Healthy Wealthy & Smart

In this episode, Dr. Karen Litzy welcomes Chris Kille, a seasoned entrepreneur who built, scaled, and sold four companies and experienced a life-changing cardiac event caused by burnout. They discuss how entrepreneurs can redefine success, efficiently use virtual assistants, and transition from operational to strategic roles—important lessons for practice owners overwhelmed by daily operational tasks. In this episode: · Chris shares his personal health crisis and how it reshaped his understanding of success · The role of virtual assistants as high-performing CEO's secret weapons · Practical steps to build effective VA relationships, including process mapping and playbook creation · The delegate, automate, eliminate framework for reclaiming time and focus · The psychological hurdles in delegation and how to overcome them · Strategies to transition from operator to owner, gaining freedom and confidence · Tips for healthcare practice owners feeling trapped in operational chaos, including immediate actions to delegate · The importance of clear goals, ownership, and setting boundaries with remote team Timestamps: · 00:00 – Introduction to Chris Kille and his life-changing health wake-up call · 01:25 – The story behind Chris' burnout and cardiac event · 02:48 – How the burnout changed Chris' view of success and business · 04:47 – Defining lifestyle success over monetary achievement · 05:48 – The importance of delegating to prioritize health and family · 08:07 – Virtual assistants as strategic partners, not just cheap labor · 09:42 – How to set clear objectives and build effective VA processes · 13:24 – The delegate, automate, eliminate framework explained · 15:37 – Overcoming resistance to delegation and tech automation · 19:26 – Common psychological barriers in delegation and how to break through · 21:32 – What differentiates elite VAs and how to find high performers · 23:44 – The business setup: staff as a professional service, not employment · 28:12 – Transitioning from operator to strategic owner · 29:14 – Practical advice for healthcare entrepreneurs to start delegating today · 31:06 – How to ensure long-term VA success and retention · 33:31 – Lightning round: top delegation wins and entrepreneurial lessons Resources & Links: · The Rise of Virtual Assistance by Chris Kille · EO Staff - Remote Staffing Solutions · Dan Martell's book on time management · Wise - International Money Transfer Connect with Chris Kille: · LinkedIn · Instagram · Send a DM to Chris on LinkedIn for a free template on time studies and first task delegation More About Chris: Chris Kille is a Boston-based entrepreneur, author, and operations expert who helps business owners scale without chaos by building backend infrastructure that actually works.. He's the founder of EO Staff, a premium remote staffing company known for placing elite Virtual Assistants (VAs) into fast-growing businesses. Chris built and sold four companies, including a payments business he scaled more than 10x in five years using just one domestic employee and four VAs. EO Staff was born from a personal turning point: after a cardiac event caused by burnout, he realized he needed help and discovered the power of remote staffing. What started as a survival decision turned into a mission to help others scale with freedom, not stress. Since 2023, Chris has become a respected voice in the entrepreneurial space, published more than 100 times in Forbes, Entrepreneur.com, and other major media outlets. His writing and insights focus on system thinking, team leverage, and business freedom. He's a frequent podcast guest, speaker, and Forbes Council member known for blending real-life experience with high-impact execution. His first book, The Rise of Virtual Assistants, was published in 2023, and he continues to mentor business owners on how to grow with less friction and more intention. When he's not speaking, writing, or scaling companies, Chris is with his fiancée, Ashley, and their two dogs, Baxter and Handsome Harry, unplugging at his lake house in Maine, dreaming up what's next. Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode, Dr. Karen Litzy welcomes healthcare business expert Eric Miller, co-owner of Econologics Financial Advisors, to share invaluable insights on managing practice finances effectively. Whether you're a physical therapist, dentist, or other healthcare provider, discover how to align your personal and practice finances to build wealth, reduce stress, and ensure long-term success. In this episode: How practice owners often treat their business as a job rather than a long-term investment and why this is costly The importance of adopting a business owner's mindset and controlling habits Recognizing red flags in financial habits and practice management The "make or break" profit number and how most practice owners overlook profit as a critical expense Strategies for building cash reserves, safeguarding assets, and managing cash flow during downturns The significance of structuring your finances to protect against lawsuits, taxes, and inflation Practical steps for re-evaluating expenses and staff productivity to optimize profitability How to prevent fragile cash flow and create practices resilient to unpredictable events The value of professional financial advice tailored specifically to healthcare practice nuances Timestamps: 00:00 - Introduction to financial strategies for healthcare providers 02:21 - Why treatment like a business owner is costly 04:29 - Red flags of practice owners stuck in job mode 07:13 - How to start thinking like a business owner if you're new 10:08 - Understanding and calculating your "make or break" number 13:21 - Setting profit aside as an essential expense 16:56 - Building cash reserves and managing downturns 20:46 - Analyzing practice metrics for profitability 23:56 - The importance of asset protection and insurance 29:50 - Key tips for safeguarding assets from lawsuits and taxes 33:20 - Indicators of true financial health in a practice 35:36 - Resources for learning more and taking action More About Eric: Eric Miller is a seasoned financial planning professional with over 20 years of experience dedicated to empowering private