Grow Your Business and Grow Your Wealth

Market Domination
Market Domination

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.

  1. 3d ago

    Episode 330: The Hidden Value That Sells Your Business

    If you asked most business owners what makes their company valuable, they'd probably answer revenue or profit. But according to business exit strategist Joseph LoPresti, that's only part of the story. In this episode of Grow Your Business and Grow Your Wealth, Gary Heldt sits down with Joseph to discuss the hidden factors that determine whether a business attracts premium buyers or struggles to sell at all. Joseph explains why transferable value is the true driver of enterprise value, why exit planning should begin years before a sale, and how owners can build a business that creates both financial freedom and a lasting legacy. Whether you expect to sell in three years or thirty, this episode offers practical strategies every entrepreneur should begin implementing today. In this episode you'll learn:Why transferable value matters more than revenue aloneThe biggest mistake business owners make when preparing to sellWhy the ideal exit planning window is three to five yearsThe surprising reason many owners regret selling their businessHow to discover your personal Freedom PointWhy business value and personal wealth planning should work togetherThe importance of preparing for the unexpected "5 Ds"Why only a small percentage of businesses sell for their expected valueHow coordinated advisors help owners achieve better outcomesPractical ways to increase your company's long-term valueAbout Joseph LoPresti Joseph LoPresti is the Founder and CEO of Clearpoint Family Office and founder of The LoPresti Advisory Group. He helps entrepreneurs build transferable business value, reduce taxes, coordinate financial and exit planning, and create successful business transitions that preserve both wealth and legacy. Connect with Joseph Website: https://clearpointfamilyoffice.com LinkedIn: https://www.linkedin.com/in/josephlopresti Connect with Gary Heldt 🎙 Grow Your Business and Grow Your Wealth https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291

    Episode 330: The Hidden Value That Sells Your Business

  2. Jul 15

    Episode 329: Stop Chasing Tax Loopholes and Build Real Wealth

    Most business owners spend too much time looking for ways to avoid taxes and not enough time building lasting wealth. In this episode of Grow Your Business and Grow Your Wealth, Gary Heldt sits down with veteran CPA Sam Miles, founder of Guardian CPA Group, to discuss the difference between smart tax planning and risky tax schemes. With nearly 30 years of experience, Sam shares why the best financial decisions are built on documentation, ethical planning, and long-term strategy instead of social media shortcuts. They discuss why a great CPA should challenge you rather than simply tell you what you want to hear, how to prepare for an IRS audit before one ever happens, and why growing your balance sheet is more important than reducing this year's tax bill. If you're a business owner who wants greater confidence in your finances and fewer surprises from the IRS, this episode is packed with practical advice you can use immediately. In This EpisodeThe biggest mistake small business owners makeWhat separates a great CPA from an average oneWhy many viral tax strategies can create unnecessary riskThe importance of documentation for every tax deductionHow to prepare for an IRS audit before it happensThe Augusta Rule and when it may applyPaying your children through your business legallyWhy buying equipment simply to save taxes can hurt your wealthThe difference between lowering taxes and building real wealthCreating financial systems that support long-term growth Connect with Sam Miles Guardian CPA Group 🌐 Website: http://www.guardiancpa.com 📧 Email: smiles@guardiancpa.com 📞 Phone: (702) 303-0510 Connect with Gary Heldt Learn more about Gary Heldt and how he helps business owners grow both their companies and their wealth by subscribing to Grow Your Business and Grow Your Wealth on your favorite podcast platform. Visit Small Business Advisors' website: https://www.sbadvisors.cc/

    Episode 329: Stop Chasing Tax Loopholes and Build Real Wealth

  3. Jul 10 ·  Bonus

    Bonus: The Tax Planning Mistake That Costs Thousands

    Most business owners spend years building wealth but very little time planning how to protect it. Guest host Ken May sits down with David Spellman, Director of Spellman Capital Strategies, to discuss why proactive tax planning can make the difference between keeping more of what you've earned or giving away far more than necessary. David explains why waiting until tax season is often too late and shares practical strategies for business owners preparing for retirement, selling a business, real estate transactions, or other major financial events. He also discusses succession planning, liquidity, retirement strategies, estate planning, and why your financial team should work together instead of operating in silos. Whether you're years away from retirement or preparing for a major transition today, this episode offers valuable insights to help you plan ahead with confidence. In this episode:Why tax planning should happen long before tax filingCommon financial blind spots business owners overlookHow to prepare for selling a business or appreciated assetsStrategies that may reduce capital gains taxesWhy succession planning increases business valueThe importance of building cash reservesHow investment, retirement, estate and tax planning work togetherWhy every business owner needs a financial "quarterback"Retirement mistakes that can cost hundreds of thousandsThe difference between fiduciary and non-fiduciary advisors Connect with David Spellman Website: https://spellmancapitalstrategies.com Email: david@spellmancapitalstrategies.com

