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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

27:55

EP 081 Eunicia Peret, Founder and CEO – Empowered...

Grow Your Business and Grow Your Wealth ·

2022/02/02

Eunicia is a seasoned executive and business owner, accomplished financial consultant On her own journey, she went from rebuilding her financial independence from nearly nothing to over 6 figures in less than a year using the same methodology she uses with her clients. In addition, she has worked with and set hundreds of clients on their paths to financial independence and wealth optimization. Eunicia is a senior contributor to Brainz Magazine and collaborates with many globally known thought

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37:06

EP 080: Jeremy Britton, CFO – Boston Trading

Grow Your Business and Grow Your Wealth ·

2022/01/26

Jeremy Britton started his first financial planning business in 1992, and went on to create several more businesses over the next few years. Along the way, he studied financial patterns like a Vegas card-counter, and always seemed to know what was coming next. Jeremy predicted the 1999 "Tech Wreck", the 9/11/2001 crash and his first best-selling book predicted the 2008 Global Financial Crisis a full two years early. He was an early adopter of Bitcoin and cryptocurrencies, co-founding the world's

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27:10

EP 079 Seth Greene, Founder and CEO – How to Find...

Grow Your Business and Grow Your Wealth ·

2022/01/19

Seth Greene is the nation’s foremost authority on growing your business with a podcast. Seth is the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the Top 10 Podcasts to Listen to in 2019” by Nasdaq. He is the founder of the direct response marketing firm Market Domination llc, and he is a 7-time best selling author who has been interviewed on NBC, CBS, Forbes, Inc, CBS Moneywatch and many more. Seth’s insights include: Seth’s personal story

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29:24

EP 078 Gil Baumgarten – Founder and CEO of Segment...

Grow Your Business and Grow Your Wealth ·

2022/01/12

Gil Baumgarten is a 36-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found Wall Street routinely emphasized its own interests over those of the client. By the time 2010 came about, Gil jumped off the brokerage train to start Segment, a fee-only firm where the interests of the client could align with the interests of the

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35:34

EP 077 Brett Swarts, Capital Gains Tax Deferral...

Grow Your Business and Grow Your Wealth ·

2022/01/05

Show 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

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32:40

EP 076 Eric Proos, P.C, Lawyer – EJP Law

Grow Your Business and Grow Your Wealth ·

2021/12/29

Eric Proos is a Detroit area native, who is a private practice attorney in Los Angeles, with a focus on business transactions and litigation, and representing individuals in divorces and other legal needs. He received a B.S., cum laude, in political science, with a double minor in economics and legal studies on a partial academic scholarship from Central Michigan University. Eric then went on to attend the University of Detroit Mercy School of Law. During that time, he advised on strategy and

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29:50

EP 075 Rebecca Goldfarb, Lawyer – Goldfarb & Luu...

Grow Your Business and Grow Your Wealth ·

2021/12/22

At twelve, Rebecca knew she wanted to be a lawyer to make a difference in people’s lives. Rebecca and her law partner, Dinh Luu, carefully chose estate planning and elder law because it’s one of the few areas of law where we can develop life-long relationships with our clients and their families and impact their lives in profound ways. Many law firms create wills, trusts, advance directives, powers of attorney but few are women owned and do it with the expertise of elder law. We not only create the

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30:23

EP 074 Tabitha Mazzara, Director of Operations...

Grow Your Business and Grow Your Wealth ·

2021/12/15

Tabitha Mazzara is an outside-the-box mortgage industry thinker, whose sophisticated, holistic approach gets things done for high-net-worth borrowers other banks wave off as “too complicated,” while creating a home-like environment for her dedicated staff. A self-described “mortgage brat,” Tabitha has achieved a venerable 35 years of success in the field in part by virtue of her extraordinarily diverse skill set. Over the course of her career, she has attained hands-on experience with nearly

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30:43

EP 073 Conrad Neufeldt, Mortgage broker

Grow Your Business and Grow Your Wealth ·

2021/12/08

Conrad Neufeldt is a Nationally award winning mortgage broker from Saskatchewan, Canada. He is a top 10% mortgage producer in Canada, was one of the first persons from Saskatchewan to receive the Innovator of the Year Award from Mortgage Professionals Canada, and one of the youngest ever to be brought in as a speaker for the National Mortgage conference. Conrad brings almost a decade of experience as a mortgage broker, and is well versed in residentially securitized debt. Conrad’s insights

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28:32

EP 072 Dan Sheeks, Financial Consultant – Personal...

Grow Your Business and Grow Your Wealth ·

2021/12/01

Dan is a high school Business/Marketing teacher, real estate investor, and personal finance advocate in Denver, CO. In his 18 years of teaching high school, he has taught a variety of business subjects including personal finance, entrepreneurship, and marketing. Dan’s passions include working with teenagers, advocating for personal finance education, investing in real estate, and promoting the FIRE movement. Embedded in his classes is the co-curricular DECA club in which students travel, compete,

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25:53

EP 071 Dr. Guy Baker, MBA, MSFS, MSM, ChFC, CFP,...

