Most business owners are making six-figure decisions without a full playbook.

They have a CPA.

They have a financial advisor.

They have an attorney.

They have an insurance broker.

But none of them are calling the plays together.

In this episode, Misty digs into what happens when fragmented financial advice leads to unnecessary taxes, costly risk exposure, missed opportunities, and legacy plans that fall apart when life changes.

EJ Pipkin has spent over 20+ years advising high-net-worth families and business owners, plus 10 years serving as a Maryland State Senator. Today, he uses that experience to act as a true quarterback — coordinating wealth, tax, and legacy planning so business owners don’t drop the ball on the goal line of their financial future.

What you’ll learn:

• The most expensive mistake business owners make with their money
• How to prevent “wealth becoming a burden” after a business sale
• What a true financial quarterback does that advisors alone cannot
• Why coordinated advice protects both the deal and your legacy
• How clarity in wealth planning reduces stress and future regret

Who this episode is for:

Founders, business owners, executives, CFOs, and anyone planning a major financial transition in the next 3–5 years.

Links:

🔗 Subscribe → The Policy Playbook

💌 Join the newsletter → Play of the Week

🤝 Connect → LinkedIn

💻 Website → The Playbook Consulting Group

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If this episode helped you think differently about wealth strategy, follow The Policy Playbook and leave a review — it helps more leaders find the show.

Guest: EJ Pipkin, Founding Partner at Extra Mile Financial

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How do you grow a mission-driven healthcare organization to $78 million in revenue while serving thousands of families in their most vulnerable moments? You follow a leader who has done it for 40 years.

This week, Misty sits down with Linda Ward, one of the most respected voices in hospice, palliative, and home health care. Linda has led Gulfside Healthcare Services through statewide expansion, new care centers, and service innovations, all while fiercely protecting their culture, their people, and their purpose.

What you’ll learn:

• The strategy behind Gulfside’s recent Hillsborough + Pinellas expansion
• How to innovate in a highly regulated industry
• Why sustainable growth requires protecting people — not just margins
• The leadership philosophy that built a strong culture with 500+ employees
• How reputation becomes your most valuable asset in healthcare

Who this episode is for:

Healthcare executives, nonprofit leaders, policymakers, and any leader scaling in a regulated industry.

🎧 Listen to learn how to grow big without losing what made you great.

Subscribe & Review:

If Linda’s leadership inspired you, follow The Policy Playbook and leave a review — it helps more leaders find the show.

Guest: Linda Ward, President & CEO — Gulfside Healthcare Services

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This week on The Policy Playbook, we’re stepping off the field.

This episode isn’t about strategy, insurance, or what to fix next. It’s about pausing with intention during Christmas week, especially for leaders and high performers who spent the year carrying responsibility, making decisions, and holding things together.

If this year felt demanding in a quieter, more intentional way, this conversation is for you. Rest isn’t weakness. It’s part of how sustainable performance is built.

Straight talk and smart strategies will return in the new year.

For now, take the pause that allows you to finish strong

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