate for a paradigm shift, Ethan is urging doctors to prioritize patient care over administrative burdens and financial stress. They explore strategies to empower doctors to reclaim control over their practices while fostering an environment conducive to holistic patient care.

www.rmpa.co

Dive into the world of entrepreneurship with Dr. David Wyman, a seasoned professor and expert in the field, as he shares invaluable insights and experiences in this enlightening podcast. Dr. Wyman explores key elements crucial for entrepreneurial success, drawing from his wealth of knowledge and real-world examples.

David delves into the pitfalls entrepreneurs often face, emphasizing the importance of adaptability and mindset. He discusses the common mistake of fixating on solutions without understanding the underlying problems, and the necessity of being open to feedback and pivoting strategies accordingly.

Throughout the conversation, we discuss various topics including the significance of design thinking in crafting innovative solutions, the power of cognitive empathy in understanding customer needs, and the role of domain expertise and creativity in developing impactful products. Listeners gain valuable insights into the iterative process of design thinking, the significance of gathering feedback, and the practical strategies employed by successful entrepreneurs. Dr. Wyman also shares valuable lessons on financial management, advocating for a balanced approach that integrates entrepreneurship as a side hustle while mitigating risks.

Join Steven and David on this enlightening journey as he inspires aspiring entrepreneurs to pursue their passions, embrace challenges, and create lasting impact in their communities. Whether you're a seasoned entrepreneur or just starting out, this podcast offers a wealth of knowledge to help you navigate the exciting yet challenging world of entrepreneurship.

To learn more about Dr. Wyman's work and connect with him, visit the College of Charleston Center for Entrepreneurship website and explore opportunities for mentorship, competitions, and collaboration. Don't miss out on this enriching podcast experience!

In this episode, we dive deep into the foundation and mission of BRG (Physician Transition Resource Group), a trailblazing organization dedicated to guiding physicians through career transitions with expertise and support.

Join us as we introduce the seasoned team: Shimoli Shah, a physician-turned-certified coach; Jay Patel, a physician who successfully transitioned to med device and digital health as a CMO; Deepali Singh, an executive search professional with over 25 years of experience; and Sapan Vyas, a financial advisor specializing in helping professionals plan for their financial futures.

Jay shares his personal journey of navigating the daunting transition from traditional medical roles to non-clinical positions, emphasizing the importance of focus and professional coaching along the way. Discover how BRG's comprehensive process, including personality assessments, financial planning, and industry-specific matching, supports physicians in making successful career shifts. Shimoli delves into the critical issue of physician burnout and the transformative power of coaching in helping individuals recognize boundaries and focus on their priorities amidst career shifts. Learn what to look for in a coach and how coaching has played a pivotal role in Shimoli's own journey.

Sapan sheds light on the crucial aspect of financial security when embarking on career transitions, offering valuable insights and advice for planning for the future. Disclaimer: The podcast provides educational content, not personalized financial advice. Always consult with a qualified financial professional before making investment decisions. Deepali shares her wealth of experience in executive search and career transitions, highlighting the importance of matching talent with organizations and helping subject matter experts leverage their expertise in new career paths.

Join us on Portfolio Pulse as we empower physicians to embrace new opportunities and navigate career transitions with confidence. Subscribe now and embark on a transformative journey to career fulfillment and success!

www.brightrockgroup.com

Welcome to "Portfolio Pulse," your essential podcast for navigating the challenges of staffing in medical practice. In this episode, titled "Reducing Medical Practice Staffing Challenges," we uncover the gripping tale of Dr. Mike and Dr. Amy Neal, founders of Lakeside Vision, as they share their journey from hiring hurdles to triumphs.

Join us as we journey back to the inception of Lakeside Vision in 2002, where the Neals embarked on their entrepreneurial venture with dreams of a flourishing private practice. However, they quickly discovered that their hiring decisions were hindering their growth, leading to a vicious cycle of staffing woes. Discover the heart-wrenching moments as the Neals found themselves losing crucial staff members at critical junctures, disrupting their operations and forcing them to abandon personal plans to fill the gaps. Learn from their mistakes, including the pitfall of prioritizing experience over other essential qualities and the challenges of a limited applicant pool.

But fear not, as amidst the chaos emerges invaluable lessons and transformative strategies. Through candid reflection and hard-earned wisdom, the Neals share how they overcame their hiring obstacles and revolutionized their approach, ultimately propelling Lakeside Vision to success. Whether you're a healthcare professional, practice manager, or HR specialist, this episode offers invaluable insights into tackling staffing challenges in the medical field. Tune in to "Practice Pulse" and equip yourself with the tools to build a resilient and thriving medical practice. Subscribe now and embark on a journey to optimize your staffing strategies for success!

www.buildmyteam.com

Join us on the latest episode of Portfolio Pulse as we sit down with the incredible Courtney Turich, a dynamic entrepreneur with an altruistic spirit and a passion for empowering others. From her early days at Stryker to her entrepreneurial ventures featured on Shark Tank, Courtney's journey is one of resilience, innovation, and relentless pursuit of excellence.