practice owners and associates. As Co-Owner and Chief Financial Advisor of Econologics Financial Advisors, LLC, a Registered Investment Advisor, Eric specializes in strategic financial planning, including investments, retirement, asset protection, tax strategies, debt elimination, and business transition planning. A Registered Financial Consultant® (RFC) and graduate of Capital University, Eric is also a prolific author and speaker and has published countless articles, videos, and podcasts and is the bestselling author of How to Become a Financial Beast. He has presented at hundreds of events nationwide, and weekly hosts the Financial Beast Podcast Resources from this Episode: Website: www.econologicsfinancialadvisors.com Free Giveaway & CTA: URL: www.wealthforpracticeowners.com Name: Practice Expansion Checklist Social Media: YouTube - https://www.youtube.com/c/FinancialBeast Facebook - facebook.com/econologicsfinancial LinkedIn - linkedin.com/in/ericisyourbfff Book: How To Become a Financial Beast Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode, Dr. Karen Litzy welcomes leadership expert Stefan Feuerstein to explore how delegation is more than just task management; it is a fundamental leadership skill that promotes organizational health, growth, and sustainability. Stefan shares practical frameworks, such as the ABC delegation model, and discusses the important connection between delegation and preventing burnout, developing future leaders, and nurturing a supportive team culture. In this episode: · The misconception that doing everything oneself is faster, and how delegation shifts that paradigm · Stefan's personal leadership journey — missteps, realizations, and the ABC delegation framework · How to visualize responsibility categories: do what you want, inform, ask first · The importance of systematizing delegation to maintain control while empowering teams · Clear communication as the foundation for successful delegation and accountability · The connection between delegation and burnout prevention, and handling chaos effectively · Developing future leaders and how delegation creates career growth opportunities · The impact of AI on delegation and maintaining the human focus in leadership · Early warning signs of over-dependence on leaders and how to address them · Practical tips for leaders to start shifting their delegation habits this week Timestamps: · 00:00 - Why leaders often struggle with delegation (and how to shift that mindset) · 01:10 - Stefan Feuerstein's background — diverse leadership experiences · 01:35 - The evolution of Stefan's leadership philosophy and the role of delegation · 02:58 - Recognizing when delegation becomes unsustainable · 04:06 - Moving from control to systems and processes for effective delegation · 05:10 - Visualizing delegation with Stefan's ABC framework · 06:12 - Breaking down the ABC categories: do what you want, inform, ask first · 07:37 - The power of visual and simple frameworks for clarity · 08:36 - Challenges faced by solo practitioners (especially in healthcare) in delegation · 09:35 - Coaching leaders to identify what to delegate and what to retain · 10:12 - The importance of language and clear parameters in delegation · 11:16 - How chaos in organizations can be mitigated with clarity · 12:53 - Involving teams in defining responsibility parameters · 14:09 - Nonprofit versus for-profit leadership principles and commonalities · 15:39 - Adapting leadership styles to different workforce cultures · 16:30 - Building future leaders through effective delegation · 17:26 - Stefan's commitments to team members to foster growth · 18:31 - Asking meaningful questions to support employee development · 19:35 - Delegation as a burnout prevention tool · 20:18 - The broader scope of delegation beyond task assignment · 21:40 - Early warning signs of bottlenecks and over-dependency · 23:59 - Strategies for employees to address managerial bottlenecks · 25:33 - How leadership affects organizational development and succession planning · 30:22 - The impact of AI and technology on delegation and human connection · 33:00 - Practical steps leaders can implement today · 36:40 - Recognizing organizational over-dependence on leadership · 38:18 - Leadership philosophy: Power vs. people focus · 39:17 - Advice to Stefan's 20-year-old self: listen more · 40:18 - How to connect with Stefan and download resources More About Stefan: Stefan Feuerstein was named by Oprah Winfrey to her first-ever SuperSoul 100 list of "awakened leaders" making a global impact. He has over 20 years of humanitarian and leadership experience, from serving as guardian to more than 1,000 abandoned children in Honduras to overseeing 51,000 unaccompanied migrant children as Operations Chief of the largest shelter of its kind. Today, he teaches his A-B-C Delegation method, a practical system that empowers teams, prevents burnout, and redefines how leaders scale. Resources from this Episode: ABC Delegation Website Stefan on LinkedIn Buy the Book Here Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy speaks with Dr. Yosi Amram about the often-overlooked power of spiritual intelligence in leadership. They explore how cultivating inner virtues like purpose, trust, and compassion can transform leadership styles, prevent burnout, and enhance organizational performance. Dr. Amram, a Harvard-educated engineer and spiritual leadership expert, shares a framework that combines scientific research with practical strategies, such as gratitude and purpose clarification, to foster resilience and authentic fulfillment in high-stress environments. This episode is a must-listen for leaders and professionals seeking to elevate their impact and personal growth. Key Topics · Definition of spiritual intelligence and its difference from beliefs and traits · The relationship between emotional and spiritual intelligence · Research findings on the impact of spiritual intelligence on leadership and organizational success · Practical exercises to enhance spiritual intelligence · The importance of purpose, gratitude, and interconnectedness in leadership Chapters · 00:00 Introduction to Spiritual Intelligence · 02:05 Defining Spiritual Intelligence · 06:33 Measuring