
Advertise on podcast: Portfolio Pulse: The Money Podcast for Entrepreneurs
Rating
5from
This podcast has
113 episodes
Language
EnglishPublisher
Steven HuskeyExplicit
No
Date created
2021/03/11
Latest episode
2026/03/31
Average duration
35 min.
Release period
27 days
Description
Our mission is to equip entrepreneurs with the tools and knowledge to amass wealth and create the life they deserve. But here's the best part: it's not just about the money. We believe in exploring the deeper meaning behind each success story and the extraordinary level of impact that each of our guests brings to the table. Join us every 2 weeks as we dive deep into inspiring conversations and learn the many methods of purpose-driven leaders and medical professionals who have built thriving businesses and positively impacted their communities.
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Podcast episodes
Check latest episodes from Portfolio Pulse: The Money Podcast for Entrepreneurs podcast
From Burnout to Breakthrough: Dr. Eric Block on Stress‑Free Dentistry, Entrepreneurial Growth & Life Beyond the Operatory
2026/03/31
In this inspiring episode of Portfolio Pulse, host Steven Huskey sits down with Dr. Eric Block—a practicing dentist, author, entrepreneur, investor, podcaster, and co‑founder of the International Academy of Dental Life Coaches. Dr. Block opens up about his unconventional journey into dentistry, sparked by a broken tooth in college, and the intense burnout and anxiety he later faced mid‑career. Through therapy, self‑discovery, and strategic practice changes, he rebuilt not only his professional joy but also his overall well‑being.
He shares how transforming his mindset, embracing technology, and guiding his practice out of network led to higher revenue quality, renewed energy, and stronger patient relationships. Dr. Block also discusses his mission to support dental professionals through the IA DLC, his writing of both nonfiction and children’s books, and his approach to balancing multiple ventures with family life.
This episode is packed with insights on mental health in dentistry, practice leadership, personal reinvention, and creating a fulfilling career on your own terms.
Building Enterprise Value: How Marketing Drives Higher Exit Multiples with Mark Osborne
2026/03/17
In this episode of Portfolio Pulse, host Steven Huskey welcomes Mark Osborne—founder of Modern Revenue Strategies, marketing technology trailblazer, best‑selling author, and one of the few marketing and sales experts who is also a Certified Exit Planning Advisor. Mark shares his unexpected journey from promoting college bands to advising major brands, and ultimately to helping mid‑sized businesses grow revenue and maximize enterprise value.
Mark explains why traditional marketing agencies often miss the mark when companies are preparing for an exit, and how shifting focus from “big, sexy strategy projects” to improving processes, systems, and recurring revenue can dramatically increase a company’s valuation. With real examples—including how a roofing company doubled its exit multiple—Mark breaks down the practical steps entrepreneurs can take to strengthen EBITDA, enhance transferability, and position their business for a more profitable sale.
One Little Step: Dr. John Oberg’s Breakthrough Approach to Reversing Type 2 Diabetes
2026/03/03
In this episode of Portfolio Pulse, host Steven Huskey, CFP®, welcomes Dr. John Oberg—human behavior strategist, healthcare innovator, and co‑founder of Priscina Health. With a mission to transform the lives of one billion people with chronic disease, Dr. Oberg shares how a near‑death experience inspired him to pursue his doctorate and tackle one of healthcare’s biggest challenges: type 2 diabetes.
He walks us through the groundbreaking STARTS methodology—Systemic Therapeutic Alignment and Rapid Titration Strategy—that has helped patients achieve dramatic improvements, including a 98% reversal rate in his first study. Dr. Oberg explains the power of “radically incremental change,” how behavior and medicine must work hand‑in‑hand, and why small, patient‑driven steps can lead to massive health breakthroughs.
From Rock Bottom to Global Impact: Melissa Monte on Harnessing the Power of the Mind
2026/02/17
In this inspiring episode of Portfolio Pulse, host Steven Huskey sits down with Melissa Monte—creator of the top‑ranked Mind Love podcast with over 5 million downloads and 500+ episodes. Melissa shares her powerful journey from personal trauma and a wrongful felony conviction to becoming an award‑winning podcaster featured in Forbes and Harper’s Bazaar. She opens up about rebuilding her identity, diving into neuroscience, psychology, and ancient wisdom, and discovering how aligning passion with purpose fueled her entrepreneurial success. Melissa also discusses how business owners can use curiosity, personal alignment, and the power of the mind to grow sustainably—without burnout.