Discover how Courtney's background in sales, marketing, talent acquisition, and leadership paved the way for her impactful career in healthcare. As a leader, motivator, and visionary, she has consistently pushed boundaries and challenged norms to drive positive change in the industry.

Learn about Cooler Heads, a groundbreaking initiative founded by Kate Dilligan, aimed at preserving the dignity and privacy of cancer patients. Through her dedication to innovation and compassion, Courtney has played a pivotal role in advancing this important cause.

Tune in to hear Courtney's insights on entrepreneurship, risk-taking, and the power of authenticity. Whether she's leading a top-performing team or navigating the complexities of Medtech, Courtney's story is an inspiration to us all.

Don't miss out on this captivating conversation with one of the coolest gals on the planet. Listen now!

www.coolerheads.com

Did you know Starbucks probably has more advanced technology than a typical dental office when it comes to catering to customer experience? It’s true! As a champion of Digital Nitrous, dental standards and the importance of the patient experience in dentistry, Dr. Bryan Laskin appears frequently in TV interviews and podcasts and writes as a thought leader in the healthcare space. In our conversation with Dr. Laskin, we discuss how he's innovating and educating dentists on creating better standardization in the industry. He's a talented author, and his latest book, The Patient First Manifesto has dentists and critics alike raving.

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

bryanlaskin.com

We all want to experience a feeling of confidence and abundance in our lives, and usually that's tied to our finances and our aspirational goals. Whether that's through your business ownership, family-life, or charitable work, defining a greater sense of clarity and security can help us move forward with financial balance in our world. Meet Leland Gross, CFP, owner of PeaceLink Financial Planning.

We had a great conversation about what it means to be an excellent financial advisor and planner for our clients, our similarities in our perspectives around financial planning, and how we understand the doubts and lack of self-confidence that successful entrepreneurs face as part of their day-to-day minutiae. If you've ever wondered how a business-specific financial planner could help you push forward with confidence, clarity, and security about your finances, you'll thoroughly enjoy this podcast episode! Please share with any entrepreneurs you think would benefit from this!

peacelinkfp.com

Donovan Dooley is a media professional who has spent years producing content for entities such as ESPN, CBS News, G/O Media, and Urban One. In 2017, he also started his own publication, TrueBulll.com, where he allowed student journalists to gain experience producing work for a national platform. Dooley, a graduate of North Carolina A&T State University, founded the Dooley Foundation in 2021 as an avenue to help provide opportunities to young professionals of marginalized communities who are seeking the chance to accomplish something spectacular.
The Dooley Foundation’s mission is to inform, uplift, and enlighten marginalized communities through the creation of opportunity. As an organization, we pride ourselves on being able to change the lives of individuals by giving them a chance to do something special. The Foundation looks to provide scholarships, employment opportunities, and beneficial programs to marginalized communities who have been disenfranchised by the economic discrimination in this country.

dooleyfoundation.org

Too often, highly intelligent and busy medical professionals never take the leap to small-business ownership. This may be due to not having any business acumen, not setting aside the time or research to determine if their brilliant ideas may do well in the market, or they don't bet on themselves and create a team of "Who's" to figure out how to take it from an idea to a reality. Dr. Sheilagh Maguiness is a double-board certified dermatologist and pediatric derm physician with a busy practice in Minnesota. She currently serves as the President of the Society for Pediatric Dermatology. 

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

Don't forget to leave us a review so that we can continue fueling you towards your entrepreneurial goals. 

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. 

In this episode, taken from a recent live webinar session with Mike Thompson, we discuss the ways Private and Closely Held business owners can eradicate the fear of having their best employees and key group leave their company for another benefit or higher pay at a competitor. We discuss strategies that Fortune 50-5000 companies have been implementing for decades: reward/retention plans to make them feel heard and recognized, how they cost the employer cents on the dollar to create, and how to generate more revenue along the way.

In addition, it's important to recognize that highly compensated employees have an inherent reverse discrimination at hand with the standard group benefits you may be offering. We share ways to close the gap on those benefits and how Huskey Financial and Thompson Planning Group may offer some value for you, your business, and targeted employees you desire to keep around for a while, and especially during a transition, such as your exit!

Dr. Díaz-Ramírez is a fellowship-trained, board-certified Pain Medicine physician and anesthesiologist with over 20 years of experience in the field. She is a clinical professor for the College of Medicine at Florida State University, has co-authored and edited multiple book chapters related to Pain Management, and has been awarded as Top Doctor® in her field by her peers, for the last ten consecutive years. By developing pain in her hand while studying in the pain clinic, she had to pivot and find different ways to use her physician-specific knowledge to build a business and help other physicians realize their potential as well.

She has a clinic in Florida and Oklahoma that caters to her patients in proactive pain management and also has a Mastermind group call MaxAllure where physicians can come together to learn about practice management, finances, corporate and small business ownership, and many other considerations physicians need to make as they grow in their career. You'll find a lot of excellent takeaways in this episode, so please enjoy and share with any physicians you think may benefit!

This podcast is for informational purposes only and is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice.  Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Huskey Financial Group LLC and opinions stated are their own.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value.

Michael Huskey is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Huskey Financial Group LLC is not an affiliate or subsidiary of PAS or Guardian.  2022-147686 Exp. 12/24