Grow Your Business and Grow Your Wealth

Patty Vargas is a shareholder with Davis & Santos and is Board Certified in estate planning and probate law by the Texas Board of Legal Specialization. Patty’s practice concentrates on the representation of individuals and corporate fiduciaries with respect to estate planning, family wealth transfers, probate, guardianships, formation and administration of trusts, including special needs trusts an...

Aaron works as a Private Wealth Advisor for Halpern Financial Inc, and is the founder of Gig Wealthy, an online financial education start up that strives to provide access to elite planning strategies to underserved small business owners. He is the winner of the Financial Planning Association of National Capital Area’s 2022 Emerging Leader Award, as well as a 2022 Washingtonian Top Financial Advis...

Portia M. Wood, Esq., is a generational wealth planning attorney. Based in Los Angeles, she leads Wood Legal Group, LLP, an African American woman-owned and operated law firm specializing in estate planning, probate, and elder law that she runs with her mother and law partner, Robin Wood. They are passionately focused on helping marginalized communities grow and protect wealth by being a trusted r...

Matthew Erskine is the managing partner of Erskine & Erskine LLC, a fourth generation law firm, and The Erskine Company, LLC, a consulting firm (www.erskineco.com). He focuses on strategic planning and legal services for business owners, professionals, individuals, families, collectors, and inheritors of unique assets. Helping his clients and their families solve their problems through customized...

Sabrina Shaheen Cronin is a true role model for today’s single working parent. She began her career as a musician, and soon afterward, she began her rise as a successful attorney. Sabrina is now a nationally recognized motivational and public speaker, life and business strategist coach, writer, mentor, businesswoman, top Lawyer, and television personality. Sabrina is known as the “Shared Parenting...

Hoop-wearing, award-winning and stereotype-defying attorney Carmen Rosas is on a mission to help women chase and secure the bag. Recently named a Top Latino Lawyer by Latino Leaders Magazine, Carmen draws on more than 10 years of experience in estate planning to equip women to protect themselves and their families by protecting their assets. And she’s doing it all in style. A proud mix of Mexican,...

Jack Hales is a founding partner at Hales & Sellers PLLC and is board-certified in Estate Planning and Probate Law. Hales primarily focuses on areas of estate planning and probate, including representation of executors, fiduciaries, and beneficiaries in uncontested and contested estate and trust matters. He is currently fighting for justice for dozens of families suing a funeral home and recently...

Jeremy Keil, CFP®, CFA is a retirement focused financial planner with  Keil Financial Partners , and host of the  Retirement Revealed  blog and podcast.   Jeremy’s insights include:    What led to Jeremy becoming a financial planner The common mistakes people make with their retirement planning Why you need a plan before and after investing Deciding what to do with your long-term and short-term mo...

Tyson’s first taste of entrepreneurism came at age 13 when he opened a roadside snowball stand in his small hometown. This experience gave him his first sense of Financial Independence, and he became hooked on it. By age 20, Tyson had become a helicopter pilot in the U.S. Army. Although he was making more money than ever before, he also found himself the most in-debt. Luckily, he was able to pay d...

Rasha is a Mortgage Broker & Real Estate investor in Windsor Ontario Canada. Rasha has been in the mortgage industry for more than 20 years. As an independent mortgage agent at Mortgage Intelligence ( shopmortgages.ca ) Rasha says she prides herself on a high level of mortgage knowledge, professionalism, and experience which translates into providing customers with mortgages that are competitively...

Chris Ward founded EntryPoint Wealth Management to provide advisory relationships built on Financial Life Planning to enable his clients to achieve more in their lives and financial aspirations. We take the time to help clients understand what is truly important to our clients to make the best financial decisions to empower them to achieve their successes. We attract High Networth Investors who as...

Charles Alexander’s mission in life is to help entrepreneurs get focused and beat the odds of business failure.   Charles is the Director of the Small Business Development Center at Volunteer State College, where he provides one-on-one business coaching and teaches seminars to help entrepreneurs grow their businesses.   Working with over 1,000 entrepreneurs has helped him become a polished storyte...

