Grow Your Business and Grow Your Wealth

Market Domination
  • 4.8 (20)
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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. Episode 307: Why Your Business Needs a Global Perspective

    1D AGO

    Episode 307: Why Your Business Needs a Global Perspective

    What if the biggest risks to your business are happening in markets you are not even watching? In a world more connected than ever, a shift in a supply chain on the other side of the globe can impact your bottom line overnight. Staying ahead requires a new way of thinking. In this episode, Gary Heldt sits down with Daniel Nikic, a Global Investment Specialist and founder of COHRES. They explore why a global perspective is no longer optional for entrepreneurs, how to spot emerging AI and software trends before they become mainstream, and the critical importance of managing risk with confidence in a rapidly changing economic landscape. Daniel shares insights from analyzing over 15,000 companies, revealing how business owners can identify smart opportunities and grow with confidence.  - A global mindset is essential for modern entrepreneurs because supply chains and market forces are deeply interconnected across continents.  - Successful companies must be willing to pivot their strategies and business models in response to new technologies and market shifts.  - Artificial intelligence should be viewed as a powerful tool for research and efficiency, not just an industry, fundamentally changing how businesses operate.  - For early-stage companies, building a strong professional network can be more valuable than securing initial investment.  - Poor cash flow management and a damaged reputation are two of the most significant red flags that can derail a growing business.  - Building and maintaining a strong reputation based on respect and integrity is a long term asset that is crucial for sustainable success. If you are ready to think bigger about your business strategy and prepare for the opportunities of a globalized future, this conversation will offer a new lens on your growth. Listen to the full episode, subscribe for more insights, and share it with a fellow business owner. To learn more from Daniel Nikic and explore his work in global investment, you can visit his website at DanielNikic.com. You can also connect with him directly on LinkedIn to continue the conversation.

    20 min
  2. Episode 308: The Hidden Value of Your Social Security

    1D AGO

    Episode 308: The Hidden Value of Your Social Security

    Did you know that a typical retired couple can expect to receive over $1.4 million in Social Security benefits? Yet over 90% of people are getting less money than they are eligible to receive. This isn’t just a small monthly check; it’s one of the most valuable retirement assets you have, and understanding how to unlock its full potential is critical. This conversation on Grow Your Business & Grow Your Wealth with Gary Held and guest, national Social Security expert Ash Ahluwalia, is a masterclass in retirement income planning. Ash demystifies the system's complexity, revealing the costly mistakes many people make and the surprising opportunities they miss. For any professional planning for their future, this episode offers a clear, actionable guide to making smarter decisions about their benefits. Ash Ahluwalia is the Head of Social Security Planning at OneTeam Financial. As one of the nation’s leading experts in retirement income strategies with credentials including CFP®, CSSCS, and NSSA®, Ash has spent nearly 30 years helping thousands of retirees navigate their benefits. Key Takeaways:  Your Social Security benefits are a pension you cannot outlive.  There are over 500 possible filing strategies for most couples. - The strategy that pays the most money over time is not always the best one. - Planning for survivor benefits as a couple is essential - Recent legislation did not make Social Security tax-free for most seniors. - Business owners can strategically allocate income to enhance their future benefits. Listen to the full episode to gain the clarity and confidence you need to secure your financial future. It’s a conversation that could change the course of your retirement. To learn more from Ash Ahluwalia or to explore a complimentary consultation, you can connect with him at OneTeam Financial. His expertise can provide personalized guidance on your specific retirement income strategy. ⁠https://www.oneteamfinancial.com/team/ash-ahluwalia

