Grow Your Business and Grow Your Wealth

Have you ever wondered what it takes to manage family wealth across generations? This week, on Grow Your Business & Grow Your Wealth, host Gary Heldt and guest Elliot Kallen, CEO of Prosperity Financial Group, will discuss the strategies behind creating and sustaining generational wealth. Elliot Kallen, the CEO of Prosperity Financial Group, shares his journey from entrepreneurship to wealth manag...

Are you ready to discover how holistic coaching can transform not just your business, but every aspect of your life? In this episode, Gary Heldt sits down with Charles Rose, an executive coach with over 25 years of experience. Charles shares his journey from software developer and business owner to becoming a transformative coach who focuses on the holistic development of tech CEOs and leaders. He...

How can effective trust and estate planning secure your business and personal assets for future generations? In this episode, Gary Heldt sits down with Regine Francois Williams, founder and Managing Partner of Francois Williams Legal LLC, to dive deep into the complexities of trust and estate planning. Regine discusses the importance of estate planning, debunks myths surrounding trusts, and shares...

❓ How do you harness the power of grit and resilience to turn a life of service into a successful business? 📄In this inspiring episode, we feature Rochelle Hemingway, the CEO and founder of Slay to Success LLC. Rochelle shares her incredible journey, from serving 30 years in the Air Force to launching a successful business. Discover how she found a new purpose, overcame the emotional and mental...

Are you navigating the complexities of government contracts and procurement? Discover key legal strategies and insights from procurement law expert Barry Gogel! In this episode, host Gary Heldt sits down with Barry Gogel, an attorney at Rifkin Weiner Livingston, LLC, who specializes in government procurement litigation. Barry shares his transition from teaching to law, offering valuable advice for...

Are you a business owner struggling to manage overwhelming debt and keep your business afloat? What if there was a way to tackle your financial burdens while protecting your assets? In this episode, Gary Heldt sits down with Ralph Tommaso, Vice President of Marketing at First Choice Debt Solutions, to explore the intricate world of business debt management. Ralph shares his journey from facing fin...

Are you ready to explore how commercial real estate and intelligent investing strategies can fuel your business growth? In this episode, Gary Heldt interviews Nic DeAngelo, CEO and Founder of Saint Investment Group, about commercial real estate, investment strategies, and adapting to today’s market. Nic shares his journey, starting in real estate during the Great Recession, and how he developed su...

Are you ready to learn how to make smart investment decisions in today's challenging real estate market? In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt speaks with Darin Davis, the principal at Club Capital, about navigating the complexities of real estate investing. Darin shares his journey from working in tech sales to becoming a successful investor, providing insigh...

🤔 What drives someone to passionately pursue a career in accounting, and how can that passion lead to a leadership role in one of the top accounting firms in New England? 🤔 What drives someone to passionately pursue a career in accounting, and how can that passion lead to a leadership role in one of the top accounting firms in New England? In this episode, Danny Bullock interviews David Fontes,...

How do successful entrepreneurs transform their corporate experiences into thriving independent ventures? Learn from Sepideh Yeganegi's insights on the benefits of spin-out ventures! 📖 In this episode, Gary Heldt welcomes Sepideh Yeganegi, an Associate Professor in Strategic Management and co-author of "Spin-Out Ventures." Sepideh shares her expertise on spin-out ventures, where former employees...

🎧 Have you ever wondered how nearshoring can revolutionize your business operations? Dive into this episode as Brian Samson, founder of Plugg Technologies, unveils the secrets behind tapping into Latin America's talent pool and the true power of nearshoring. In this episode, Brian Samson shares his journey from San Francisco tech startups to founding Plugg Technologies, a company focused on conne...

🎙️Is your business ready for sale, or are you just owning a job? Discover the secrets to making your business genuinely saleable! 📋In this insightful episode of Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with Richard Phillips, the founder and senior partner at Crossroads Capital. Richard shares his unique approach to helping businesses prepare for sale, emphasizing the impor...

❓ :How can small businesses effectively address diversity gaps in their recruiting process? 📝 In this insightful episode, Gary Heldt interviews Pamela McElvane, the founder and CEO of Diversity MBA Media, about the challenges and opportunities small businesses face in creating diverse and inclusive work environments. Pamela shares her journey from corporate America to entrepreneurship and provid...

