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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

23:31

EP 042 Randy Kurtz CFP, RIA with Upper Left Wealth

Grow Your Business and Grow Your Wealth ·

2021/05/05

Randy Kurtz, CFP, RIA is a nationally recognized expert on risk. He went from being a great stock picker at Bear Stearns to starting his own company and picking stocks for wealthy clients. Randy felt he was doing a disservice for his clients by not looking at their long-term financial goals. There was a need to help them create diversified financial plans. Using his stock picking knowledge and love for Excel sheets, Randy developed his Data Driven Advisor program to transform an advisors’ business

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23:57

EP 041 Ray Prospero, Partner Advisor with Advice Period

Grow Your Business and Grow Your Wealth ·

2021/04/28

Raymond Prospero, ChFC®, is a Partner Advisor with Advice Period. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve wealth for future generations. Ray launched his financial services career when he joined Merrill Lynch in 2010 after a legal career, where he was admitted to the United States Tax Court. While at Merrill Lynch, Ray was a Senior Vice President and a member of their Circle of Excellence recognition club, reserved for

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30:41

EP 040 Olivia Summerhill, Founder & CEO Summerhill...

Grow Your Business and Grow Your Wealth ·

2021/04/21

Olivia Summerhill works only with affluent women, protecting their lifestyle throughout the divorce process. She works closely with her clients’ divorce attorneys, mediators, and wealth managers to negotiate the most helpful financial settlements. Olivia is one of few financial professionals to hold Certified Financial Planner, Certified Divorce Financial Analyst, and Behavioral Financial Advising credentials. Olivia has worked in the financial industry throughout her career, but made the pivot to

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25:50

EP 039 Sundance Brennan, Branch VP of Training and...

Grow Your Business and Grow Your Wealth ·

2021/04/14

Sundance Brennan is the Branch VP of Training & Sales for American Financial Network, Inc. Sundance has made a 20-year career of helping people, making the American dream of owning a home a little easier. Sundance has a three-step plan to help borrowers uncover their financial goals and making sure mortgage, debt, and credit planning are included. Also, to his credit, Sundance is a professional sales coach and Amazon best-selling author of The Art of SalesFu: 10 Steps to Selling Anything over the

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32:33

EP 038 Simon Popple, Managing Director at Brookville...

Grow Your Business and Grow Your Wealth ·

2021/04/07

Simon Popple is the Managing Director of Brookville Capital. The company provides Simon with daily contact to institutions such as pension funds, sovereign wealth funds, private banks and family offices seeking to deploy capital in commodities. Rather than investing in actual commodities, Simon specializes in researching and finding the right commodity companies to invest in. You can learn more in his weekly, Brookville Capital Intelligence Report. In our conversation, Simon gives insights on how to

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32:00

EP 037 Brian Carney, CFP, AIF, ChFC, CDFA and...

Grow Your Business and Grow Your Wealth ·

2021/03/31

Brian Carney is the co-founder of RiversEdge Advisors, LLC. Two weeks after starting his career as a financial advisor, 911 happened. Brian persevered and along the way he started a financial planning firm with his two best friends. He made the leap to starting his own firm, because of his desire to help clients understand their personal finances and reduce financial anxiety. In our conversation we discussed: · The difference between a financial planner and investment

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27:24

EP 36 Sarah Carlson CFP®, CLU, CHFC, Owner-Fulcrum...

Grow Your Business and Grow Your Wealth ·

2021/03/24

Sarah Carlson is the owner of Fulcrum Financial Group based in Spokane, Washington. Sarah has a system to help people navigate the many complexities that money can bring to life. She works to help simplify the process, whatever the dream may be, from early retirement or traveling the world, to leaving a legacy for future generations, or something else. Sarah’s credentials include being a graduate of Yale University, a Certified Financial Planner™, Chartered Life Underwriter®, and Chartered

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29:56

EP 035 Steven Goodman, CPA, MBA, President and CEO...

Grow Your Business and Grow Your Wealth ·

2021/03/17

Steven Goodman, President and CEO of SHG Planning, specializes in business succession planning, which is helping business owners deal with the succession to their families, partners, and key employees. Steven also works in estate planning and gets involved in the sophisticated design of people’s retirement plans. Steven is a skilled CPA with a multidisciplinary background. He has the expertise of an attorney, investment, pension, and insurance person, which is extremely beneficial for his

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30:56

EP 034 Jeff Link-Investment Advisor, Founder Blue...

Grow Your Business and Grow Your Wealth ·

2021/03/10

Jeff Link is an Investment Advisor Representative at Guardian Wealth Advisors, LLC and the founder of the BLUE LINE INVESTING® process. Jeff’s investment philosophy and strategy changed shortly after the stock market downturn of 2008–2009. After suffering significant losses in the stock market for the second time within a decade, Jeff decided enough was enough. His personal research into analyzing stock market trends led to a strategy to manage risk that set him apart from traditional financial

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34:15

EP 033 Eric Brotman: CFP™, AEP, CPWA & CEO at BFG...

