Grow Your Business and Grow Your Wealth

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. Episode 319: The Missing Secret To Success

    1D AGO

    Episode 319: The Missing Secret To Success

    What if the real secret to success was never missing… just incomplete? In this powerful episode of Grow Your Business & Grow Your Wealth, John Mitchell shares how discovering the “other half” of Think and Grow Rich transformed his income, mindset, and life. At age 50, John realized his results were not matching his potential. After immersing himself in the world’s most famous success book, he uncovered what he calls the missing secret and created a 12 minute daily practice built on neuroscience, subconscious rewiring, and what he calls the science of leveraging yourself. Today, that methodology is taught at University of Texas McCombs School of Business and used with elite athletic coaches and entrepreneurs seeking a serious edge. Summary This conversation goes far beyond motivation. Gary and John explore why most people are operating on autopilot, why daily unconscious habits drive outcomes, and how clarity paired with repetition can dramatically change performance. John explains how a simple 12 minute daily habit helped him increase his income 25 times, and why success may depend less on working harder and more on rewiring how you think. Key Takeaways → The full secret of Think and Grow Rich and what John believes most readers miss → Why 95 percent of daily thoughts and actions may be unconscious → How a 12 minute daily habit can help rewire your internal autopilot → Two scientific principles John says can unlock massive achievement → How his AI driven framework personalizes success for each individual → Why high achievers need an edge and how to create one  “What you envision in detail, with emotion on a daily basis is what shows up in your life.” - John Mitchell Special Gift From John John is offering listeners a free 9 minute video explaining the missing secret, the science behind his method, and how his success template works. Visit: https://themissingsecret.org/ Watch the free training and, if it resonates, explore his book  The Missing Secret of the Legendary Book Think and Grow Rich. Connect With John Mitchell Connect with John on LinkedIn Visit https://themissingsecret.org/ Connect With Gary Heldt Visit Gary Heldt's website at https://www.sbadvisors.cc/ Connect with Gary on LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/ If this episode sparked something for you, follow the show, share it with another entrepreneur, and leave a review. It helps more business owners find conversations like this.

    42 min
  2. Episode 318: Franchise Myths That Cost You

    APR 29

    Episode 318: Franchise Myths That Cost You

    What if the biggest risk in franchising isn’t the business… but how you choose it? Franchising is often misunderstood, and that misunderstanding can cost entrepreneurs time, money, and freedom. In this episode, Gary Heldt sits down with Kimberley J. Daly, a nationally recognized franchise consultant and business coach, to break down what really matters when evaluating a franchise opportunity. With more than two decades of experience, Kimberley has helped thousands of entrepreneurs move from curiosity to confident ownership. She shares the truth about franchising, the costly mistakes people make, and why mindset plays a bigger role in success than most people realize. This conversation goes beyond strategy and into the psychology of ownership, helping you understand how to choose the right business and build long term wealth the smart way. 🔑 Key Takeaways  → Most people choose a business emotionally and ignore financial reality  → You do not need a million dollars to invest in a franchise  → Franchising is not just food and retail, there are far more options  → The right franchise is about outcomes, not the product itself  → 97 percent of franchises are not worth your investment today   → Success comes from combining strategy with mindset, not just systems  → Time freedom, financial freedom, and control are the real goals of ownership 💬 Quote Worth Sharing “People don’t really want the business. What they want is the time freedom, the money freedom, and the control.”  🔗 Connect with Kimberley J. Daly Visit: https://www.thedalycoach.com 🔗 Connect with Gary Heldt Visit Gary Heldt's website at https://www.sbadvisors.cc/ Connect with Gary on LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/

