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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

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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24:57

EP 061 Roger Royse, Attorney & Partner, Haynes and...

Grow Your Business and Grow Your Wealth ·

2021/09/15

Roger Royse, attorney and partner at Haynes and Boone, LLP, has practiced everywhere from oil patches, Wall Street and Hollywood. He has spent 30 years working in Silicon Valley specializing in tech and is currently involved in the revolutionary business of agriculture tech, how food gets produced and delivered. Roger practices in corporate and securities law, domestic and international tax, mergers and acquisitions, and fund formation. He’s been an instructor or professor of legal, tax and business

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28:45

EP 060 Adam Doran, Wealth Advisor-Prevail Wealth...

Grow Your Business and Grow Your Wealth ·

2021/09/08

After negative experiences and struggling to find the right financial advisor for his family, Adam Doran left his 16-year career as a police officer and studied to become a financial advisor to do things differently. Adam is a wealth advisor at Prevail in Kansas City, and he believes traditional financial planning has fallen short, that it takes control out of the client’s hands and at Prevail they work to give more control back to the client. He sees working with clients as a collaborative process,

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30:01

EP 059 Jeremy Held, Managing Director – Bow River...

Grow Your Business and Grow Your Wealth ·

2021/09/01

Jeremy Held is a Managing Director in charge of Bow River Capital’s registered asset business, including the firm’s Evergreen Platform. Jeremy guides the strategic direction, investment oversight, research and product development of the firm’s registered products. In our conversation, Jeremy gave invaluable insights into the world of private funds, and he shares the uniqueness and opportunity of the company’s new Bow River Evergreen Fund. The company is also launching a new real estate fund this

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31:16

EP 058 Joshua Gerstler, FPFS with The Orchard Practice

Grow Your Business and Grow Your Wealth ·

2021/08/25

The conversation today is with a Chartered Financial Planner from the UK. Joshua Gerstler, FPFS, is with The Orchard Practice, where for the past 11 years he has provided comprehensive financial planning with an expertise in mortgages, protection, pensions and investments. Prior to this position, Joshua was a Chartered Accountant at Deloitte working with multi-national organizations. Although Joshua’s background in accounting gives him a great understanding about money, taxes and balancing the

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26:51

EP 057 Patti Black, CFP & Partner – Bridgeworth...

Grow Your Business and Grow Your Wealth ·

2021/08/18

Patti Black, CFP and Partner at Bridgeworth Financial has been in the financial planning business since being inspired by a financial planning course she took in college. Now, with over 20 years of experience, Patti is a fiduciary and helps affluent clients align their goals and their money. Patti has been quoted in many national media outlets including Forbes, Barron’s, Kiplinger’s, US New and World Reports, Financial Planning Magazine, Investment News, Market Watch, and Real Simple. One of

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30:37

EP 056 Adam Smith, President & CEO – the Colorado...

Grow Your Business and Grow Your Wealth ·

2021/08/11

Adam P. Smith has written billions of dollars in mortgage and finance deals. He is the President and Founder of the Colorado Real Estate Finance Group, a Commercial and Residential Real Estate Finance Firm. The company specializes in helping both individuals and corporations with real estate, personal and corporate finance. Adam’s best-selling sales book, Just The Tips, and has been published in many trade publications including Kiplinger, AAA Magazine, Bank Rate, Mortgage Professional America, Fit

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30:29

EP 055 Carrie Harrington, Partner & Chair Levenfeld,...

Grow Your Business and Grow Your Wealth ·

2021/08/04

Carrie Harrington says her favorite topics to talk about are death and taxes. She says it with a sense of humor as she tries to make clients comfortable speaking about the topics and reminding them that having conversations and creating a plan is better than nothing, even if it’s not perfect. Carrie, Partner and Chair of the Trust & Estates Group, Levenfeld, Pearlstein, was named Illinois Super Lawyers, Rising Star 2017-2021 and Emerging Lawyer, Leading Lawyer Network. She has been a member of the

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36:11

EP 054 Matthew Bourhis, Attorney, Bourhis Law Group

Grow Your Business and Grow Your Wealth ·

2021/07/28

Matthew Bourhis, attorney at Bourhis Law Group, represents claimants in disability, homeowners, and business insurance. He frequently writes about disability insurance and bad faith, with his articles appearing in the L.A. Times, Daily Journal and other media outlets. Matt believes that the law in an incredibly powerful tool and it’s his responsibility and privilege to use the law to help individuals that are being ripped off by insurance companies. Prior to joining Bourhis Law Group in 2017, Matt

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27:40

EP 053 Julian Morris, CFP, ChFC, AAMS, CRPC, CFS,...

Grow Your Business and Grow Your Wealth ·

2021/07/21

Julian Morris, Principal and Founder Concierge Wealth Management, was the first to coin the term concierge when he started the company. He is passionate about educating the public, as well as those who present themselves as financial advisors, that there is an enormous difference between investment advice and integrated financial planning. Prior to starting concierge Wealth, Julian, a Certified Financial Planner, was a Franchise Owner and Senior Financial Advisor at American Express Financial

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33:36

EP 052 Taylor Jessee, CPA, CFP, Investment Advisor &...

