Grow Your Business and Grow Your Wealth

In episode 148 of the Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Bryan Kuderna, founder of the Kuderna Financial Team, discussing financial planning and investment. With years of experience in the field, Bryan is passionate about helping individuals and businesses achieve their financial goals. He is a renowned speaker, author, and advisor known for his personalized financia...

On Episode 147 of the Grow Your Business & Grow Your Wealth with host  Gary Heldt, Randy Sadler, Principal and CMO at CIC Services, joins as a guest to discuss captive insurance and debunk some of its myths.  Randy has been a marketing and communications professional since 2007 and has worked with various companies such as Procter & Gamble, Pfizer Pharmaceuticals, and Jewelry Television. He now le...

In this replay of the Grow Your Business and Grow Your Wealth podcast, host Gary Heldt welcomes Ashley Tison, Esq., the founder of OZPros, a prominent Opportunity Zone consultancy. Ashley is a highly regarded consultant and attorney specializing in Opportunity Zones, tax-advantaged structures, and investment strategies. With extensive experience advising commercial property investors, family offic...

In episode 147 of the Grow Your Business & Grow Your Business podcast, host Gary Heldt interviews John Greer, a certified exit planning advisor, who shares his experience and expertise in planning for a successful business exit. John discusses his background and how he got into the business of exit planning. He also talks about common mistakes that business owners make and the three-pronged approa...

✅ Join Gary Heldt, host of Grow Your Business & Grow Your Wealth, as he dives into branding, marketing, and strategic growth with special guest Maureen Edwards, founder of Eight Simple Steps. With a strong background in corporate and entrepreneurial ventures, Maureen helps entrepreneurs and business owners navigate the complexities of branding and marketing for sustainable growth. Maureen shares...

Are you tired of feeling overwhelmed by your business tasks and struggling to find balance in your life? Discover the secrets to simplifying your life, boosting productivity, and achieving long-term success as Gary Heldt interviews Barbara Trapp, a Certified Professional Organizer® and Productivity Coach, on this episode of "Grow Your Business & Grow Your Wealth."  🎧 Listen to uncover valuable st...

Ariana Dindiyal is a litigation attorney at Baker Hostetler specializing in legal tech and AI. In this episode, she discusses the benefits and challenges of AI in businesses, emphasizing the importance of transparency and customer trust. Dindiyal offers these tips for businesses to make the most of legal tech and AI. Key takeaways: AI is everywhere and can provide numerous benefits for businesses,...

Episode 141 of the Grow Your Business and Grow Your Wealth podcast with Gary Heldt features financial planning expert Jerry Truman. Jerry has been advising high-net-worth clients for over 20 years, helping them develop personalized and comprehensive financial plans that align with their life and business goals. He is also a dedicated philanthropist, co-founding Truman Charities and raising over $9...

🎉 Get ready to relive one of the most popular episodes of the "Grow Your Business and Grow Your Wealth" podcast! Host Gary Heldt is joined by special guest Attorney Candace Dellacona for a discussion about the importance of asset protection, and their conversation is packed with valuable insights and advice. 👉 Here are some key takeaways from their discussion that you won't want to miss: ✅ A wi...

💰 Are you struggling to afford the cost of college? In this episode of the Grow Your Business and Grow Your Wealth podcast, host Gary Heldt sits down with Seth Greene , the nation's leading expert on growing your business, with a podcast and the Founder of How to Find Money for College. Seth shares his personal story of experiencing financial hardships while trying to pay for college, which led h...

In this podcast episode, 138, host Gary Heldt interviews Tom Hegna, CLU, ChFC, CASL,, a well-known economist and retirement income expert. They discuss the importance of having guaranteed income in retirement and the potential risks of relying solely on investments. Tom emphasizes the benefits of delaying Social Security benefits and how it can increase your long-term income. Tom also talks about...

Join Gary Heldt in this episode of Grow Your Business & Grow Your Wealth as he speaks to Violetta Terpeluk, MBA, CFP, CPWA, CEPA, CRPC from IndigoFlow Financial Group. Violetta has been helping business owners to build and exit their businesses for 20 years. She shares common mistakes business owners make when selling their businesses, such as needing an overall plan or not working with a professi...

