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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

36:15

EP 022 Steven J. Sless, CLTC®: Reverse Mortgage...

Grow Your Business and Grow Your Wealth ·

2020/12/16

Bringing nearly 20 years of mortgage industry experience, Steven J. Sless runs PRMI’s first consumer-direct retail branch dealing exclusively with reverse mortgages (located in Owings Mills, Md.) He also coaches traditional loan originators working at PRMI’s 270 branches nationwide about reverse mortgages. A powerful speaker and communicator, Steven regularly present seminars and learning workshops for senior home owners, their family and trusted advisors. His passion, expertise and dynamic

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24:56

EP 021 Jerry Truman: Senior Vice President &...

Grow Your Business and Grow Your Wealth ·

2020/12/09

Jerry Truman has been advising high-net-worth clients for more than 20 years, working closely with them to develop comprehensive and cohesive paths to meet their financial and life goals. The one-on-one time and individual attention he dedicates to each client often leads to them calling him their trusted advisor. Jerry’s passion for helping others is evident in his work both with clients and with the community. An avid philanthropist, Jerry has been a member of the Lido Civic Club of Washington,

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30:08

EP 20 Jamie Barwin: Senior Counsel at Strobl & Sharp...

Grow Your Business and Grow Your Wealth ·

2020/12/02

Jamie Barwin is an attorney and a CPA devoted to helping clients achieve their goals. Jamie is part of Strobl and Sharp's Trust and Estate Practice Group and she serves a wide range of clients from middle-class individuals through ultra-high net worth families and is able to provide all of her clients with a unique perspective given her diverse background in accounting, taxation and law. Jamie counsels clients regarding their life-time and post-mortem estate planning, including trust planning and

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38:59

EP 19 Kristen Herwitz: Attorney at Herwitz Law

Grow Your Business and Grow Your Wealth ·

2020/11/25

Kristen Herwitz is a business attorney committed to helping women entrepreneurs make great money while protecting their ideas and work as their business grows. Previously, she worked as general counsel of BlogHer, a venture-backed startup that grew to become the largest women-focused digital platform on the internet, paying out $36MM to network members between 2009 and 2015. She built her law practice on paying it forward 6 years ago, reinvesting at least 10% of profits in organizations supporting

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41:45

EP 018 Alina Mardesich: Senior Vice President at...

Grow Your Business and Grow Your Wealth ·

2020/11/18

Alina Mardesich joined the George Smith Partners family in 2017 with over 25 years’ experience in commercial real estate in the areas of new business development, asset management, loan workouts and most notably loan originations. Alina’s well rounded experience includes funding over $2.5 billion at Fremont Investment & Loan, working with Oaktree Capital Management’s Real Estate Debt Fund and managing a $300 million portfolio of distressed loans at US Bank during the downturn for the Archon

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36:14

EP 017 Eido Walny: Founder at the Walny Legal Group

Grow Your Business and Grow Your Wealth ·

2020/11/11

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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26:06

Ep 16 John Strohmeyer: Proprietor of Strohmeyer Law PLLC

Grow Your Business and Grow Your Wealth ·

2020/11/04

John Strohmeyer is the proprietor of Strohmeyer Law PLLC in Houston where he assists individuals and their business with cross-border tax planning, estate planning, and estate administrations. John is board certified in both Tax Law and Estate Planning and Probate Law by the Texas Board of Legal Specialization. John is the Chair of the International Tax Committee of the State Bar of Texas Tax Section, was named Rookie of the Year by the Tax Section of the State Bar of Texas, was a 2015-2017 Fellow

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35:41

EP 15 Jodie Buchman: Partner at Silverman Thompson...

Grow Your Business and Grow Your Wealth ·

2020/10/21

Jodie Buchman maintains a diverse and complex commercial, real estate, bankruptcy and finance practice which is primarily litigation oriented. She regularly represents title insurance companies and their insureds, hotels, property owners and landlords, vendors, suppliers, utility companies, and various other business entities in a variety of complex commercial disputes in and out of litigation including commercial disputes, real estate disputes, and all aspects of workout, restructuring, and

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43:40

EP 14 Peter Riebling, Principal at Riebling Law

Grow Your Business and Grow Your Wealth ·

2020/10/14

Peter J. Riebling devotes his practice to trademark, copyright, unfair competition and advertising issues, with a focus on global strategy, counseling, disputes, litigation and licensing. For more than 25 years, he has managed and directed teams for some of the world's most respected brands, and is consistently recognized as one of Washington, DC's top trademark lawyers. Peter works closely with clients as a collaborative team focused on achieving a common goal. He manages and directs trademark and

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27:36

EP 13 Ron Schwarz, MBA: Financial Advisor at RAS...

Grow Your Business and Grow Your Wealth ·

2020/10/07

Ron Schwarz – The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 013 Ron Schwarz Ronald Schwarz, MBA made a career switch into the financial services field in 2006 but has been doing investment analysis on his own for over 40 years. He is a financial advisor with a specialty in technical analysis and an avid analyst of global themes and trends. He graduated from Haverford College with a BS in mathematics, the University of Michigan with an MBA in operations research, and

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26:24

EP 12 Richard Patenaude: Wealth Mindset Coach and...