Spiritual Intelligence · 10:51 Spiritual Intelligence vs. Emotional Intelligence · 14:38 The Impact of Low Spiritual Intelligence · 17:05 Spiritual Intelligence and Burnout Prevention · 19:46 Practical Exercises for Boosting Spiritual Intelligence · 27:00 Final Thoughts on Spiritual Intelligence More About Dr. Amram: Yosi Amram Ph.D. is a licensed clinical psychologist, a CEO leadership coach, and a best-selling and award-winning author. Previously the founder and CEO of two companies he led through successful IPOs, Yosi has coached over 100 CEOs—many of whom have built companies with thousands of employees and revenues in the billions. In addition to working with individuals, Yosi works with couples interested in passionate, conscious relationships that serve their psycho-spiritual healing and growth and expand their hearts' capacity for love. With engineering degrees from MIT, an MBA from Harvard, and a Ph.D. in Psychology from Sofia University, he is a pioneering researcher in the field of spiritual intelligence whose research has received over 1000 citations. As an Amazon best-selling author of the Nautilus Book Award Gold Medal-winning Spiritually Intelligent Leadership: How to Inspire by Being Inspired, Yosi is committed to awakening greater spiritual intelligence in himself and the world. Resources from this Episode: Dr. Amram's website LinkedIn Instagram YouTube Free SI Assessment Psychology Today Blog Buy His Book on Amazon Dr. Amran's Nonprofit SI Leadership Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of Healthy Wealthy & Smart, Dr. Rachel Zoffness, MS, PhD, a leading pain scientist, discusses the complexities of pain, emphasizing that it is not merely a physical issue but a biopsychosocial phenomenon. She shares insights from her upcoming book, 'Tell Me Where It Hurts,' which aims to debunk myths surrounding pain and provide a comprehensive roadmap for healing. Dr. Zoffness highlights the importance of understanding the various factors that contribute to pain, including emotional and social aspects, and advocates for a multidisciplinary approach to pain management. The discussion also emphasizes the power of hope and the need for improved medical school education on pain science. Takeaways · Pain is not just a physical phenomenon; it is biopsychosocial. · Understanding pain requires knowledge of biological, emotional, and social factors. · 96% of medical schools lack dedicated pain education. · Patients with chronic pain need a roadmap for healing. · There is always a recipe for pain, and it can be changed. · Movement is a crucial ingredient in managing pain. · Engaging in joyful activities can reduce pain perception. · A multidisciplinary approach is essential for effective pain management. · Hope is a central theme in treating chronic pain. · Pain management should focus on empowering patients. Chapters · 00:00 Introduction to Pain Science and Its Misconceptions · 06:03 The Biopsychosocial Model of Pain · 11:43 Understanding the Pain Recipe · 17:50 Transforming Medical Education and Clinical Practice · 23:51 Hope and Empowerment in Pain Management More About Dr. Zoffness: Dr. Rachel Zoffness is a pain scientist, pain psychologist and thought-leader revolutionizing the way we understand and treat pain. She's an assistant clinical professor at UCSF, lectures at Stanford, and consults on the development of pain management programs around the world. She was trained at Brown, Columbia, UCSD, and Mt. Sinai Hospital, and is a Mayday Fellow. Her new book, Tell Me Where It Hurts, drops March 2026 and will be translated into more than 25 languages. Resources from this Episode: Dr. Zoffness Website Dr. Zoffness in Instagram Buy "Tell Me Where it Hurts" on Amazon Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy speaks with Dr. Orit Hickman about the evolving understanding of persistent pain and the implications for physical therapy practice. They discuss personal journeys in understanding pain, the importance of modern pain science, and the need for a supportive therapeutic environment. The conversation also covers practical steps clinicians can take to better serve patients with persistent pain, the challenges posed by healthcare systems, and the transition towards a more patient-centered model of care. Takeaways · Pain management requires understanding both the physical and psychological aspects of pain. · Modern pain science emphasizes the importance of education in treatment. · Therapists must create a safe environment for patients to discuss their pain. · Pacing and nervous system safety are crucial in treatment plans. · Capacity and tolerance must be assessed to tailor treatment effectively. · Healthcare systems often hinder the implementation of evidence-based practices. · Clinicians should focus on building trust and rapport with patients. · Transitioning to a patient-centered model can improve outcomes. · Listening to patients is key to understanding their unique experiences. · Team collaboration and shared vision are essential for successful practice. Chapters · 00:00 Introduction to Persistent Pain and Evolving Science · 03:06 Personal Journeys in Understanding Pain · 05:53 Modern Pain Science in Clinical Practice · 09:06 Therapeutic Environment and Patient Engagement · 11:52 Pacing and Nervous System Safety · 15:02 Capacity vs. Tolerance in Pain Management · 17:49 Healthcare System Challenges in Pain Treatment · 21:51 Transitioning to a Patient-Centered Model · 26:37 Practical Steps for Clinicians · 33:50 Lightning Round: Myths and Hope in Pain Care More About Dr. Hickman: Dr. Orit Hickman is a doctor of physical therapy and founder of Pain Science Physical Therapy in Burien, Washington, where she leads a clinic dedicated to evidence-based care for people with persistent pain. Drawing on 25 years of clinical experience and 16 years of business ownership, she is focused on redesigning how physical therapy is delivered so pain science can truly work in everyday practice. She mentors both new and experienced physical therapists and shares educational content through multiple social media platforms. Resources from this Episode: Pain Science PT Website Pain Science PT on YouTube Dr. Hickman on TikTok Pain Science PT