Gary Heldt

Grow Your Business and Grow Your Wealth

Business EN ↓ 348 episodes

The Grow Your Business and Grow Your Wealth Podcast with Gary Heldt is the go-to place to help plan for your future. Whether you’re a business owner looking to maximize your tax profit, a parent planning for college, or an individual looking to improve your life, Gary is the expert for you. Guests on the podcast will chat with Gary and share their secrets to build a better financial foundation for your business and your life. Tune in for informative conversation about keeping your finances organized and not wasting your well-earned money.

Author

Gary Heldt

Category

Business

Podcast website

www.sbadvisors.cc

Latest episode

Jul 10, 2026

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Episodes

Episode 197: Mickie Kennedy 29.05.2024

Ever wondered how to make your press releases stand out and gain media attention? Mickie Kennedy, founder of eReleases, shares his expert insights and innovative strategies to revolutionize your approach to press releases. In this episode, Gary Heldt interviews Mickie Kennedy, founder and president of eReleases. Mickie shares his journey from a creative writing background to establishing a success...

Episode 196: Matt Ohrt 22.05.2024

How can self-funding change the healthcare landscape for employers and employees alike? Matt Ohrt, the co-founder of Self Fund Health and author of "Save Your Company," brings nearly 25 years of diverse industry experience to the table. He sheds light on how self-funding can revolutionize employer-driven healthcare. His insights provide a pathway for employers to take control of their healthcare e...

Episode 195: Christian Espinosa 15.05.2024

🎙️ Ever wondered what it takes to thrive in the high-stakes world of cybersecurity? Tune in as Christian Espinosa, former Air Force officer and CEO of Blue Coat Cyber, unveils his journey from military service to pioneering cybersecurity solutions. Christian Espinosa shares his inspiring transition from the Air Force to founding Blue Coat Cyber, a company at the forefront of medical device cyberse...

Episode 194: James and Bersabeh Ray 08.05.2024

"True wealth goes beyond material possessions—it's about what remains when all else is lost." – James and Bersabeh Ray In this episode of Grow Your Business & Grow Your Wealth, guests James and Bersabeh Ray delve into the principles of Harmonic Wealth Global, advocating for a comprehensive view of wealth that spans financial, relational, mental, physical, and spiritual well-being. They share their...

Episode 193: Damon Burton 01.05.2024

What does it take to truly excel in the competitive world of SEO? Tune in as Damon Burton, founder and president of SEO National, shares his profound insights from 17 years of leading successful SEO campaigns. Discover why investing in quality SEO services is crucial for substantial business growth. 📝 Episode Summary: In this insightful episode, Damon Burton delves deep into the nuances of effect...

Episode 192: Mark Murphy 24.04.2024

How can you transform your financial strategy to build true wealth in an unpredictable market? In this insightful episode, Mark Murphy, the CEO of Northeast Private Client Group, is not just another financial expert – he's a strategic genius, a best-selling author, and a dynamic speaker who has earned his place as a leader in empowering entrepreneurs. Mark has gained widespread recognition as a ke...

Episode 191: Justin Janowski 17.04.2024

How can integrating faith into your sales strategy lead to more authentic and successful business interactions? In this episode, we delve into the transformative journey of a coach who has successfully blended faith and business ethics. His unique approach has created a coaching platform that not only empowers entrepreneurs but also inspires them to reach new heights. The discussion uncovers the a...

Episode 190: Parker Pursell 10.04.2024

🎙️ How can the eQRP system revolutionize your approach to retirement planning and financial freedom? In this enlightening episode, Parker Pursell, an expert in the self-directed retirement industry, discusses the eQRP system's advantages. With a focus on empowering individuals to manage their retirement funds, Pursell advocates for a shift away from traditional retirement plans like 401Ks and Soci...

Episode 189: Brittany Brewer 03.04.2024

How can FreeUp revolutionize your business model with its unique freelancer hiring platform? Discover the power of FreeUp, a dynamic platform that connects businesses with a global network of freelancers. FreeUp offers a broad range of services, from marketing and bookkeeping to VA admin tasks, and provides a seamless solution for businesses looking to scale efficiently. With 24/7 support and a co...

Episode 188: Stephen Daigle 27.03.2024

How do you unlock the potential of your future?  Discover how Stephen Daigle, CEO of Bidmoni, is revolutionizing retirement planning for business owners, turning the complexities of savings and tax benefits into simplified, actionable strategies. Dive into a world where technology meets financial planning, ensuring every business owner can 'sell the dream' of a secure retirement for themselves and...

Episode 187: Jon Statham 20.03.2024

How does music influence brand identity and customer perception? In this episode, Jon Statham, CEO of State of Harmony Music, discusses the integral role of music in branding and customer engagement. Jon's journey in music, from performing in various venues to crafting jingles and sonic branding for businesses, highlights the emotional power and strategic importance of music in marketing. He expla...

Episode 186: Clay Risher 13.03.2024

How does shifting your focus from earning to learning transform your career and personal growth? Join us as Clay Risher, Director – Business Development with TrueNorth Capital Partners LLC. Clay’s primary role is originating new business for TrueNorth’s Merger & Acquisition, Capital Raising, and Valuation service offerings. Clay shares his captivating journey from selling OEM relationships globall...

