Grow Your Business and Grow Your Wealth

Market Domination
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Grow Your Business and Grow Your Wealth

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. Certified Elder Law Insights: Asset Protection & Planning

    3 GIỜ TRƯỚC

    Certified Elder Law Insights: Asset Protection & Planning

    Are you prepared to navigate the complexities of elder law and estate planning? Discover essential insights that could save your family from costly mistakes. Summary In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Richard Miller, a highly respected Certified Elder Law Attorney. Richard dives into the critical aspects of elder law, including asset protection, Medicaid planning, and probate litigation. He shares practical advice, real-life stories, and strategies to help families make informed decisions while preserving dignity and financial stability. 5 Key Takeaways → Planning ahead ensures your assets are used to support you and your spouse with dignity and autonomy. → Understand the difference between probate and non-probate assets to avoid unexpected pitfalls. → Beneficiary designations are crucial; they often determine where assets go, regardless of a will's intentions. → Trusts, both revocable and irrevocable, play significant roles in asset protection and estate planning. → Complex family dynamics, like second marriages or estranged family members, require thorough estate planning to avoid disputes. 2 Quotes from Richard Miller "Planning isn't just about money; it's about dignity, autonomy, and making choices that matter in the final years of life." "The biggest mistake people make in estate planning is overlooking beneficiary designations—they can make or break your entire plan." How to Reach Richard Miller Richard Miller is the Chair of the Elder Law Department at Mandelbaum Barrett. Licensed in New Jersey, New York, and Colorado, he offers nationwide elder law and estate planning services. Email: RMiller@MBLawFirm.com Phone: 973-243-7916 Learn more about your ad choices. Visit megaphone.fm/adchoices

    37 phút
  2. Unlocking the Hidden Value of Life Insurance Policies

    5 NGÀY TRƯỚC

    Unlocking the Hidden Value of Life Insurance Policies

    Did you know that 90% of life insurance policies lapse or are surrendered, leaving untapped value behind? In this episode, discover how life settlements can unlock hidden wealth. Episode Overview In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Adam Lippman, Executive Vice President of Sales and Marketing Operations at Lighthouse Life and Director of Consumer Insights for Harbor Life Settlements. With over 20 years in the life settlement industry, Adam shares insights into how policyholders can maximize the value of their life insurance policies on the secondary market. Key Takeaways → Life settlements explained: selling policies for more than their surrender value. → Understanding policy underwriting and health projections. → Regulatory protections and ensuring ethical transactions. → Leveraging AI to streamline the life settlement process. → How to find a reputable buyer and avoid common mistakes. More from Adam Lippman "Most people don't know they can sell their life insurance policies. It's a hidden opportunity." "Life insurance is often the second-largest asset people own after their home, yet it's rarely utilized effectively." Guest Bio Adam Lippman is a seasoned founder and executive in the life settlement industry, having facilitated over 1,000 transactions with a combined face value of more than $1 billion. He is passionate about educating consumers and advisors on maximizing policy value. Connect with Adam: Harbor Life Settlements https://www.lighthouselife.com/company/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    24 phút
  3. Tax Diversification and Smart Financial Planning for 2025

    8 THG 1

    Tax Diversification and Smart Financial Planning for 2025

    Are you unknowingly losing money through "financial termites"? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Jude Wilson, founder of Centrist Financial Strategies. Jude shares his journey from corporate America to entrepreneurship, discusses the principles of comprehensive financial planning, and highlights critical strategies for tax efficiency and risk management. Key Takeaways: → Why comprehensive financial planning beats the transactional approach. → Understanding "financial termites" and how to combat them. → The importance of tax diversification and strategies for creating tax-free money. → Avoid costly mistakes with retirement account titling and beneficiary updates. → Proactively preparing for tax changes in 2026 and beyond. More from Jude Wilson: Website: Centris Financial Strategies Additional Resources: The Tax Bomb Podcast: The Roth Guy Learn more about your ad choices. Visit megaphone.fm/adchoices

