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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

26:58

Episode 140: Fan Favorite Replay with Attorney...

Grow Your Business and Grow Your Wealth ·

2023/04/26

🎉 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

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27:10

Fan Favorite Replay How To Find Money For College

Grow Your Business and Grow Your Wealth ·

2023/04/19

💰 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

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25:04

Episode 138: Tom Hegna, CLU, ChFC, CASL

Grow Your Business and Grow Your Wealth ·

2023/04/12

In 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

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25:00

Episode 137: Violetta Terpeluk

Grow Your Business and Grow Your Wealth ·

2023/04/05

Join 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

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33:21

Episode 136: Richard Culbertson: Back by Demand - 2nd...

Grow Your Business and Grow Your Wealth ·

2023/03/29

Richard Culbertson is a highly experienced Social Security attorney with over 20 years of experience in the field, based in Daytona and Orlando, Florida. He is a skilled and dedicated advocate known for his compassionate approach and personalized attention to clients. Mr. Culbertson has helped clients with a wide range of Social Security issues, including disability benefits, retirement benefits, and survivor benefits. Mr. Culbertson graduated from the University of Florida Levin College of Law in

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31:56

Episode 135: Jason Massie, CPA, ESQ

Grow Your Business and Grow Your Wealth ·

2023/03/22

As Founder and President of MASSIE R&D Tax Credits, Jason is responsible for the quality, consistency, and integrity of our tax credit service offerings. He heads the Delivery Team at MASSIE and leads all Architecture and Controversy Phases for clients across the United States. He received a B.S. in Accounting from Christian Brothers University and a law degree from the University of Memphis. He was first introduced to R&D Tax Credits at a Big 6 accounting firm in Washington, D.C. Over the next few

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31:22

Episode 134: Jamaal Stafford

Grow Your Business and Grow Your Wealth ·

2023/03/15

Jay leverages his experience from nearly a decade of working in complex litigation at two major law firms on behalf of individuals with professional licensing or employment law matters. He has built a successful niche in professional licensing defense, helping licensed professionals in Maryland and Washington, D.C., protect their professional licenses and careers. Jay relishes counseling, strategizing with, and representing doctors, dentists, nurses, physical therapists, optometrists, real estate

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33:12

Episode 132: Candise and Justin Cernitz

Grow Your Business and Grow Your Wealth ·

2023/03/08

For 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 the internet can touch. Candise is a

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33:12

Episode 133: Candise and Justin Cernitz

Grow Your Business and Grow Your Wealth ·

2023/03/08

Episode 133 The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Guest: Candise and Justin Cernitz For 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

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26:37

Episode 131: Jennifer Smith Funn and Aldo

Grow Your Business and Grow Your Wealth ·

2023/03/01

Jennifer Funn has been named the director of the Baltimore region Small Business Development Center (SBDC) at the University of Maryland. The new region will provide services to businesses and entrepreneurs in Baltimore City and Baltimore County. The region is one of 6 centers and more than 23 locations serving Maryland businesses. As the director, Ms. Funn will be responsible for planning, developing, and implementing all programs offered by the SBDC; identifying resource requirements and

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30:56

Episode 130: Natalie C. Hall

Grow Your Business and Grow Your Wealth ·

2023/02/15

NATALIE C. HALL ECONOMIC DEVELOPMENT SPECIALIST/VETERAN BUSINESS DEVELOPMENT OFFICER Natalie C. Hall is an Economic Development Specialist and the Veteran's Business Development Officer for the U.S. Small Business Administration, North Florida District Office. Natalie joined the NFDO team in April 2012, and enjoys advocating for entrepreneurs and small business owners by helping them access capital, government contracts, mentoring, counseling, and disaster assistance. Listen to this informative Grow

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32:20

Episode 129: Brian Laird

Grow Your Business and Grow Your Wealth ·

2023/02/08

Brian Laird is an attorney in Tucson, Arizona. Brian provides representation and counsel for companies and individuals in business and financial litigation, real estate and development disputes, construction defects, and other commercial litigation. He represents select clients in serious injury and wrongful death cases. Listen to this informative Grow Your Business and Grow Your Wealth podcast. Here are some of the beneficial topics covered on this week’s show: Consider having an attorney