Justin Nabity is the founder and CEO of Physicians Thrive, an advisory group helping physicians avoid business and legal pitfalls and build their financial education. As a wealth management advisor from a family of doctors, he launched his business by traveling to medical schools nationwide to educate physicians about their unique financial, legal, and business needs. Today, Physicians Thrive has...

Since starting Profit First Professionals in 2014 from the basement of Mike’s house Ron has implemented, certified and taught Profit First to hundreds of Accounting Bookkeeping and Coaching Firms throughout the globe!   Whether a newer business or a 100-year-old firm, Ron has taught firm owners how to properly experience, practice, implement, monetize and share Profit First with their customers.  ...

A San Antonio native, Ryan Reiffert is a knowledgeable, insightful, and dynamic business and estate attorney with experience ranging from billion dollar deals on Wall Street, to high-net-worth individuals and families, to three-person garage startups with big dreams, to “regular” people attempting to make sense of a loved one’s passing, and everything in between. The firm provides high-quality leg...

Paul Donovan is an attorney, CPA, real estate developer, and broker with 25 years of experience advising real estate clients on the legal, tax, and financial aspects of real estate. Paul spent much of his career working for the “Big 4” advising Fortune 500 companies on complicated tax issues involved in the acquisition and disposition of real estate assets around the world.   Paul’s insights inclu...

Eunicia is a seasoned executive and business owner, accomplished financial consultant On her own journey, she went from rebuilding her financial independence from nearly nothing to over 6 figures in less than a year using the same methodology she uses with her clients. In addition, she has worked with and set hundreds of clients on their paths to financial independence and wealth optimization.   E...

Jeremy Britton started his first financial planning business in 1992, and went on to create several more businesses over the next few years. Along the way, he studied financial patterns like a Vegas card-counter, and always seemed to know what was coming next. Jeremy predicted the 1999 "Tech Wreck", the 9/11/2001 crash and his first best-selling book predicted the 2008 Global Financial Crisis a fu...

Seth Greene is the nation’s foremost authority on growing your business with a podcast. Seth is the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the Top 10 Podcasts to Listen to in 2019” by Nasdaq. He is the founder of the direct response marketing firm Market Domination llc, and he is a 7-time best selling author who has been interviewed on NB...

Gil Baumgarten is a 36-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found Wall Street routinely emphasized its own interests over those of the client. By the time 2010 came about, Gil jumped off the brokerage train to st...

Show Notes   - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt   - EP 077 Brett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax Solutions   Brett Swarts, founder of Capital Gains Tax Solutions, educator, investor, and host of Capital Gains Tax Solutions Podcast, expert CRE secrets, and a host of Crypto Mastermind webinar every Friday. Brett Swarts is...

Eric Proos is a Detroit area native, who is a private practice attorney in Los Angeles, with a focus on business transactions and litigation, and representing individuals in divorces and other legal needs. ​ He received a B.S., cum laude, in political science, with a double minor in economics and legal studies on a partial academic scholarship from Central Michigan University. Eric then went on to...

At twelve, Rebecca knew she wanted to be a lawyer to make a difference in people’s lives. Rebecca and her law partner, Dinh Luu, carefully chose estate planning and elder law because it’s one of the few areas of law where we can develop life-long relationships with our clients and their families and impact their lives in profound ways. Many law firms create wills, trusts, advance directives, power...

Tabitha Mazzara is an outside-the-box mortgage industry thinker, whose sophisticated, holistic approach gets things done for high-net-worth borrowers other banks wave off as “too complicated,” while creating a home-like environment for her dedicated staff.    A self-described “mortgage brat,” Tabitha has achieved a venerable 35 years of success in the field in part by virtue of her extraordinarily...

Conrad Neufeldt is a Nationally award winning mortgage broker from Saskatchewan, Canada. He is a top 10% mortgage producer in Canada, was one of the first persons from Saskatchewan to receive the Innovator of the Year Award from Mortgage Professionals Canada, and one of the youngest ever to be brought in as a speaker for the National Mortgage conference. Conrad brings almost a decade of experience...