Portfolio Pulse: The Money Podcast for Entrepreneurs

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 ev...

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. Cour...

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 l...

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 d...

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...

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,...

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 comment...

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 t...

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 let...

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...

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 wil...

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 de...

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...

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 c...

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 C...

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 execu...

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 ...

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 sl...

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...

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 Profi...

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 bette...

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 wish...

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...

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 hab...

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...