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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

20:48

Episode 272: Smart Steps to Franchise Ownership

Grow Your Business and Grow Your Wealth ·

2025/06/18

Thinking about owning a franchise—but not sure if it’s the right move? This episode breaks down what you really need to know before diving into the world of franchising. Gary Heldt sits down with James Hilovsky, franchise consultant and CEO of FranDream, to discuss how aspiring business owners can confidently enter the franchise world. James shares his journey from restaurant executive to multi-concept founder and now mentor to franchise seekers. He outlines the real work behind franchise

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22:24

Episode 271: Culture, Content, and the Future of...

Grow Your Business and Grow Your Wealth ·

2025/06/11

What happens when you start your company after 14 jobs in 17 years? And how do you turn that into $40 billion raised?In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Gui Costin, the energetic founder and CEO of Dakota. Gui opens up about the winding path that led him to success, the leadership missteps he corrected, and how he built a culture of mentorship, kindness, and high performance. You’ll also hear his take on the future of investment sales, the impact

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31:00

Episode 270: The Family Banking Strategy That Builds...

Grow Your Business and Grow Your Wealth ·

2025/06/04

Are you still handing over your hard-earned money to Wall Street and hoping it works out?This week, Gary is joined by M.C. Laubscher, wealth strategist, entrepreneur, and founder of Producers Wealth. M.C. shares how business owners can take back control of their finances using proven wealth-building systems that banks have used for generations.They explore the critical difference between saving and speculating, how to build your own family banking system, and why most entrepreneurs are starved of

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23:49

Episode 269: From Debt to Seven Figures

Grow Your Business and Grow Your Wealth ·

2025/05/28

From Debt to Seven Figures: How Jeanne Omlor Built a Thriving Online Business Without Ads How does a single parent go from deep debt to a seven-figure business in less than two years without spending on advertising? In this compelling episode, host Gary Heldt welcomes Jeanne Omlor, a Business Strategist, Seven-Figure Online Business Coach, and Certified Servant Leadership Executive Coach who shares her remarkable transformation. Jeanne Omlor shares her journey from struggling offline coach to

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33:04

Episode 268: Business Legacy, Family Dynamics &...

Grow Your Business and Grow Your Wealth ·

2025/05/21

What’s the real legacy of your business—just profits, or a thriving family and future-ready wealth? In this powerful episode, Gary Heldt welcomes Lori Van Dusen, founder of LVW Advisors and a trailblazer in fiduciary financial planning. Lori shares her extraordinary path from working in the South Tower of the World Trade Center with Lehman Brothers to leading a $6 billion independent advisory practice. She reveals the challenges and triumphs of creating a business that aligns with her values,

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29:51

Episode 267: Financial Protection Strategies for...

Grow Your Business and Grow Your Wealth ·

2025/05/14

Are you prepared to weather unexpected financial storms while building lasting wealth for retirement?In this enlightening episode, Gary Heldt sits down with Harry Abrahamsen, a leading financial strategist specializing in personal financial economics and retirement planning. Harry shares his journey from building a family business to founding the Abrahamsen Financial Group, inspired by the life-changing events of September 11, 2001. Drawing from his extensive experience working with clients at

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25:14

Episode 266: Fiduciary Advice Every Entrepreneur Needs

Grow Your Business and Grow Your Wealth ·

2025/05/07

🛑 80% of businesses don’t sell—they dissolve. Are you prepared to avoid that fate?In this episode of the Grow Your Business & Grow Your Wealth Podcast, Gary Heldt welcomes Adam Koós, a highly credentialed financial planner, portfolio manager, and exit planning advisor. Adam dives into his journey from pursuing a medical career to building his award-winning financial practice, Libertas Wealth Management Group. Adam shares actionable strategies for business owners, executives, and investors to

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34:22

Episode 265: Smart Business Risk Assessment Wealth...

Grow Your Business and Grow Your Wealth ·

2025/04/30

How Do Operating Environments Impact Business Risk and Investment Decisions?In this insightful episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Ryan Zabrowski, Director of Investment Committee at Krilogy. Ryan shares valuable wisdom from his decades of financial experience, as outlined in his book "Time Ahead: The Investor's Guide to Prosperity and Impact," and explains why understanding operating environments is crucial for achieving business success. Key

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22:45

Episode 264: Navigating Financial Uncertainty With...

Grow Your Business and Grow Your Wealth ·

2025/04/23

How do you create a financial plan that withstands market volatility and economic fears?Gary Heldt speaks with Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors in this episode. With 21 years in wealth management and a background in psychology and education, Melissa shares insights on creating cohesive financial plans that connect all aspects of wealth management. She emphasizes the importance of having trusted professionals who communicate with each other to ensure your financial

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27:14

Episode 263: Workplace Compliance Isn’t Optional

Grow Your Business and Grow Your Wealth ·

2025/04/16

Are you protecting your business and your people, or are you one complaint away from chaos?📌In this episode, Gary Heldt sits down with Desmond McIlwain, a seasoned management-side labor and employment attorney with over 30 years of experience. Desmond shares invaluable insights into how small business owners can avoid costly legal pitfalls, build workplace trust, and create environments where employees thrive. From the importance of proactive workplace policies to how to handle harassment

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32:03

Episode 262: Leverage AI and Marketing Automation to...