on Facebook Pain Science PT on Instagram Dr. Hickman on LinkedIn Pain Science PT on LinkedIn Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy speaks with Arielle Loupos, founder of Flower Girl, about the often-stigmatized topic of menstrual care and period products. They discuss harmful ingredients in traditional menstrual products, the importance of sustainable, non-toxic alternatives, and cycle syncing as a tool for self-awareness and empowerment. Arielle shares her journey creating Flower Girl and emphasizes the need for open conversations about menstruation to break the stigma and promote women's health. Takeaways Menstrual care is often surrounded by misinformation and stigma. Traditional period products may contain harmful chemicals and toxins. Organic labeling on menstrual products can be misleading. Sustainable and non-toxic alternatives are essential for women's health. Cycle syncing can enhance self-awareness and optimize daily life. Women should honor their menstrual cycles and allow for rest. Understanding menstrual health is crucial for overall well-being. Open conversations about menstruation can empower women. Education about menstruation should start at a young age. Women's health research needs to be prioritized and expanded. Chapters 00:00 Breaking the Silence on Menstrual Care 02:55 The Hidden Dangers in Period Products 06:10 Creating a Sustainable Solution: Flower Girl Underwear 08:55 Understanding Menstrual Health and Cycle Syncing 11:55 Empowering Women Through Menstrual Awareness 14:46 The Emotional and Societal Impact of Menstruation 18:02 The Future of Women's Health Conversations More About Arielle: Arielle Loupos is the founder of Flower Girl, a new sustainable and non-toxic period underwear brand designed to help women feel safe, confident, and in flow with their bodies. With over a decade of experience in eCommerce and digital marketing, Arielle launched Flower Girl to challenge harmful menstrual products and create underwear women can wear on or off their period made with body-safe materials. Beyond selling underwear, Arielle's mission with the brand is to empower women to live in harmony with their cycles vs. working against it. Resources from this Episode: Flower Girl Website Flower Girl on Instagram Arielle's Instagram Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy interviews Dr. Aisha Akpabio D.D.S., a Detroit-based dentist and entrepreneur. They discuss the challenges and triumphs of being a female healthcare provider while running a business. Dr. Akpabio shares her journey from employee to owner of her own dental practice, the importance of design in healthcare, and the significance of representation in the field. They also address the balance between delivering high-quality care and managing business aspects, as well as the importance of self-care for longevity in the profession. Takeaways · It takes courage to bring people together in healthcare. · Transitioning from employee to entrepreneur requires a mindset shift. · Business education in dental school is minimal. · Delivering exceptional care justifies pricing. · Patients appreciate a personal touch over corporate practices. · Design can significantly impact patient experience. · Representation in healthcare matters for community trust. · Self-care is essential for longevity in the profession. · Balancing work and personal life is crucial. · Living in the moment is important for personal growth. Chapters · 00:00 Introduction to Female Healthcare Entrepreneurship · 02:58 Dr. Aisha Akpabio's Journey and Practice · 05:51 Transitioning from Dentist to Entrepreneur · 08:41 Navigating Healthcare Pricing and Value · 12:05 Competing with Corporate Dental Practices · 12:57 The Importance of Design in Healthcare · 16:49 Legacy and Representation in Dentistry · 20:02 Self-Care and Longevity in Dentistry More About Dr. Akpabio: Dr. Aisha Akpabio D.D.S. is a Detroit-based dentist, entrepreneur, and community advocate dedicated to smiles and systems of care. As the founder of Diamond Smiles Dentistry, she is redefining what it means to build a thriving dental practice rooted in wellness, accessibility, and neighborhood revitalization. A graduate of the Goldman Sachs 10,000 Small Business program, she leads with vision and heart, creating opportunities for growth in underserved communities while mentoring the next generation of healthcare professionals. Beyond dentistry, she is passionate about wellness, motherhood, and empowering others to build healthy, wealthy, and purpose-driven lives. Resources from this Episode: Diamond Smiles Dentistry Website Instagram- Diamond Smiles Dentistry Facebook - Diamond Smiles Dentistry Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy interviews Pete Moore, founder of Integrity Square, discussing the evolution of the health, active lifestyle, and outdoor sector, known as Halo. They explore the shortcomings of the term 'wellness', the importance of understanding business valuations and KPIs, and the emotional readiness required for business transitions. Pete shares insights on navigating growth, preparing for exits, and the significance of knowing one's competitors and market position. Takeaways The term 'wellness' is outdated and not serving the industry. Understanding your market position is crucial for business success. Local libraries can be valuable resources for business research. Key performance indicators (KPIs) are essential for evaluating business health. Emotional readiness is as important as financial readiness for business transitions. Knowing your competitors helps in strategic planning. Valuations are driven by more than just revenue multipliers. Founders often overlook the importance of mental preparation for exits. Networking and mentorship are vital for entrepreneurial growth. Continuous learning and adaptation are key to success in the Halo sector. Chapters 00:00 Introduction to Halo and Wellness 01:49 Navigating Business Growth and Exits 03:22 Understanding Valuations and KPIs 05:54 Emotional Readiness for Business Transitions 06:56 Quickfire Insights for Entrepreneurs More About Pete: Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a "must listen" for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast. Notable