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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

31:05

Episode 121 Linda Sorg Ostovitz

Grow Your Business and Grow Your Wealth ·

2022/12/07

In her 40 years of practice, Linda Sorg Ostovitz has served as a leader, educator, and advocate. She is a family law attorney and the Legal Operations Chair at Offit Kurman. She is also on the firm's Board of Directors and is a member of the Management Committee. Mrs. Ostovitz holds a prestigious fellowship in the American Academy of Matrimonial Lawyers and is the Vice President of the Maryland Chapter. She is on the Howard County Chamber of Commerce boards, Respite Retreats, and the Rotary Club of

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31:35

Episode 120 Adrienne Woods, The Law Offices of...

Grow Your Business and Grow Your Wealth ·

2022/11/30

Ms. Woods graduated from Fordham Law School, where she worked in the Journal of Corporate and Financial Law. After graduation, Ms. Woods clerked for the Honorable Alan L. Gropper (ret.) in the United States Bankruptcy Court for the Southern District of New York. In 2013, Ms. Woods established her law firm to make the quality representation usually associated with large firms more accessible for small businesses and individuals. The Law Offices of Adrienne Woods, P.C. represents individual and

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32:36

Episode 119 Christian Pereyda, Associate at...

Grow Your Business and Grow Your Wealth ·

2022/11/16

Christian Pereyda is an attorney at Maynard, a full-service commercial law firm based in Birmingham, Alabama, with offices across the United States. Christian’s practice focuses on complex transactional, litigation, and advisory work related to debtor-creditor relationships, including restructuring through Chapter 11 bankruptcy proceedings and out-of-court workouts. He also regularly helps clients with various commercial law issues, inside and outside of distressed debt scenarios, including

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35:40

Episode 118 Timothy Schaffer, Founder and President...

Grow Your Business and Grow Your Wealth ·

2022/11/09

Founder and President of HRi, an HR Outsourcing company specializing in providing personalized, custom-designed human resource services & solutions to small & mid-sized organizations. At Human Resources inc. (HRi), they reduce the complexities of being an employer by leveraging economies of scale. For instance, our single-source solution creates efficiencies through HR technology without multi-vendor confusion. Therefore, you gain peace of mind with subject matter experts in Human Resources,

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24:52

Episode 117 Darelle Joiner, CEO with OohRah Fitness

Grow Your Business and Grow Your Wealth ·

2022/11/01

After a highly successful 16-year Federal national security and law enforcement career, Darelle was recruited by Dimension Healthcare, a major health provider in the Washington, DC region, to create and organize an internal fitness program for its 3,000+ employees. Darelle founded and became President and C.E.O of OohRah Fitness, Inc. This company provides the unique and novel service of sending fitness trainers directly into corporate offices, bringing fitness instruction to people on the job

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25:42

Episode 116 Jubin Dana , Registered Patent Attorney

Grow Your Business and Grow Your Wealth ·

2022/10/25

Jubin Dana is a Registered Patent Attorney with over 25 years of experience. He is the owner and main shareholder of Dana Legal Services. He and his team provide legal counsel in all matters related to intellectual property, including obtaining patents through the US Patent Office, Patent Law, Intellectual Property Law, Trademark Law, Copyright Law, Startup Law, and Negotiation. Here are some of the beneficial topics covered on this week’s show: Understand the difference between a patent,

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29:52

Episode 115 Matt Ruttenberg, CMO Shareholder of...

Grow Your Business and Grow Your Wealth ·

2022/10/19

Matt is a financial entrepreneur along with the CMO at Shareholder of Life, Inc., and founder of SureLI Insurance. After selling his financial planning company after 15 years, Matt founded a new company and merged with another to help those seeking Financial Independence. Matt is a 401(k) expert who can educate a community of entrepreneurs on navigating the retirement plan world and learning which plan is best for their business. Matt is also very knowledgeable in the Financial Independence

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30:32

Episode 114 Ashley Tison, Esq, the founder of...

