Portfolio Pulse: The Money Podcast for Entrepreneurs

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 w...

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 i...

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...

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 pati...

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 t...

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 h...

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 yo...

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...

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.evolvem...

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 in...

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 busines...

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 plan...

"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.