    Bonus: The Tax Planning Mistake That Costs Thousands

  4. Jul 8

    Episode 328: The Questions Every Smart Investor Asks

    What makes a real estate investment worth the risk? In this episode of Grow Your Business and Grow Your Wealth, Gary Heldt sits down with Jacob Vanderslice, Co-Founder of VanWest Partners, to break down what investors should know before putting money into private real estate. Jacob has helped oversee more than $375 million in self-storage investments and shares why the biggest mistake many investors make is focusing solely on projected returns rather than understanding the risks. You'll learn the differences between owning real estate directly, investing through REITs, and partnering in private real estate deals. Jacob also explains key investment terms such as preferred returns, IRR, waterfalls, and K-1s in plain English, making this a valuable conversation for both experienced investors and those just getting started. Whether you're looking to diversify your portfolio, create passive income, or better understand alternative investments, this episode provides practical insights to help you make more informed decisions. In This Episode You'll Learn:Why self-storage has become one of today's most attractive real estate asset classes.The pros and cons of direct ownership, REITs, and private real estate investments.What every investor should ask before committing capital.How to evaluate a sponsor, not just the investment opportunity.What preferred returns, IRR, waterfalls, and K-1s really mean.Why protecting your downside is often more important than maximizing returns.How private real estate can fit into a long-term wealth-building strategy.Connect with Jacob Vanderslice Website: https://vanwestpartners.com LinkedIn: https://www.linkedin.com/in/jacob-vanderslice/ Connect with Gary Heldt 🌐 Website: https://strategicwealthstrategies.com 📅 Schedule a Conversation: https://calendly.com/gary-heldt 💼 LinkedIn: https://www.linkedin.com/in/garyheldt/ 🎧 Subscribe to Grow Your Business and Grow Your Wealth for weekly conversations with business leaders, investors, and financial experts who share practical strategies to help you build both your business and your wealth.

    Episode 328: The Questions Every Smart Investor Asks

  5. Jul 1

    Episode 327: Why Your Brain Is Your Biggest Investment Risk

    What if the biggest threat to your wealth isn’t market volatility, but your own hardwired human instincts? This week’s guest, Jonathan Blau, Founder and CEO of Fusion Family Wealth, argues that our brains are programmed for survival on the African savannah, not for navigating financial decisions under uncertainty. His insights reveal that successful investing is less about finding the perfect stock and more about managing the behaviors that lead to poor decisions. In this conversation, Gary Heldt and Jonathan Blau explore the fascinating world of behavioral finance. Jonathan explains why investors consistently sabotage their own success, driven by deep-seated biases like loss aversion and overconfidence. He challenges conventional wisdom by redefining risk, arguing that inflation is a far greater threat than temporary market fluctuations. This episode provides a masterclass in recognizing these biases and building a repeatable plan for rational action, especially for entrepreneurs who often mistakenly treat their investment portfolios as divisions of their business. → Our brains are wired to feel the pain of a loss two and a half times more than the pleasure of an equivalent gain. → The true risk to your wealth is the permanent erosion of purchasing power due to inflation, not temporary market volatility. → Entrepreneurs often fail as investors because their overconfidence leads them to believe behavioral biases do not apply to them. → Treating a diversified investment portfolio like divisions of a business causes investors to sell undervalued assets and buy overvalued ones. → Past investment performance cannot be predicted, but human behavior is highly predictable and controllable. → A successful long-term investment strategy requires a behavioral coach to prevent investors from reverting to their default emotional reactions. If you want to understand how your own mind might be undermining your financial future, this conversation offers a profound shift in perspective. Listen to the full episode to learn how to replace reaction with rational action, and consider sharing it with a fellow business owner who could benefit from this guidance. To learn more about Jonathan Blau’s approach to behavioral finance and wealth management, you can visit his firm’s website at Fusion Family Wealth. He also hosts the Crazy Wealthy Podcast, where he continues to explore these critical concepts. You can find all his contact information on the firm’s website.