Grow Your Business and Grow Your Wealth ·

2022/10/12

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

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30:27

Episode 113 Steven Sless President of The Steven J....

Grow Your Business and Grow Your Wealth ·

2022/10/05

The 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 Leaders Steven 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

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35:09

Episode 112: Crystal Caruthers, The Grow Your...

Grow Your Business and Grow Your Wealth ·

2022/09/28

The 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

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26:58

Episode 111: with Guest Attorney Candace Dellacona...

Grow Your Business and Grow Your Wealth ·

2022/09/21

Grow 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

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37:05

Episode 109: Ron Saharyan, Co-Founder– Profit First...

Grow Your Business and Grow Your Wealth ·

2022/09/14

Since starting Profit First Professionals in 2014 from the basement of Mike’s house Ron has implemented, certified and taught Profit First to hundreds of Accounting Bookkeeping and Coaching Firms throughout the globe! Whether a newer business or a 100-year-old firm, Ron has taught firm owners how to properly experience, practice, implement, monetize and share Profit First with their customers. Ron is an expert in value pricing and has created the Profit First Value Pricing Curriculum. Ron is

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41:07

Episode 108 Chris Hurn, CEO of Fountainhead

Grow Your Business and Grow Your Wealth ·

2022/09/07

Grow Your Business Grow Your Wealth with Gary Heldt Episode 109 Chris Hurn Chris 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

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43:00

Episode 106 Irene de Jesus of the de Jesus Law Group

Grow Your Business and Grow Your Wealth ·

2022/08/31

Show Notes The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 106 Irene de Jesus of the de Jesus Law Group Legal 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

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24:19

EP 105 Enzo Pellegrino is the Founder and President...

Grow Your Business and Grow Your Wealth ·

2022/08/17

Show 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

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40:58

EP 104 Ann Garcia, Managing partner – Independent...

Grow Your Business and Grow Your Wealth ·

2022/08/10

Show 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

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34:47

EP 103 Matt Chancey- Financial advisor and tax expert

Grow Your Business and Grow Your Wealth ·

2022/08/03

Matt Chancey works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the clients unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client's make, but how they keep more of it. Matt has been in the finance industry for over 15 years and as well as working directly with high profile

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37:14

EP 102 Kristel Patton, Estate Planning Attorney &...

Grow Your Business and Grow Your Wealth ·

2022/07/27

Kristel grew up in the small town of Seneca, Missouri. She earned her undergraduate degree from the University of Kansas, and her law degree from the University of Arkansas – Fayetteville. Kristel was a member of the National Network of Estate Planning Attorneys from 2008-2012, where she received extensive training and support in the area of estate planning. She joined WealthCounsel in 2012, an organization supporting estate planning, elder law, and business attorneys across the country. Kristel

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31:06

EP 101 Rob Braiman, CEO / Principal, Managing Member–...

Grow Your Business and Grow Your Wealth ·

2022/07/20

Rob Braiman has a long-standing reputation as a “serial entrepreneur” and has spent over 19 years working directly with business owners to improve strategic planning, operations, growth, and profitability. Rob Braiman founded Cogent Analytics after spending over 10 years as a senior business analyst helping to improve and build main street businesses across the country. He has personally engaged with over 1500 businesses across the United States, and continues to work to further the interests of

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28:45

EP 100 Prashant Sabapathi, Co-Founder – Elite Income...

Grow Your Business and Grow Your Wealth ·

2022/07/13

Prashant Sabapathi is a member of the council of Financial Educators (COFE)- an IRS approved 501(c) (3) organization that is committed to providing the public with the knowledge needed to confidently navigate the ever-changing retirement landscape. He is also a recognized retirement planner, financial educator, and speaker on the topic of wealth management and retirement planning. Prashant also hosts both the Retire Smart Maryland radio and television programs which air in the Baltimore area

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300 results

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