Grow Your Business and Grow Your Wealth

What if transforming your financial mindset could unlock your path to wealth and a more fulfilling life? In today’s episode, we’re joined by Thomas Blottenberger, CFP, ChFC, ABFP, and Co-founder of Paradigm Shift Financial. Thomas is also an American Dream Experience Leader, and he’s here to share his journey of shifting from the impersonal, commission-driven world of traditional financial advisin...

Are you looking to transform your financial future? Learn how Paul Gabrail applies Warren Buffett's principles to real estate and personal finance to build long-term wealth. In this episode, Gary Heldt sits down with Paul Gabrail, co-host of  Everything Money , to discuss the art of value investing, building a successful real estate portfolio, and teaching financial literacy. Paul shares his journ...

Are you prepared to navigate the complexities of elder law and estate planning? Discover essential insights that could save your family from costly mistakes. Summary In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Richard Miller, a highly respected Certified Elder Law Attorney. Richard dives into the critical aspects of elder law, including asset protection, M...

Did you know that 90% of life insurance policies lapse or are surrendered, leaving untapped value behind? In this episode, discover how life settlements can unlock hidden wealth. Episode Overview In this episode of Grow Your Business & Grow Your Wealth , host Gary Heldt speaks with Adam Lippman, Executive Vice President of Sales and Marketing Operations at Lighthouse Life and Director of Consumer...

Are you unknowingly losing money through "financial termites"? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Jude Wilson, founder of Centrist Financial Strategies. Jude shares his journey from corporate America to entrepreneurship, discusses the principles of comprehensive financial planning, and highlights critical strategies for tax efficiency and risk man...

Are your accounting books holding your business back? Discover how proper accounting can transform your business's success in this episode. In this episode of Grow Your Business & Grow Your Wealth, guest host Ed de la Rosa speaks with guest Susan Brill, an experienced accountant and business consultant with 20 years of expertise. Susan specializes in helping small and medium-sized businesses clean...

What does it take to craft branding and messaging that truly stand out? In this episode of Grow Your Business & Grow Your Wealth , host Gary Heldt dives into impactful strategies with Glenn Rudin, The Message Master. Learn how to define your Unique Selling Proposition, create memorable elevator pitches, and build a brand that resonates with customers for long-term success. Key Takeaways: → How to...

What are the secrets to scaling your business and leading with impact? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt dives into these topics with Rebecca Macieira-Kaufmann, an accomplished business leader and author. Rebecca shares practical strategies for growth, hiring the right teams, and managing risks to achieve long-term success. Key Takeaways → The importance of focus...

In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with Jacqueline Ryan, founder of Your Independent Financial Solutions. As a seasoned tax and business strategist, Jacqueline shares her journey as a "serial entrepreneur". She offers essential advice for entrepreneurs seeking to avoid financial pitfalls, maximize tax strategies, and ensure their businesses thrive....

Reflect, Celebrate, and Grow: A Year-End Holiday Special Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Grow Your Business & Grow Your Wealth , host Gary Heldt speaks with Mario Zumbo, founder of Preserve Private Wealth. They discuss Mario's pivot from government contracting to wealth management, the importance of building meaningful client relationships, and his entrepreneurial insights for business owners. Are you ready to learn how to take control of your financial future and b...

Is your business unknowingly at risk due to IT blind spots? Discover how to protect your operations and leverage technology for growth in this must-listen episode!" In this episode of Grow Your Business & Grow Your Wealth , host Gary Heldt dives into IT strategy with Jeff Roberts, founder and CEO of Innovation Vista. Jeff shares his expertise on pressing IT challenges small and medium-sized busine...

→ What happens when you skip essential legal agreements in your business? In this episode of  Grow Your Business & Grow Your Wealth , host Gary Heldt dives into the legal must-haves for entrepreneurs with Brian Meltzer, a partner at Saul Ewing LLP. Discover how to protect your assets, navigate joint ventures, and avoid legal nightmares. In this episode, Gary Heldt speaks with Brian Meltzer, a busi...