Grow Your Business and Grow Your Wealth ·

2021/11/24

A certified business and wealth coach, Guy Baker has extensive experience in financial planning, investments and life insurance. With over 55 years in the industry, Guy has been featured on numerous talk shows and tele-video conferences, including speaking several times on national and international stage. He was selected as the 78th recipient of the John Newton Russell Award, the Life Achievement award for the Financial Industry and as the 50th recipient of the California Norman G. Levine Life

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31:18

EP 070 Jim Crider, CEO and financial planner -...

Grow Your Business and Grow Your Wealth ·

2021/11/17

Show Notes Jim Crider is the CEO of Intentional Living FP, a financial planning firm built to help families achieve early financial independence. Prior to starting Intentional Living FP, Jim worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While he cherished each client he served, he came to find the clients he enjoys most: families that desire to achieve early financial

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32:41

EP 069 Rachel Burns, Founder & Financial Planner –...

Grow Your Business and Grow Your Wealth ·

2021/11/10

Rachael Burns is a Certified Financial Planner and Certified Divorce Financial Analyst based in Folsom, California. She is the founder of True Worth Financial Planning, which helps newly single women achieve financial independence after the divorce or death of their partner. Rachael spent 12 years in ‘traditional’ wealth management before a series of life events re-shaped her career path. Shortly before the birth of her twins, her husband was diagnosed with glioblastoma, a rare and aggressive

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29:10

EP 068 Bob Porter, Founder & President – Porter...

Grow Your Business and Grow Your Wealth ·

2021/11/03

Bob Porter is the founder of Porter Investments, a Houston-based money management firm specializing in quantitative, model-driven strategies for individual investors. The firm has worked with PHDs, process engineers, and other industry professionals to develop a series of rules-based investment strategies designed to achieve the goal all stock market investors seek; to participate when the major US equity markets are rising, but protect and in some cases further increase, our asset values during

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20:05

EP 067 Chris Gure, Financial Consultant – Fortress...

Grow Your Business and Grow Your Wealth ·

2021/10/27

Chris is a financial consultant in Fortress Financial Partners. He holds FINRA series 7, 63, and 66 registered with Fortress Private Ledger. He's also been an active volunteer with the Junior Achievement program to help promote financial literacy to students in grades K-12. After graduating from Auburn University's Harbert College of Business with a Bachelor's Degree in Finance, Chris relocated to Raleigh to begin his career in Wealth Management. In addition to being a former nominee for

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29:06

EP 066 David Bross, Sr. Estate Planner and...

Grow Your Business and Grow Your Wealth ·

2021/10/20

David takes an empathetic approach to estate planning, recognizing that clients often find it a difficult or uncomfortable topic. He strives to make the process as seamless as possible and works closely with his clients to get to know their family members, their wishes, and their complete financial picture. Because every client is unique, estate planning is continually offering new challenges, and David enjoys creating innovative and actionable solutions for families. After working in private

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30:15

EP 065 Curtis Bailey, CFP©, CRPC©, EA, CFA, Founder &...

Grow Your Business and Grow Your Wealth ·

2021/10/13

Curtis Bailey is a Financial Advisor at Quiet Wealth Management. His calm and diligent approach to financial planning allows clients to feel comfortable and confident in their financial life. He has been quoted on wealth management topics in national media outlets including The Washington Post, U.S. News & World Report, and Business Insider. Curtis is the debuting author of Quality Time Left, a book on the personal side of retirement. Outside finance, he is an avid reader, a home chef, and a

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32:10

EP 064 Cecile Hult, CFP®, CDFA® & Private Wealth...

Grow Your Business and Grow Your Wealth ·

2021/10/06

Cecile Hult strives to help hundreds of individuals and families create roadmaps leading to personal and financial success. She serves as a practical resource in every aspect of her clients' financial life - including retirement and estate planning, saving for college, investment management, insurance, budgeting, and cash flow generation. Cecile is focused on financial planning and client education with a highlight and specialized training helping women in transition - specifically while going

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27:40

EP 063 Eric Jaffe, CEO, and co-founder - MOSAIC...

Grow Your Business and Grow Your Wealth ·

2021/09/29

Eric Jaffe is the CEO and co-founder of MOSAIC Wealth Partners, a financial advisory and planning firm based in the Washington, DC area. He serves as the firm's chief strategist and portfolio manager. Eric has worked in the financial services industry for more than 20 years. He particularly enjoys helping pre-retirees and retirees whether the volatility of markets and achieve their personal goals. Eric began his professional career as an attorney first at a private firm in Washington, DC, and then

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34:11

EP 062 Justin Goodbread, CEO - Heritage Investors &...

Grow Your Business and Grow Your Wealth ·

2021/09/22

Business owner, financial planner, award-winning educator, and pizza aficionado Justin Goodbread launched his first business when he was 15. From Brunswick, Georgia, he grew up running around barefoot and chasing alligators. His love for helping others with their finances evolved over time, but it began with a dare. A friend bet $5,000 Justin wouldn’t be able to pass three financial tests. With only a month to study, Justin passed the first time. That ultimately led him to become a CERTIFIED

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302 results

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