Built by Margin
Built by Margin
Podcast Description
Built by Margin is the financial strategy podcast that helps entrepreneurs demystify their finances, with practical strategies for cash flow, tax planning, and profitability — so you can keep more of what you earn. Hosted by Fractional CFO and Tax Strategist Laurie Chen, CPA, MBA, this podcast pulls back the curtain on the financial side of business, giving you the straight-talking guidance you need to grow smarter and scale with confidence.
Podcast Insights
Content Themes
The podcast explores essential financial strategies tailored for entrepreneurs, focusing on cash flow management, tax planning, profitability, and sustainable growth, with episodes discussing startup capital, balancing growth with profitability, and optimizing tax strategies.
Built by Margin is the podcast at the intersection of risk, numbers, and decision-making for founders, CEOs, and high performers. Hosted by CPA, fractional CFO, and author of the upcoming book Risk Worthy, Laurie Chen, CPA, MBA, the show explores how better decisions create better businesses, stronger leadership, and more meaningful long-term outcomes. From financial strategy and entrepreneurship to intelligent risk-taking and growth, each episode helps you think sharper and build with intention.
In episode 37 of Built by Margin, Laurie Chen speaks with Rafael Fernandes, Co-Founder and CEO of Compass Health, a membership-based healthcare company launching in Tampa, Florida. Rafael shares how his background in operations, supply chain, and large-scale corporate growth shaped his leap into entrepreneurship, and how the Duke Fuqua network helped him move from idea to execution.
Rafael explains the core problem Compass Health is solving: healthcare access is slow, fragmented, and difficult for patients to navigate. Compass Health was built around four major pain points — access, coordination, navigation, and trust — with a model designed to connect patients to best-in-class specialists within three to five business days while providing high-touch care coordination throughout the process.
The conversation also explores how AI is changing healthcare and startup operations. Rafael discusses how AI can make healthcare more personal by helping patients understand their own data, while still preserving the essential role of physicians in diagnosis, treatment, and trust.
QUOTES
- ”Success for Compass Health means ensuring patients get timely access to quality care.” – Rafael Fernandes
- ”If you're not well, your company is not well.” – Rafael Fernandes
- ”It was about creating these connections and these relationships that really made me understand what exactly it is that we could build.” – Rafael Fernandes
Laurie Chen
Instagram:https://www.instagram.com/lauriechencpamba/
LinkedIn:https://www.linkedin.com/in/lauriechen/
Risk Worthy:https://www.riskworthy.co/
Rafael Fernandes
Instagram: https://www.instagram.com/thecompasshealth/
LinkedIn: https://www.linkedin.com/in/rafaelfulton/
The Compass Health: https://www.thecompasshealth.com/our-team
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