Stats: Wingspan 76", 33 yard dash at 4.3 seconds. Resources from this Episode: Pete's Website Pete on LinkedIn Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode, Dr. Karen Litzy discusses the critical issue of falls among the elderly with Nikesh Patel, PT, a physical therapist and executive director of the Alliance for Physical Therapy Quality and Innovation. They explore alarming statistics on falls, the need for proactive prevention strategies, and the SAFE Act, which aims to address fall risks and improve the quality of life for older adults. The conversation emphasizes the importance of advocacy and the role of physical therapists in preventing falls and promoting independence in aging individuals. Takeaways Falls are the leading cause of injury-related death in people over 65. · Many falls are preventable, and physical therapists play a key role in prevention. · The healthcare system is often reactive rather than proactive regarding fall prevention. · The SAFE Act aims to provide fall risk assessments through physical therapy. · Therapists are underpaid and need to advocate for better compensation. · The SAFE Act could be the first legislation to include therapists in preventive care under Medicare. · Advocacy for the SAFE Act requires storytelling and personal experiences. · The economic impact of falls extends beyond healthcare costs to workforce participation. · Aging does not mean losing independence; proactive measures can help maintain it. · The importance of persistence in advocacy efforts for healthcare legislation. Chapters 00:00 Understanding the Fall Crisis in America · 09:59 Proactive Approaches to Fall Prevention · 20:10 The SAFE Act: A Legislative Solution · 29:56 Advocacy and the Role of Physical Therapists · More About Nick: Working at the intersection of clinical care, public policy, and prevention. Nikesh Patel is a physical therapist and the Executive Director of the Alliance for Physical Therapy Quality & Innovation, also known as APTQI. APTQI represents organizations committed to improving access to high-quality physical therapy — and right now, they're championing bipartisan legislation in Congress called the Stopping Addiction and Falls for the Elderly Act, or the SAFE Act. Resources from this Episode APTQI APTQI on LinkedIn APTQI on Instagram Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, Dr. Karen Litzy interviews Rachel Burr about leadership, transformation, and the challenges of navigating change. They discuss the importance of understanding one's core identity, the messy process of transformation, and the significance of emotional intelligence in leadership. Rachel emphasizes the need for leaders to recognize their strengths and weaknesses through feedback and self-assessment, and she offers insights into building resilience and adapting to the evolving landscape of leadership. Takeaways · Leadership is about authenticity, not fitting a mold. · The messy middle of change is essential for transformation. · Recognizing signs of stagnation can lead to personal growth. · Emotional intelligence is crucial for effective leadership. · Feedback from peers and mentors is vital for self-awareness. · Leaders should focus on their strengths while addressing weaknesses. · Humor can be a powerful tool in leadership. · Continuous learning is necessary to stay relevant in leadership. · Understanding emotions can enhance decision-making and relationships. · Building a path to leadership requires self-discovery and action. Chapters · 00:00 Introduction to Leadership and Transformation · 03:57 The Messy Middle of Change · 09:59 Recognizing Signs of Stagnation · 14:45 Building Emotional Intelligence · 19:43 Assessing Leadership Strengths and Weaknesses · 33:43 Future of Leadership Development More About Rachel: Rachel Burr is an executive coach, leadership consultant, and people expert with over 20 years of experience helping leaders and organizations unlock their full potential. She guides high-performing individuals, often promoted for their individual excellence, to develop authentic leadership by embracing their unique strengths, talents, and passions. Rachel's evidence-based approach involves honest assessments of strengths, weaknesses, and values, confronting challenges, and identifying actionable steps to achieve goals. With insight, action, and humor, she coaches executives and teams, facilitates transformative team sessions, and navigates complex change to build high-performing teams rooted in strength, alignment, and integrity. Rachel is the author of her book, Butterfly Goo: The Down and Dirty Truth of Transformation, which chronicles her transformative journey through mishaps and triumphs, mirroring her coaching approach of guiding leaders through change with insight and humor. Resources from this Episode Rachel's Website Rachel on LinknedIn Rachel on Instagram Rachel on Facebook Link to Rachel's Book Free Gift: Playground Area Workbook Downloads from my book - "Butterfly Goo: The Down and Dirty Truth of Transformation." Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode, Dr. Karen Litzy and Dr. Stephanie Weyrauch discuss the evolving landscape of physical therapy as they look ahead to 2026. They explore the identity crisis within the profession, the shift from volume to value, the role of AI, the importance of clinician leadership, and the need for community building over social media algorithms. The conversation emphasizes the proactive nature of physical therapy and the opportunities for growth and visibility in the field. Takeaways · Physical therapy is at a pivotal moment with evolving technology. · The profession faces an identity crisis regarding its role and value. · Visibility and storytelling are crucial for physical therapy practices. · AI can enhance patient care by taking over mundane tasks. · Clinicians should embrace leadership roles beyond traditional settings. · Building community is essential for the future of healthcare. · Proactive care can prevent injuries and improve quality of life. · Trust is the new currency in healthcare interactions. · Physical therapists can help patients age gracefully and actively. · Advocacy for the profession is vital