From Marketing to Medicine: An Entrepreneur’s Unexpected Path to Heart Health Innovation
2026/01/13
In this episode of Portfolio Pulse, host Steven Huskey sits down with Mark Young, Acting CEO of Zona Health, to explore an entrepreneurial journey that took an unexpected turn into cardiovascular innovation. What began as a short-term consulting role evolved into a seven-year mission leading FDA clinical trials and reshaping how we think about heart health. Mark shares how his background in marketing, education, and entrepreneurship uniquely positioned him to lead a health technology company, why entrepreneurs often neglect their health, and how focusing on root causes—both in business and wellness—can prevent crises before they happen. A candid conversation on saying yes, figuring it out, and building success without sacrificing health along the way.
Finding the Right Path Forward: Building Value Through Private Equity
2025/12/09
In this episode of Portfolio Pulse, host Steven Huskey sits down with Ariez Dustoor, experienced investor, entrepreneur, and co-founder of NB Group. Ariez shares his journey from consulting at McKinsey and investing at Audax to founding a private equity firm focused on family- and founder-owned businesses across the U.S. and Canada. The conversation explores why private equity has become a compelling path for business owners, how NB Group identifies and partners with the right companies, and what successful transition planning looks like. Listeners gain valuable insight into aligning long-term business goals with the right investment partner and building sustainable value beyond a single exit.
From Clutter to Clarity: How Jennifer Q. Williams Built a 34-Year Legacy in Organization
2025/10/28
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.
Scaling Smarter: Roger Chen on Profits, Processes, and the Power of a Fractional CFO
2025/10/14
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.
Custom Wealth Strategies for Uncertain Markets with Tim Smith CFP
2025/09/09
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.
The Hourglass of Niching with Kasim Aslam
2025/08/26
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.
From Sales to Service: Scott Zimmerman’s 35-Year Journey in Employee Benefits
2025/08/12
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.
Healing Through Story: How Anonymous Drama Transforms Lives
2025/06/03
In this moving episode of Portfolio Pulse, host Steven Huskey welcomes Scottish mind coach and writer Mark MacNicol, 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.
Escaping the Payment Matrix: Tony Manganiello on Reclaiming Your Wealth
2025/05/13
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.
The Power of Peer Groups and Advocacy: A Journey Through Entrepreneurship with Justin Nabity
2025/04/29
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.
AI and Entrepreneurship: Navigating the Future with Steve Cunningham
2025/03/31
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.
Podcast reviews
Read Portfolio Pulse: The Money Podcast for Entrepreneurs podcast reviews
IVCMP 2025/08/29
Excellent show and an outstanding host!
An excellent show with an outstanding host. From my conversations with Steven he is very interested in giving his clients and listeners the tools to c...
CashFlowCEO 2025/02/14
A Must-Listen for Anyone Serious About Financial Growth!
"I had the honor of being a guest on Steve Huskey’s Portfolio Pulse podcast, and I can confidently say—Steve truly knows his stuff! His depth of knowl...
Dr. Sherry Peel Jackson 2025/01/10
Professional and Insightful!
Steven melds professionalism with practicality in his selection of guests and questions. Listeners are able to gain the knowledge and insights needed ...
AudieCashion 2025/01/10
Great resources and experts!
Steven and I share a common principle of living out of purpose and priority so I love the experts he brings on the show. Also, I enjoyed being his gue...
Shuttershelby 2024/10/08
Educational & Inspirational
Excellent listen for entrepreneurs of all stages.
Luk32111122 2023/08/11
A must listen for impact driven entrepreneurs
Worth listening to see how impact driven entrepreneurs are making huge waves in the medical space and beyond!
I am a huge fan!
Jruss211 2023/07/27
Great financial planning resource for physicians and providers
Steven has curated a great range of experts to talk about the business of medicine and how you can create a financially successful life at home as a h...
uovhusiovjoiwrfi 2023/07/05
Amazing! ❤️🔥
What an insightful podcast! I love the balance between general business advice and applied knowledge from practiced professionals. It’s a great listen...
Cfow110 2023/06/15
Great range of topics
This podcast is a great balance of talk about money, life, and career - particularly for entrepreneurs and those in the medical profession. Love the r...
FFPPMD 2023/06/02
A doctor’s best friend.
Steve’s passion for helping us understand our money and how to get it working best for us is obvious. He does a great job getting amazing guests to ex...
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