    Episode 327: Why Your Brain Is Your Biggest Investment Risk

  6. Jun 24

    Episode 326: The Difference Between Making Money and Building Wealth

    Money Is a Tool. Wealth Is the Goal. What separates people who simply earn a living from those who build lasting wealth? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt welcomes financial strategist, wealth management advisor, and Accudo Capital Investments Founding Partner G.A. Pimpleton for a thought-provoking conversation about money, mindset, and building a legacy that extends beyond your lifetime. Drawing from his unique journey from the music industry to wealth management, G.A. explains why making money and building wealth are two very different skills. He shares practical insights on financial literacy, deferred gratification, generational wealth, and why the most valuable investment many people can make is in their own financial education. Gary and G.A. also discuss the importance of teaching children about money, surrounding yourself with the right financial professionals, and positioning yourself to thrive regardless of economic conditions. Key Takeaways• There is a critical difference between earning money and building wealth. • Wealth starts with changing how you think about money. • Teaching financial principles early can impact generations. • Deferred gratification remains one of the most powerful wealth-building tools. • A strong team of financial professionals can help avoid costly mistakes. About G.A. PimpletonG.A. Pimpleton is a financial strategist, wealth management advisor, and Founding Partner of Accudo Capital Investments. He helps entrepreneurs, families, and business owners build long-term wealth through strategic financial planning, investment solutions, business funding, and wealth management strategies designed to create lasting financial success. About the HostGary Heldt is a CPA, business advisor, and entrepreneur dedicated to helping business owners create profitable businesses while building personal wealth. Through the Grow Your Business & Grow Your Wealth Podcast, Gary shares practical insights and conversations with experts who help entrepreneurs make smarter financial and business decisions. Connect with G.A. PimpletonLinkedIn: G.A. Pimpleton LinkedIn Website: Accudo Capital Investments

    Episode 326: The Difference Between Making Money and Building Wealth

  7. Jun 17

    Episode 325: The Asset Protection Strategies Most Ignore

    Most business owners spend years building wealth but very little time protecting it. In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with attorney Blake Harris to discuss asset protection, offshore trusts, lawsuit prevention, and the strategies successful entrepreneurs use to protect what they have worked so hard to build. Blake explains why asset protection is not just for the ultra-wealthy, how lawsuits can affect business owners of all sizes, and why proactive planning often makes the difference between preserving assets and losing them. He also shares practical insights into trusts, LLCs, offshore structures, and evaluating professionals who claim to be asset protection experts. Key Takeaways• Many business owners wait too long to implement asset protection strategies. • Asset protection is about proactively arranging assets before legal issues arise. • Offshore trusts often provide stronger protection than domestic trusts. • Proper funding of trusts and business structures is essential for effectiveness. • Verifying an attorney's credentials, reputation, and experience is critical before engaging their services. • Asset protection planning can provide both financial security and peace of mind. Connect with Blake HarrisWebsite: https://blakeharrislaw.com LinkedIn: https://www.linkedin.com/in/blakeharrislaw Connect with Gary HeldtVisit Gary Heldt's website at https://www.sbadvisors.cc/ Connect with Gary on LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/ 🎧 Like what you hear? Follow, subscribe, and share Grow Your Business & Grow Your Wealth so you never miss an episode designed to help business owners protect, grow, and preserve their wealth.

    Episode 325: The Asset Protection Strategies Most Ignore

  8. Jun 10

    Episode 324: Is Wall Street Failing Retirement Investors?

    Are business owners putting too much trust in traditional retirement advice? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt talks with Barry James Dyke, President of Castle Asset Management, about the hidden risks inside the financial system, retirement planning, and Wall Street driven investment strategies. Barry shares his contrarian perspective on mutual funds, ETFs, private credit, leverage, banking risk, and why business owners need to think more carefully about liquidity, guarantees, and long term retirement security. He also explains why sequence of returns risk can be one of the biggest threats for people approaching retirement. 6 Key Takeaways → Mutual funds and ETFs may be familiar, but investors need to understand who profits from them. → Business owners need retirement plans that support liquidity and future exit planning. → Sequence of returns risk can seriously damage retirement outcomes close to retirement. → Barry believes too many consumers do not understand how much leverage exists in the banking system. → Retirement planning should include guardrails, guarantees, and protection, not just market exposure. → Self-reliance and asking better financial questions are more important than ever. To learn more about Barry James Dyke, his books, and Castle Asset Management, visit: BarryJamesDyke.com Visit Gary Heldt's website at https://www.sbadvisors.cc/ Connect with Gary on LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/ 🎧 Listen to Grow Your Business & Grow Your Wealth here: https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291

    Episode 324: Is Wall Street Failing Retirement Investors?
See All (350)

4.9
out of 5
69 Ratings

About

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.

Information

More From Market Domination

You Might Also Like