Grow Your Business and Grow Your Wealth

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.

Episodes

December 24, 2025 31 mins
What if paying massive taxes every year wasn’t inevitable and what if the wealthiest families in America were playing an entirely different game than you were taught? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Mark Miller, CEO of Hilton Tax & Wealth Advisors and Manager of the Hilton Family Office. With nearly four decades of experience, Mark pulls back the curtain on how elite families leg...
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What happens when you try to sell a business that isn’t ready, and why do eighty percent of companies fail to sell at allThis week on Grow Your Business and Grow Your Wealth, Gary talks with Stephen H. Wagner, CFP, CEPA, CEO of Integrity Wealth Advisors and one of the few financial planners who deeply understand both the emotional and economic sides of money. Stephen brings decades of experience helping business owners navigate gro...
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What do the most successful entrepreneurs understand about money that struggling business owners never figure out? In this powerful episode of Grow Your Business and Grow Your Wealth, guest host Jack Reeder sits down with Phil Zuckerman, National Lead Faculty for Goldman Sachs 10,000 Small Businesses. Phil brings nearly fifty years of entrepreneurial experience and decades of mentoring business owners who want more than revenue. T...
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What does it really take to succeed in franchising when so many people still believe it is passive income? This week on Grow Your Business and Grow Your Wealth with Gary Heldt, Gary sits down with Brittney Lincoln, Partner and VP of Franchise at Limitless Franchise Growth and Founder of Females in Franchising. With over thirteen years of experience across home services, beauty, fitness, wellness, medical, dog training, and Pilates...
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What if your story is the one thing that changes everything in your business?On Grow Your Business and Grow Your Wealth, Gary Heldt sits down with media visibility expert and Cre8tive Con founder Julie Lokun for a powerful conversation about the real drivers of visibility. Julie shares how she moved from journalism to law to entrepreneurship and discovered that every business grows when its story is clear, confident, and consistent...
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What does it take to transform a neighborhood into a thriving business community? On Grow Your Business and Grow Your Wealth, Gary Heldt sits down with Mark Burns, Executive Director of the Coconut Grove Business Improvement District. Mark draws on more than 20 years of experience in real estate leasing, government property management, and community revitalization to explain how small businesses can tap into local resources, avoid...
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What if you could legally pay zero taxes while building wealth around the world? In this episode, Gary sits down with Mikkel Thorup, the world’s most sought-after expat consultant and the Founder and CEO of Expat Money. Mikkel has spent more than 25 years traveling to 120 countries, living in 9 of them, and building a thriving international consulting firm that helps high-net-worth clients reduce taxes, secure second residencies, ...
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What if a single decision could save a business owner thousands in taxes every year?On Grow Your Business and Grow Your Wealth, guest host Samuel Russell sits down with Rob Brand, tax strategist at Comprehensive Business Services in Newark, Delaware, for an eye-opening conversation on tax structure, S Corporation strategy, retirement planning, and what business owners get wrong about their numbers. Rob breaks down how S Corporatio...
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What if your path to financial freedom wasn’t through Wall Street—but through oil wells, real estate, and smart private equity? This week, Gary Heldt welcomes Bryan Hancock, Founder of Integrity Development and Texas Freedom Fund, to share how he built a career turning real estate and alternative assets into long-term wealth. From developing 50+ urban infill projects in Austin to structuring private equity funds that generate both...
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What happens when legal strategy meets human understanding? In this episode of Grow Your Business & Grow Your Wealth, guest host Barry Goldwater sits down with Lisa M. Cukier, Partner at Rubin Rudman LLP, to explore how empathy and expertise intersect in the world of family law, trust and estate matters, and fiduciary services. Lisa shares how her concierge-level approach helps families and individuals manage life’s most sensiti...
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Are you building wealth — or just hoping it lasts?In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Katherine M. Sheehan, Managing Director and Wealth Strategist at Crestwood Advisors, about how smart planning protects both your business and your legacy.Katherine breaks down what every entrepreneur should know about estate and succession planning — from powers of attorney to corporate recordkeepi...
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What if you could legally pay zero in taxes as a small business owner?In this episode of Grow Your Business & Grow Your Wealth, guest host Lauren Gidley speaks with Carlotta Thompson, founder of Tax Strategists of America. Carlotta is recognized nationwide for helping small business owners minimize their tax burden and retain more of their earnings. She goes beyond traditional tax prep to create proactive strategies that align wi...
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Are you unknowingly setting yourself up for a massive tax bill in retirement?This week on Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Jonathan Thomas, CFP®, Private Wealth Advisor at LVW Advisors, for a candid look at the hidden pitfalls that can derail even the best retirement plan. Jonathan reveals how overfunding tax-deferred accounts, ignoring liquidity, and delaying estate planning can lead to unnecessary t...
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What if you could turn your tax bill into a wealth-building opportunity using the same IRS-approved strategies as high-income earners? In this insightful conversation, guest host Sam Russell, Retirement & Leverage Consultant at Drass Insurance Agency, sits down with Ralf Reinberg, CEO of Taxes Made EZ, to explore creative yet compliant tax strategies that help business owners and W-2 earners save—and even earn—money through the po...
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In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with Gary Martoccio, founder of The Martoccio Firm and one of the nation’s leading employment law attorneys representing employees in disputes against their employers. With more than $50 million recovered and over 200 Federal cases handled, Gary brings firsthand insights into the legal landscape that every business owner must understand. Together, ...
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What if your business could scale sustainably—without burnout or chaos? Viral financial expert and billion-dollar business coach Monica Garcia Duggal reveals how to achieve lasting wealth using her signature Financial BITES Method© and Whole Health Wealth System™. In this engaging conversation with host Gary Heldt, Monica shares how entrepreneurs can think like institutional investors, create systems that support freedom, and b...
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What if your financial partner truly knew your name, understood your community, and fought for your long-term stability? In this episode of Grow Your Business & Grow Your Wealth, guest host Barry Goldwater sits down with Kevin George, CPA and President & CEO of New England Teamsters Federal Credit Union. Formerly CFO at Naveo Credit Union, Kevin shares how his background in accounting and community service led him to champion the ...
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What if every workplace conflict could become a growth opportunity instead of a costly battle?💡 In this episode of Grow Your Business & Grow Your Wealth, Gary sits down with Ursula Taylor, a conflict resolution strategist with 17 years of experience as an attorney and business advisor. After years in litigation, Ursula saw how traditional legal systems often amplify disputes instead of solving them. Now, through her firm Confli...
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What if scaling your business wasn’t about chasing the next “big idea” but about applying math, discipline, and strategy to your sales process? In this episode of Grow Your Business & Grow Your Wealth, Gary welcomes Doug C. Brown, CEO of CEO Sales Strategies and a renowned expert who has built over 35 businesses and generated more than $900 million in sales.  Doug has served as President of Sales and Training for Tony Robbins and...
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How did a commercial banker who lived just six blocks away from his future employer end up transforming a small investment firm from breaking even to nearly doubling its business in four years? Brad Wheeler, President of Shaker Investments, shares his journey from commercial banking to leading a growing investment firm. With over 25 years in financial services, Brad has grown Shaker from seven employees and breaking even to eleven...
Mark as Played

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