Richard Culbertson is a highly experienced Social Security attorney with over 20 years of experience in the field, based in Daytona and Orlando, Florida. He is a skilled and dedicated advocate known for his compassionate approach and personalized attention to clients. Mr. Culbertson has helped clients with a wide range of Social Security issues, including disability benefits, retirement benefits,...

As Founder and President of MASSIE R&D Tax Credits, Jason is responsible for the quality, consistency, and integrity of our tax credit service offerings. He heads the Delivery Team at MASSIE and leads all Architecture and Controversy Phases for clients across the United States. He received a B.S. in Accounting from Christian Brothers University and a law degree from the University of Memphis. He w...

Jay leverages his experience from nearly a decade of working in complex litigation at two major law firms on behalf of individuals with professional licensing or employment law matters . He has built a successful niche in professional licensing defense , helping licensed professionals in Maryland and Washington, D.C., protect their professional licenses and careers.  Jay relishes counseling, strat...

For the past ten years, Candise has been the managing partner of Cernitz Law, which she started with her husband, Justin Cernitz, and helped build a successful law firm completely organically without social media, marketing, or much of a digital footprint - 100% through word of mouth and referrals and are proud of what they have built on this, the most solid of foundations. Now, they are charging...

Episode 133 The Grow Your Business and Grow Your Wealth podcast with Gary Heldt  Guest:  Candise and Justin Cernitz For the past ten years, Candise has been the managing partner of Cernitz Law, which she started with her husband, Justin Cernitz, and helped build a successful law firm completely organically without social media, marketing, or much of a digital footprint - 100% through word of mouth...

Jennifer Funn has been named the director of the Baltimore region Small Business Development Center (SBDC) at the University of Maryland. The new region will provide services to businesses and entrepreneurs in Baltimore City and Baltimore County. The region is one of 6 centers and more than 23 locations serving Maryland businesses.  As the director, Ms. Funn will be responsible for planning, devel...

NATALIE C. HALL ECONOMIC DEVELOPMENT SPECIALIST/VETERAN BUSINESS DEVELOPMENT OFFICER Natalie C. Hall is an Economic Development Specialist and the Veteran's Business Development Officer for the U.S. Small Business Administration, North Florida District Office. Natalie joined the NFDO team in April 2012, and enjoys advocating for entrepreneurs and small business owners by helping them access capita...

Brian Laird is an attorney in Tucson, Arizona. Brian provides representation and counsel for companies and individuals in business and financial litigation, real estate and development disputes, construction defects, and other commercial litigation. He represents select clients in serious injury and wrongful death cases.  Listen to this informative Grow Your Business and Grow Your Wealth podcast. ...

Kimberly DeCarrera combines the disciplines of law and accounting to bring business solutions to clients. Kimberly is an accomplished lawyer and accountant with more than 15 years of experience representing companies of all sizes across multiple industries, including financial services, hospitality, retail, manufacturing, transportation, professional services, and health care. She recently served...

As a partner at The Lake Law Firm, Michael Blom focuses on personal injury, pharmaceutical drug injury, medical device liability, and mass tort litigation. Michael also works with business owners to recover refundable tax credits through the employee retention tax credit. Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Michael J. Blom, Esq. https://podcasts....

Known as the owner of an exclusive “Million Dollar Rolodex,” Shannon has successfully attained over $3.2 Million in F-R-E-E press for herself and her clients. What’s more, she readily shows others how to do the same. A master at creating strategic alliances and developing sustainable partnerships, Shannon almost effortlessly resolves multiple complex issues while motivating teams to peak performan...

Angela is the Founder and Managing Partner of the Reddock Law Group and has been a practicing attorney for over 20 years. As a workplace investigator, Ms. Reddock-Wright is retained by public and private sector employers to conduct independent and neutral investigations of workplace harassment, discrimination, and other claims. Having litigated two of the seminal university sorority hazing cases i...

Christopher Barber is the founder, CEO, and proudly proclaimed Chief Nerd at Cheaper Than A Geek®- an IT services firm helping small businesses with stellar, client-focused outsourced IT support. CTAG has a rather unusual approach to IT and can support an entire IT department for companies even as small as 1-10 employees organizations.   Additionally, with a fanatical emphasis on great customer se...