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23:50

Episode 128: Kimberly DeCarrera

Grow Your Business and Grow Your Wealth ·

2023/02/01

Kimberly DeCarrera combines the disciplines of law and accounting to bring business solutions to clients. Kimberly is an accomplished lawyer and accountant with more than 15 years of experience representing companies of all sizes across multiple industries, including financial services, hospitality, retail, manufacturing, transportation, professional services, and health care. She recently served as in-house counsel and CFO for a transportation brokerage company and serves clients as outside general

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33:48

Episode 127: Michael Blom, The Lake Law Firm

Grow Your Business and Grow Your Wealth ·

2023/01/25

As a partner at The Lake Law Firm, Michael Blom focuses on personal injury, pharmaceutical drug injury, medical device liability, and mass tort litigation. Michael also works with business owners to recover refundable tax credits through the employee retention tax credit. Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Michael J. Blom, Esq. https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291 Here are some of the

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28:54

Episode 126: Shannon Procise, Business Connection...

Grow Your Business and Grow Your Wealth ·

2023/01/18

Known as the owner of an exclusive “Million Dollar Rolodex,” Shannon has successfully attained over $3.2 Million in F-R-E-E press for herself and her clients. What’s more, she readily shows others how to do the same. A master at creating strategic alliances and developing sustainable partnerships, Shannon almost effortlessly resolves multiple complex issues while motivating teams to peak performance. Shannon has appeared on television, radio, and in the press. She’s co-author of the Amazon #1

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34:47

Episode 125: Angela Reddock-Wright

Grow Your Business and Grow Your Wealth ·

2023/01/11

Angela is the Founder and Managing Partner of the Reddock Law Group and has been a practicing attorney for over 20 years. As a workplace investigator, Ms. Reddock-Wright is retained by public and private sector employers to conduct independent and neutral investigations of workplace harassment, discrimination, and other claims. Having litigated two of the seminal university sorority hazing cases in recent history, Ms. Reddock-Wright also is retained by secondary and higher educational institutions

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28:39

Episode 124: Christopher Barber

Grow Your Business and Grow Your Wealth ·

2023/01/04

Christopher Barber is the founder, CEO, and proudly proclaimed Chief Nerd at Cheaper Than A Geek®- an IT services firm helping small businesses with stellar, client-focused outsourced IT support. CTAG has a rather unusual approach to IT and can support an entire IT department for companies even as small as 1-10 employees organizations. Additionally, with a fanatical emphasis on great customer service, Cheaper Than A Geek® has won more awards for their customer service than any other IT provider in

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28:41

Episode 123: Aaron J Aisen

Grow Your Business and Grow Your Wealth ·

2022/12/28

Before opening Aisen Law, PLLC, Aaron Aisen focused his practice on regulatory compliance, governance issues, and complex litigation. He works to provide clients practical solutions to their problems, whether it is helping a client navigate complex state and federal regulations and laws or complex litigation or helping a client with a basic small claims matter or traffic infraction. He has successfully helped clients navigate various areas of law, including immigration, insurance regulation,

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35:57

Episode 123: Richard Culbertson

Grow Your Business and Grow Your Wealth ·

2022/12/21

Richard Culbertson received his Juris Doctor degree from Western State College of Law in 1975. He was admitted to the California Bar in that same year. He was subsequently admitted to The Florida Bar. He spent the first twenty years of his career providing legal services to low-income individuals through non-profit legal aid and legal services offices. He opened his own office in 1996. He is Board Certified in Social Security Disability Advocacy by the National Board of Legal Certification

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22:17

Episode 122 Maureen Murat, Attorney Advisor of the...

Grow Your Business and Grow Your Wealth ·

2022/12/14

Maureen Murat is an Attorney-Advisor in the Office of the General Counsel with the DC Department of Insurance, Securities, and Banking (DISB). She provides legal guidance and support on banking issues the DISB regulates. Maureen primarily supports the Banking Bureau and provides legal advice and guidance to the agency on local and federal banking and financial institution laws and regulations. Before joining DISB, Maureen worked at a small firm advising startups and small businesses interested in

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