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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

3:03

Episode 236: Reflect, Celebrate, and Grow: A...

Grow Your Business and Grow Your Wealth ·

2024/12/25

Reflect, Celebrate, and Grow: A Year-End Holiday SpecialLearn more about your ad choices. Visit megaphone.fm/adchoices

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26:18

Episode 235: Building Wealth Through Relationships

Grow Your Business and Grow Your Wealth ·

2024/12/20

In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Mario Zumbo, founder of Preserve Private Wealth. They discuss Mario's pivot from government contracting to wealth management, the importance of building meaningful client relationships, and his entrepreneurial insights for business owners. Are you ready to learn how to take control of your financial future and balance risk with stability? Tune in as Gary and Mario discuss personalized wealth management and

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35:58

Episode 234: Avoiding Costly IT Blind Spots

Grow Your Business and Grow Your Wealth ·

2024/12/18

Is your business unknowingly at risk due to IT blind spots? Discover how to protect your operations and leverage technology for growth in this must-listen episode!"In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into IT strategy with Jeff Roberts, founder and CEO of Innovation Vista. Jeff shares his expertise on pressing IT challenges small and medium-sized businesses face, including cybersecurity threats, blind spots in IT management, and leveraging AI for

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30:15

Episode 233: Master Joint Ventures: Legal Insights

Grow Your Business and Grow Your Wealth ·

2024/12/13

→ What happens when you skip essential legal agreements in your business? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into the legal must-haves for entrepreneurs with Brian Meltzer, a partner at Saul Ewing LLP. Discover how to protect your assets, navigate joint ventures, and avoid legal nightmares.In this episode, Gary Heldt speaks with Brian Meltzer, a business attorney specializing in mergers, acquisitions, and joint ventures. They discuss the importance of

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31:07

Episode 232: Simplify Donations with Smart Solutions

Grow Your Business and Grow Your Wealth ·

2024/12/11

What if donating to charity was as easy as tapping on your phone? Discover how Adam Nash and Daffy are making generosity simple and accessible for everyone.Summary: In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into a compelling conversation with Adam Nash, co-founder and CEO of Daffy. Adam shares how Daffy is redefining charitable giving by leveraging innovative technology and a membership-based model that works for everyone—from individuals donating $10 a week

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36:08

Episode 231: Navigating Legal Pitfalls in Business

Grow Your Business and Grow Your Wealth ·

2024/12/06

In this episode, host Gary Heldt speaks with Michael Mendelson, a partner at Outside GC, a unique virtual law firm. Michael shares his journey from mechanical engineering to law, explains the innovative business model of Outside GC, and offers actionable insights for small and medium-sized businesses. This conversation is packed with practical advice on managing legal risks, building trust with advisors, and navigating the complexities of modern business law.5 Key Takeaways: The Unique Model of

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33:12

Episode 230: Top Tax Mistakes Small Businesses Make...

Grow Your Business and Grow Your Wealth ·

2024/12/04

🎤 What are the top tax mistakes small business owners make, and how can you proactively avoid them?📝 In this episode, Gary Heldt interviews Tina Azarvand, the Managing Partner at Azarvand Tax Law. Tina shares insights into common tax mistakes small business owners make, strategies for proactive tax planning, and how her firm uniquely supports entrepreneurs by simplifying tax and legal processes. From payroll tax penalties to the importance of good record-keeping, Tina highlights actionable tips

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35:40

Episode 229: 5 Strategies to Protect Your Business...

Grow Your Business and Grow Your Wealth ·

2024/11/29

Are you truly prepared to protect your business from unexpected challenges? Today's episode with host Gary Heldt and guest attorney Rachel King explores essential legal and financial strategies for business owners, from assembling a professional support team to proactive planning and avoiding common pitfalls in business structuring and asset protection. Gain actionable advice on safeguarding business and personal assets, reducing stress, and preventing costly mistakes. Key Takeaways: ✔ Build a

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37:32

Episode 228: Tax-Smart Strategies for Business Growth

Grow Your Business and Grow Your Wealth ·

2024/11/27

Are you confident your business is taking advantage of every tax break and staying audit-proof, or could you be leaving money on the table? In this episode, Gary Heldt welcomes Sherry Peel Jackson, a seasoned CPA, former IRS agent, and founder of SP Jackson Consulting, LLC. Sherry shares insights from her extensive experience in the tax and financial fields, focusing on strategies for small business owners to improve tax compliance, protect against audits, and maximize deductions. From

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40:33

Episode 227: Smart Hiring Strategies for Small...

Grow Your Business and Grow Your Wealth ·

2024/11/22

Struggling to find the right talent for your business? Discover hiring secrets from Steve Rothberg, founder of College Recruiter, as he shares innovative strategies to attract and retain top early-career candidates, streamline your recruitment process, and make smarter hiring decisions for long-term success. In this insightful episode, Gary Heldt speaks with Steve Rothberg, founder of College Recruiter, a niche job search site connecting employers with candidates with zero to five years of

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29:27

Episode 226: Why Small Businesses Choose Tech-Driven...