    35 min

  3. FEB 4

    Episode 306: Rethinking Wealth Beyond Wall Street

    What happens when high income still does not give you freedom, time, or peace of mind? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Joey Muré, co founder of Wealth Without Wall Street, to challenge traditional thinking around money, retirement, and success. Joey shares his personal journey from earning a high income in the mortgage industry to realizing that his money was not working for him. Together, they unpack why knowledge alone does not lead to financial freedom, how systems matter more than strategies, and why passive income aligned with values can change both your calendar and your life.Key Takeaways → High income does not automatically create financial freedom → Financial freedom means passive income exceeds monthly expenses → Most people are stuck because they lack a system, not information → Retirement accounts often delay freedom instead of accelerating it → Investor DNA matters when choosing the right income vehicles → Aligning money with faith and values creates long term clarity and peaceQuote from the Episode“My money wasn’t working for me. It was creating more demand on my time and pulling me away from the people I cared about most.”.Call to ActionTo learn more and access free resources from Joey, visit https://www.wealthwithoutwallstreet.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 min

  4. JAN 28

    Episode 305: Building Wealth Through Business Acquisition

    What if the next decade becomes the greatest wealth opportunity of your lifetime and most business owners miss it because they are too busy running day-to-day operations? In this powerful conversation, Gary Heldt sits down with Darius Alexander Ross to unpack why business owners are standing at a once-in-a-generation turning point. With trillions of dollars in wealth transferring from retiring Baby Boomers and commercial real estate poised for major repositioning, Darius explains why ownership, acquisition thinking, and preparation matter more than ever.They dive into why most businesses fail due to lack of information, how leaders sabotage their own growth, and why owning your location and understanding leverage is a strategic advantage. This episode challenges business owners to stop thinking small, prepare for worst-case scenarios first, and position themselves to buy, consolidate, and grow while others hesitate.Key Takeaways→ Why customer appreciation and operational awareness directly impact long-term profitability→ How owning real estate can become a cornerstone of business stability and wealth building→ Why the next ten years will favor acquisition entrepreneurs and strategic buyers→ The most common accountability mistakes that quietly erode business value→ How the “dummy strategy” helps leaders make smarter decisions by listening first Quote“Sometimes the biggest enemy of a business owner is the voice in their own head.” If you want to position your business for long-term growth, smarter ownership decisions, and real wealth building, this episode will change how you think about strategy, real estate, and opportunity. Listen now and learn how to prepare before the opportunity passes you by. Connect with Darius: https://www.dariusaross.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    22 min

  5. JAN 21

    Episode 304: Intentional Legacy Planning for Business Owners

    What if building wealth was not about money but about the life and impact you leave behind? Morgan Nichols believes legacy is not something you build at retirement. It is something you create every day through intentional decisions, values-based planning, and clarity around what truly matters. In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Morgan Nichols, CEO and Private Wealth Advisor of LifeBranch Wealth Partners, for a powerful conversation about intentional legacy, business ownership, succession planning, and the emotional side of financial decision-making. Morgan shares her journey into leadership, stepping into business ownership at 31 during one of the most volatile financial markets in modern history. She explains why real financial planning goes far beyond portfolio management and why business owners need coaching, clarity, and long-term strategy to build wealth with purpose. This episode is a masterclass in intentional growth, values-driven success, and creating a legacy that lasts for generations. Five Key Takeaways  - Legacy is built through daily decisions, not just financial outcomes True wealth is measured by the values you live by and the impact you create along the way.  - Business owners need a coach, not just an advisor The best financial planning goes deeper than statements and portfolios. It provides holistic guidance and decision support.  - Intentional planning replaces uncertainty with clarity Strategic planning removes the fog of uncertainty and gives business owners confidence in their future.  - Succession and contingency planning protect your family and your business Preparing for the unexpected ensures your family is protected and your business continues smoothly.  - There is no perfect balance. Only priorities Life is about choosing which priority takes the front seat in each season. Featured Quote “When you have an intentional legacy, it is realizing that all the money in the world does not necessarily add meaning to one’s life. It is really all the decisions that you make along the way.” - Morgan Nichols If you are a business owner or professional who wants to build wealth with purpose and create a legacy that lasts, this episode is for you. Listen to the full episode of Grow Your Business & Grow Your Wealth Download Morgan’s book Intentional Legacy at intentionallegacybook.com Learn more about LifeBranch Wealth Partners at lifebranchwealth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    26 min

