Best Portus Wealth Advisors Podcasts (2025)

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The Role of a Fractional CFO - Greg Brown, Cardinal Finance | Charting Opportunities 1:01:54

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1M ago1:01:54

1:01:54

In this episode of Portus Wealth Advisors' Charting Opportunities, Greg Brown of Cardinal Finance shares his extensive experience on the role and value of a Fractional Chief Financial Officer (CFO) for growing businesses. He delves into when it makes sense for a company to engage a Fractional CFO, what business owners should expect from such a rela…

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Brandon Davis of NCF Talks Charitable Giving | Charting Opportunities 53:32

2M ago53:32

53:32

In this episode of Portus Wealth Advisors' Charting Opportunities, Brandon Davis, President of the Carolinas for the National Christian Foundation (NCF), offered insights into strategic charitable giving for business owners. He explained how NCF, a 501(c)(3) grant-making foundation, assists donors, advisors, and charities in developing efficient an…

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Managing Stress As A Business Owner | Charting Opportunities 44:25

3M ago44:25

44:25

Dr. Carlos Jorge, a functional medicine doctor, discusses the impact of stress on health and aging in a presentation for Portus Wealth Advisors' ongoing business owner educational series, Charting Opportunities. He introduces the concept of blue zones, which are areas in the world where people live the longest, and highlights the importance of comm…

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Estate Planning for Business Owners | Charting Opportunities 56:57

3M ago56:57

56:57

In this episode of Portus Wealth Advisors' Charting Opportunities, Erin Patterson JD, CPA of Erin Patterson Law shares her knowledge on estate planning for business owners, emphasizing a multi-layered approach. She stresses the foundational elements like wills, powers of attorney, and revocable trusts to avoid probate and ensure a smooth transition…

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Selling Your Business to Private Equity | Charting Opportunities 56:45

3M ago56:45

56:45

In this episode of Portus Wealth Advisors' Charting Opportunities, Jay Ripley, Head of Investments at GEM, pulls back the curtain on the world of private equity and business acquisitions. Geared towards owners of small to medium-sized businesses, Jay provides valuable insights into what PE firms look for in potential acquisitions, how they evaluate…

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Business Valuation And How to Increase it | Charting Opportunities 1:05:58

3M ago1:05:58

1:05:58

Are you a business owner thinking about the future of your company? Whether you're considering selling, planning for succession, or simply want to understand your business's true worth, this episode is for you. Join us for the inaugural episode of our "Charting Opportunities for Business Owners" series as we welcome Robert Snowden ASA, ABV, Founder…

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Commercial Insurance, Reevaluating It After Growth Spurts | Charting Opportunities 47:15

3M ago47:15

47:15

In this episode of Charting Opportunities, Harold Howell of Spartan Corporate Advisors, an insurance expert with over 30 years of experience, provides valuable insights into the often-overlooked world of business insurance. Geared towards small to medium-sized business owners, Harold sheds light on the common pitfalls of inadequate or inappropriate…

Portus Wealth Advisors Podcasts

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Charting Opportunities With Portus Wealth Advisors

William Bissett

1
The Role of a Fractional CFO - Greg Brown, Cardinal Finance | Charting Opportunities 1:01:54

1
Brandon Davis of NCF Talks Charitable Giving | Charting Opportunities 53:32

1
Managing Stress As A Business Owner | Charting Opportunities 44:25

1
Estate Planning for Business Owners | Charting Opportunities 56:57

1
Selling Your Business to Private Equity | Charting Opportunities 56:45

1
Business Valuation And How to Increase it | Charting Opportunities 1:05:58

1
Commercial Insurance, Reevaluating It After Growth Spurts | Charting Opportunities 47:15