Grow Your Business and Grow Your Wealth ·

2020/09/30

Richard Patenaude is the author of The Student Millionaire and hosts the podcast The Student Millionaire Podcast. Richard created The Student Millionaire website, Wealth Blog, and YouTube channel. He is a strategic planner with extensive national political, government, media, public relations, and financial advisory experience. He is a strong relationship builder, promoter, and motivator. Richard founded The Student Millionaire Global Community to teach and train young adults how to develop and

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36:43

EP 11 Philip J. Ruce: Trust & Estate Planning...

Grow Your Business and Grow Your Wealth ·

2020/09/23

Philip J. Ruce is a Minnesota trust and estate planning attorney and author of Trustee University: The Guidebook to Best Practices for Family Trustees. Philip opened his practice in February 2014 after six years as a trust and estate administrator. He grew interested in trust funds while watching his grandmother manage family trusts, and pursued this interest at the University of Minnesota (B.A.), William Mitchell College of Law (J.D.), and Thomas Jefferson School of Law with a Master’s of Law

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31:17

EP 010 Scott Sweitzer: Managing Attorney at Prime...

Grow Your Business and Grow Your Wealth ·

2020/09/16

Scott Sweitzer owns and operates Prime Settlement, a boutique title company in the Washington DC Metro Area. Since founding Prime Settlement in April of 2015, Scott has been managing the business, acting as counsel, overseeing operations, recruiting talent, and developing new business opportunities for the company. He also is the managing attorney at Prime Estate Planning, a boutique law firm focused on offering comprehensive planning solutions for real estate professionals and families in the DC

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43:00

EP 009 Jamie Hargrove - Estate Planning Attorney &...

Grow Your Business and Grow Your Wealth ·

2020/09/09

Jamie Hargrove is one of the preeminent estate planning attorneys in America and the senior partner in Hargrove Madden. Prior to starting the firm, he chaired the Estate & Trust practice for a 160-attorney law firm. He practiced as a CPA after law school and then began to focus exclusively in the area of estate, trusts and succession planning. Jamie is one of the first attorneys in Kentucky designated as an accredited estate planner by the National Association of Estate Planners & Councils, is

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26:07

EP 008 Ozer Culhagil: CEO of Retirement Planning...

Grow Your Business and Grow Your Wealth ·

2020/09/02

Ozer Culhagil is a Finacial Advisor and the CEO of Retirement Planning Services. Ozer began his career in London and has over 20 years of experience in the financial services industry. He holds a PhD in Finance and is also a Special Needs Planner. Ozer’s client centric approach to planning focuses on education, advocacy, and coordination of the goals individuals have for themselves and their family. This holistic approach considers investment, retirement, estate, tax, education, and insurance

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22:33

EP 007 Matthew Truman - First Washington Mortgage

Grow Your Business and Grow Your Wealth ·

2020/08/26

Matthew Truman of First Washington Mortgage has over 22 years in the mortgage banking industry. Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Matthew Truman about working in the mortgage banking industry. Here are some of the beneficial topics covered on this week’s show: ● How people are most afraid of their credit score when purchasing a home. ● Why people should prepare questions for their mortgage broker. ● How the guidelines in the mortgage

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31:04

EP 006 Matthew H. Rosenthal, Esq. of Rosenthal Law, PLLC

Grow Your Business and Grow Your Wealth ·

2020/08/19

– The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 006 Matthew Rosenthal Matthew Rosenthal is Matthew H. Rosenthal launched M.H. Rosenthal Law, PLLC in 2015. The goal of the practice is to provide customized and tailored legal services to clients. On February 1, 2019, M.H. Rosenthal Law, PLLC merged with Meyer and Associates, Counselors at Law, PLLC to form Rosenthal Meyer, PLLC. Matthew also has experience working in the non-profit sector. He worked as a Transactional

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32:56

Episode 005 Colin Exelby - The Grow Your Business and...

Grow Your Business and Grow Your Wealth ·

2020/08/12

Colin Exelby – The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 005 Colin Exelby Colin Exelby is the President and founder of Celestial Wealth Management in Baltimore, MD. With over sixteen years’ experience assessing complex financial situations, Colin is a Certified Finacial Planner™ (CFP®) Professional providing comprehensive advice on how to structure and diversify client holdings, manage risk, help assess tax situations, and optimize charitable giving. His passion

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33:21

EP 004 Scott Smolen - Real Estate Realtor at RE/MAX

Grow Your Business and Grow Your Wealth ·

2020/08/05

Scott Smolen established his roots in the business world by cutting lawns in his hometown of Bowie. When Scott was in middle school, he started a landscaping business with one employee—himself—and no plans for expansion. He was just looking to make a few bucks before going back to school. By the end of the summer, the business began to take root in the community, and Scott envisioned for the first time a future for himself as an entrepreneur. Over the next decade, the business grew strong

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26:11

EP 003 Ryan Paquin - Mortgage Consultant & Branch...

Grow Your Business and Grow Your Wealth ·

2020/07/29

Ryan Paquin is a passionate, hard working mortgage consultant and Branch Manager with the brilliant professionals at First Home Mortgage in Crofton, Maryland. For the past ten incredible years Ryan has made his forward thinking mortgage advice readily available to those clients who choose to be financially responsible homeowners. His gorgeous, easy to locate office is located at the intersection of Route 3/301 and Route 450/Defense Highway in Crofton. Ryan has lived in Maryland since February of

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303 results

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