Grow Your Business and Grow Your Wealth

What if the key to entrepreneurial success wasn’t just about capital, but about finding your “good peoples”? This week’s guest, Brandon Na, founded his venture firm on this very principle, a concept born from a lifelong friendship and a desire to build a network of unselfish, supportive guides for founders. His journey reveals that the path to building something meaningful is often about who you h...

What do you do when that dreaded letter from the IRS arrives? For many, the first instinct is to ignore it, hoping it will go away. But that is the single biggest mistake you can make. In this episode, guest host Jack Reeder talks with Felecia Dixson, an Enrolled Agent with over forty years of experience, about how to handle IRS issues with a clear head and a solid strategy. They discuss the most...

What if you could transform your relationship with money from a source of stress to a source of confidence?  For many women, conversations about finances have long been off-limits, creating a confidence gap that can have a lasting impact on their financial future. This episode is a conversation about changing that narrative.  This week on the Grow Your Business & Grow Your Wealth pod...

Deciding when to claim Social Security is one of the most significant financial choices you will make. The right strategy can mean a more secure and comfortable retirement, while the wrong one could leave you with less than you deserve. In this episode, we explore the nuances of Social Security and retirement planning to help you make the best decision for your future. Host Gary Heldt sits down wi...

What if the biggest risks to your business are happening in markets you are not even watching? In a world more connected than ever, a shift in a supply chain on the other side of the globe can impact your bottom line overnight. Staying ahead requires a new way of thinking. In this episode, Gary Heldt sits down with Daniel Nikic, a Global Investment Specialist and founder of COHRES. They explore wh...

Did you know that a typical retired couple can expect to receive over $1.4 million in Social Security benefits? 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 &...

What happens when high income still does not give you freedom, time, or peace of mind? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with  Joey Muré , co founder of Wealth Without Wall Street, to challenge traditional thinking around money, retirement, and success. Joey shares his personal journey from earning a high income in the mortgage industry to realizing tha...

What if the next decade becomes the greatest wealth opportunity of your lifetime and most business owners miss it because they are too busy running day-to-day operations? In this powerful conversation, Gary Heldt sits down with Darius Alexander Ross to unpack why business owners are standing at a once-in-a-generation turning point. With trillions of dollars in wealth transferring from retiring Bab...

What if building wealth was not about money but about the life and impact you leave behind? Morgan Nichols believes legacy is not something you build at retirement. It is something you create every day through intentional decisions, values-based planning, and clarity around what truly matters. In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Morgan Nichols, CEO a...

What happens when building wealth stops being about returns and starts being about purpose? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. With more than 25 years of experience, Tiffany explains why modern wealth management must go beyond investments and focus on holistic pla...

Are your financial reports helping you grow your business or just giving you a headache? In this episode of  Grow Your Business & Grow Your Wealth , guest host Ken May sits down with Rusty Fulling, founder and president of Fulling Management & Accounting Inc., to unpack how small business owners can build a stronger financial foundation through outsourced accounting, fractional CFO services, and p...

Why do reliable small business owners still struggle to access credit, and how can AI finally fix that?  In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt welcomes Tamara Laine, Founder of MPWR, an AI-driven fintech platform transforming how individuals and small business owners build credit and access capital. Tamara explains how outdated credit systems fail entrepreneurs and g...

What if paying massive taxes every year wasn’t inevitable and what if the wealthiest families in America were playing an entirely different game than you were taught? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Mark Miller, CEO of Hilton Tax & Wealth Advisors and Manager of the Hilton Family Office. With nearly four decades of experience, Mark pulls back the...

What happens when you try to sell a business that isn’t ready, and why do eighty percent of companies fail to sell at all This week on  Grow Your Business and Grow Your Wealth , Gary talks with  Stephen H. Wagner, CFP, CEPA , CEO of Integrity Wealth Advisors and one of the few financial planners who deeply understand both the emotional and economic sides of money. Stephen brings decades of experie...

What do the most successful entrepreneurs understand about money that struggling business owners never figure out? In this powerful episode of  Grow Your Business and Grow Your Wealth , guest host Jack Reeder sits down with Phil Zuckerman, National Lead Faculty for Goldman Sachs 10,000 Small Businesses. Phil brings nearly fifty years of entrepreneurial experience and decades of mentoring business...

What does it really take to succeed in franchising when so many people still believe it is passive income? This week on Grow Your Business and Grow Your Wealth with Gary Heldt, Gary sits down with Brittney Lincoln, Partner and VP of Franchise at Limitless Franchise Growth and Founder of Females in Franchising. With over thirteen years of experience across home services, beauty, fitness, wellness,...

What if your story is the one thing that changes everything in your business? On Grow Your Business and Grow Your Wealth, Gary Heldt sits down with media visibility expert and Cre8tive Con founder Julie Lokun for a powerful conversation about the real drivers of visibility. Julie shares how she moved from journalism to law to entrepreneurship and discovered that every business grows when its story...

What does it take to transform a neighborhood into a thriving business community? On Grow Your Business and Grow Your Wealth, Gary Heldt sits down with Mark Burns, Executive Director of the Coconut Grove Business Improvement District. Mark draws on more than 20 years of experience in real estate leasing, government property management, and community revitalization to explain how small businesses c...

What if you could legally pay zero taxes while building wealth around the world? In this episode, Gary sits down with Mikkel Thorup, the world’s most sought-after expat consultant and the Founder and CEO of Expat Money. Mikkel has spent more than 25 years traveling to 120 countries, living in 9 of them, and building a thriving international consulting firm that helps high-net-worth clients reduce...

What if a single decision could save a business owner thousands in taxes every year? On  Grow Your Business and Grow Your Wealth , guest host  Samuel Russell  sits down with  Rob Brand , tax strategist at Comprehensive Business Services in Newark, Delaware, for an eye-opening conversation on tax structure, S Corporation strategy, retirement planning, and what business owners get wrong about their...

What if your path to financial freedom wasn’t through Wall Street—but through oil wells, real estate, and smart private equity? This week, Gary Heldt welcomes  Bryan Hancock , Founder of  Integrity Development  and  Texas Freedom Fund , to share how he built a career turning real estate and alternative assets into long-term wealth. From developing 50+ urban infill projects in Austin to structuring...

What happens when legal strategy meets human understanding? In this episode of  Grow Your Business & Grow Your Wealth , guest host  Barry Goldwater  sits down with  Lisa M. Cukier, Partner at Rubin Rudman LLP , to explore how empathy and expertise intersect in the world of family law, trust and estate matters, and fiduciary services. Lisa shares how her concierge-level approach helps families and...

Are you building wealth — or just hoping it lasts? In this episode of  Grow Your Business & Grow Your Wealth , host  Gary Heldt  speaks with  Katherine M. Sheehan , Managing Director and Wealth Strategist at  Crestwood Advisors , about how smart planning protects both your business and your legacy. Katherine breaks down what every entrepreneur should know about estate and succession planning — fro...

What if you could legally pay zero in taxes as a small business owner? In this episode of  Grow Your Business & Grow Your Wealth , guest host  Lauren Gidley  speaks with  Carlotta Thompson , founder of  Tax Strategists of America . Carlotta is recognized nationwide for helping small business owners minimize their tax burden and retain more of their earnings. She goes beyond traditional tax prep to...

Are you unknowingly setting yourself up for a massive tax bill in retirement? This week on  Grow Your Business & Grow Your Wealth , host  Gary Heldt  welcomes  Jonathan Thomas, CFP® , Private Wealth Advisor at  LVW Advisors , for a candid look at the hidden pitfalls that can derail even the best retirement plan. Jonathan reveals how overfunding tax-deferred accounts, ignoring liquidity, and delayi...