In this episode of Portfolio Pulse, host Steven Huskey sits down with Jennifer Q. Williams, founder of Saint Louis Closet Company, to explore her inspiring entrepreneurial journey from graduate student to industry trailblazer. Jennifer shares how a simple idea—helping people get organized—evolved into a thriving 30,000-square-foot business employing 40 people. She reveals the marketing mindset that helped her transform “closet design” into a lifestyle brand and discusses how organization impacts not only our homes, but also our mental clarity and productivity. Her story is a testament to perseverance, purpose, and finding opportunity in unexpected places.
In this episode of Portfolio Pulse, host Steven Huskey welcomes Roger Chen—financial advisor, CFA, and fractional CFO at My eCFO. With a background in risk and capital management for major institutions, Roger now helps entrepreneurs and business owners accelerate profits and scale smarter through tailored CFO services. He shares lessons from shifting from corporate giants to small and mid-sized businesses, the importance of assembling the right team, and the three key questions every business owner should ask before tackling finances on their own.
In this episode of Portfolio Pulse, Steven Huskey sits down with Tim Smith, CFP®, founder and CEO of Aurora Private Wealth. With over 40 years of experience navigating market cycles, Tim shares how he helps high-net-worth clients and advisors prepare for volatility through customized strategies, downside protection, and advanced planning. From separating politics from investment decisions to tailoring portfolios for both risk tolerance and emotional resilience, Tim reveals why true personalization—not scalability—is key to building lasting financial confidence.
Entrepreneur, author, and founder of multiple seven- and eight-figure businesses, Kasim Aslam joins Portfolio Pulse to share his unconventional journey from college dropout to building the world’s #1 Google Ads agency. In this episode, Kasim breaks down the “Hourglass of Niching” framework, explains how we've all received the same piece of bad advice on niche marketing, and reveals how to choose the right opportunities that align with your values—not just profits. A must-listen for entrepreneurs ready to refine their focus and scale smarter.
In this episode of Portfolio Pulse, host Steven sits down with Scott Zimmerman, entrepreneur at Corporate Strategies (CorpStrat) one of Los Angeles’ top employee benefits brokers. With 35 years in the industry, Scott shares how he found his way to a boutique agency serving over 500 companies by prioritizing relationships, strategic partnerships, and exceptional client service over flashy marketing. From his humble start buying his own life insurance policy at 19 to leading a 22-person team, Scott discusses the mindset shift that transformed his career, the challenges of breaking into the industry, and why helping people—not chasing commissions—is the true key to longevity.
In this moving episode of Portfolio Pulse, host Steven Huskey welcomes Scottish mind coach and writer Mark McNichol, 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