Grow Your Business and Grow Your Wealth

Market Domination
  • 4.8 (17)
  • BUSINESS
  • UPDATED WEEKLY

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 310: Finding Success Through Authentic Mentorship

    5D AGO

    Episode 310: Finding Success Through Authentic Mentorship

    What if the key to entrepreneurial success wasn’t just about capital, but about finding your “good peoples”? This week’s guest, Brandon Na, founded his venture firm on this very principle, a concept born from a lifelong friendship and a desire to build a network of unselfish, supportive guides for founders. His journey reveals that the path to building something meaningful is often about who you have in your corner. In this conversation, Gary Heldt and Brandon Na explore the realities of the startup world, moving beyond the headlines to discuss what it truly takes to build and scale a business. Brandon shares critical insights on the common pitfalls founders face, the importance of deep self awareness, and how to find a mentor who is genuinely invested in your success. This episode is a masterclass for any entrepreneur who wants to understand the nuances of venture capital, team building, and creating a business that aligns with their personal mission. Key Takeaways  → True mentorship is a two way street built on mutual respect and aligned goals.  → Self awareness is the most significant and most common obstacle for founders seeking capital.  → Understanding your total addressable market is essential before you even begin to build.  → Success for a founder doesn’t always mean a massive exit; sometimes it means having the wisdom to walk away.  → To truly learn a concept, you must be able to teach it to someone else.  → We live in a capitalistic society, and access to resources is critical for turning an idea into a reality. If you are navigating the challenges of growing your business, this conversation offers a refreshing perspective on what truly matters. Listen to the full episode for more insights, and consider sharing it with a fellow entrepreneur who could benefit from this guidance. To learn more about Brandon Na’s work with early stage founders, you can visit his website at Good Peoples Ventures. He is passionate about connecting with entrepreneurs and is open to conversations, so you can also reach out to him directly via email.  https://goodpeoplesventures.com/ Pull Quotes → "The funny thing is, most people can’t handle the truth. And so you have to kind of gauge whether or not your mentee or whoever you’re trying to help can handle it." Listen to the full episode, then share it with one founder who needs a smarter circle and a clearer path.

    28 min
  2. Resolving IRS Issues With Confidence

    FEB 27

    Resolving IRS Issues With Confidence

    What do you do when that dreaded letter from the IRS arrives? For many, the first instinct is to ignore it, hoping it will go away. But that is the single biggest mistake you can make. In this episode, guest host Jack Reeder talks with Felecia Dixson, an Enrolled Agent with over forty years of experience, about how to handle IRS issues with a clear head and a solid strategy. They discuss the most common reasons business owners face tax problems, why you should never try to solve them alone, and how to find the right professional help.  This conversation is essential for any business owner who wants to understand the IRS better and protect their peace of mind. > Ignoring an IRS notice is the worst first step.- > Payroll tax issues are a major red flag for the IRS. > You should never try to handle an IRS issue on your own.-> An Enrolled Agent can represent you in all 50 states.- > Embarrassment should not stop you from seeking help.-> The sooner you act, the more options you have. If you have ever felt a knot in your stomach thinking about taxes, this episode is for you. Listen to the full conversation to learn how to face IRS challenges with confidence.  Subscribe to Grow Your Business & Grow Your Wealth for more conversations that help you grow smarter. To learn more about Felecia Dixson and her work, you can find her by searching her name, Felecia Dixson, or her business, Dixson Tax Resolution Services, online.  Felecia is available on LinkedIn and Facebook and offers a newsletter with more information.

    26 min
  3. Episode 309: Closing the Financial Confidence Gap for Women

    FEB 25

    Episode 309: Closing the Financial Confidence Gap for Women

    What if you could transform your relationship with money from a source of stress to a source of confidence?  For many women, conversations about finances have long been off-limits, creating a confidence gap that can have a lasting impact on their financial future. This episode is a conversation about changing that narrative.  This week on the Grow Your Business & Grow Your Wealth podcast with host Gary Heldt, who is joined by Shawna Bieda, a seasoned Senior Wealth Advisor who is passionate about empowering women to take control of their financial lives. We explore the unique financial challenges women face, from pay gaps and career breaks to longer lifespans, and why a holistic approach to financial planning is so crucial.  Shawna shares her personal journey and offers practical advice on building a strong financial foundation, no matter where you are in your journey. One of the biggest mistakes women make is waiting too long to start investing in their future. It is important to have a financial plan that is flexible and realistic, and that adapts to life’s many changes. Building a relationship with a trusted financial advisor is a critical step in this process. You should feel comfortable being vulnerable and asking questions to ensure you are getting the right plan for you. Taking that first step, no matter how small, is the key to building financial confidence.  Money is like a muscle; the more you use it, the stronger and more confident you become. We invite you to listen to this important conversation and take one step today toward your own financial empowerment.  Subscribe to our podcast for more insightful conversations, and if you found this episode valuable, please share it with a woman in your life.  To learn more about Shawna Bieda and her work, you can visit the XML Financial Group website at xmlfg.com. You can also connect with her directly via email at s.bieda@xmlfg.com  https://www.xmlfg.com/shawna-bieda Phone: 9293257386

    28 min
  4. Bonus: Navigating Social Security for a Secure Retirement

    FEB 20

    Bonus: Navigating Social Security for a Secure Retirement

    Deciding when to claim Social Security is one of the most significant financial choices you will make. The right strategy can mean a more secure and comfortable retirement, while the wrong one could leave you with less than you deserve. In this episode, we explore the nuances of Social Security and retirement planning to help you make the best decision for your future. Host Gary Heldt sits down with Bruce G. Kaserman, President of BGK Financial, to demystify Social Security. They discuss the factors that should inform your decision on when to start receiving benefits, the impact of working in retirement, and how to create a financial plan aligned with your life goals. This conversation is essential for anyone approaching retirement age seeking clarity and confidence in their financial future. Here are six key takeaways from the conversation: - Your Social Security claiming strategy should be tailored to your individual circumstances, including your health, marital status, and other sources of income. - Working while receiving Social Security benefits can impact the amount you receive, so it is important to understand the income thresholds. - Delaying Social Security benefits until age 70 can significantly increase your monthly payments. - Proper tax planning is crucial to minimizing the taxes you pay on your Social Security benefits and other retirement income. - For business owners, the way you structure your salary can have long-term consequences for your Social Security benefits. - A comprehensive financial plan can help you navigate the complexities of retirement and ensure you do not outlive your savings. If you are looking for expert guidance on your retirement strategy, this episode offers valuable insights. Listen to the full conversation to gain a deeper understanding of how to make your money work for you in retirement. Subscribe to our podcast for more insightful conversations and share this episode with anyone who could benefit from this valuable information. To learn more about Bruce G. Kaserman and his work, you can visit his website at bgkfinancial.com. As a fiduciary and National Social Security Advisor, Bruce is dedicated to helping professionals and business owners make informed decisions to secure their financial futures. You can also connect with him to learn more about his upcoming seminars on Social Security and retirement planning.

    28 min
  5. Episode 307: Why Your Business Needs a Global Perspective

    FEB 18

    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
  6. Episode 308: The Hidden Value of Your Social Security

    FEB 18

    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

  7. 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

  8. 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
See All (323)

4.8
out of 5
17 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