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PODCAST

Grow Your Business and Grow Your Wealth

The 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

business investing

All Episodes

29:10

Episode 160: Roy Kowarski

Grow Your Business and Grow Your Wealth ·

2023/09/13

🎙️ 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

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30:02

Episode 159: Tom Daly

Grow Your Business and Grow Your Wealth ·

2023/09/06

Want to up your sales game and understand today's hiring challenges? Get the insights from Tom 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

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31:40

Episode 158: Cesar Quintero

Grow Your Business and Grow Your Wealth ·

2023/08/30

Show: 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

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40:50

Episode 157: Leslie Giscombe

Grow Your Business and Grow Your Wealth ·

2023/08/23

Title: 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

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32:31

Episode 156: Glenn Poulos

Grow Your Business and Grow Your Wealth ·

2023/08/16

In 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

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25:55

Episode 155: John Creekmur

Grow Your Business and Grow Your Wealth ·

2023/08/09

Ready 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

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34:47

Episode 154: Andrei Mincov, founder of TrademarkFactory

Grow Your Business and Grow Your Wealth ·

2023/08/02

Discover 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

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26:10

Episode 153: Philippe Bouissou

Grow Your Business and Grow Your Wealth ·

2023/07/26

🌱 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

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32:06

Episode 152: Pamela Starr

Grow Your Business and Grow Your Wealth ·

2023/07/19

Are 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

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47:40

Episode 151: Dominique Molina, co-founder and...

Grow Your Business and Grow Your Wealth ·

2023/07/12

In 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

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33:24

Episode 150: Marcia Mantell

Grow Your Business and Grow Your Wealth ·

2023/07/05

🎙️ 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,

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39:43

Episode 149: Dr. James Rodgers

Grow Your Business and Grow Your Wealth ·

2023/06/28

On 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

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36:18

Episode 148: Bryan M. Kuderna, CFP®, MSFS, RICP®, LUTCF

Grow Your Business and Grow Your Wealth ·

2023/06/21

In 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

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27:31

Episode 147: Randy Sadler, Principal and CMO at CIC...

Grow Your Business and Grow Your Wealth ·

2023/06/14

On 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

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30:32

Episode 146: Ashley Tison, Esq. - Founder of OZPros,...

Grow Your Business and Grow Your Wealth ·

2023/06/07

In 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

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26:14

Episode 145: John Greer, A Certified Exit Planning...

Grow Your Business and Grow Your Wealth ·

2023/05/31

In 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

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30:26

Episode 144: Maureen Edwards

Grow Your Business and Grow Your Wealth ·

2023/05/24

✅ 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

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31:33

Episode 143: Barbara Trapp

Grow Your Business and Grow Your Wealth ·

2023/05/17

Are 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

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24:03

Episode 142: Attorney Ariana Dindiyal

Grow Your Business and Grow Your Wealth ·

2023/05/10

Ariana Dindiyal is a litigation attorney at Baker Hostetler specializing in legal tech and AI. In this episode, she discusses the benefits and challenges of AI in businesses, emphasizing the importance of transparency and customer trust. Dindiyal offers these tips for businesses to make the most of legal tech and AI. Key takeaways: AI is everywhere and can provide numerous benefits for businesses, including streamlining processes and providing data-driven insights. Lack of transparency in AI usage

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24:56

Episode 141: Replay with Jerry Truman

Grow Your Business and Grow Your Wealth ·

2023/05/03

Episode 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

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