Episode 185: Scott Reib 06.03.2024

🎙️ Ever wondered how to bulletproof your business legally? In this episode of Grow Your Business & Grow Your Wealth with host Gary Heldt, we dive deep with guest Scott Reib, a seasoned legal professional. Scott shares his journey from a young legal enthusiast to becoming an advocate for having a business lawyer, akin to maintaining one's health with a trainer. He emphasizes the importance of build...

Episode 184: Richard Wagner 28.02.2024

How can small businesses leverage government contracting to scale and succeed? In this enlightening episode of "Grow Your Business & Grow Your Wealth with Gary Heldt," guest Richard Wagner, CEO of RWCO, brings over 25 years of expertise, discussing the intricacies of government contracts for small businesses. Wagner sheds light on the essential steps for eligibility, the importance of a genuine se...

Episode 183: Krystyn Webb 21.02.2024

🎣 Are you protecting your intellectual property? Learn how to safeguard your ideas and innovations with expert advice from Kristyn Webb, an intellectual property law specialist. 📝 In this episode, Gary Heldt interviews Kristyn Webb, a Fishman Stewart law firm associate. Kristyn shares her journey into intellectual property law and discusses the importance of protecting intellectual property in t...

Episode 182: Wayne Zell 14.02.2024

How can entrepreneurs ensure a smooth and profitable exit from their business? Host Gary Heldt sits down with guest Wayne Zell, a seasoned lawyer and CPA who shares invaluable estate and business planning insights. He highlights the critical nature of early exit planning. Wayne Zell brings over four decades of experience in tax accounting and law, focusing on estate and business planning. He stres...

Episode 181: David Marra 07.02.2024

🌟 Are you ready to transform your investment strategies with technology? 🚀 David Marra discusses the impact of technology on investment management. He emphasizes using AI and machine learning to enhance financial strategies and the importance of risk management in investment, especially for retirement planning. Marra highlights how technology aids in building diversified portfolios for stable re...

Episode 180: Sheila Slick 31.01.2024

What does it take to thrive in the ever-evolving world of manufacturing and technology? Discover the power of adaptability and continuous learning in entrepreneurship. Join Gary Heldt as he explores the dynamic entrepreneurial journey of Sheila Slick, a fourth-generation entrepreneur with a diverse background in manufacturing and technology. From her beginnings in a family business in Miami to her...

Episode 179: Robbie Baxter 24.01.2024

👜 Discover how subscription models can revolutionize customer loyalty and business growth. Gary Heldt, host of Grow Your Business & Grow Your Wealth, speaks with guest Robbie Baxter, a leading expert in subscription models with over 20 years of experience, including work with Netflix. Known for her deep understanding of membership and subscription models, authoring several books on the topic. Key...

Episode 178: Sebestien Boyer 17.01.2024

Why is understanding business credit essential for entrepreneurs?   Sebastien Boyer, the Director of Financing at OrangeFi and the Head Coach at Business Credit 101 leverages his finance and credit management expertise to guide entrepreneurs. His insight into the importance of business credit led to the establishing of Business Credit 101. Business Credit 101, founded by Sebastien Boyer, aims to e...

Episode 177: Scott Jarred 10.01.2024

🟢 How can individuals achieve financial freedom? In this podcast episode, host Gary interviews Scott Jarred, the founder and CEO of Invest. Scott shares his journey from being raised by a single mother to becoming a successful entrepreneur. He discusses the mission of Invest, which is to help individuals achieve financial freedom. Scott also talks about his books "Future Hack" and the upcoming "A...

Episode 176: Kristen Ragusin 03.01.2024

Are you ready to dive into the world of investments and financial empowerment? Join host Gary Heldt as he explores the fascinating journey of Kristen Ragusin, Senior Vice President of Investments at Raymond James. In this captivating episode, we uncover the keys to financial success and understanding the complexities of the monetary system. Kristen's journey into the investment industry began at a...

Episode 175: Stephen Speer 27.12.2023

Are you ready to unlock the secrets of successful business acquisitions in the e-commerce era? Tune in as we explore innovative financing strategies with industry expert Stephen Speer! 📝 Episode Summary: In this enlightening episode, Gary Heldt is joined by guest Stephen Speer, a finance veteran and eCommerce Lending CEO specializing in business acquisition financing. Speer shares his insights on...

Episode 174: Amy Gowan 20.12.2023

What does it take to drive economic growth and support businesses in a dynamic county like Anne Arundel?  Welcome to the Grow Your Business & Grow Your Wealth podcast with your host, Gary Heldt. In this enlightening episode, guest Amy Gowan, the dynamic President and CEO of Anne Arundel Economic Development Corporation. Amy shares her insights on the corporation's vital role in fostering economic...

Episode 173: Joseph Carey 13.12.2023

"How can challenging conventional financial wisdom transform your wealth management strategy?"   In this episode, the guest is Joseph Carey, a visionary in the world of finance who brings a fresh perspective to wealth management and financial education. His approach, developed through his rich experiences and challenges in the financial sector, is focused on empowering individuals through knowledg...

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