Portfolio Pulse: The Money Podcast for Entrepreneurs

Felecia Froe, MD is the owner of  Money With Mission , an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing. As a real estate syndicator, Felecia has partnered with like-minded investors and has raised money for several social impact projects, including a residential assisted living home in Kansas City, Missour...

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, h...

Mike Hennan joins us today to chat about how he's helped numerous dental practices attract, convert, and retain more patients. His skills and knowledge have helped countless practices boost their revenue with PatientBoost, and his group, Dental Business Association, gives new and tenured dentists, as well as dental service businesses, a place to connect, learn, and ask the questions that may be on...

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 th...

Dr. Eric Francom attended dental school in the inaugural class of Midwestern University. After dental school, Eric owned and operated four dental practices- three he started from scratch- and sold them to a private equity group. After increasing his net worth four times since the sale of his practice and increasing his passive income from $7k to over six-figures per month, Eric wanted to share his...

In today's episode, we have a guest that can help you take your business from non-profitable or somewhat profitable, to Profit First! Rocky Lalvani serves as Chief Profitability Adviser for business owners. He teaches them how to ensure they get paid and make profit a priority! As a certified Profit First Professional, he implements Mike Michalowicz's Profit First System. They change the accountin...

Have you ever wondered how banks make so much money that they are "infallible" or basically fool-proof? Did you know that every dollar you make you may only use one time as it cycles through your family economy, yet the bank uses their dollars over and over again to make MORE money? Our guest in today's episode, Vance Lowe, CFP, is going to highlight the concept that the ultra-wealthy and myriad c...

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 consecu...

As physicians and entrepreneurs, it can be daunting to find multiple investments and asset classes that truly give you a sense of diversification, risk mitigation, and growth potential. On top of having to excel in your practice or field, spend much needed time with family, as well as relax every once in a while, how do you know you're making the best choices when it comes to your portfolio? I've...

In today's episode, we are graced with the expertise and insight of the Director of Wealth Management and Retirement Income Certified Professional James Matthews, CFP to share our thoughts on the inherent challenges with conventional planning advice around retirement planning and how you could plan much more effectively for your best life after your working years. Our goal in this discussion is to...

Dr. Pranay Parikh is a full-time physician, Co-Founder and President of Ascent Equity Group, online course creator, and host of the MD to Entrepreneur Podcast. Dr. Parikh started out as a fresh attending with zero business experience. Despite loving his job and medicine, he didn't feel like he had financial security or control over his time. Today, he is a serial entrepreneur and practices medicin...

There’s a common misconception that a company’s people make its culture. In reality, startup culture begins and trickles down from the very top, from a company’s founder. That founder’s personality, including their emotional maturity, can lift their organization’s culture or destroy it. So, how can founders identify whether their personalities are positively impacting their culture, and make chang...

Did you know how hospitals bill their patients for surgeries? Wondering what all those itemized pieces on your bill are when you receive your statement of work? Surgeons, nurses, and medical device sales professionals move like a ballet in the operating room, so how do we change the antiquated paper-billing process of a long surgery for the hospital and patient without disrupting that flow? Introd...

Kyle King is almost 30 years old, yet he's already an accomplished author (7 books, working on the 8th), has built many successful businesses including coaching groups and Masterminds, and uses his influence and leverage to establish and scale hyper-profitable businesses as speakers, through leaders, and authority figures in their field. After servicing over 30,000 Entrepreneurs and help...

Home Equity Lines of Credit have long been sold as just another spending tool. You’ll see ads for HELOCs used to buy 4-wheelers and boats, paying for a new roof or a wedding, sometimes even that family vacation. All of these are ultimately just about spending more. Going deeper into debt. Owning less and less of your income. However, the HELOC is a much more powerful tool than most of us realize.&...

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...

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 p...

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...

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 f...

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, Man...

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...

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, someth...

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 c...

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...

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...