  6. JAN 14

    Episode 303: From Performance to Purpose & The New Era of Wealth Planning

    What happens when building wealth stops being about returns and starts being about purpose? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. With more than 25 years of experience, Tiffany explains why modern wealth management must go beyond investments and focus on holistic planning, collaboration, and long-term impact. The conversation dives into exit planning for business owners, common mistakes made when selling a company, the emotional side of succession, and why financial planning should start far earlier than most people think. Tiffany also shares insights on financial literacy, debt management, and the growing importance of purpose-driven investing. Key Takeaways→ Wealth management today is about integrating investments, tax planning, estate planning, and personal goals.→ Business owners should begin exit planning three to five years before selling to maximize value and reduce taxes.→ A collaborative advisory team creates better outcomes than siloed advice.→ Succession planning must address both financial readiness and emotional identity shifts.→ Financial planning is not just for the wealthy and is most powerful when started early. Quote from Tiffany “Wealth management is no longer just about performance. It’s about purpose, values, and the impact you want your money to have.” If you are a business owner thinking about growth, succession, or long-term financial clarity, this episode is a must-listen. Subscribe to Grow Your Business & Grow Your Wealth, leave a review, and connect with Tiffany Irving on LinkedIn to continue the conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

    29 min
  7. Bonus: How Outsourced Accounting Fuels Business Growth

    JAN 9 · BONUS

    Bonus: How Outsourced Accounting Fuels Business Growth

    Are your financial reports helping you grow your business or just giving you a headache? In this episode of Grow Your Business & Grow Your Wealth, guest host Ken May sits down with Rusty Fulling, founder and president of Fulling Management & Accounting Inc., to unpack how small business owners can build a stronger financial foundation through outsourced accounting, fractional CFO services, and proactive tax strategy. Rusty shares real-world stories, practical insights, and a refreshing perspective on turning numbers into clarity, reducing stress, and creating true peace of mind for business owners. Key Takeaways→ Financial statements should tell a story, not just list numbers.→ Outsourced accounting and fractional CFO support help owners move from firefighting to planning.→ The balance sheet is just as important as the profit and loss statement.→ Trust is essential, but verification and internal controls protect your business.→ Clarity around your numbers leads directly to better decisions, more substantial profits, and better sleep. If you are ready to stop guessing and start making confident financial decisions, this episode is a must-listen.  Tune in now, and if your numbers still feel confusing, consider working with professionals who help translate data into strategy so you can keep growing your business and your wealth. Connect with Rusty on his website: https://www.fullingmgmt.com/about-us/rusty-fulling Learn more about your ad choices. Visit megaphone.fm/adchoices

    24 min

  8. JAN 7

    Episode 302: AI Credit Solutions for Small Business Owners

    Why do reliable small business owners still struggle to access credit, and how can AI finally fix that?  In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt welcomes Tamara Laine, Founder of MPWR, an AI-driven fintech platform transforming how individuals and small business owners build credit and access capital. Tamara explains how outdated credit systems fail entrepreneurs and gig workers and how MPWR’s Credit IP creates a more complete, human-centered financial picture. This conversation dives into AI agents, financial credibility, more innovative lending, and why consistency matters more than traditional credit scores. Key Takeaways → Why traditional credit models fail small business owners and gig workers. → How AI agents create a holistic picture of financial credibility. → What Credit IP is and how it redefines lending decisions. → Why consistency in payments matters more than income alone. → How AI can help borrowers not just get loans but repay them sustainably.  If you are tired of outdated credit systems holding your business back, this episode will shift how you think about capital access. Listen now and share it with a business owner who needs more innovative financial tools. Please follow the podcast and consider leaving a rating. Connect with Tamara on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

    22 min
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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.

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