    28 min
  3. Bonus: Self Storage Investing Without the Headaches

    APR 27 ·  BONUS

    Bonus: Self Storage Investing Without the Headaches

    What if passive income is not about chasing the latest flashy strategy, but about getting clear on what you actually want, understanding the risks, and choosing investments that fit your life? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt talks with Ryan Gibson, President and Chief Investment Officer of Spartan Investment Group. Ryan shares how his journey from airline pilot to real estate investor led him to build a firm that helps investors participate in self-storage without taking on the day-to-day burden of ownership. The conversation covers common investor mistakes, how self-storage really works, where investment capital can come from, and why clarity matters more than hype when building long-term wealth. → Ryan explains why many high-income earners jump into real estate before deciding whether they actually want an active business or a passive investment. → He breaks down several ways investors may fund real estate opportunities, including cash, 401(k) loans, leveraged stock accounts, HELOCs, life insurance strategies, and self-directed IRAs. → Gary and Ryan discuss the difference between direct ownership in a real estate deal and investing through a REIT, especially when it comes to control, tax treatment, and understanding the actual asset. → Ryan shares what Spartan looks for in self-storage opportunities, including supply and demand, visibility, density, future buyer interest, and rent growth potential. → The episode also highlights why self-storage performs across changing economic conditions, driven by life events, business needs, downsizing, moving, and renovation. Ryan says about 70 percent of customers are driven by life transitions, while the other 30 percent are business users. → Ryan closes with practical advice for high earners who make high income but may not be paying enough attention to what they actually keep after taxes, fees, and poor planning. Listen in for a grounded conversation on passive income, diversification, and why the right professional team can make all the difference. More about Ryan: Ryan Gibson | President & Chief Investment Officer  Spartan Investment Group | 1633 Westlake Ave N. Suite 120, Seattle, WA 98109  C: 202.696.5112  Website | Invest in Our Values   More about Gary: Visit Gary Heldt's website at https://www.sbadvisors.cc/ Connect with Gary on LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/

    29 min
  4. Bonus: Why Financial Planning Matters More Than Most Business Owners Realize

    APR 24 ·  BONUS

    Bonus: Why Financial Planning Matters More Than Most Business Owners Realize

    Most business owners are focused on the day-to-day.  The problem is… that mindset is quietly limiting their growth. In this episode of Grow Your Business & Grow Your Wealth, guest host Jack Reeder sits down with Grant Daffin, CPA and founder of Daffin Financial, to talk about what really drives long term success for entrepreneurs. Grant shares his journey from public accounting at EY and internal audit at US Bank to launching his own firm, driven by a desire to build a better culture and deliver more meaningful value to clients.  The conversation goes deep into the gaps most business owners do not see until it is too late, including poor financial visibility, lack of internal controls, and waiting far too long to think about tax strategy or exit planning. One of the biggest takeaways is simple but powerful: many business owners are operating without any real financial plan at all.  Grant explains why that is one of the most common and costly mistakes he sees, and how investing time and resources into financial planning can dramatically improve outcomes. This episode also covers the difference between bookkeeping, controller services, and fractional CFO support, helping business owners understand when it is time to level up their financial operations. → Many business owners wait too long to plan for taxes or an exit  → Financial statements are often inaccurate without proper oversight  → Internal controls are critical once a business begins to scale  → Most entrepreneurs are operating without a true financial plan  → Investing in planning can unlock significantly more growth potential  → AI can support efficiency, but expertise and human insight still matter Learn more about Grant Daffin and Daffin Financial: https://www.daffinfinancial.com/ For more information on Guest Host:  Jack W. Reeder, CLU®, ChFC® Chartered Financial Consultant 978-335-2267 🎧 Like what you hear? Follow, like, and subscribe to Grow Your Business & Grow Your Wealth so you never miss an episode designed to help you grow smarter and faster.

    30 min
  5. Episode 317: Commercial Lending Strategies That Work

    APR 22

    Episode 317: Commercial Lending Strategies That Work

    What if the biggest mistake in commercial real estate isn’t the deal… but how you prepare for it? In this episode, host Gary Heldt sits down with David Kotter, CEO and President of Hybrid Debt Fund and Integrity Capital, LLC. With over $2 billion funded across the U.S., David breaks down how commercial lending really works and why most business owners walk into deals unprepared. From misunderstood financials to creative lending strategies, this conversation pulls back the curtain on what lenders actually look for and how smart investors are winning in today’s market. If you think getting a commercial loan is just like getting a mortgage… you’re already behind. 👉 Key Takeaways  → Writing everything off can hurt your ability to qualify for financing  → Commercial lending is about storytelling, not just numbers  → Banks, life companies, and private lenders all play by different rules  → The market is resetting, creating new buying opportunities  → Partnering with experienced investors can fast-track your success  → Today’s deals require structure, creativity, and realistic expectations 📞 Connect with the Guest David Kotter  Email: Dave.Kotter@hybriddebtfund.com  Website: https://www.hybriddebtfund.com 📞 Connect with Gary https://www.sbadvisors.cc/

