Shows
Grow Your Business and Grow Your WealthThe Hidden Power of Trust, Metrics & Social CapitalWhat does it really take to scale your business?
Host Gary Heldt sits down with Cliff Goins IV, co-founder of Scaleup—a startup launched within Amazon to help diverse-owned businesses grow into large enterprises.
With deep experience in fintech, asset management, and private equity, Cliff brings an unfiltered, strategy-first perspective to business growth.In this episode, Gary and Cliff unpack what holds businesses back from scaling—and it’s not just about capital. From delegation and systems to social capital and financial metrics, this is a masterclass in how to level up with purpose.Key Ta...2025-08-0632 min
Grow Your Business and Grow Your WealthEscape Debt & Build Lasting WealthWant to learn how to turn debt into wealth and achieve financial freedom? Discover alternative financial solutions and tax-efficient strategies with CFP, Mark Willis. In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Mark Willis, CFP and owner of Lake Growth Financial Services. Mark shares his incredible journey from struggling with student loan debt to becoming a financial expert who helps clients find more predictable and secure ways to reach their financial goals. Key Takeaways:
Mark's personal experience with overcoming six-figure student loan...2025-02-0723 min
Grow Your Business and Grow Your WealthMaximize Wealth with Financial Planning for ProfessionalsAre you a professional or small business owner feeling overwhelmed by your finances?In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Alvin Carlos, CFP®, CFA, Managing Partner of District Capital, a fee-only financial planning firm. They discuss the importance of a holistic approach to financial planning, focusing on tax efficiency, retirement planning, and debt management.Key Takeaways:→ Financial planning is not just about investments; it's about aligning your money with your values and goals. → Tax planning is crucial for maximizing wealth and should...2025-02-0526 min
Grow Your Business and Grow Your WealthRetirement Planning Insights & Innovations for Business OwnersAre you ready to revolutionize your retirement planning? This episode dives into actionable strategies business owners can use to optimize benefits and ensure a secure future.Intro:In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with James LaFleur, a senior plan advisor with Sentinel Group. James brings over 20 years of expertise in retirement planning, offering insights into innovative financial solutions and critical strategies for business owners to maximize their retirement plans.Key Takeaways:→ The importance of fiduciary responsibility in ma...2025-01-3130 min
Grow Your Business and Grow Your WealthMaster the Financial Side of DivorceDivorce can be a complex and emotionally charged process, especially when it comes to finances. In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Melissa Murphy Pavone, a Certified Financial Planner and Certified Divorce Financial Analyst. They discuss the common financial pitfalls of divorce, how to protect yourself financially, and the importance of financial communication in a relationship. Key Takeaways:→ Understand the tax implications of dividing different assets during a divorce. → Consider the impact of divorce on business ownership, including valuation...2025-01-2929 min
Grow Your Business and Grow Your WealthValue Investing and Real Estate Insights with Paul Gabrail of 'Everything Money'Are you looking to transform your financial future? Learn how Paul Gabrail applies Warren Buffett's principles to real estate and personal finance to build long-term wealth.In this episode, Gary Heldt sits down with Paul Gabrail, co-host of Everything Money, to discuss the art of value investing, building a successful real estate portfolio, and teaching financial literacy. Paul shares his journey from investing as a teenager to running a YouTube channel with over 278,000 subscribers, offering unconventional but effective strategies for financial success.Key Takeaways:➤ How...2025-01-1730 min
Grow Your Business and Grow Your WealthCertified Elder Law Insights: Asset Protection & PlanningAre you prepared to navigate the complexities of elder law and estate planning? Discover essential insights that could save your family from costly mistakes.SummaryIn this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Richard Miller, a highly respected Certified Elder Law Attorney. Richard dives into the critical aspects of elder law, including asset protection, Medicaid planning, and probate litigation. He shares practical advice, real-life stories, and strategies to help families make informed decisions while preserving dignity and financial stability.5 Key...2025-01-1537 min
Grow Your Business and Grow Your WealthUnlocking the Hidden Value of Life Insurance PoliciesDid you know that 90% of life insurance policies lapse or are surrendered, leaving untapped value behind? In this episode, discover how life settlements can unlock hidden wealth.Episode OverviewIn this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Adam Lippman, Executive Vice President of Sales and Marketing Operations at Lighthouse Life and Director of Consumer Insights for Harbor Life Settlements. With over 20 years in the life settlement industry, Adam shares insights into how policyholders can maximize the value of their life insurance policies...2025-01-1023 min
Grow Your Business and Grow Your WealthTax Diversification and Smart Financial Planning for 2025Are you unknowingly losing money through "financial termites"?In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Jude Wilson, founder of Centrist Financial Strategies. Jude shares his journey from corporate America to entrepreneurship, discusses the principles of comprehensive financial planning, and highlights critical strategies for tax efficiency and risk management.Key Takeaways: → Why comprehensive financial planning beats the transactional approach.→ Understanding "financial termites" and how to combat them.→ The importance of tax diversification and strategies for creating tax-fr...2025-01-0834 min
Grow Your Business and Grow Your WealthThe Message Master, Branding and Messaging ExpertWhat does it take to craft branding and messaging that truly stand out? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into impactful strategies with Glenn Rudin, The Message Master. Learn how to define your Unique Selling Proposition, create memorable elevator pitches, and build a brand that resonates with customers for long-term success.Key Takeaways:→ How to identify and articulate your Unique Selling Proposition (USP).→ The importance of clear, concise messaging in making lasting first impressions.→ Tips for creating a memorable elevator pitch...2025-01-0335 min
Grow Your Business and Grow Your WealthEntrepreneur's Guide to Scaling Business & Creating WealthWhat are the secrets to scaling your business and leading with impact? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt dives into these topics with Rebecca Macieira-Kaufmann, an accomplished business leader and author. Rebecca shares practical strategies for growth, hiring the right teams, and managing risks to achieve long-term success.Key Takeaways→ The importance of focus when scaling a business and avoiding distractions.→ Why hiring for both aptitude and attitude is key to building high-performing teams.→ Steps to identify and mitigate business risks effectively.→...2025-01-0122 min
Grow Your Business and Grow Your WealthMaximize Profits with Smart Tax MovesIn this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with Jacqueline Ryan, founder of Your Independent Financial Solutions. As a seasoned tax and business strategist, Jacqueline shares her journey as a "serial entrepreneur". She offers essential advice for entrepreneurs seeking to avoid financial pitfalls, maximize tax strategies, and ensure their businesses thrive.Key Takeaways→ Choose the right entity for your business: Understanding the differences between LLCs, S-Corps, and C-Corps can save you money and headaches.→ Track all financial activity: Use accounting software to monitor expe...2024-12-2729 min
Grow Your Business and Grow Your WealthBuilding Wealth Through RelationshipsIn this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Mario Zumbo, founder of Preserve Private Wealth. They discuss Mario's pivot from government contracting to wealth management, the importance of building meaningful client relationships, and his entrepreneurial insights for business owners.Are you ready to learn how to take control of your financial future and balance risk with stability?Tune in as Gary and Mario discuss personalized wealth management and actionable strategies for growing your business and wealth.Key...2024-12-2026 min