Ever wondered what it takes to transform a struggling business into a thriving success story? 📜This week, Gary Heldt interviews John Macielag, the president and founder of All Seasons Capital & Advisory. John shares his journey into finance, beginning with his early days at Merrill Lynch. He discusses his passion for helping people achieve business success and financial stability. The conversatio...

Are you ready to unlock the secrets of maximizing financial benefits from aircraft ownership? Join us for an eye-opening discussion with tax planning expert KJ McCarter! In this episode of Grow Your Business & Grow Your Wealth, guest host David T. Yu sits down with guest KJ McCarter to discuss maximizing the financial benefits of aircraft ownership and navigating the intricate world of tax plannin...

Ever wonder how a design background can lead to building a multimillion-dollar international company and a framework for coaching high-performing entrepreneurs? Join us on today's episode of Grow Your Business & Grow Your Wealth as we explore Katie Richardson's unique journey and insights. Host Gary Heldt interviews guest Katie Richardson, a successful entrepreneur and business coach, who shares h...

Are you ready to discover the secrets of transitioning from a high-stakes CIA career to successful entrepreneurship? 🔍In this episode of "Grow Your Business & Grow Your Wealth," Gary Heldt interviews Rupal Patel, former CIA officer turned successful entrepreneur and author of "CIA to CEO." Rupal shares her journey from the structured environment of the CIA to the dynamic world of business ownersh...

🚀 Are you prepared for the journey back down the mountain of life as you approach retirement? Discover the crucial steps to secure your financial future with insights from an expert. 🎙️ In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt welcomes Aaron Cirksena, the founder and CEO of MDRN Capital. Aaron shares his extensive experience in the financial advising space, disc...

Fasten your seatbelts and prepare for takeoff as David T. Yu, our guest host on Grow Your Business & Grow Your Wealth, pilots today's conversation with guest Dr. Dylan Caldwell. They'll soar through the thrilling intersection of healthcare and aviation, exploring how keeping pilots healthy is key to keeping our skies safe. Ever wondered what keeps our pilots sharp and our flights smooth? Strap in...

Ever wondered how to turn failures into stepping stones for success? Join us as Damion Lupo shares his journey of building over 70 companies and the lessons learned. 📈 In this episode, Gary Heldt sits down with Damion Lupo, a seasoned entrepreneur who has started and run over 70 companies in the past 30 years. Damion shares his unique insights into the importance of relationships in business, the...

🎯 Ever wondered how incentives can transform your business strategy? Dive into the world of incentive marketing to boost your business and create irresistible offers for your customers! 🌟 In this episode, we explore the powerful impact of incentive marketing with Marco Torres, founder of Marketing Boost. He shares his journey from significant career setbacks to developing a thriving platform tha...

How can embedding medical expertise within your team transform employee healthcare management and boost company culture? The Hook: Join Jeremy Vesta, the Chief Financial Officer of Curally, as he explores the transformative power of proactive healthcare management within the workplace. Learn how direct access to medical professionals not only streamlines healthcare needs but also significantly boo...

Have you ever wondered what it takes to pivot from an aspiring FBI agent to a successful tax coach and business consultant? In this milestone 200th episode, the tables turn as Bruce Corris, President of Market Domination LLC, interviews Gary Heldt, the man behind the mic. In this special 200th episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt becomes the interviewee as Bruce Corr...

Unlock the Secrets of Cash Flow Management - Join Peter Kingma, former Ernest & Young employee and author of "Cash is King," as he reveals crucial strategies to master cash flow and avoid common financial pitfalls that many businesses face. 📖 In this enlightening episode, Peter Kingma discusses the fundamental importance of understanding and managing cash flow to prevent bankruptcy and ensure lon...

How can small business owners navigate the complexities of digital marketing to achieve long-term success and wealth? 📜 Summary: Neil Twa's digital marketing journey began with an early passion for technology during the AOL era. Transitioning from a degree in music to a corporate career, Neil contributed to significant projects at Sprint and IBM. By 2012, he launched his own private label brand o...