for its future growth. Chapters · 00:00 Introduction to the State of Physical Therapy · 11:22 APTA's Strategic Framework for 2030 · 14:52 Physical Therapy's Identity Crisis and Opportunities · 26:26 Navigating the Identity Crisis in Physical Therapy · 32:24 The Shift from Volume to Value in Healthcare · 36:39 Embracing AI: A Tool for Enhancement, Not Replacement · 40:41 Clinicians as Leaders: Expanding Roles Beyond Treatment · 45:19 Building Community Over Algorithms More About Dr. Weyrauch: Stephanie Weyrauch, PT, DPT is a doctor of physical therapy with MovementX in Billings, Montana. She helps people across all ages and abilities reduce pain, increase strength, restore mobility and balance, and optimize performance. Specialties: -Pelvic Health PT for All Genders -Pre/Post Pregnancy & Obstetric Rehabilitation -Sports Injury Recovery and Prevention -Hands-On Manual Therapy -Post-Surgical Rehabilitation -Balance Training & Falls Prevention -Group or Family Sessions -Telehealth (offered in North Dakota, Montana, Connecticut, and Minnesota) Resources from this Episode: Stephanie on Instagram Stephanie on LinkedIn Stephanie on Substack Dr. Eva Norman's Healthy Wealthy & Smart episode Dr. Rebecca Seagraves Instagram Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart podcast, host Dr. Karen Litzy welcomes Dr. Eva Norman, a seasoned physical therapist with over 25 years of experience. Dr. Norman shares her journey of establishing a unique physical therapy model that operates outside the traditional insurance framework. She discusses the inception of her business, Live Your Life, which provides personalized, in-home therapy services tailored to individual needs. The conversation delves into the challenges and successes of running a cash-based practice, the importance of listening to clients, and the innovative approaches Dr. Norman has implemented to transform patient care. Takeaways Dr. Eva Norman's practice focuses on personalized, in-home therapy services. The business model operates outside traditional insurance frameworks. Listening to clients' needs is crucial for business growth and patient satisfaction. Dr. Norman's practice offers a wide range of services, including physical, occupational, and speech therapy. The practice has expanded to include acupuncture, massage, and dietitian services. Partnerships with local agencies enhance service delivery and patient care. Telehealth services have been integrated to reach underserved areas. The practice emphasizes the importance of a holistic approach to patient care. Dr. Norman's innovative model has led to numerous patient success stories. The conversation highlights the value of diversifying services in a cash-based practice. Chapters 00:00:00 Introduction and Guest Welcome 00:00:00 Dr. Eva Norman's Background 00:00:00 Inception of Live Your Life 00:00:00 Challenges and Successes 00:00:00 Innovative Therapy Approaches 00:00:00 Expanding Services and Partnerships 00:00:01 Telehealth and Holistic Care 00:00:01 Patient Success Stories 00:00:01 Advice for Aspiring Therapists 00:00:01 Conclusion and Contact Information More About Dr. Norman: Dr. Eva Norman has been practicing physical therapy for more than 25 years. Her passion and commitment continue to be to bring the benefits of physical therapy to the residents of her community and to those in need of it in the surrounding counties. She received her B.S. and M.S. degrees in Physical Therapy in 1996 and her Doctor of Physical Therapy degree in 2009, from Thomas Jefferson University in Philadelphia, PA. Through the years, Dr. Norman has practiced in different practice settings with patients of all ages with various diagnoses. Early on in her career she developed a strong interest in geriatric rehabilitation. To expand her skill set over the years she has taken numerous continuing education courses and also worked in the areas of neurology, orthopedics and cardiopulmonary rehabilitation. In April 2013, she became a Certified Exercise Expert for the Aging Adult. Dr. Norman is currently licensed in Minnesota and Florida. She is an active member of the American Physical Therapy Association (APTA) since 1994. Currently, he is the APTA Federal Affairs Liaison for Florida and PT PAC Ambassador for Florida. Dr. Norman also serves on the Board of Trustees for the Foundation for Physical Therapy Research. In September of 2009, Eva founded Live Your Life Physical Therapy, LLC in response to her passionate desire to offer to her clients, patients, and the public, services (both in home and the community) that could help them to experience health, wellness, and a more active lifestyle throughout their life spans, through the creative applications of preventative and rehabilitative physical therapy. Resources from this Episode: Live Your Life PT Live Your Life on Instagram Dr. Norman on LinkedIn Live Your Life on Facebook Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, host Dr. Karen Litzy sits down with Amy-Lynn Taylor, Jane's Customer Insights and Enablement Expert, to discuss the innovative solutions Jane offers to healthcare practitioners. Amy shares her journey from the US support team to her current role, emphasizing the importance of customer feedback in product development. The conversation covers Jane's AI scribe, community building, and upcoming features, providing listeners with insights into how Jane is transforming the healthcare industry. Takeaways Amy Lynn Taylor emphasizes the importance of customer feedback in product development. Jane offers a free plan for practitioners to try AI Scribe with up to five notes a month. The AI scribe has been a game-changer for many practitioners, improving their workflow. Jane's community-building began organically and remains a priority. The platform integrates AI to enhance user experience and streamline processes. Jane's customer support is highly praised for its dedication and effectiveness. Upcoming features include secure messaging and telehealth capabilities in the client app. Jane websites can now be created quickly with AI, integrating seamlessly with the platform. The platform's community includes Facebook groups for users and non-users to connect. Jane's AI tools help clinics build