Grow Your Business and Grow Your WealthAvoiding Costly IT Blind SpotsIs your business unknowingly at risk due to IT blind spots? Discover how to protect your operations and leverage technology for growth in this must-listen episode!"In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into IT strategy with Jeff Roberts, founder and CEO of Innovation Vista. Jeff shares his expertise on pressing IT challenges small and medium-sized businesses face, including cybersecurity threats, blind spots in IT management, and leveraging AI for competitive advantages. With actionable insights and real-world examples, Jeff explains how businesses can secure their data, streamline...2024-12-1835 min
Grow Your Business and Grow Your WealthMaster Joint Ventures: Legal Insights→ What happens when you skip essential legal agreements in your business? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into the legal must-haves for entrepreneurs with Brian Meltzer, a partner at Saul Ewing LLP. Discover how to protect your assets, navigate joint ventures, and avoid legal nightmares.In this episode, Gary Heldt speaks with Brian Meltzer, a business attorney specializing in mergers, acquisitions, and joint ventures. They discuss the importance of operating agreements, what to include, and how to structure partnerships to avoid future disputes. Bri...2024-12-1330 min
Grow Your Business and Grow Your WealthSimplify Donations with Smart SolutionsWhat if donating to charity was as easy as tapping on your phone? Discover how Adam Nash and Daffy are making generosity simple and accessible for everyone.Summary:In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into a compelling conversation with Adam Nash, co-founder and CEO of Daffy. Adam shares how Daffy is redefining charitable giving by leveraging innovative technology and a membership-based model that works for everyone—from individuals donating $10 a week to high-net-worth donors. Learn how Daffy makes giving easier, more intentional, and impactful.2024-12-1131 min
Grow Your Business and Grow Your WealthNavigating Legal Pitfalls in BusinessIn this episode, host Gary Heldt speaks with Michael Mendelson, a partner at Outside GC, a unique virtual law firm. Michael shares his journey from mechanical engineering to law, explains the innovative business model of Outside GC, and offers actionable insights for small and medium-sized businesses. This conversation is packed with practical advice on managing legal risks, building trust with advisors, and navigating the complexities of modern business law.5 Key Takeaways:
The Unique Model of Outside GC:Outside GC is a virtual law firm specializing in business law for...2024-12-0636 min
Grow Your Business and Grow Your WealthTop Tax Mistakes Small Businesses Make & How to Avoid Them🎤 What are the top tax mistakes small business owners make, and how can you proactively avoid them?📝 In this episode, Gary Heldt interviews Tina Azarvand, the Managing Partner at Azarvand Tax Law. Tina shares insights into common tax mistakes small business owners make, strategies for proactive tax planning, and how her firm uniquely supports entrepreneurs by simplifying tax and legal processes. From payroll tax penalties to the importance of good record-keeping, Tina highlights actionable tips to help small businesses stay compliant and maximize their financial health....2024-12-0433 min
Grow Your Business and Grow Your Wealth5 Strategies to Protect Your Business and AssetsAre you truly prepared to protect your business from unexpected challenges?Today's episode with host Gary Heldt and guest attorney Rachel King explores essential legal and financial strategies for business owners, from assembling a professional support team to proactive planning and avoiding common pitfalls in business structuring and asset protection. Gain actionable advice on safeguarding business and personal assets, reducing stress, and preventing costly mistakes.Key Takeaways:✔ Build a Team of Professionals:Rely on a trusted attorney, CPA, and insurance agent to co...2024-11-2935 min
Grow Your Business and Grow Your WealthTax-Smart Strategies for Business Growth Are you confident your business is taking advantage of every tax break and staying audit-proof, or could you be leaving money on the table? In this episode, Gary Heldt welcomes Sherry Peel Jackson, a seasoned CPA, former IRS agent, and founder of SP Jackson Consulting, LLC. Sherry shares insights from her extensive experience in the tax and financial fields, focusing on strategies for small business owners to improve tax compliance, protect against audits, and maximize deductions. From record-keeping tips to tax-saving methods like hiring family members, Sherry offers practical advice that empowers entrepreneurs to ach...2024-11-2737 min
Grow Your Business and Grow Your WealthSmart Hiring Strategies for Small BusinessesStruggling to find the right talent for your business? Discover hiring secrets from Steven Rothberg, founder of College Recruiter, as he shares innovative strategies to attract and retain top early-career candidates, streamline your recruitment process, and make smarter hiring decisions for long-term success. In this insightful episode, Gary Heldt speaks with Steven Rothberg, founder of College Recruiter, a niche job search site connecting employers with candidates with zero to five years of experience. Steven shares the journey of College Recruiter from its beginnings as a print publication to becoming an online job board that e...2024-11-2240 min
Grow Your Business and Grow Your WealthWhy Small Businesses Choose Tech-Driven Tax ServicesAre you tired of the high costs and inefficiencies of traditional accounting services? Discover how Dr. Ryan Moriarty is leveraging technology to revolutionize bookkeeping and tax preparation for entrepreneurs.In this episode, Gary Heldt interviews Dr. Ryan Moriarty, President of Done For You Tax, a company that offers cutting-edge tax and bookkeeping services at a fraction of the traditional cost. With a background in Computer Science, Ryan brings a unique tech-savvy approach to financial management. Learn how his company empowers small business owners by simplifying the bookkeeping process, reducing costs, and offering innovative tax...2024-11-2029 min
Grow Your Business and Grow Your WealthBalancing Legacy and Innovation in BusinessHow do you balance the legacy of a family business while embracing innovation and new trends? Rustin Yasavolian, a second-generation owner of Masina Diamonds, shares his journey in running a family-owned jewelry business and the challenges of taking over from his father.In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Rustin Yasavolian, who took over Masina Diamonds, a business his parents started in 1984. Rustin talks about the challenges of succeeding in a family business, how he balances honoring his father's legacy with introducing modern innovations like technology and s...2024-11-1527 min
Grow Your Business and Grow Your WealthBoost Business Growth with Tailored Tech Solutions and AIAre you ready to scale your business with cutting-edge technology? Discover how Ingennicom helps businesses streamline operations and future-proof their growth.In this episode, Gary Heldt interviews Maureen Edwards, the founder and CEO of Ingennicom. Maureen shares her insights on how businesses can scale effectively by leveraging technology solutions, such as AI, to enhance efficiency and operations. With over 12 years of experience, Maureen discusses how Ingennicom empowers companies to overcome challenges associated with growth by providing tailored technology strategies. She also introduces Ingennicom's new AI Empowerment Solutions division. She addresses the common fear that...2024-11-1330 min
Grow Your Business and Grow Your WealthTop Legal Pitfalls for BusinessesIs your business legally prepared for success? Find out the essential steps to protect your business from common legal mistakes.In this insightful episode, Gary Heldt interviews Hillary Johns, managing partner of Hillary Johns Trial Lawyers, with offices in Beverly Hills, the Bay Area, and New York City. With over 100 civil trial cases under her belt, Hillary shares her extensive knowledge in business law, intellectual property, defamation, media law, and employment law. She emphasizes the importance of regularly reviewing business contracts, having proper insurance, and ensuring compliance with evolving regulations. Hillary also discusses how...2024-11-0833 min