Grow Your Business and Grow Your Wealth ·

2021/07/14

The first job out of college for Taylor Jessee was working at a Big 4 accounting firm with ultra, high-net worth clients in the ten-million dollar plus club. Jesse holds a BBA and Master’s Degree in Accounting from Baylor University. After working for three years, Taylor knew he wanted to be in the personal finance industry where he could really make a difference in helping people, especially those just starting their careers. Today, Taylor is the Director of Financial Planning at Taylor Hoffman in

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31:29

EP 051 George Gay, CEO, First Affirmative Financial...

Grow Your Business and Grow Your Wealth ·

2021/07/07

Throughout the US, corporations understand how American investors and organizations are requiring businesses to take on more social awareness issues and be sustainably attractive. Individuals are actively looking for investment opportunities to align with their personal values. George Gay, CEO of First Affirmative Financial Network, is an investment industry disruptor, and is known as the father of Environmental, Social and Corporate Governance Investing (ESG), starting in the 1980s. First

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33:00

EP 050 Ross Brannon: Financial Advisor, Strategic...

Grow Your Business and Grow Your Wealth ·

2021/06/30

While playing football at Florida State University, Ross knew he had a talent in finances and so did his personal financial advisors at Strategic Wealth Specialists. Ross then became a financial advisor himself and has been with the company for 11 years. Today, Ross concentrates on serving dentists, physicians and business owners across the country looking to maximize their earning, investing, and wealth potential while minimizing risk and possibility for loss. Ross encourages his clients to look

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31:04

EP 049 Aviva Pinto, CDFA, CDS, Managing Director,...

Grow Your Business and Grow Your Wealth ·

2021/06/23

Aviva Pinto, Managing Director of Wealthspire Advisors in New York, with 11 offices across the US, is a wealth advisor who guides people in transition to get on the correct financial track. She’s a Certified Divorce Financial Analyst who helps people navigate the financial aspects of the divorce process, and a Financial Analyst who advises those who just sold their business, have received an inheritance, or may face a lifestyle change because of a partner’s passing. Aviva’s mission is to help people

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25:36

EP 048 Jeffery Loyd, Co-Owner & Mortgage Broker,...

Grow Your Business and Grow Your Wealth ·

2021/06/16

Jeffrey Loyd is Co-Owner & Mortgage Broker, Mortgage Acuity Team. He started his career as a mortgage broker 18-years ago but left the industry to work in senior roles managing banking Loan Officers working in retail and asset management. After working at JP Morgan Chase, HSBC, and Bank of America, Jeffrey branched out to re-enter the mortgage industry, this time with a focus on homeowners and homebuyers. Jeffrey has knowledge in all aspects of real estate and especially enjoys working on the

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30:23

EP 047 Chris Kampitsis, CFP, ChFC, CExP, RICP, CRBS,...

Grow Your Business and Grow Your Wealth ·

2021/06/09

There are only 350 Certified Exit Planners, CExP, in the country and Chris Kampitsis is one of them. He is also a Certified Family Business Specialist which allows him and his SKG Team, a team within the Barnum Financial Group to provide specialized advice. His team of eight advisors and eighteen support members caters to corporate leaders and small business owners, helping them with their personal and corporate planning. Chris has spent most of his career focused on educating individuals through

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29:25

EP 046 Todd Bryant, CFP®, ChFC®, CLU®., AIF®, Founder...

Grow Your Business and Grow Your Wealth ·

2021/06/02

Todd Bryant, Founding Partner with Signature Wealth Advisors, LLC., leverages the support of a large and well-established organization, while still offering an intimate environment to work with clients to achieve their financial goals. Todd started his career in finance as a Financial Representative at Northwestern Mutual. Over the years, he continued his financial education and is a Certified Financial Planner™ Practitioner CFP®, Accredited Investment Fiduciary AIF®, Chartered Financial Consultant

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26:47

EP 045 Alan Schoenberger, CFP, CPFA, CEPA and...

Grow Your Business and Grow Your Wealth ·

2021/05/26

Alan Schoenberger, Founder of Endeavor Financial Planning LLC, considers himself to be an investigator or detective for comprehensive financial planning. Alan likes to dig, research and analyze, until he’s able to help clients reach their financial goals based on individual needs and desires. For nearly 30 years, Alan has helped start-ups and existing small business owners create and manage their budgets, analyze their financial data, and plan for the future. His expertise in financial strategy has

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34:56

EP 044 Tony Fiorillo, President, Asset Management...

Grow Your Business and Grow Your Wealth ·

2021/05/19

Tony Fiorillo is President of Asset Management Strategies, Inc., a Registered Investment Advisory. Tony has a tax background and has specialized in investments for over twenty years. To help clients make better informed investment decisions, he has designed a proprietary online platform to support participants of 401K, 403b and 457 Plans nationwide. His firm also supports clients by working with accountants and attorneys, including the largest national law firm that specializes in litigation against

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24:24

EP 043 Dan Nguyen, Attorney, Author

Grow Your Business and Grow Your Wealth ·

2021/05/12

Dan Nguyen is an attorney who helps entrepreneurs in the areas of LLC/Corporations, trademarks, franchising, and estate planning. He is also the author of two best-selling books, Making Your Mark, a trademark book for entrepreneurs and Don’t Sue Me, on employment law. Dan is the host of the Intentional Entrepreneur Podcast, and has appeared on US News and World Report, American Express OPEN Forum, Fundera, and Legal Zoom. Because of Dan’s experience in working with a wide variety of industries, he

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303 results

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