Lauren Schoenfeld: The Financial Strategy Wellness Entrepreneurs Actually Need
Release Date: 09/11/2025
Pete Moore: The HALO Effect: Transforming Health and Lifestyle Industries
Healthy Wealthy & Smart
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 Takeaways The term 'wellness' is outdated and not serving the...
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Nikesh Patel, PT: Proactive Solutions for Fall Prevention
Healthy Wealthy & Smart
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 ...
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Rachel Burr: Navigating the Messy Middle of Leadership
Healthy Wealthy & Smart
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 ...
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Dr. Stephanie Weyrauch: PT: The MacGyver of Healthcare?
Healthy Wealthy & Smart
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...
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Dr. Eva Norman: How to Innovate and Diversify Your Therapy Practice
Healthy Wealthy & Smart
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...
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Amy-Lynn Taylor: Transforming Healthcare Practices with Jane App Solutions
Healthy Wealthy & Smart
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...
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Dr. Sara Tariq: Advocating for Holistic Patient Care
Healthy Wealthy & Smart
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....
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Pedro Teixeira, MD, PhD: From Startup to Scale: What Every Rehab Owner Can Learn from Tech
Healthy Wealthy & Smart
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...
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Liane Wood RP: The Therapist-to-CEO Mindset Shift
Healthy Wealthy & Smart
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...
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Dr. Nick Schmit: Exploring New Revenue Streams in Physical Therapy
Healthy Wealthy & Smart
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...
info_outlineIn this episode of the Healthy, Wealthy, and Smart Podcast, host Dr. Karen Litzy welcomes Lauren Schoenfeld, founder of Active Core Consulting, to discuss the importance of understanding finances in business. Lauren, a self-proclaimed numbers nerd, specializes in providing fractional CFO services, bookkeeping, and operational coaching for health and wellness entrepreneurs. The conversation kicks off with Lauren explaining what a fractional CFO is, using a relatable pizza analogy to illustrate the concept. Listeners will learn how to manage their finances more effectively, prioritize profit, and move away from the hustle culture as they navigate their entrepreneurial journeys. Tune in for valuable insights that can help transform your approach to business finances!
Time Stamps:
[00:01:21] Fractional CFO explained.
[00:07:06] Money goals for new businesses.
[00:09:46] Delayed rent negotiations for startups.
[00:12:56] Owner's salary importance in business.
[00:18:59] Subscription audit for entrepreneurs.
[00:24:04] Ability to generate income quickly.
[00:25:52] Limiting beliefs around money.
[00:29:29] Questioning limiting beliefs.
[00:34:10] Key Performance Indicators in Business.
[00:39:13] Churn and attrition rates.
[00:42:09] Enjoying the entrepreneurial journey.
More About Lauren:
Lauren Schoenfeld is the founder of Active Core Consulting, a one-stop shop for entrepreneurs in the health and wellness industry who need a fractional CFO, bookkeeping, sales, or operations coach. Lauren empowers CEO's to have confidence in their finances to put them in the driver's seat of their dream company. She’s a self-proclaimed numbers nerd and athlete who helps owners develop a financial plan and execute on the strategy that puts their profit first.
Lauren started at PricewaterhouseCoopers, where she learned the consulting framework. She then mastered the do’s and don'ts of scaling a rapidly growing company from her time at WeWork. At her final corporate job, Lauren helped Equinox Fitness Clubs grow from 80 to 105 locations, enter into new international markets, and incubated nine of the most well-known wellness-focused ventures, including Equinox Hotel, Precision Run Studios, and SoulCycle On-Demand. Her final corporate project was to consolidate SoulCycle and Blink Fitness back office into the Equinox processes and systems.
On a personal note, Lauren suffered from burnout working in the corporate world which led to developing a chronic illness. She has grown her business while healing her body through nontraditional modalities and is on a mission to end hustle culture for entrepreneurs!
Resources from this Episode:
Active Core Consulting Website
Active Core Consulting on Instagram
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Mention the code LITZY1MO for a free month
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