Grow Your Business and Grow Your WealthMaximize Retirement with Smart Financial Planning StrategiesAre you relying on your business as your sole retirement plan? Discover why diversification is critical to financial security and how to build a wealth strategy that works beyond your company.In this episode, host Gary Heldt interviews Jake Falcon, founder of Falcon Wealth Advisors. Jake discusses the importance of financial planning for business owners, especially those nearing retirement. He shares insights on why it’s risky for business owners to rely solely on selling their business as their retirement strategy and highlights the value of diversifying wealth early on. Jake al...2024-11-0633 min
Grow Your Business and Grow Your WealthBuild and Protect Generational WealthHave you ever wondered what it takes to manage family wealth across generations? This week, on Grow Your Business & Grow Your Wealth, host Gary Heldt and guest Elliot Kallen, CEO of Prosperity Financial Group, will discuss the strategies behind creating and sustaining generational wealth.Elliot Kallen, the CEO of Prosperity Financial Group, shares his journey from entrepreneurship to wealth management. With a strong focus on family wealth, Elliot discusses the challenges of business succession, financial literacy, and ensuring the next generation is prepared to inherit and grow family wealth. 2024-10-3031 min
Grow Your Business and Grow Your WealthTransforming Tech Leadership: Holistic Growth for CEOsAre you ready to discover how holistic coaching can transform not just your business, but every aspect of your life?In this episode, Gary Heldt sits down with Charles Rose, an executive coach with over 25 years of experience. Charles shares his journey from software developer and business owner to becoming a transformative coach who focuses on the holistic development of tech CEOs and leaders. He highlights the importance of addressing seven key areas of life—physical, mental, spiritual, emotional, financial, relationships, and career—to achieve sustainable personal and professional growth. Charles emphasizes the power of s...2024-10-2336 min
Grow Your Business and Grow Your WealthProtecting Wealth Through Strategic PlanningHow can effective trust and estate planning secure your business and personal assets for future generations?In this episode, Gary Heldt sits down with Regine Francois Williams, founder and Managing Partner of Francois Williams Legal LLC, to dive deep into the complexities of trust and estate planning. Regine discusses the importance of estate planning, debunks myths surrounding trusts, and shares valuable insights on business succession. From tax implications to incapacitation planning, this episode provides a wealth of knowledge for business owners who want to protect their assets and ensure a smooth transition for their...2024-10-1635 min
Grow Your Business and Grow Your WealthMaster Government Contract Bidding SecretsAre you navigating the complexities of government contracts and procurement? Discover key legal strategies and insights from procurement law expert Barry Gogel!In this episode, host Gary Heldt sits down with Barry Gogel, an attorney at Rifkin Weiner Livingston, LLC, who specializes in government procurement litigation. Barry shares his transition from teaching to law, offering valuable advice for businesses looking to engage in government contracting. He also discusses the importance of a transparent procurement process, bid protests, and the common mistakes businesses make when bidding for government contracts.2024-10-0226 min
Grow Your Business and Grow Your WealthVice President of Marketing at First Choice Debt SolutionsAre you a business owner struggling to manage overwhelming debt and keep your business afloat? What if there was a way to tackle your financial burdens while protecting your assets?In this episode, Gary Heldt sits down with Ralph Tommaso, Vice President of Marketing at First Choice Debt Solutions, to explore the intricate world of business debt management. Ralph shares his journey from facing financial ruin to becoming an expert in debt solutions. Together, they discuss actionable strategies for business owners to navigate debt, avoid common mistakes, and protect their assets. If you’re de...2024-09-2532 min
Grow Your Business and Grow Your WealthMaximizing Returns in Commercial Real EstateAre you ready to explore how commercial real estate and intelligent investing strategies can fuel your business growth?In this episode, Gary Heldt interviews Nic DeAngelo, CEO and Founder of Saint Investment Group, about commercial real estate, investment strategies, and adapting to today’s market. Nic shares his journey, starting in real estate during the Great Recession, and how he developed successful investment strategies despite the odds. Learn how commercial real estate can become a long-term asset and a reliable source of passive income.✅ Key Takeaways2024-09-1826 min
Grow Your Business and Grow Your WealthPreferred Equity Strategies UnveiledAre you ready to learn how to make smart investment decisions in today's challenging real estate market?In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt speaks with Darin Davis, the principal at Club Capital, about navigating the complexities of real estate investing. Darin shares his journey from working in tech sales to becoming a successful investor, providing insights into preferred equity and how it can be a strategic option for new and seasoned investors. He discusses the importance of understanding market data, avoiding emotional investment decisions, and seizing upcoming...2024-09-1127 min
Grow Your Business and Grow Your WealthSpin-Out Ventures: From Employee to EntrepreneurHow do successful entrepreneurs transform their corporate experiences into thriving independent ventures? Learn from Sepideh Yeganegi's insights on the benefits of spin-out ventures!📖 In this episode, Gary Heldt welcomes Sepideh Yeganegi, an Associate Professor in Strategic Management and co-author of "Spin-Out Ventures." Sepideh shares her expertise on spin-out ventures, where former employees of established companies leverage their acquired skills and knowledge to create new businesses. She discusses the misconceptions around entrepreneurship, emphasizing that many successful businesses originate from spin-outs rather than garages. Sepideh also provides valuable advice on maintaining a positive relationship with parent fir...2024-09-0426 min
Grow Your Business and Grow Your WealthIs Your Business Ready for Sale?🎙️Is your business ready for sale, or are you just owning a job? Discover the secrets to making your business genuinely saleable!📋In this insightful episode of Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with Richard Phillips, the founder and senior partner at Crossroads Capital. Richard shares his unique approach to helping businesses prepare for sale, emphasizing the importance of understanding your company's value, preparing for diligence, and institutionalizing your operations to make your business more attractive to buyers. Whether you're a small business owner or looking to scale, this conversa...2024-08-2118 min
Grow Your Business and Grow Your WealthMastering Diversity in Small Business Recruitment❓ :How can small businesses effectively address diversity gaps in their recruiting process?📝 In this insightful episode, Gary Heldt interviews Pamela McElvane, the founder and CEO of Diversity MBA Media, about the challenges and opportunities small businesses face in creating diverse and inclusive work environments. Pamela shares her journey from corporate America to entrepreneurship and provides practical advice for small business owners looking to diversify their workforce. She emphasizes the importance of intentionality in hiring practices, leveraging resources, and the role of leadership in fostering diversity. Pamela also discusses her latest projects, including her books and t...2024-08-1433 min
Grow Your Business and Grow Your WealthEnhance Business Growth with Proven Financial Strategies Ever wondered what it takes to transform a struggling business into a thriving success story?📜This week, Gary Heldt interviews John Macielag, the president and founder of All Seasons Capital & Advisory. John shares his journey into finance, beginning with his early days at Merrill Lynch. He discusses his passion for helping people achieve business success and financial stability. The conversation covers common financial planning mistakes, effective cash flow and payroll management, and the importance of truly understanding clients.💡 Key Takeaways:➡️ Taking action is crucial to overcom...2024-08-0723 min
