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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

29:42

Episode 287: Scaling Investment Firms and the Art of...

Grow Your Business and Grow Your Wealth ·

2025/10/01

How did a commercial banker who lived just six blocks away from his future employer end up transforming a small investment firm from breaking even to nearly doubling its business in four years?Brad Wheeler, President of Shaker Investments, shares his journey from commercial banking to leading a growing investment firm. With over 25 years in financial services, Brad has grown Shaker from seven employees and breaking even to eleven employees while nearly doubling the business in four years. He

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30:02

Bonus: Visual Workflows That Boost Efficiency and...

Grow Your Business and Grow Your Wealth ·

2025/09/26

What happens when your company’s processes are costing you more than they’re helping you?In this episode of Grow Your Business & Grow Your Wealth, guest host Jack W. Reeder, CLU, ChFC sits down with Hugh Glazer, Managing Director of Winterview Group. Hugh shares why businesses—whether start-ups or long-established firms—must step back from daily operations and map their transaction flows. From uncovering inefficiencies to improving cash flow and creating better decision-making frameworks, Hugh

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38:26

Episode 286: LinkedIn Marketing Strategies for Small...

Grow Your Business and Grow Your Wealth ·

2025/09/24

Have you ever wondered why some small businesses thrive on LinkedIn while others struggle to get noticed?In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Justin Vajko, founder of Dialog and a seasoned marketing strategist, to uncover the secrets behind social media success. Justin’s journey began with a childhood hobby of designing logos, which evolved into a career managing multi-million-dollar marketing initiatives before launching his own firm. Today, he helps

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25:04

Episode 285: Grow Your Business One Monthly Change...

Grow Your Business and Grow Your Wealth ·

2025/09/17

❓What if one small change each month could double your business revenue in two years?In this episode, Gary sits down with Karl Maier, a seasoned CFO and business growth advisor who has helped five companies double their sales in just 24 months. As the founder of Abunden, Karl reveals the surprising reasons companies stall—and how to fix them with smart systems, cash flow forecasting, and people-focused strategies. Forget the usual "cut costs" advice. Karl brings a fresh, empowering perspective

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31:52

Episode 284: Why 5% Could 10x Your Wealth

Grow Your Business and Grow Your Wealth ·

2025/09/10

How are digital assets transforming the way entrepreneurs and business owners build wealth for the future?In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Jake Claver, Founder and CEO of Digital Family Office. Jake’s firm specializes in bringing the sophisticated financial tools once reserved for ultra-high-net-worth families to business owners and professionals. With a tech-forward approach, he helps clients minimize tax liabilities, optimize financial

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30:22

Episode 283: Wealth Comes from Discipline and...

Grow Your Business and Grow Your Wealth ·

2025/09/03

Are you running your money like a great business—or is your business running you? This week, host Gary Heldt welcomes Greg Luken, founder of Luken Wealth Management and author of Unleash Your Financial Superpowers: How the First-Generation Wealthy Do It (and You Can Too). With nearly four decades in the industry, Greg shares how his unconventional path—from biology student and musician to math-based wealth advisor—shaped his fresh approach to financial management. Greg reveals the three financial

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38:16

Episode 282: Exit Ready Secrets for Family Businesses

Grow Your Business and Grow Your Wealth ·

2025/08/27

Are you a family business owner who thinks you can just snap your fingers and sell your business for top dollar when you're ready to retire?In this eye-opening episode, Gary Heldt sits down with Lowell Mora, President of Impact CFO, who brings 35 years of financial leadership experience to small and medium-sized businesses. Lowell shares his journey from Arthur Andersen to helping family-owned businesses prepare for successful exits. Lowell reveals the shocking statistic that nearly half of all

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28:20

Episode 281: Stop Playing Checkers With Your...

Grow Your Business and Grow Your Wealth ·

2025/08/20

Are you playing checkers with your finances while the wealthy are playing chess?In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into a wealth-building conversation with Freddie Rappina, founder of Opta Financial, Chartered Financial Consultant, Accredited Investment Fiduciary™, and Retirement Income Planning Specialist. With a rare background as both a retired Fairfax County police officer and seasoned wealth advisor, Freddie explains why traditional “just save and

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25:13

Episode 280: The Fractional CFO Advantage

Grow Your Business and Grow Your Wealth ·

2025/08/13

Are you running your business like it will last forever—or planning for when it won’t?In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Tom Dillon, founder of Frak Finance and a trusted expert in fractional CFO services, business valuation, and M&A strategy. With a background in investment banking and operational finance, Tom helps business owners avoid costly exit mistakes and drive growth with clear, actionable financial insights.Whether you're scaling, buying, or

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32:32

Episode 276: The Hidden Power of Trust, Metrics &...

Grow Your Business and Grow Your Wealth ·

2025/08/06

What does it really take to scale your business? Host Gary Heldt sits down with Cliff Goins IV, co-founder of Scaleup—a startup launched within Amazon to help diverse-owned businesses grow into large enterprises. With deep experience in fintech, asset management, and private equity, Cliff brings an unfiltered, strategy-first perspective to business growth.In this episode, Gary and Cliff unpack what holds businesses back from scaling—and it’s not just about capital. From delegation and systems to

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35:31

Episode 278: Ditch Traditional Investing for Real...

