Grow Your Business and Grow Your Wealth

Most business owners spend years building wealth but very little time planning how to protect it. Guest host Ken May sits down with David Spellman , Director of Spellman Capital Strategies, to discuss why proactive tax planning can make the difference between keeping more of what you've earned or giving away far more than necessary. David explains why waiting until tax season is often too late and...

What makes a real estate investment worth the risk? In this episode of Grow Your Business and Grow Your Wealth , Gary Heldt sits down with Jacob Vanderslice, Co-Founder of VanWest Partners, to break down what investors should know before putting money into private real estate. Jacob has helped oversee more than $375 million in self-storage investments and shares why the biggest mistake many invest...

What if the biggest threat to your wealth isn’t market volatility, but your own hardwired human instincts? This week’s guest, Jonathan Blau, Founder and CEO of Fusion Family Wealth, argues that our brains are programmed for survival on the African savannah, not for navigating financial decisions under uncertainty. His insights reveal that successful investing is less about finding the perfect stoc...

Money Is a Tool. Wealth Is the Goal. What separates people who simply earn a living from those who build lasting wealth? In this episode of Grow Your Business & Grow Your Wealth , Gary Heldt welcomes financial strategist, wealth management advisor, and Accudo Capital Investments Founding Partner G.A. Pimpleton for a thought-provoking conversation about money, mindset, and building a legacy tha...

Most business owners spend years building wealth but very little time protecting it. In this episode of Grow Your Business & Grow Your Wealth , Gary Heldt sits down with attorney Blake Harris to discuss asset protection, offshore trusts, lawsuit prevention, and the strategies successful entrepreneurs use to protect what they have worked so hard to build. Blake explains why asset protection is...

Are business owners putting too much trust in traditional retirement advice? In this episode of Grow Your Business & Grow Your Wealth , Gary Heldt talks with Barry James Dyke, President of Castle Asset Management, about the hidden risks inside the financial system, retirement planning, and Wall Street driven investment strategies. Barry shares his contrarian perspective on mutual funds, ETFs,...

Did you know that a typical retired couple can expect to receive over $1.4 million from Social Security? Yet over 90% of people are getting less money than they are eligible to receive. This isn’t just a small monthly check; it’s one of the most valuable retirement assets you have, and understanding how to unlock its full potential is critical. This conversation on Grow Your Business & Grow Yo...

Is the traditional 60 40 portfolio officially outdated? What happens when one of the nation’s top investment minds says the strategy millions still rely on may no longer fit today’s market? In this powerful episode of Grow Your Business & Grow Your Wealth, guest host Terry DuPont sits down with Christopher R. Coolidge, Chief Investment Officer of Brookwood Investment Group, to discuss how mode...

What if the biggest problem in your business is not strategy, sales, or marketing… but the way your people systems are built? In this episode of Grow Your Business & Grow Your Wealth, Tom Healy joins Gary Heldt to break down why so many growing companies struggle with turnover, chaos, poor communication, and leadership bottlenecks. Tom explains how unclear roles, lack of accountability, missin...

Can your business run without you, or do you simply own a very demanding job? In this episode of Grow Your Business & Grow Your Wealth , Gary Heldt sits down with Alan Franks, founder of the Business Planning Institute and author of Empowered Money . Alan shares why many entrepreneurs get trapped inside the businesses they build, how business owners can create real financial freedom, and why y...

What if the biggest threat to your business is growing too fast? This week on Grow Your Business & Grow Your Wealth , host Gary Heldt sits down with franchise powerhouse Terry Blachek, Managing Director at Franvest Capital Partners and one of the original partners behind Orangetheory Fitness. With more than 35 years of experience scaling brands, building teams, leading sales and marketing, and...

What hidden tax risks could be quietly threatening your business growth? On this episode of  Grow Your Business & Grow Your Wealth,  guest host Jack Reeder sits down with Brian Weaver, CPA, MBA, a tax technology consultant with deep expertise in transaction taxes, automation, compliance systems, and digital transformation. This is not a conversation about boring tax forms. It is a co...