    26 min
  6. Episode 316: The Hidden Risk in Retirement

    APR 15

    Episode 316: The Hidden Risk in Retirement

    What if the biggest threat to your retirement is not the market, but the taxes you failed to plan for? In this episode, host Gary Heldt talks with Erik Brenner, CFP and CEO of Hilltop Wealth & Tax Solutions, about why affluent professionals, physicians, and business owners need more than investment advice and annual tax prep. Erik explains what it really means to act as a Personal CFO and why true wealth planning should coordinate tax strategy, retirement income, estate planning, and long-term decision-making under one roof.  Erik breaks down the difference between tax preparation and tax planning, why deferring taxes is not the same as mitigating them, and how many retirees are shocked to discover they may pay more taxes later than they did while working. He also explains why required distributions, longer life expectancy, and poor asset positioning can quietly create major problems in the second half of wealth.  If you have ever assumed your CPA, advisor, and attorney were all on the same page, this conversation may make you think again. Key Takeaways → Wealth planning works best when tax, legal, insurance, and investment decisions are coordinated instead of handled in separate silos.  → Tax preparation and tax planning are not the same thing, and many people are not getting the deeper planning they think they are.  → Required IRA and 401(k) distributions can push retirees into much higher tax brackets than expected.  → Deferring taxes is not the same as reducing taxes. Strategy matters.  → Estate planning is still a major gap, with Erik noting that about two-thirds of people do not have an estate plan in place. Connect with Erik on LinkedIn: https://www.linkedin.com/in/erikbrenner/ Visit Website: https://www.hilltopwealthtax.com/ Enjoyed this episode? Subscribe to Grow Your Business & Grow Your Wealth, leave a review, and share it with a business owner or professional who needs to think beyond tax prep and start planning for lifetime wealth. Visit Gary Heldt's website at https://www.sbadvisors.cc/ Connect with Gary on LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/

    30 min
  7. Episode 315: Stop Being the Business Bottleneck

    APR 8

    Episode 315: Stop Being the Business Bottleneck

    Are you the reason your business cannot grow?  In this episode, host Gary Heldt sits down with Charles Gaudet, Founder and CEO of Predictable Profits, to unpack why so many businesses stall after early success. Charles explains the reality of the founder’s trap, where growth built on hard work, referrals, and hustle eventually turns into chaos and dependency on the owner. He breaks down how business owners become the center of everything, from sales to operations, and why that structure makes scaling nearly impossible. The conversation also dives into the shift from reactive workdays to strategic leadership, and how AI is already changing how customers make decisions. This is a powerful discussion for business owners ready to stop doing everything and start building a business that runs and grows without them. Key Takeaways: → Most businesses are built on effort, not systems, which limits growth → The founder often becomes the biggest bottleneck in the company → Growth requires moving from doing the work to leading strategically → Reactive days kill progress while intentional planning drives results → AI is already reshaping the buyer’s journey and business visibility → The right mindset turns problems into opportunities for innovation Connect with Charles on LinkedIn: https://www.linkedin.com/in/charlesgaudet/  If you want to grow your business without burning out, this episode is for you.  Be sure to follow, like, and subscribe to Grow Your Business and Grow Your Wealth so you never miss an episode.

    39 min
  8. Bonus: Why Growing Businesses Need More Than Bookkeeping

    APR 3 ·  BONUS

    Bonus: Why Growing Businesses Need More Than Bookkeeping

    Growing a business is exciting until the numbers stop making sense. In this episode of Grow Your Business & Grow Your Wealth, Guest Host Jack Reeder sits down with Patricia Santayana, CPA, President of Delphi Advisory Services, to talk about what smart financial leadership really looks like for business owners who want to grow without losing control of their numbers. Patty explains why many business owners think they are doing well because revenue is coming in, while missing the bigger issue of cash flow, financial visibility, and long term planning. She also shares why there is a major difference between bookkeeping, tax prep, and true advisory support. Patty breaks down the moment when a business owner needs to stop wearing every hat, why looking only at an income statement can be misleading, and how better financial systems help owners set real goals instead of vague hopes. She also explains that many businesses do not fail because of one giant crisis. They fail because of the small financial leaks nobody addressed early enough. → Why a profitable business can still be cash-strapped  → Why business owners need to look beyond the income statement  → The difference between bookkeeping, tax strategy, and CFO level advisory support  → Why hitting about $500,000 in revenue can signal the need for stronger financial leadership  → How SMART goals help owners move from reacting to planning  → Why underpricing is still one of the biggest mistakes business owners make To learn more about Patricia Santayana and Delphi Advisory Services, visit DelphiAdvisoryServices.com.  Connect with Guest Host Jack Reeder: Home | The Bulfinch Group | Needham, MA

    25 min
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4.9
out of 5
34 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.

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