Grow Your Business and Grow Your Wealth ·

2021/03/03

Eric D. Brotman, CFP™, AEP, CPWA is a financial advisor, wealth manager, mentor, and host of the podcast Don't Retire...Graduate! As CEO of BFG Financial Advisors, he has been advising his clients on investing, risk management, retirement, and financial planning for over 25 years. Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Eric Brotman about helping people understand their finances. Here are some of the beneficial topics covered on this week’s

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30:18

EP 032 Aaron Nannini: Founder of CashUncomplicated

Grow Your Business and Grow Your Wealth ·

2021/02/24

Aaron Nannini is the founder of CashUncomplicated.com, a personal finance website. As an everyday person with an average salary, Aaron achieved financial success through implementing basic and uncomplicated principles such as life goals, daily habits, intentional money decisions, and a value-based spending mindset. After struggling with money in his twenties and sick of living paycheck-to-paycheck, Aaron started educating himself on personal finance. Through years of intense study and practice, he

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31:23

EP 031 Geoffrey S. Kunkler: Partner at Carlile...

Grow Your Business and Grow Your Wealth ·

2021/02/17

Geoffrey Kunkler joined Carlile Patchen & Murphy LLP in 2014 and has been a Partner since 2018. His practice is centered around estate planning for individuals and business owners, as well as asset protection planning for retirees. He focuses primarily on the areas of estate planning, elder protection, estate administration, charitable and philanthropic planning and special needs planning. He also has extensive experience in conducting educational seminars on legal topics related to his

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32:50

EP 030 Rob Schulz: CFP®, Founder & President of...

Grow Your Business and Grow Your Wealth ·

2021/02/10

Rob Schulz is the founder and President of Schulz Wealth. He grew up in a small, Central Texas town and attended The University of Texas. In 1990, in the span of only six months, he got married, graduated with his accounting degree, was commissioned as a naval officer, and subsequently lost my dad to a sudden heart attack. Rob grew up quickly that year. Over the next four years, he lived in Newport, RI, Virginia Beach, VA, and Charleston, SC while he served as a Surface Warfare Officer aboard the

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29:41

EP 029 Alan Rosca, Securities Lawyer & Investor...

Grow Your Business and Grow Your Wealth ·

2021/02/03

Alan Rosca is a securities attorney, adjunct professor of Securities Regulation, and speaker and author on Ponzi schemes, investment fraud, cryptocurrencies, and securities regulation. He often contributes and gives interviews in the media across the country on topics ranging from fraudulent investments to bank regulation and professional liability. Alan focuses his legal practice primarily on complex litigation and arbitration arising out of disputes related to investment or securities fraud,

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42:39

EP 028 Jonathan Sparks: Founder of Sparks Law

Grow Your Business and Grow Your Wealth ·

2021/01/27

Jonathan Sparks, founder of Sparks Law works in Business Law and helps small businesses with trademarks, business formation, copyright, and other various business related laws. Prior to founding Sparks Law, Jonathan worked at the United States Department of Justice. He is extremely passionate about entrepreneurship and prides himself on his ability to find creative approaches to everyday life. Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Jonathan Sparks

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37:13

EP 027 Mike Thomas: Agency Principal at Lighthouse...

Grow Your Business and Grow Your Wealth ·

2021/01/20

Mike Thomas is the agency principal at Lighthouse Insurance Services. An independent insurance agency in Gambrills, MD. Mike started the agency from scratch in 2000. His agency takes pride in treating all of their clients like family, and serving their insurance needs. Mike is the co-founder of For The Kids, Inc, a charitable organization that supports local sick children who have a financial need in their family. He is active in the community as well as Knights of Columbus, Crofton Chamber of

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25:20

EP 026 Justin Donald, Lifestyle Investor® and...

Grow Your Business and Grow Your Wealth ·

2021/01/13

Entrepreneur Magazine calls Justin Donald the "Warren Buffett of Lifestyle Investing." He's a master of low-risk cashflow investing, specializing in simplifying complex financial strategies, structuring deals, and disciplined investment systems that consistently produce profitable results. His ethos is to "create wealth without creating a job." In the span of 21 months, and before his 40th birthday, Justin's investments drove enough passive income for both he and his wife Jennifer to leave their

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32:09

EP 025 Eido Walny, Founder & Managing Attorney at...

Grow Your Business and Grow Your Wealth ·

2021/01/06

Eido M. Walny received his J.D. from the Boston University School of Law in 2001, where he was the Executive Articles Editor of Boston University International Law Journal. He earned a Bachelor of Arts degree in Political Science, with honors, from The University of Chicago. Eido’s practice focuses on estate planning, asset protection, business succession, probate, trust administration, and he is also experienced in business, tax, and real estate law. He is a noted national speaker, author, and

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36:41

EP 024 Jonathan Sparks: Founder of Sparks Law

Grow Your Business and Grow Your Wealth ·

2020/12/30

Jonathan Sparks is the founder of Sparks Law and works in Business Law. He helps small businesses with trademarks, business formation, copyright, and other various business related laws. Prior to founding Sparks Law, Jonathan worked at the United States Department of Justice. He is extremely passionate about entrepreneurship and prides himself on his ability to find creative approaches to everyday life. Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Jonathan

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34:48

EP 023 Eric Steiner, Esquire at Steiner Law Group

Grow Your Business and Grow Your Wealth ·

2020/12/23

Eric S. Steiner has helped business and consumer clients throughout Maryland discharge millions of dollars of debt. His practice focuses on representing those in financial distress – as both debtors and debtors-in-possession – in pre-bankruptcy and bankruptcy planning, transactions with bankruptcy estates, bankruptcy litigation and bankruptcy fraud, automatic stay and discharge injunction violations. He also advises clients on commercial loan and lease workouts and Article 9 litigation, as well as

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303 results

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