their social media presence and improve SEO. Chapters 00:00:00 Introduction and Guest Welcome 00:00:00 Amy Lynn Taylor's Journey and Role 00:00:00 Jane's AI Scribe and Free Plan 00:00:00 Community Building and Customer Support 00:00:00 Upcoming Features and Innovations 00:00:00 Conclusion and Key Takeaways More About Amy-Lynn: Amy-Lynn is part of the amazing team that helps Jane's Customer Success crew work smarter, not harder. She is passionate about keeping the voice of the customer at the heart of everything I do. That means finding ways to turn feedback into action, streamline processes, and make life easier for the incredible people who spend their day fulfilling Jane's mission to "Help the Helpers." It's part detective work, part problem-solving, and 100% about creating a better experience for everyone. Resources from this Episode: Jane EMR Jane on Facebook Jane on Instagram Jane App Community on FB Jane App US Billing Community on FB Amy-Lynn on LinkedIn Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart podcast, host Karen Litzy welcomes Dr. Sara Tariq, MD, to discuss holistic patient care. Dr. Tariq shares her journey from academia to concierge medicine, emphasizing the importance of understanding patients' social and environmental contexts. She highlights the significance of addressing the whole person, including mental health, lifestyle, and social determinants of health. The conversation also covers women's health, particularly challenges faced during perimenopause and menopause, and the need for personalized, empathetic healthcare. Takeaways Dr. Tariq emphasizes the importance of understanding patients' social and environmental contexts. She transitioned from academia to concierge medicine to provide more personalized care. Holistic care includes addressing mental health, lifestyle, and social determinants of health. Women's health, especially during perimenopause and menopause, requires personalized attention. Dr. Tariq advocates for longer patient interactions to understand their unique needs. She highlights the role of social history in understanding patient health. Empathy and active listening are crucial in building patient trust. Dr. Tariq discusses the impact of zip code on health outcomes. She encourages patients to advocate for themselves in healthcare settings. The episode underscores the need for healthcare systems to support holistic patient care. Chapters 00:00:00 Introduction and Guest Welcome 00:00:00 Dr. Tariq's Journey from Academia to Concierge Medicine 00:00:00 Holistic Patient Care and Social Determinants 00:00:00 Women's Health: Perimenopause and Menopause 00:00:01 Building Trust and Empathy in Healthcare 00:00:01 Advocating for Holistic Patient Care More About Dr. Tariq: With over two decades of experience in internal medicine Dr. Tariq is passionate about helping patients feel their best. She builds genuine connections, focuses on preventing illness, and supports managing chronic conditions with care tailored to each person. Her goal is to help every patient take charge of their health with confidence. Dr Tariq is multi-lingual and offers exceptional patient support in English, Spanish, Urdu and Hindi. Dr. Tariq is committed to helping her patients feel their best and take charge of their health. She provides care for chronic conditions like diabetes, obesity, and high blood pressure, while also focusing on women's health, mental well-being, and weight management. Patients appreciate her warm, supportive approach and her dedication to making healthcare feel personal and approachable. Before joining NVFP, Dr. Tariq spent over 20 years caring for patients and mentoring future doctors. At the University of Arkansas for Medical Sciences (UAMS), she held leadership roles where she taught thousands of physicians the importance of building trust and connection with their patients. Beyond her clinical work, she is also committed to sharing knowledge with the community, offering insights on public health topics through social media and local programs. Resources from this Episode: Dr. Tariq Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart podcast, host Dr. Karen Litzy welcomes Dr. Pedro Teixeira, MD, PhD, co-founder and CEO of Prediction Health. They discuss the intersection of technology and healthcare, focusing on how tech can enhance clinical care and improve healthcare performance. Dr. Teixeira shares insights from his journey developing AI tools for clinical documentation and analytics, emphasizing the importance of mission-driven work, navigating ambiguity, and the parallels between tech founders and clinicians. Takeaways Dealing with ambiguity is crucial in both tech and healthcare. Tracking progress with meaningful metrics is essential. Feedback from real users leads to valuable insights. AI can significantly reduce clinicians' documentation time. Human elements are vital in tech and healthcare systems. Continuous improvement is key to success. Selling outcomes is more effective than selling products. Data interpretation requires context and thoughtful analysis. Trying and failing is better than not trying at all. Chapters · 00:00:00 Introduction and Guest Introduction · 00:00:00 Parallels Between Tech Founders and Clinicians · 00:00:00 Mission-Driven Work and Dealing with Ambiguity · 00:00:00 Importance of Metrics and Feedback · 00:00:01 AI's Role in Reducing Documentation Time · 00:00:01 Human Elements in Tech and Healthcare · 00:00:01 Continuous Improvement and Selling Outcomes · 00:00:02 Data Interpretation and Context · 00:00:02 Advice on Trying and Failing More About Dr. Teixeira: Pedro Teixeira, MD, PhD, is the Co-founder and CEO of PredictionHealth, a Prompt company that is addressing one of healthcare's fundamental challenges: clinical documentation. Under his leadership since 2017, PredictionHealth developed an AI platform that delivers analytics to power better organizational performance and a documentation assistant that turns patient-provider conversations into compliant documentation so clinicians can focus more on patient care. Dr. Teixeira's expertise in biomedical informatics was honed during his time as an MD/PhD candidate at Vanderbilt University Medical Center, where he