Grow Your Business and Grow Your Wealth ·

2025/04/09

How Can Marketing Automation and AI Transform Your Small Business?In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt interviews Chris Troka, founder of Focused-Biz, a marketing and automation agency helping small businesses access the same powerful tools and resources as large corporations. Chris Troka shares his entrepreneurial journey from running an award-winning wedding DJ business to pivoting during COVID-19 to launch Focused-Biz, a marketing and automation agency. With a

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32:36

Episode 261: Securities Crowdfunding For Business...

Grow Your Business and Grow Your Wealth ·

2025/04/02

Could Your Business Benefit From Crowdfunding Beyond Kickstarter?In this episode of "Grow Your Business & Grow Your Wealth," Gary Heldt interviews Paul Jossey, principal attorney at Jossey, PLLC, who specializes in investment crowdfunding. Unlike traditional crowdfunding platforms like Kickstarter or GoFundMe, Paul focuses on securities crowdfunding (Regulation CF), which allows businesses to raise capital by offering investors actual securities - whether equity, debt, or revenue share

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31:50

Episode 260: Expert IRS Debt Resolution Specialist

Grow Your Business and Grow Your Wealth ·

2025/03/26

Are you overwhelmed by tax debt and unsure where to turn? Stephen A. Weisberg, a dedicated tax attorney, joins the podcast to share expert strategies for resolving tax debt, avoiding IRS pitfalls, and confidently navigating audits.In this episode, Gary Heldt speaks with tax resolution attorney Stephen A. Weisberg, founder of The W Tax Group. With over a decade of experience in IRS tax debt resolution, Stephen provides invaluable insight into the myths surrounding tax settlements, the realities of

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18:26

Episode 259: Building Wealth and Business Success

Grow Your Business and Grow Your Wealth ·

2025/03/19

What inspired a former Cincinnati Bengals employee to become an independent wealth manager and how did he build a successful practice focused on helping business owners?Peter Hiltz shares his journey from corporate finance to independent wealth management, highlighting how his early exposure to finance through his father's stock market interests shaped his career path. He discusses the challenges and rewards of transitioning to business ownership, the importance of building strong professional

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20:26

Episode 258: The Power of Zero in Retirement Planning

Grow Your Business and Grow Your Wealth ·

2025/03/12

Are you a high-income earner, high-net-worth individual, or successful business owner looking to reduce your tax burden, protect your assets, and build a lasting legacy? In this episode, Terry DuPont, founder of DuPont Advisory Group, discusses the concept of a virtual family office and how it can benefit Main Street clients. He shares common financial mistakes, emphasizes the importance of tax reduction strategies, and explains how his firm's unique approach helps clients achieve financial success

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30:18

Episode 258: Smart Accounting Systems & Automation...

Grow Your Business and Grow Your Wealth ·

2025/03/10

Are You Ready to Transform Your Business with Tech-Enabled Accounting Solutions? In this episode of Grow Your Business & Grow Your Wealth, guest host Eli Mizrahi speaks with Lucas Matson, founder of LDC Financial and former Deloitte Tax professional. Lucas shares his journey from corporate accounting to entrepreneurship, offering valuable insights into modern accounting practices, the cannabis industry, and how technology reshapes financial services. Drawing from his extensive experience with major

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33:29

Episode 257: The Power of Small Steps in Financial...

Grow Your Business and Grow Your Wealth ·

2025/03/05

Are you struggling to talk about money, even with your financial advisor? In this episode, Nick Garofalo, founder and chief compliance officer of Openhanded Wealth LLC, discusses the importance of open communication in financial planning, common financial mistakes, and how to empower clients to make informed decisions. He emphasizes a faith-based approach, integrating Biblical wisdom into financial planning to help clients align their life goals and vision with their faith. 5 Key

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22:58

Episode 256: Franchise Fundamentals To Build...

Grow Your Business and Grow Your Wealth ·

2025/02/28

Ever wondered how to build a successful business empire?In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with John Hewitt, a serial entrepreneur and franchising expert who has founded two of the top 100 retail brands in the country, including Jackson Hewitt and Liberty Tax. John shares his journey from building his first tax software for an Apple computer in 1981 to creating Loyalty Brands, a company with eight franchises in various industries. He discusses the common

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30:10

Episode 255: Retirement Planning Mistakes To Avoid In...

Grow Your Business and Grow Your Wealth ·

2025/02/26

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Eli Mizrahi, President of Pacific Group Advisors and a seasoned fiduciary with over 40 years of experience in financial planning. Eli shares his personal journey into the world of finance, inspired by his parents' retirement challenges, and the lessons he's learned helping families navigate complex financial decisions. He provides valuable insights on retirement planning, investment strategies, wealth preservation, and

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32:13

Episode 254: The Truth About Estate Planning

Grow Your Business and Grow Your Wealth ·

2025/02/21

Ever wondered why some financial advisors insist everyone needs a trust, even if you're not wealthy?In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Katherine Sheehan, Managing Director and Wealth Strategist at Crestwood Advisors LLC. With nearly 30 years of experience in estate planning, Katie shares her expertise on why everyone needs an estate plan, regardless of their wealth level, and breaks down common misconceptions about trusts and estate planning. Key

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296 results

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