Grow Your Business and Grow Your WealthStrategic Entrepreneurial AlignmentEver wonder how a design background can lead to building a multimillion-dollar international company and a framework for coaching high-performing entrepreneurs? Join us on today's episode of Grow Your Business & Grow Your Wealth as we explore Katie Richardson's unique journey and insights. Host Gary Heldt interviews guest Katie Richardson, a successful entrepreneur and business coach, who shares her fascinating journey from studying design to building a multimillion-dollar international company. Katie discusses the power of design thinking in problem-solving and creating solutions, highlighting how her unique approach sets her apart from the competition. She emphasizes...2024-07-3135 min
Grow Your Business and Grow Your Wealthfrom CIA Agent to Successful EntrepreneurAre you ready to discover the secrets of transitioning from a high-stakes CIA career to successful entrepreneurship?🔍In this episode of "Grow Your Business & Grow Your Wealth," Gary Heldt interviews Rupal Patel, former CIA officer turned successful entrepreneur and author of "CIA to CEO." Rupal shares her journey from the structured environment of the CIA to the dynamic world of business ownership. She discusses the influence of her parents' teachings on financial independence and the importance of humility, confidence, and building value-aligned teams. Rupal emphasizes the significance of recognizing the multifaceted talents of employees to...2024-07-2428 min
Grow Your Business and Grow Your WealthRetirement Readiness: Key Advice for a Secure Future🚀 Are you prepared for the journey back down the mountain of life as you approach retirement? Discover the crucial steps to secure your financial future with insights from an expert.🎙️ In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt welcomes Aaron Cirksena, the founder and CEO of MDRN Capital. Aaron shares his extensive experience in the financial advising space, discussing the transition from working at a significant financial institution to founding his independent advisory firm. The conversation delves into the intricacies of retirement planning, emphasizing the importance of distribution planning, the diff...2024-07-1725 min
Grow Your Business and Grow Your WealthTurning Failures into SuccessEver wondered how to turn failures into stepping stones for success? Join us as Damion Lupo shares his journey of building over 70 companies and the lessons learned. 📈In this episode, Gary Heldt sits down with Damion Lupo, a seasoned entrepreneur who has started and run over 70 companies in the past 30 years. Damion shares his unique insights into the importance of relationships in business, the value of the human touch, and the necessity of understanding and managing financials. He emphasizes learning from failures, the power of mentorship, and the critical role of focus in achieving bus...2024-07-1037 min
Grow Your Business and Grow Your WealthCelebrating 200 EpisodesHave you ever wondered what it takes to pivot from an aspiring FBI agent to a successful tax coach and business consultant? In this milestone 200th episode, the tables turn as Bruce Corris, President of Market Domination LLC, interviews Gary Heldt, the man behind the mic.In this special 200th episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt becomes the interviewee as Bruce Corris takes the reins. Gary shares his unique career journey, beginning with his dreams of joining the FBI, which led him to pursue an accounting degree...2024-06-1935 min
Grow Your Business and Grow Your WealthMickie KennedyEver wondered how to make your press releases stand out and gain media attention? Mickie Kennedy, founder of eReleases, shares his expert insights and innovative strategies to revolutionize your approach to press releases.In this episode, Gary Heldt interviews Mickie Kennedy, founder and president of eReleases. Mickie shares his journey from a creative writing background to establishing a successful press release distribution company. He discusses the evolving landscape of press releases, emphasizing the importance of data-driven content, engaging local media, and utilizing contrarian messaging to stand out. Mickie also highlights the significance of visual...2024-05-2926 min
Grow Your Business and Grow Your WealthScott Reib🎙️ Ever wondered how to bulletproof your business legally? In this episode of Grow Your Business & Grow Your Wealth with host Gary Heldt, we dive deep with guest Scott Reib, a seasoned legal professional. Scott shares his journey from a young legal enthusiast to becoming an advocate for having a business lawyer, akin to maintaining one's health with a trainer. He emphasizes the importance of building a shatterproof business foundation with the right advisors and legal documentation to prevent disputes, protect intellectual property, and ensure law compliance.This episode is a treasure trove of insights for entrepreneurs seeking to na...2024-03-0630 min
Grow Your Business and Grow Your WealthRichard WagnerHow can small businesses leverage government contracting to scale and succeed?In this enlightening episode of "Grow Your Business & Grow Your Wealth with Gary Heldt," guest Richard Wagner, CEO of RWCO, brings over 25 years of expertise, discussing the intricacies of government contracts for small businesses. Wagner sheds light on the essential steps for eligibility, the importance of a genuine self-assessment, and strategies for building credibility in this competitive space. The conversation navigates the significance of staying updated with evolving regulations, mastering procurement rules, and optimizing proposal reviews to enhance success rates.Key Takeaways:➡️ Regi...2024-02-2823 min
Grow Your Business and Grow Your WealthKristyn Webb🎣 Are you protecting your intellectual property? Learn how to safeguard your ideas and innovations with expert advice from Kristyn Webb, an intellectual property law specialist.📝 In this episode, Gary Heldt interviews Kristyn Webb, a Fishman Stewart law firm associate. Kristyn shares her journey into intellectual property law and discusses the importance of protecting intellectual property in the age of AI. She highlights the challenges and opportunities in patent and copyright protection for AI-generated content. Kristyn also emphasizes the need for businesses to conduct IP audits and offers insights on leveraging intellectual property assets...2024-02-2134 min
Grow Your Business and Grow Your WealthWayne ZellHow can entrepreneurs ensure a smooth and profitable exit from their business? Host Gary Heldt sits down with guest Wayne Zell, a seasoned lawyer and CPA who shares invaluable estate and business planning insights. He highlights the critical nature of early exit planning.Wayne Zell brings over four decades of experience in tax accounting and law, focusing on estate and business planning. He stresses the importance of entrepreneurs having a comprehensive exit plan, advising on working "on" the business, not just "in" it, and the significance of assembling a professional guidance team. Zell discusses...2024-02-1431 min
Grow Your Business and Grow Your WealthSheila SlickWhat does it take to thrive in the ever-evolving world of manufacturing and technology? Discover the power of adaptability and continuous learning in entrepreneurship.Join Gary Heldt as he explores the dynamic entrepreneurial journey of Sheila Slick, a fourth-generation entrepreneur with a diverse background in manufacturing and technology. From her beginnings in a family business in Miami to her adventures in Nicaragua and the tech world, Sheila shares invaluable insights into adaptability, seizing opportunities, and the importance of continuous learning in business success.Key Takeaways:💼 Seizing Opportunities: Sheila's journey underlines the...2024-01-3131 min
Grow Your Business and Grow Your WealthRobbie Baxter👜 Discover how subscription models can revolutionize customer loyalty and business growth. Gary Heldt, host of Grow Your Business & Grow Your Wealth, speaks with guest Robbie Baxter, a leading expert in subscription models with over 20 years of experience, including work with Netflix. Known for her deep understanding of membership and subscription models, authoring several books on the topic.Key Takeaways:👜 Subscription models benefit various industries, fostering long-term customer relationships.👜 Baxter highlights viewing customers as members, integrating subscriptions into business culture.👜 Discusses challenges in transitioning to subscription models and designing effective subscriptions.👜 Robbie s...2024-01-2432 min
Grow Your Business and Grow Your WealthKristen RagusinAre you ready to dive into the world of investments and financial empowerment? Join host Gary Heldt as he explores the fascinating journey of Kristen Ragusin, Senior Vice President of Investments at Raymond James. In this captivating episode, we uncover the keys to financial success and understanding the complexities of the monetary system.Kristen's journey into the investment industry began at a young age, learning from her father about market concepts. Her passion for empowering individuals with financial knowledge and helping them build strong financial futures is evident throughout the conversation.Key...2024-01-0333 min
Grow Your Business and Grow Your WealthStephen SpeerAre you ready to unlock the secrets of successful business acquisitions in the e-commerce era? Tune in as we explore innovative financing strategies with industry expert Stephen Speer!📝 Episode Summary:In this enlightening episode, Gary Heldt is joined by guest Stephen Speer, a finance veteran and eCommerce Lending CEO specializing in business acquisition financing. Speer shares his insights on the complexities of the acquisition process, the shortcomings of traditional banking, and the wealth creation potential in e-commerce. With over 30 years of experience, Speer's approach at eCommerce Lending involves a personalized, client-centric strategy aim...2023-12-2722 min
Grow Your Business and Grow Your WealthEpisode 174: Amy GowanWhat does it take to drive economic growth and support businesses in a dynamic county like Anne Arundel? Welcome to the Grow Your Business & Grow Your Wealth podcast with your host, Gary Heldt. In this enlightening episode, guest Amy Gowan, the dynamic President and CEO of Anne Arundel Economic Development Corporation. Amy shares her insights on the corporation's vital role in fostering economic development and supporting the business community in Anne Arundel County.Amy Gowan leads the Anne Arundel Economic Development Corporation, focusing on various critical business services, including financing, site selection, research, permitting, workforce d...2023-12-2023 min
Grow Your Business and Grow Your WealthEpisode 170: Thanksgiving Message For All Business OwnersGary Heldt, the host of the ‘Grow Your Business & Grow Your Wealth’ podcast, has a special message for all his listeners. 🎙️🎧As the holiday season approaches, Gary wants to take a moment to reflect on the past year and extend his heartfelt thanks to everyone who has been a part of this journey. 🙏The podcast has hosted various guests this past year, sharing their insights and experiences. 🎙️👥 Each episode has been a journey of learning and growth. 🌱Gary thanks the dedicated listeners, especially the small business owners, for...2023-12-1204 min
Grow Your Business and Grow Your WealthEpisode 170: Thanksgiving Message For All Business OwnersGary Heldt, the host of the ‘Grow Your Business & Grow Your Wealth’ podcast, has a special message for all his listeners. 🎙️🎧As the holiday season approaches, Gary wants to take a moment to reflect on the past year and extend his heartfelt thanks to everyone who has been a part of this journey. 🙏The podcast has hosted various guests this past year, sharing their insights and experiences. 🎙️👥 Each episode has been a journey of learning and growth. 🌱Gary thanks the dedicated listeners, especially the small business owners, for...2023-12-1204 min
Grow Your Business and Grow Your WealthEpisode 172: Bob LloydHave you ever wondered how businesses effectively manage risks to safeguard their success?In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt and guest Bob Lloyd, a seasoned attorney and insurance agent, delve into the crucial world of comprehensive risk management in business. Bob emphasizes the importance of identifying, assessing, and managing risks intelligently, going beyond insurance to make informed decisions that can protect a business's future.Key Takeaways:✅ Comprehensive Risk Management:Comprehensive risk management is essential for businesses, involving identifying, assessing, and strategically handling potential risks....2023-12-0636 min
Grow Your Business and Grow Your WealthChristopher Barber [Replay] How can small businesses revolutionize their IT support and cybersecurity? Episode 170 Replay of the Grow Your Business and Grow Your Wealth podcast, featuring host Gary Heldt, delves into this question with guest Christopher Barber. As the founder, CEO, and Chief Nerd at Cheaper Than A Geek®, Christopher Barber brings an innovative approach to IT services, catering to small businesses, particularly those with 1-10 employees.Cheaper Than A Geek® stands out for its exceptional customer service, earning more awards in this area than any other IT provider in the DC, MD, and VA region. Barber is not...2023-11-2828 min
Grow Your Business and Grow Your WealthCasey Mauldin📢 How do your financial partners influence your journey toward prosperity? Uncover the strategic edge credit unions provide as Casey Mauldin from Jovia Financial Credit Union joins host Gary Heldt on the Grow Your Business & Grow Your Wealth podcast.Guest Bio: Casey Mauldin is the Chief Revenue Officer and Chief Lending Officer at Jovia Financial Credit Union. With over a quarter-century of industry experience, Casey's expertise lies in enhancing the financial growth of individuals and businesses through tailored banking solutions. In this episode, we're diving deep with Casey Mauldin of Jovia Financial Credit Union into how the...2023-11-0826 min
Grow Your Business and Grow Your WealthGreg Mohr🤔 Ever wondered how to transition from a regular job to being a successful franchise business owner?🎙️ In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt interviews Greg Mohr, the founder of Franchise Maven. From starting at Taco Bell to becoming a leading expert in the franchise world, Greg’s journey is truly inspiring.Greg shares his inspiring journey from working at Taco Bell to becoming a successful franchise consultant. He provides valuable insights into matching individuals with suitable franchises, emphasizing the importance of financial readiness and a deep understanding of the business.2023-10-2534 min
Grow Your Business and Grow Your WealthJessica WeaverHow can women be more proactive and informed about their finances, especially during life-changing events like divorce? On episode 165 of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with guest Jessica Weaver, the founder of the Women's Wealth Boutique, who delves deep into this topic, emphasizing the significant emotional toll financial challenges can take. She stresses the importance of women seeking assistance from therapists, divorce coaches, and financial experts.Key Takeaways: ✅ Women must be proactive and informed about their finances, especially during challenging times like divorce. ✅ There's a significant emotional component to fin...2023-10-1831 min
Grow Your Business and Grow Your WealthMaria OlsenAre you a business owner looking to protect your interests and grow wealth? In this episode of the "Grow Your Business & Grow Your Wealth" podcast, host Gary Heldt engages in a captivating conversation with special guest Maria Leonard Olson, a commercial litigation attorney. Maria offers invaluable insights into the world of written contracts and commercial litigation.✅ Protect Your Business: Maria emphasizes the importance of written agreements for safeguarding your business interests. She cautions against relying solely on oral contracts, which can lead to costly litigation.✅ Arbitration's Advantages: Maria explains the...2023-10-0426 min
Grow Your Business and Grow Your WealthVimari RomanHave you ever felt like your inner saboteurs are holding you back from achieving your full potential in your career and personal life? Today's guest on Grow Your Business & Grow Your Wealth with host Gary Heldt is Vimari Roman, to show you how to conquer those inner obstacles and unlock a path to growing your business and wealth like never before. Stay tuned for a transformative conversation that could change how you approach success. 🚀In this episode, Gary Heldt sits down with Vimari Roman, the founder of Be Productive Coaching. Vimari is a certified Positive Intelligence coach who...2023-09-2734 min
Grow Your Business and Grow Your WealthJeff HockettEver wondered about the most common tax mistakes real estate professionals make? Or how having a home office could benefit your tax returns?" Dive into the latest episode of "Grow Your Business & Grow Your Wealth" with host Gary Heldt, and uncover these mysteries with guest Jeff Hockett, owner of Hockett Tax and Payroll Services. Jeff's rise from doing taxes for friends to establishing a flourishing property management company is remarkable. Key takeaways from show: ➡️ Tax Blunders in Real Estate: Jeff opened up about the pitfalls of real estate agents venturing into tax territories solo an...2023-09-2036 min
Grow Your Business and Grow Your WealthRoy Kowarski🎙️ Welcome to the Grow Your Business & Grow Your Wealth podcast. In this episode, your host, Gary Heldt, is joined by Roy Kowarski, the founder of Out There Branding. Together, they explore the fascinating world of marketing and branding. 🌟During their conversation, Roy shares his expertise and provides valuable insights into the art of effective branding. He emphasizes the importance of understanding your target audience and tailoring your branding efforts to resonate with them. Doing so can create a strong connection and build brand loyalty. 👉 The Power of Purpose: Roy's passion for positively impacting people's liv...2023-09-1329 min
Grow Your Business and Grow Your WealthEpisode 159: Tom DalyWant to up your sales game and understand today's hiring challenges? Get the insights fromTom Daly, guest on the "Grow Your Business & Grow Your Wealth" podcast with host Gary Heldt.Tom Daly serves as a fractional Chief Revenue Officer at Sales Xceleration. With a strong sales strategy and management background, Tom provides valuable insights into sales metrics and processes and what drives revenue growth strategies. His expertise also spans comprehensive sales analyses and the evolution of client behaviors.In his conversation with Gary Heldt, Tom discusses...2023-09-0630 min
Grow Your Business and Grow Your WealthCesar QuinteroShow: Grow Your Business & Grow Your Wealth with Gary Heldt and guest Cesar Quintero is an author, coach, mentor, and serial entrepreneur. With a passion for business and a drive for success, Cesar has built multiple successful companies and helped countless individuals achieve their goals. He is the founder of Fit to Go, a food industry company, and the author of "The Profit Recipe," a book that provides valuable insights into business fundamentals.In this episode, Cesar shares his journey into the business world, starting with his first venture, Fit to Go, i...2023-08-3031 min
Grow Your Business and Grow Your WealthLeslie GiscombeTitle: Grow Your Business & Grow Your Wealth Podcast with Host Gary Heldt and Guest Leslie Giscombe, the founder and CEO of the African American Entrepreneurs Association. Leslie emphasizes the significance of knowledge and information in running a successful business and sheds light on the high attrition rate of African American businesses due to a lack of resources and education. He also explains how his organization collaborates with partners to provide virtual workshops and educational programs, encouraging listeners to get involved. Additionally, Leslie touches upon the importance of adaptability, the impact of technology on small businesses, an...2023-08-2340 min
Grow Your Business and Grow Your WealthEpisode 156: Glenn PoulosIn episode 156 of Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with Glenn Poulos, founder, vice president, and general manager of Gap Wireless Inc. With a strong background in sales, Glenn has successfully started and sold multiple businesses throughout his career. His passion for sales shines through as he emphasizes the importance of building strong customer relationships.In this episode, Glenn shares his insights on sales and offers valuable tips for building a successful career. He discusses his book, "Never Sit in the Lobby," which provides practical advice for sales professionals. 2023-08-1632 min
Grow Your Business and Grow Your WealthJohn CreekmurReady to learn the concept of a true wealth plan and why you should align financial decisions with values and goals? On episode 155 of Grow Your Business & Grow Your Wealth, my guest is John Creekmur. John shares how his interest in finance began in high school and how a chance encounter with a local business owner changed his perspective on pursuing a career in the financial industry. They then dive into the concept of a true wealth plan, where John explains the importance of aligning financial decisions with clients' values and goals. John Creekmur founded Creekmur Wealth Ad...2023-08-0925 min
Grow Your Business and Grow Your WealthAndrei Mincov, founder of TrademarkFactoryDiscover how trademarks can be your business's ultimate armor! In this episode, host Gary Heldt interviews Andrei Mincov, founder of TrademarkFactory, who shares invaluable insights on the importance of trademarking your brand. From legal protection to building assets, find out how trademarks can help you grow your business and safeguard your dreams. Take advantage of this empowering conversation that could transform how you approach brand protection and trademark registration!🗝 Key takeaways include:✅ Trademarking is essential to protect your brand and prevent potential infringement. ✅ TrademarkFactory differen...2023-08-0234 min
Grow Your Business and Grow Your WealthPhilippe Bouissou🌱 Ready to take your business and wealth to new heights? Join host Gary Heldt on this episode of "Grow Your Business & Grow Your Wealth" as he sits down with special guest Philippe Bouissou to discuss strategies for success. 🌟In this episode, Gary welcomes Philippe Bouissou, a seasoned entrepreneur and business strategist, to share his insights on how to grow your business and increase your wealth. Philippe brings a wealth of knowledge and experience, making this episode a must-listen for any aspiring entrepreneur or business owner. 🎙️💼✅ One of the key takeaw...2023-07-2626 min
Grow Your Business and Grow Your WealthPamela StarrAre you struggling to keep up with the ever-changing world of marketing? Gary Heldt speaks with small business marketing expert Pamela Starr in this engaging podcast episode.Pamela Starr is a leading authority on small business marketing, a professional trainer for Grow with Google, and the former Director of Training for Constant Contact. A sought-after keynote speaker, Pamela helps people achieve more measurable and profitable results from their digital and offline communication programs. In her training, she delivers real-world tools and strategies that drive stellar results. Pamela has dedicated her entire career to hel...2023-07-1932 min
Grow Your Business and Grow Your WealthDominique Molina, co-founder and president of the American Institute of Certified Tax PlannersIn episode 151 of Grow Your Business & Grow Your Wealth with host Gary Heldt, the guest is Dominique Molina, co-founder and president of the American Institute of Certified Tax Planners, to discuss the most valuable lesson in tax planning. Dominique emphasizes the importance of proactive planning, implementation, and maintenance in tax planning. She also highlights the difference between tax planning and tax preparation and the need for a qualified tax planner to provide a customized tax plan. Listen in as Dominique debunks common misconceptions about tax planning and provides valuable insights on legally writing off travel expenses through a business.2023-07-1247 min
Grow Your Business and Grow Your WealthMarcia Mantell🎙️ Episode 150 of the Grow Your Business & Grow Your Wealth podcast with host Gary Heldt features guest Marcia Mantell, an expert in retirement planning and author of several books, including "What’s the Deal with Retirement Planning for Women" and "What’s the Deal with Social Security for Women." She also owns Mantell Retirement Consulting, Inc., a retirement education and marketing communications firm based in Plymouth, MA. Mantell shares her wisdom on retirement planning in this episode, particularly for the Baby Boomer generation and women.📚 Marcia Mantell's books focus on providing retirement guidance for women and cover topics such as reti...2023-07-0533 min
Grow Your Business and Grow Your WealthDr. James RodgersOn episode 149 of the "Grow Your Business & Grow Your Wealth" podcast, host Gary Heldt interviews Dr. James Rodgers, an expert in diversity management. They delve into the significance of diversity and inclusion in the workplace and how it can positively impact businesses.🌍 Key Takeaways:1️⃣ Diversity beyond race and gender: Dr. Rodgers emphasizes that diversity encompasses all dimensions of differences and similarities, contributing to better results, creativity, and innovation in organizations. 2️⃣ Managing diversity for small businesses: Small business owners can benefit from Dr. Rodgers' platform, which helps individuals develop the...2023-06-2839 min
Grow Your Business and Grow Your WealthBryan M. KudernaIn episode 148 of the Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Bryan Kuderna, founder of the Kuderna Financial Team, discussing financial planning and investment. With years of experience in the field, Bryan is passionate about helping individuals and businesses achieve their financial goals. He is a renowned speaker, author, and advisor known for his personalized financial planning strategies expertise. Bryan's insights and real-life experiences make him a sought-after guest on various podcasts and speaking engagements. Bryan shares his journey and emphasizes the importance of passion in financial planning. The conversation covers making wise investment d...2023-06-2136 min
Grow Your Business and Grow Your WealthRandy Sadler, Principal and CMO at CIC ServicesOn Episode 147 of the Grow Your Business & Grow Your Wealth with host Gary Heldt, Randy Sadler, Principal and CMO at CIC Services, joins as a guest to discuss captive insurance and debunk some of its myths. Randy has been a marketing and communications professional since 2007 and has worked with various companies such as Procter & Gamble, Pfizer Pharmaceuticals, and Jewelry Television. He now leads Marketing and Client Empowerment for CIC Services, LLC. Randy's background in risk management, real estate investment, and entrepreneurial ventures has helped him parallel well with captive insurance.🎧 During the podca...2023-06-1427 min
Grow Your Business and Grow Your WealthAshley Tison, Esq. - Founder of OZPros, the leading Opportunity Zone consultancyIn this replay of the Grow Your Business and Grow Your Wealth podcast, host Gary Heldt welcomes Ashley Tison, Esq., the founder of OZPros, a prominent Opportunity Zone consultancy. Ashley is a highly regarded consultant and attorney specializing in Opportunity Zones, tax-advantaged structures, and investment strategies. With extensive experience advising commercial property investors, family offices, investment advisors, and high-net-worth individuals, Ashley provides valuable insights on maximizing tax savings in real estate investments, optimizing the positive community impact of projects, selecting investment strategies, and navigating relevant regulations.During this episode, Ashley and Gary discuss various topics related to...2023-06-0730 min
Grow Your Business and Grow Your WealthJohn Greer, A Certified Exit Planning AdvisorIn episode 147 of the Grow Your Business & Grow Your Business podcast, host Gary Heldt interviews John Greer, a certified exit planning advisor, who shares his experience and expertise in planning for a successful business exit. John discusses his background and how he got into the business of exit planning. He also talks about common mistakes that business owners make and the three-pronged approach to exit planning. 🔑 Key Takeaways:✅ Common mistakes that business owners make include not starting the exit planning process early enough, not seeking professional help, and not having...2023-05-3126 min
Grow Your Business and Grow Your WealthMaureen Edwards✅ Join Gary Heldt, host of Grow Your Business & Grow Your Wealth, as he dives into branding, marketing, and strategic growth with special guest Maureen Edwards, founder of Eight Simple Steps. With a strong background in corporate and entrepreneurial ventures, Maureen helps entrepreneurs and business owners navigate the complexities of branding and marketing for sustainable growth.Maureen shares her journey from corporate to entrepreneurship and highlights the need for identifying strengths and seeking expertise. She emphasizes the significance of building a solid brand foundation and crafting a customer-centric message. Maureen provides practical advice on scaling businesses and nurturing ex...2023-05-2430 min
Grow Your Business and Grow Your WealthBarbara TrappAre you tired of feeling overwhelmed by your business tasks and struggling to find balance in your life? Discover the secrets to simplifying your life, boosting productivity, and achieving long-term success as Gary Heldt interviews Barbara Trapp, a Certified Professional Organizer® and Productivity Coach, on this episode of "Grow Your Business & Grow Your Wealth." 🎧 Listen to uncover valuable strategies that will transform the way you run your business and manage your time.Barbara Trapp is a Certified Professional Organizer® and Productivity Coach with over 15 years of experience in Human Resources, Training and Develo...2023-05-1731 min
Grow Your Business and Grow Your WealthReplay with Jerry TrumanEpisode 141 of the Grow Your Business and Grow Your Wealth podcast with Gary Heldt features financial planning expert Jerry Truman. Jerry has been advising high-net-worth clients for over 20 years, helping them develop personalized and comprehensive financial plans that align with their life and business goals. He is also a dedicated philanthropist, co-founding Truman Charities and raising over $950,000 for local and national charities.In this episode, Jerry shares his valuable insights on smart financial planning. Here are some of the key takeaways:👉 Listening to clients and asking the right questions is...2023-05-0324 min
Grow Your Business and Grow Your WealthFan Favorite Replay with Attorney Candace Dellacona🎉 Get ready to relive one of the most popular episodes of the "Grow Your Business and Grow Your Wealth" podcast! Host Gary Heldt is joined by special guest Attorney Candace Dellacona for a discussion about the importance of asset protection, and their conversation is packed with valuable insights and advice.👉 Here are some key takeaways from their discussion that you won't want to miss:✅ A will may not address all your asset protection needs.✅ A will can lead to probate.✅ It's important to speak to an estate pl...2023-04-2626 min
Grow Your Business and Grow Your WealthFan Favorite Replay How To Find Money For College💰 Are you struggling to afford the cost of college? In this episode of the Grow Your Business and Grow Your Wealth podcast, host Gary Heldt sits down with Seth Greene, the nation's leading expert on growing your business, with a podcast and the Founder of How to Find Money for College. Seth shares his personal story of experiencing financial hardships while trying to pay for college, which led him to become a financial aid planner.💰 If you're a parent or a student, understanding the college financial aid process can be overwhelming. Listen to this episod...2023-04-1927 min
Grow Your Business and Grow Your WealthTom Hegna, CLU, ChFC, CASLIn this podcast episode, 138, host Gary Heldt interviews Tom Hegna, CLU, ChFC, CASL,, a well-known economist and retirement income expert. They discuss the importance of having guaranteed income in retirement and the potential risks of relying solely on investments. Tom emphasizes the benefits of delaying Social Security benefits and how it can increase your long-term income. Tom also talks about the importance of having a financial professional in your arsenal and recommends utilizing free webinars and resources to educate yourself on retirement planning.Here are the key takeaways:
Having guaranteed lifetime income can improve your portfolio...2023-04-1225 min
Grow Your Business and Grow Your WealthVioletta TerpelukJoin Gary Heldt in this episode of Grow Your Business & Grow Your Wealth as he speaks to Violetta Terpeluk, MBA, CFP, CPWA, CEPA, CRPC from IndigoFlow Financial Group. Violetta has been helping business owners to build and exit their businesses for 20 years. She shares common mistakes business owners make when selling their businesses, such as needing an overall plan or not working with a professional team. Violetta encourages business owners to plan, evaluate their options, and prepare to successfully sell their business, which will then yield the best returns. To assist them with this, she offers advice and guidance...2023-04-0525 min
Grow Your Business and Grow Your WealthCandise and Justin CernitzEpisode 133 The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Guest: Candise and Justin CernitzFor the past ten years, Candise has been the managing partner of Cernitz Law, which she started with her husband, Justin Cernitz, and helped build a successful law firm completely organically without social media, marketing, or much of a digital footprint - 100% through word of mouth and referrals and are proud of what they have built on this, the most solid of foundations. Now, they are charging through the digital age ferociously and expanding out as far as...2023-03-0833 min
Grow Your Business and Grow Your WealthAshley Tison, Esq, the founder of OZPros, the leading Opportunity Zone consultancy.The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 114 guest is Ashley Tison, Esq, the founder of OZPros, the leading Opportunity Zone consultancy. A leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies, Ashley has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations.Listen to this in...2022-10-1230 min
Grow Your Business and Grow Your WealthSteven Sless President of The Steven J. Sless Group of Primary Residential Mortgage, Inc. National Reverse Mortgage LeadersThe Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 113 Steven Sless President of The Steven J. Sless Group of Primary Residential Mortgage, Inc. National Reverse Mortgage LeadersSteven J. Sless has nearly 20 years of mortgage industry experience, including 13 years devoted to reverse mortgages. He also is one of the only mortgage professionals to have earned the CLTC®: Certified Long-Term Care designation, demonstrating that he also has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the roa...2022-10-0530 min
Grow Your Business and Grow Your WealthCrystal CaruthersThe Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 112 Crystal Caruthers Crystal began investing in real estate in 2004 and became a full-time investor in 2013, wanting to build her business while at home with her small children.She, her husband, and partner Steve began aggressively building a single-family rental portfolio using creative real estate by marketing directly to homeowners. They embraced all aspects of investing, buying as many “ugly” houses as possible to keep as rentals, flipping houses, selling homes with financing or lease options, and wholesaling.2022-09-2835 min
Grow Your Business and Grow Your WealthAttorney Candace DellaconaGrow Your Business Grow Your Wealth Podcast Show Notes The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 111 Attorney Candance Dellacona For the last 20 years, Offit Kurman Principal Candace Dellacona has focused her law practice on Estate Planning, Asset Protection Planning, Elder Law, Estate Administration, Special Needs Planning and advocacy. Ms. Dellacona maintains a robust Elder Law practice in which she advises families whose loved ones require long-term care while protecting their life savings. As an advocate for the elderly, Candace strives...2022-09-2126 min
Grow Your Business and Grow Your WealthGrow Your Business Grow Your Wealth with Gary Heldt , Chris HurnGrow Your Business Grow Your Wealth with Gary Heldt Episode 109 Chris HurnChris Hurn is the founder and CEO of Fountainhead and has more than 23 years of leadership experience in the commercial lending industry, specifically with SBA loan programs.Hurn and his team have collectively closed over $28.81 billion worth of projects (including many for fellow YPOers), making them one of the most experienced teams in commercial lending to owners of small-to-midsized businesses. Listen to this informative Grow Your Business Grow Your Wealth episode with Chris Hurn about SBA - Small Business A...2022-09-0741 min
Grow Your Business and Grow Your WealthIrene de Jesus of the de Jesus Law GroupShow Notes The Grow Your Business and Grow Your Wealth podcast with Gary HeldtEpisode 106 Irene de Jesus of the de Jesus Law GroupLegal life planning for Families and Businesses helps protect family assets while preserving family legacies. Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Attorney Irene de Jesus of the de Jesus Law Group.Here are some of the beneficial topics covered on this week’s show:● From critical nurse to estate planning law● ...2022-08-3143 min
Grow Your Business and Grow Your WealthEnzo Pellegrino is the Founder and President of TLWM FinancialShow Notes - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt - EP 105 Enzo Pellegrino is the Founder and President of TLWM Financial.Enzo began his financial services career over 20 years ago. His dedication to offering sound advice to clients and providing solid support for advisors, combined with his innovative and results-driven leadership, has led to immense success for TLWM Financial and its clients. Services include investment management, financial planning, and personal advice. Forbes awarded Enzo...2022-08-1724 min
Grow Your Business and Grow Your WealthAnn Garcia, Managing partner – Independent Progressive AdvisorsShow Notes - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt - EP 104 Ann Garcia, Managing partner – Independent Progressive Advisors Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial PlannerⓇ and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding their own lives. Her book How to Pay for College is set to release this summer...2022-08-1040 min
Grow Your Business and Grow Your WealthBrett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax SolutionsShow Notes - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt - EP 077 Brett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax Solutions Brett Swarts, founder of Capital Gains Tax Solutions, educator, investor, and host of Capital Gains Tax Solutions Podcast, expert CRE secrets, and a host of Crypto Mastermind webinar every Friday.Brett Swarts is an entrepreneur; deferred sales trust expert/trustee, CRE investor, podcaster, and Northern CA multifamily broker. His leadership roles inc...2022-01-0535 min
Grow Your Business and Grow Your WealthRon Schwarz, MBA: Financial Advisor at RAS Financial ServicesRon Schwarz– The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 013 Ron SchwarzRonald Schwarz, MBA made a career switch into the financial services field in 2006 but has been doing investment analysis on his own for over 40 years. He is a financial advisor with a specialty in technical analysis and an avid analyst of global themes and trends. He graduated from Haverford College with a BS in mathematics, the University of Michigan with an MBA in operations research, and the George Washington University with a Masters in operations resea...2020-10-0727 min
Grow Your Business and Grow Your WealthMatthew H. Rosenthal, Esq. of Rosenthal Law, PLLC– The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 006 Matthew Rosenthal Matthew Rosenthal is Matthew H. Rosenthal launched M.H. Rosenthal Law, PLLC in 2015. The goal of the practice is to provide customized and tailored legal services to clients. On February 1, 2019, M.H. Rosenthal Law, PLLC merged with Meyer and Associates, Counselors at Law, PLLC to form Rosenthal Meyer, PLLC. Matthew also has experience working in the non-profit sector. He worked as a Transactional Attorney for Wounded Warrior Project, Inc. He was a member of the In...2020-08-1931 min
Grow Your Business and Grow Your WealthColin ExelbyColin Exelby– The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 005 Colin ExelbyColin Exelby is the President and founder of Celestial Wealth Management in Baltimore, MD. With over sixteen years’ experience assessing complex financial situations, Colin is a Certified Finacial Planner™ (CFP®) Professional providing comprehensive advice on how to structure and diversify client holdings, manage risk, help assess tax situations, and optimize charitable giving. His passion is investing. When he began his career as a financial advisor back in 2000 it was the middle of the technology bubble. Much of what he...2020-08-1232 min
Grow Your Business and Grow Your WealthChristopher Klug - Partner at Egoavil Klug Salas & Veloso PLLCThe Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 001 Chris KlugChris Klug is a partner in the D.C. office. He practices in the areas of domestic and international taxation, tax controversy, corporate/business planning, cross-border transactions, and domestic and international estate planning.Christopher represents companies, private equity funds, hedge funds, joint ventures, real estate funds, and family offices as well as clients in tax audits and controversies and has experience resolving complex tax disputes. He also represents clients with domestic and international private wealth planning issues and provides comprehensive...2020-07-2229 min
Grow Your Business and Grow Your WealthTrailerThe Grow Your Business and Grow Your Wealth Podcast with Gary Heldt is the go-to place to help plan for your future. Whether you’re a business owner looking to maximize your tax profit, a parent planning for college, or an individual looking to improve your life, Gary is the expert for you.Guests on the podcast will chat with Gary and share their secrets to build a better financial foundation for your business and your life. Tune in for informative conversation about keeping your finances organized and not wasting your well-earned money. Le...2020-07-0101 min