collaborated with leaders in biomedical informatics. Before this, he earned a Master's degree in Biomedical Informatics from Vanderbilt University and a Bachelor's degree in Biochemical Sciences and Computer Science from Harvard University. Driven by a mission to make it easy for clinicians to deliver the best care to every patient every time, Dr. Teixeira's work continues to bridge the gap between data science and clinical excellence. Resources from this Episode: Dr. Teixeira on LinkedIn Prompt Health Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy and Smart podcast, host Dr. Karen Litzy is joined by Liane Wood, RP, a seasoned entrepreneur and registered psychotherapist. They discuss the transition from clinician to CEO, focusing on the mindset and identity shifts required. Liane shares her journey from running insurance brokerages to becoming a psychotherapist and eventually helping others build thriving private practices. The conversation covers the importance of systems, niching, and value-based pricing, as well as overcoming perfectionism and burnout. Takeaways Transitioning from clinician to CEO requires significant mindset shifts. Building systems in practice saves time, energy, money, and stress. Niching helps therapists attract the right clients. Value-based pricing focuses on transformation rather than time. Overcoming perfectionism is crucial for business growth. Delegation is key to scaling a practice. Balancing working in and on the practice prevents burnout. Shifting from fear to excitement can drive business vision. Therapists can be both compassionate clinicians and confident business owners. Successful therapists integrate strategic planning into their practice. Chapters · 00:00:00 Introduction and Guest Introduction · 00:00:00 Liane's Journey from Insurance to Therapy · 00:00:00 The Importance of Systems and Niching · 00:00:00 Value-Based Pricing and Overcoming Perfectionism · 00:00:01 Balancing Practice Work and Preventing Burnout · 00:00:01 Leadership and Vision in Therapy · 00:00:01 Conclusion and Key Takeaways More About Liane: Liane Wood is a registered psychotherapist, private practice mentor, and the host of The Build Your Private Practice Podcast. With a background as the former CEO of an insurance brokerage, Liane brings a unique blend of business strategy and clinical insight to her work. She supports mental health therapists in building profitable, sustainable private practices that align with their lives—not just their caseloads. Through her podcast and programs, Liane helps therapists step confidently into the role of business owner, with clarity, integrity, and impact. Resources from this Episode: Build Your Private Practice Website Build Your Private Practice on Instagram Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

In this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Karen Litzy welcomes Dr. Nick Schmidt, a practicing physical therapist and founder of PT Assist and the Physical Therapy Project. Dr. Schmidt shares his journey from a pre-pharmacy student to a passionate advocate for innovative revenue streams in physical therapy. The conversation delves into the importance of cash-based services, the potential of retail sales in clinics, and the creation of a supportive community for physical therapists. Dr. Schmidt emphasizes the need for sustainable business practices and the role of physical therapists as musculoskeletal experts. Takeaways The transition from traditional to cash-based models can enhance revenue. Retail sales in clinics offer a viable revenue stream with the right products. Building a community among physical therapists fosters growth and innovation. Understanding the market and patient needs is crucial for success. Integrating new technologies requires careful consideration and planning. Consistency and passion are key to professional growth. Collaboration with other practice owners can provide valuable insights. The importance of aligning new revenue streams with clinic capabilities. The role of physical therapists as primary musculoskeletal care providers. The value of connecting with like-minded professionals in the field. Chapters [00:00] Introduction and Welcome · [02:15] Dr. Nick Schmidt's Background and Journey · [05:30] Exploring Cash-Based Services · [10:45] The Role of Retail Sales in Clinics · [15:20] Building the Physical Therapy Project Community · [20:00] Innovative Technologies and Their Implementation · [25:30] Challenges and Opportunities in Revenue Streams · [30:15] Advice for Practice Owners · [35:00] Closing Thoughts and Contact Information More About Dr. Schmidt: Nick Schmit is a practicing physical therapist and the founder of The PT Assist and The Physical Therapy Project community on Skool. Throughout his career, Nick has developed a deep passion for helping practice owners build sustainable businesses while reinforcing the role of physical therapists as the musculoskeletal experts. This passion led him to create The PT Assist, a platform that helps clinic owners successfully integrate retail sales into their practices. His newest venture, The Physical Therapy Project, is both a community and a resource hub for physical therapists exploring cash-based services and modalities such as dry needling, saunas, shockwave therapy, laser, retail offerings, wellness services, and more. The community provides guidance on what services are available, how they work, which might be the best fit for a clinic, and practical strategies to implement them smoothly and effectively. Nick grew up in central Minnesota, earned his bachelor's degree in Zoology from North Dakota State University, and went on to complete his Doctor of Physical Therapy at the University of Nebraska Medical Center in Omaha. He now lives in North Dakota with his wife and their growing family. Grounded by his faith and family, Nick is grateful for the many blessings in his life. His mission is to add as much value to the profession as possible and to connect with others who are boldly pursuing their dreams and passions. Resources from this Episode: Nick's email: [email protected] The Physical Therapy Project Website Nick on LinkedIn Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio