Grow Your Business and Grow Your Wealth

What if you could turn your tax bill into a wealth-building opportunity using the same IRS-approved strategies as high-income earners? In this insightful conversation, guest host  Sam Russell , Retirement & Leverage Consultant at  Drass Insurance Agency , sits down with  Ralf Reinberg , CEO of  Taxes Made EZ , to explore creative yet compliant tax strategies that help business owners and W-2 earne...

In this episode of  Grow Your Business & Grow Your Wealth , host  Gary Heldt  sits down with  Gary Martoccio , founder of The Martoccio Firm and one of the nation’s leading employment law attorneys representing employees in disputes against their employers. With more than  $50 million recovered  and  over 200 Federal cases  handled, Gary brings firsthand insights into the legal landscape that ever...

What if your business could scale sustainably—without burnout or chaos? Viral financial expert and billion-dollar business coach  Monica Garcia Duggal  reveals how to achieve lasting wealth using her signature  Financial BITES Method©  and  Whole Health Wealth System™ . In this engaging conversation with host  Gary Heldt , Monica shares how entrepreneurs can think like institutional investors, cre...

What if your financial partner truly knew your name, understood your community, and fought for your long-term stability? In this episode of Grow Your Business & Grow Your Wealth, guest host Barry Goldwater sits down with Kevin George, CPA and President & CEO of New England Teamsters Federal Credit Union. Formerly CFO at Naveo Credit Union, Kevin shares how his background in accounting and communit...

What if every workplace conflict could become a growth opportunity instead of a costly battle? 💡 In this episode of  Grow Your Business & Grow Your Wealth,  Gary sits down with  Ursula Taylor , a conflict resolution strategist with 17 years of experience as an attorney and business advisor. After years in litigation, Ursula saw how traditional legal systems often amplify disputes instead of solvi...

What if scaling your business wasn’t about chasing the next “big idea” but about applying math, discipline, and strategy to your sales process? In this episode of Grow Your Business & Grow Your Wealth, Gary welcomes Doug C. Brown, CEO of CEO Sales Strategies and a renowned expert who has built over 35 businesses and generated more than $900 million in sales.  Doug has served as President of Sales...

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 emp...

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. F...

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...

❓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 p...

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 professional...

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...

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 bu...

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 F...

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 co...

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 unpac...

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 “fl...

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 mon...

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, includi...

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 acci...

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 bankin...

❓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 pow...

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 mul...

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,...

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...