    34 phút
  4. How Proper Accounting Drives Business Success

    6 THG 1

    How Proper Accounting Drives Business Success

    Are your accounting books holding your business back? Discover how proper accounting can transform your business's success in this episode. In this episode of Grow Your Business & Grow Your Wealth, guest host Ed de la Rosa speaks with guest Susan Brill, an experienced accountant and business consultant with 20 years of expertise. Susan specializes in helping small and medium-sized businesses clean up accounting books, streamline workflows, and navigate complex financial challenges. From law firms to wealth management companies, Susan brings a wealth of knowledge and solutions to her clients. Key Takeaways: → Why proper bookkeeping is essential for business success. → Common accounting pitfalls and how to avoid them. → The cost of poor bookkeeping and the ROI of getting it right. → How Susan transformed a struggling business with over $100,000 in errors. → Practical tips for building trust with financial professionals. More from Susan Brill: Susan Brill is a seasoned accountant with over two decades of experience in various industries. She has helped businesses overcome bookkeeping challenges, improve financial transparency, and easily prepare for audits. Susan earned her Bachelor of Arts in Communications from Bowling Green State University. Learn more about your ad choices. Visit megaphone.fm/adchoices

    24 phút
  5. The Message Master, Branding and Messaging Expert

    3 THG 1

    The Message Master, Branding and Messaging Expert

    What does it take to craft branding and messaging that truly stand out? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into impactful strategies with Glenn Rudin, The Message Master. Learn how to define your Unique Selling Proposition, create memorable elevator pitches, and build a brand that resonates with customers for long-term success. Key Takeaways: → How to identify and articulate your Unique Selling Proposition (USP). → The importance of clear, concise messaging in making lasting first impressions. → Tips for creating a memorable elevator pitch that engages customers. → Strategies for aligning your branding with your business values and goals. → Lessons from Glenn’s experience developing and selling over 250 products to major retailers. → Why consistent branding is crucial for long-term business growth. More from Glenn Rudin: Website: alwaysbeencreative.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    35 phút
  6. Entrepreneur's Guide to Scaling Business & Creating Wealth

    1 THG 1

    Entrepreneur's Guide to Scaling Business & Creating Wealth

    What are the secrets to scaling your business and leading with impact? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt dives into these topics with Rebecca Macieira-Kaufmann, an accomplished business leader and author. Rebecca shares practical strategies for growth, hiring the right teams, and managing risks to achieve long-term success. Key Takeaways → The importance of focus when scaling a business and avoiding distractions. → Why hiring for both aptitude and attitude is key to building high-performing teams. → Steps to identify and mitigate business risks effectively. → Insights from Rebecca’s book FitCEO on maintaining balance and resilience as a leader. → How to develop clear roles and responsibilities to support growth and harmony in founder-led businesses. More from Rebecca Macieira-Kaufmann Website: RMKGroupLLC.com Book: FitCEO: Be the Leader of Your Life FitCEOBook.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    23 phút
  7. Maximize Profits with Smart Tax Moves

    27/12/2024

    Maximize Profits with Smart Tax Moves

    In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with Jacqueline Ryan, founder of Your Independent Financial Solutions. As a seasoned tax and business strategist, Jacqueline shares her journey as a "serial entrepreneur". She offers essential advice for entrepreneurs seeking to avoid financial pitfalls, maximize tax strategies, and ensure their businesses thrive. Key Takeaways → Choose the right entity for your business: Understanding the differences between LLCs, S-Corps, and C-Corps can save you money and headaches. → Track all financial activity: Use accounting software to monitor expenses, and don’t overlook small but impactful costs like subscriptions or product samples. → Leverage underutilized tax strategies: From reimbursing employees through accountable plans to properly deducting mileage, many business owners leave money on the table. → Separate personal and business finances: Establishing a dedicated business bank account is crucial for protecting your assets. → Think long-term: Plan your financial and tax strategies with your business goals in mind, whether for scaling, securing funding, or leaving a legacy. Quotes "Tailored advice can make or break your business. Don’t settle for one-size-fits-all solutions." "The key to success is starting strong and knowing where you want to end up." More from Jacqueline Ryan Jacqueline Ryan is a tax and business strategist, published author, and filmmaker dedicated to helping entrepreneurs achieve financial success. Her experience spans multiple industries, making her a trusted advisor for small business owners. Website: ITSYIFS.com Phone: 407-512-5854 Email: admin@itsyifs.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    29 phút
  8. Reflect, Celebrate, and Grow: A Year-End Holiday Special

    25/12/2024

    Reflect, Celebrate, and Grow: A Year-End Holiday Special

    Reflect, Celebrate, and Grow: A Year-End Holiday Special Learn more about your ad choices. Visit megaphone.fm/adchoices

    3 phút
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Giới Thiệu

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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