What if the real secret to success was never missing… just incomplete? In this powerful episode of  Grow Your Business & Grow Your Wealth,  John Mitchell shares how discovering the “other half” of Think and Grow Rich transformed his income, mindset, and life. At age 50, John realized his results were not matching his potential. After immersing himself in the world’s most famous succe...

What if the biggest risk in franchising isn’t the business… but how you choose it? Franchising is often misunderstood, and that misunderstanding can cost entrepreneurs time, money, and freedom. In this episode, Gary Heldt sits down with Kimberley J. Daly, a nationally recognized franchise consultant and business coach, to break down what really matters when evaluating a franchise opportunity. With...

What if passive income is not about chasing the latest flashy strategy, but about getting clear on what you actually want, understanding the risks, and choosing investments that fit your life? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt talks with Ryan Gibson, President and Chief Investment Officer of Spartan Investment Group. Ryan shares how his journey from airline p...

Most business owners are focused on the day-to-day.  The problem is… that mindset is quietly limiting their growth. In this episode of  Grow Your Business & Grow Your Wealth , guest host Jack Reeder sits down with Grant Daffin, CPA and founder of Daffin Financial, to talk about what really drives long term success for entrepreneurs. Grant shares his journey from public accounting at...

What if the biggest mistake in commercial real estate isn’t the deal… but how you prepare for it? In this episode, host Gary Heldt sits down with David Kotter, CEO and President of Hybrid Debt Fund and Integrity Capital, LLC. With over $2 billion funded across the U.S., David breaks down how commercial lending really works and why most business owners walk into deals unprepared. From misunderstood...

What if the biggest threat to your retirement is not the market, but the taxes you failed to plan for? In this episode, host Gary Heldt talks with Erik Brenner, CFP and CEO of Hilltop Wealth & Tax Solutions, about why affluent professionals, physicians, and business owners need more than investment advice and annual tax prep. Erik explains what it really means to act as a Personal CFO and why...

Are you the reason your business cannot grow?  In this episode, host Gary Heldt sits down with Charles Gaudet, Founder and CEO of Predictable Profits, to unpack why so many businesses stall after early success. Charles explains the reality of the founder’s trap, where growth built on hard work, referrals, and hustle eventually turns into chaos and dependency on the owner. He breaks down how b...

Growing a business is exciting until the numbers stop making sense. In this episode of  Grow Your Business & Grow Your Wealth ,  Guest Host Jack Reeder  sits down with  Patricia Santayana, CPA , President of Delphi Advisory Services, to talk about what smart financial leadership really looks like for business owners who want to grow without losing control of their numbers....

Are you building a business… or building something you can actually walk away from? In this episode, Tyson Ray, CEO of FORM Wealth Advisors and creator of the SPACE™ Framework, breaks down what most business owners avoid thinking about until it’s too late… how to exit well. With over 25 years in wealth management, Tyson shares the real truth about succession planning, why it’s not a one-time event...

What if the biggest mistake in exit planning is waiting until you are ready to leave? In this episode of  Grow Your Business & Grow Your Wealth , Gary Heldt sits down with David Flores Wilson, Managing Partner at Sinceres Advisory, to talk about what business owners often miss when it comes to financial planning, business value, and long-term freedom. This is not just a conversation about...

Most business owners think valuation matters only when they are ready to sell. Bethany Hearn explains why that mindset can cost owners money, lead to avoidable disputes, and leave major risks hidden in plain sight. In this episode, guest host Jack Reeder sits down with Bethany Hearn, CPA, ABV, and CFF, to talk about business valuation, forensic accounting, succession planning, and the legal and fi...

What if financial freedom is not about retiring early, but about building enough income and confidence to finally choose how you live and work? In this episode of  Grow Your Business & Grow Your Wealth , Gary Heldt talks with Daniel Alonzo about what it really takes to build financial independence. Daniel shares how he shifted from simply selling to building a scalable business, why passi...

Ever feel like you can make good money and still lose the game because too much of it walks out the door? In this episode, Gary sits down with a multifamily investor who watched a massive real estate downturn up close, then rebuilt by learning how syndication works and how investors think about cash flow, taxes, and long-term ownership.  They dig into cost segregation, bonus depreciation, and...