Grow Your Business and Grow Your Wealth ·

2024/11/20

Are you tired of the high costs and inefficiencies of traditional accounting services? Discover how Dr. Ryan Moriarty is leveraging technology to revolutionize bookkeeping and tax preparation for entrepreneurs.In this episode, Gary Heldt interviews Dr. Ryan Moriarty, President of Done For You Tax, a company that offers cutting-edge tax and bookkeeping services at a fraction of the traditional cost. With a background in Computer Science, Ryan brings a unique tech-savvy approach to financial

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27:31

Episode 225: Balancing Legacy and Innovation in...

Grow Your Business and Grow Your Wealth ·

2024/11/15

How do you balance the legacy of a family business while embracing innovation and new trends? Rustin Yasavolian, a second-generation owner of Masina Diamonds, shares his journey in running a family-owned jewelry business and the challenges of taking over from his father. In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Rustin Yasavolian, who took over Masina Diamonds, a business his parents started in 1984. Rustin talks about the challenges of succeeding in a

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30:32

Episode 224: Boost Business Growth with Tailored...

Grow Your Business and Grow Your Wealth ·

2024/11/13

Are you ready to scale your business with cutting-edge technology? Discover how Ingennicom helps businesses streamline operations and future-proof their growth.In this episode, Gary Heldt interviews Maureen Edwards, the founder and CEO of Ingennicom. Maureen shares her insights on how businesses can scale effectively by leveraging technology solutions, such as AI, to enhance efficiency and operations. With over 12 years of experience, Maureen discusses how Ingennicom empowers companies to overcome

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33:30

Episode 223: Top Legal Pitfalls for Businesses

Grow Your Business and Grow Your Wealth ·

2024/11/08

Is your business legally prepared for success? Find out the essential steps to protect your business from common legal mistakes. In this insightful episode, Gary Heldt interviews Hillary Johns, managing partner of Hillary Johns Trial Lawyers, with offices in Beverly Hills, the Bay Area, and New York City. With over 100 civil trial cases under her belt, Hillary shares her extensive knowledge in business law, intellectual property, defamation, media law, and employment law. She emphasizes the

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33:35

Episode 222: Maximize Retirement with Smart Financial...

Grow Your Business and Grow Your Wealth ·

2024/11/06

Are you relying on your business as your sole retirement plan? Discover why diversification is critical to financial security and how to build a wealth strategy that works beyond your company.In this episode, host Gary Heldt interviews Jake Falcon, founder of Falcon Wealth Advisors. Jake discusses the importance of financial planning for business owners, especially those nearing retirement. He shares insights on why it’s risky for business owners to rely solely on selling their business as their

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40:06

Episode 221: Scaling a Business and Preparing for Sale

Grow Your Business and Grow Your Wealth ·

2024/11/01

What does it take to grow a family business into a global enterprise and successfully pass it on?In this episode of Grow Your Business & Grow Your Wealth, guest host Danny Bullock interviews Jim Nooney, former CEO and owner of Nooney Controls Corp. Jim shares his inspiring story of transforming a small, family-run business into a global player in the industrial control valve industry. He discusses the importance of finding a business niche, taking calculated risks, and the leadership transition

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31:17

Episode 220: Build and Protect Generational Wealth

Grow Your Business and Grow Your Wealth ·

2024/10/30

Have you ever wondered what it takes to manage family wealth across generations? This week, on Grow Your Business & Grow Your Wealth, host Gary Heldt and guest Elliot Kallen, CEO of Prosperity Financial Group, will discuss the strategies behind creating and sustaining generational wealth. Elliot Kallen, the CEO of Prosperity Financial Group, shares his journey from entrepreneurship to wealth management. With a strong focus on family wealth, Elliot discusses the challenges of business succession,

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36:07

Episode 219: Transforming Tech Leadership: Holistic...

Grow Your Business and Grow Your Wealth ·

2024/10/23

Are you ready to discover how holistic coaching can transform not just your business, but every aspect of your life? In this episode, Gary Heldt sits down with Charles Rose, an executive coach with over 25 years of experience. Charles shares his journey from software developer and business owner to becoming a transformative coach who focuses on the holistic development of tech CEOs and leaders. He highlights the importance of addressing seven key areas of life—physical, mental, spiritual,

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35:29

Episode 218: Protecting Wealth Through Strategic...

Grow Your Business and Grow Your Wealth ·

2024/10/16

How can effective trust and estate planning secure your business and personal assets for future generations? In this episode, Gary Heldt sits down with Regine Francois Williams, founder and Managing Partner of Francois Williams Legal LLC, to dive deep into the complexities of trust and estate planning. Regine discusses the importance of estate planning, debunks myths surrounding trusts, and shares valuable insights on business succession. From tax implications to incapacitation planning, this

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40:47

Episode 217: Unleashing Grit: From Military to Mastery

Grow Your Business and Grow Your Wealth ·

2024/10/09

❓ How do you harness the power of grit and resilience to turn a life of service into a successful business? 📄In this inspiring episode, we feature Rochelle Hemingway, the CEO and founder of Slay to Success LLC. Rochelle shares her incredible journey, from serving 30 years in the Air Force to launching a successful business. Discover how she found a new purpose, overcame the emotional and mental hurdles of transitioning from military life, and used personal branding to build a thriving company

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