Grow Your Business and Grow Your Wealth ·

2025/07/30

Still following outdated investing advice?This week, Gary is joined by Lane Kawaoka, author of The Wealth Elevator, real estate syndication leader, and founder of SimplePassiveCashflow.com. With over 10,000 units under management, Lane shares how he went from civil engineer to full-time passive income expert—revealing why single-family rentals won’t scale, the importance of knowing your “floor” in the wealth journey, and how professionals can create cash flow without becoming landlords. This

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30:56

Episode 277: From Stuck to Scaling with a Smarter...

Grow Your Business and Grow Your Wealth ·

2025/07/23

What if your biggest business blocker isn't your bookkeeping—but your beliefs?This week, host Gary Heldt welcomes Audrey Faust, expert CFO, neuro coach, and author of the upcoming book She Grows Rich. Audrey empowers women entrepreneurs to build thriving businesses by combining strategic financial guidance with transformative mindset coaching. In this candid conversation, she shares how early money beliefs can sabotage success, why you should ditch the word “budget,” and what it really takes to

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46:35

Episode 276: How Historical Thinking Transforms...

Grow Your Business and Grow Your Wealth ·

2025/07/16

What if the same strategic thinking that shapes world history could transform how you handle your business disputes and protect your company's reputation?Jonathan Sherman, Partner and Vice Chair of Strategic Litigation at Sterlington Law, shares his journey from studying Cold War diplomatic history to becoming a nationally recognized commercial litigator. With over 30 years of experience, including work on the O.J. Simpson case and high-profile disputes involving Sony and Herbalife, Jonathan

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25:48

Episode 275: Turn Your Retirement Account Into...

Grow Your Business and Grow Your Wealth ·

2025/07/09

What if you could use your retirement savings to invest in real estate, start a business, or buy cryptocurrency - all while keeping the tax advantages of your IRA or 401(k)?Tax attorney and entrepreneur Adam Bergman reveals the hidden power of self-directed retirement accounts that most Americans are unaware of. As the founder and CEO of IRA Financial Group, Adam shares how he discovered, by accident, that IRAs can invest in far more than just stocks and bonds—and how he built a $5 billion company

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26:41

Episode 274: How to Access 9-11% Yields Like...

Grow Your Business and Grow Your Wealth ·

2025/07/02

Are you missing out on the investment opportunities that institutional investors have been using for decades to build wealth?In this episode, Gary sits down with Kim Flynn, President of XA Investments and CFA charter holder, to explore the world of alternative investments and how they're becoming accessible to individual investors and business owners. Kim shares her journey from investment banking to founding her own business and reveals how interval funds are democratizing access to private

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28:49

Episode 273: What Business Owners Get Wrong About...

Grow Your Business and Grow Your Wealth ·

2025/06/25

❓What happens when you ignore the IRS—or worse—hire the wrong help?Spoiler alert: It doesn't magically disappear… but your bank account might.This week, Gary sits down with Candice Miller, a nationally recognized tax attorney, to break down the biggest missteps business owners make when dealing with the IRS. From penalties and passport revocations to payroll tax nightmares, Candice shares powerful insights on how to stay compliant, avoid costly mistakes, and why being proactive could literally save

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20:48

Episode 272: Smart Steps to Franchise Ownership

Grow Your Business and Grow Your Wealth ·

2025/06/18

Thinking about owning a franchise—but not sure if it’s the right move? This episode breaks down what you really need to know before diving into the world of franchising. Gary Heldt sits down with James Hilovsky, franchise consultant and CEO of FranDream, to discuss how aspiring business owners can confidently enter the franchise world. James shares his journey from restaurant executive to multi-concept founder and now mentor to franchise seekers. He outlines the real work behind franchise

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22:24

Episode 271: Culture, Content, and the Future of...

Grow Your Business and Grow Your Wealth ·

2025/06/11

What happens when you start your company after 14 jobs in 17 years? And how do you turn that into $40 billion raised?In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Gui Costin, the energetic founder and CEO of Dakota. Gui opens up about the winding path that led him to success, the leadership missteps he corrected, and how he built a culture of mentorship, kindness, and high performance. You’ll also hear his take on the future of investment sales, the impact

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31:00

Episode 270: The Family Banking Strategy That Builds...

Grow Your Business and Grow Your Wealth ·

2025/06/04

Are you still handing over your hard-earned money to Wall Street and hoping it works out?This week, Gary is joined by M.C. Laubscher, wealth strategist, entrepreneur, and founder of Producers Wealth. M.C. shares how business owners can take back control of their finances using proven wealth-building systems that banks have used for generations.They explore the critical difference between saving and speculating, how to build your own family banking system, and why most entrepreneurs are starved of

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23:49

Episode 269: From Debt to Seven Figures

Grow Your Business and Grow Your Wealth ·

2025/05/28

From Debt to Seven Figures: How Jeanne Omlor Built a Thriving Online Business Without Ads How does a single parent go from deep debt to a seven-figure business in less than two years without spending on advertising? In this compelling episode, host Gary Heldt welcomes Jeanne Omlor, a Business Strategist, Seven-Figure Online Business Coach, and Certified Servant Leadership Executive Coach who shares her remarkable transformation. Jeanne Omlor shares her journey from struggling offline coach to

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292 results

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