What if donating to charity was as easy as tapping on your phone? Discover how Adam Nash and Daffy are making generosity simple and accessible for everyone. Summary: In this episode of  Grow Your Business & Grow Your Wealth , host Gary Heldt dives into a compelling conversation with Adam Nash, co-founder and CEO of Daffy. Adam shares how Daffy is redefining charitable giving by leveraging innovati...

In this episode, host Gary Heldt speaks with Michael Mendelson, a partner at Outside GC, a unique virtual law firm. Michael shares his journey from mechanical engineering to law, explains the innovative business model of Outside GC, and offers actionable insights for small and medium-sized businesses. This conversation is packed with practical advice on managing legal risks, building trust with ad...

🎤 What are the top tax mistakes small business owners make, and how can you proactively avoid them? 📝 In this episode, Gary Heldt interviews Tina Azarvand, the Managing Partner at Azarvand Tax Law. Tina shares insights into common tax mistakes small business owners make, strategies for proactive tax planning, and how her firm uniquely supports entrepreneurs by simplifying tax and legal processes...

Are you truly prepared to protect your business from unexpected challenges? Today's episode with host Gary Heldt and guest attorney Rachel King explores essential legal and financial strategies for business owners, from assembling a professional support team to proactive planning and avoiding common pitfalls in business structuring and asset protection. Gain actionable advice on safeguarding busin...

 Are you confident your business is taking advantage of every tax break and staying audit-proof, or could you be leaving money on the table?   In this episode, Gary Heldt welcomes Sherry Peel Jackson, a seasoned CPA, former IRS agent, and founder of SP Jackson Consulting, LLC. Sherry shares insights from her extensive experience in the tax and financial fields, focusing on strategies for small bus...

Struggling to find the right talent for your business? Discover hiring secrets from Steven Rothberg, founder of College Recruiter, as he shares innovative strategies to attract and retain top early-career candidates, streamline your recruitment process, and make smarter hiring decisions for long-term success.  In this insightful episode, Gary Heldt speaks with Steven Rothberg, founder of College R...

Are you tired of the high costs and inefficiencies of traditional accounting services? Discover how Dr. Ryan Moriarty is leveraging technology to revolutionize bookkeeping and tax preparation for entrepreneurs. In this episode, Gary Heldt interviews Dr. Ryan Moriarty, President of Done For You Tax, a company that offers cutting-edge tax and bookkeeping services at a fraction of the traditional cos...

How do you balance the legacy of a family business while embracing innovation and new trends? Rustin Yasavolian, a second-generation owner of Masina Diamonds, shares his journey in running a family-owned jewelry business and the challenges of taking over from his father. In this episode of  Grow Your Business & Grow Your Wealth , host Gary Heldt interviews Rustin Yasavolian, who took over Masina D...

Are you ready to scale your business with cutting-edge technology? Discover how Ingennicom helps businesses streamline operations and future-proof their growth. In this episode, Gary Heldt interviews Maureen Edwards, the founder and CEO of Ingennicom. Maureen shares her insights on how businesses can scale effectively by leveraging technology solutions, such as AI, to enhance efficiency and operat...

Is your business legally prepared for success? Find out the essential steps to protect your business from common legal mistakes. In this insightful episode, Gary Heldt interviews Hillary Johns, managing partner of Hillary Johns Trial Lawyers, with offices in Beverly Hills, the Bay Area, and New York City. With over 100 civil trial cases under her belt, Hillary shares her extensive knowledge in bus...

Are you relying on your business as your sole retirement plan? Discover why diversification is critical to financial security and how to build a wealth strategy that works beyond your company. In this episode, host Gary Heldt interviews Jake Falcon, founder of Falcon Wealth Advisors. Jake discusses the importance of financial planning for business owners, especially those nearing retirement. He sh...

What does it take to grow a family business into a global enterprise and successfully pass it on? In this episode of Grow Your Business & Grow Your Wealth, guest host Danny Bullock interviews Jim Nooney, former CEO and owner of Nooney Controls Corp. Jim shares his inspiring story of transforming a small, family-run business into a global player in the industrial control valve industry. He discusse...