Portfolio Pulse: The Money Podcast for Medical Professionals & Entrepreneurs

Most financial advice is geared towards business owners and families that account for passing wealth to children and further generations. Heck, if you tried not to leave a legacy in most financial planning softwares, the Monte Carlo simulations would glitch out!Jay Zigmont, PhD and CFP, is a life and business coach who specializes in financial planning for those who are Childfree or permanently childless. While most financial advice treats parenthood as the default, Dr. Jay has created a life and financial planning system that centers the unique needs of those whose futures don't include kids. Earning his first million by 21 and losing it by 25, he learned the hard way how crucial it is to learn how to manage and invest money. He's now on a mission to teach foundational principles of money management to others, so they can create financial plans that support the vision they have for their Childfree futures.  [email protected]

www.childfreewealth.com 

In today's episode, Steven discusses taking the role of being a leader or a CEO very seriously and how to reduce friction in your business with Dr. Jonathan Baktari. Dr. Baktari is the CEO of eNational Testing, e7 Health, US Drug Test Centers and creator of the best-selling course "High Converting Call Class" as well as host of his own successful leadership podcast, "Baktari MD."These groundbreaking and disrupting companies were born out of a combination of Dr. Baktari's expertise as a doctor, medical director, and educator over his 20 years of clinical, administrative, and entrepreneurial experience. A former triple-board certified physician with specialties in internal medicine, pulmonary and critical care medicine, being a healthcare CEO is only the latest chapter in his life mission to help others by making integrative preventative medicine available to everyone. Find out how he juggles and scales these multiple successful businesses, running his own media brand and podcast, and leadership opportunities in this exciting, wisdom nugget-filled episode!

www.baktarimd.com
www.enationaltesting.comwww.usdrugtestcenters.comwww.e7health.com

Social media:

https://www.facebook.com/BaktariMD/
www.tiktok.com/@baktarimd
https://twitter.com/baktarimd?lang=en
https://www.youtube.com/c/BaktariMD
https://www.linkedin.com/company/baktarimd/

THAXA® is a boutique executive coaching firm that leverages the best ideas from performance science to help leaders around the globe. Since its inception in 2013, THAXA’s scientific approach to individualized coaching has attracted a devoted client base of dozens of executives at firms ranging from large technology companies to agile startups to innovative non-profits.The Founder and Managing Director of THAXA is Carla Fowler, MD PhD. Carla graduated from Brown University magna cum laude, earned her MD and PhD at the University of Washington, and completed her internship in general surgery at Stanford University.

She founded THAXA to share her passion for performance science, where the fields of strategy, productivity, and psychology intersect. Physicians and Entrepreneurs alike can gain a lot of power from her teachings and can escalate their career in record time by speaking with Dr. Fowler!https://www.thaxa.com/p/portfolio-pulseFree download for our listeners as a resource on how to think about looking for and choosing a coach and how to avoid common mistakes. Carla hopes this is helpful and makes the search process for a coach more approachable!

The 8 Biggest Mistakes People Make When Choosing a Coach (and how to avoid them!)
Here are her social media handles:

https://www.linkedin.com/in/carla-fowler/

https://twitter.com/DrCarlaFowler

Today's important guest is Molly McAdams of Palmetto Benefit Solutions. She's a good friend of mine; she has been assisting small business owners by creating attraction and retention tools, which help improve their overall culture. I'm very excited to hear what she has to say about how business owners can continue to grow their thriving business. She's a woman of faith who is happily married, she's a high achiever, and she can speak with business owners about how they may increase their key value drivers and what their actionable KPIs look like. She can help them become an effective eligible employer by making them competitive with the rest of their industry. Molly shares that having your own small business is basically running your own little conglomerate inside of a larger corporation. It gives you the skills and the technical knowledge on how to create positive ripple effects in your own life, your employees' lives, and in your customers' lives. Sharing her knowledge of the employee benefit space and finding money on the customers' balance sheets to show them it's cost-effective to implement these attraction tools will help them grow their business to be the entity they've dreamed about. 

You can find Molly here: Molly McAdams LinkedIn

And here: [email protected] 

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, Missouri focusing on providing elderly residents experiencing memory problems with personalized care. With her partners at the Eco Alliance Group, she is providing healthy food to food desert areas with indoor vertical farms and grocery stores.

In this episode, we discuss:

• Investing for social impact and a financial return

• Why multiple streams of income are important

• How to get started with real estate investing

• Social impact Real Estate Investing for Physicians

• How to Create a Side Hustle While in Medicine

• Leaving a full time profession as a physician to follow her dream and Focus on Real Estate Investing

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. 

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 their minds.

Dental School rarely prepares new dentists for all the challenges they'll face as they join an established practice or create their own new practice, and it's concluded that they'll need as many resources as possible they can find to empower them to grow the right culture, employee-base, and patient-base to make them successful. His marketing prowess has also given dentists the voice they need to add value in their community and marketplace. Make sure to "favorite" this episode and refer to it when you need some guidance!

www.patientboost.dental

Dental Business Association Group page

Mike's Dental Podcast - Building a Dental Practice

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!

--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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 knowledge and teach others how to do the same.

He now manages his wealth and investments in commercial real estate, private equity, and VC funds. Eric also coaches and guides his clients to achieve complete financial freedom through passive investments with *Infinite Freedom*, his private-coaching and Mastermind platform at www.EricFrancom.com. He connects members to high-performing investments and coaches them on passive income to facilitate a dream lifestyle. Eric served in the US Army National Guard for 10 years and proudly serves as a mentor to the Harvard Business School.

www.ericfrancom.com

--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

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 accounting formula of Sales - Expenses = Profit to Sales - Profit = Expenses. This ensures Profit comes first! (PS. It's not about money at all costs, people come before money!)

Rocky started with nothing when his parents immigrated to the United States when he was two years old, and his parents were in their 40's. It was his parents' second time starting over in life as they moved here to experience the American dream. Despite a lot of struggles and his mom passing away when Rocky was 7, he has achieved financial and life success. Rocky loves to share his journey and inspire others to achieve their dreams even faster.

Topics include:

Implementing Profit First (this book and the author Mike Michalowicz has a large following and I am certified to share the information on Profit First)

How to ensure you have a growing and more profitable business.

Understanding Business Finances.

Managing Cashflow and Profitability.

Why your accounting reports don't tell you what you need to know

http://richersoul.com

https://profitcomesfirst.com/

https://www.linkedin.com/in/rocky-lalvani/

--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app