Grow Your Business and Grow Your Wealth

Money Is a Tool. Wealth Is the Goal.

What separates people who simply earn a living from those who build lasting wealth?

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt welcomes financial strategist, wealth management advisor, and Accudo Capital Investments Founding Partner G.A. Pimpleton for a thought-provoking conversation about money, mindset, and building a legacy that extends beyond your lifetime.

Drawing...

Most business owners spend years building wealth but very little time protecting it.

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with attorney Blake Harris to discuss asset protection, offshore trusts, lawsuit prevention, and the strategies successful entrepreneurs use to protect what they have worked so hard to build.

Blake explains why asset protection is not just for the ultra-wealthy, how la...

Are business owners putting too much trust in traditional retirement advice?

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt talks with Barry James Dyke, President of Castle Asset Management, about the hidden risks inside the financial system, retirement planning, and Wall Street driven investment strategies.

Barry shares his contrarian perspective on mutual funds, ETFs, private credit, leverage, banking risk...

Did you know that a typical retired couple can expect to receive over $1.4 million from Social Security? 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...

Is the traditional 60 40 portfolio officially outdated?

What happens when one of the nation’s top investment minds says the strategy millions still rely on may no longer fit today’s market?

In this powerful episode of Grow Your Business & Grow Your Wealth, guest host Terry DuPont sits down with Christopher R. Coolidge, Chief Investment Officer of Brookwood Investment Group, to discuss how modern investors can adapt to...

What if the biggest problem in your business is not strategy, sales, or marketing… but the way your people systems are built?

In this episode of Grow Your Business & Grow Your Wealth, Tom Healy joins Gary Heldt to break down why so many growing companies struggle with turnover, chaos, poor communication, and leadership bottlenecks.

Tom explains how unclear roles, lack of accountability, missing training systems, and owner ...

Can your business run without you, or do you simply own a very demanding job?

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Alan Franks, founder of the Business Planning Institute and author of Empowered Money. Alan shares why many entrepreneurs get trapped inside the businesses they build, how business owners can create real financial freedom, and why your company should be treated as a val...

What if the biggest threat to your business is growing too fast?

This week on Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with franchise powerhouse Terry Blachek, Managing Director at Franvest Capital Partners and one of the original partners behind Orangetheory Fitness.

With more than 35 years of experience scaling brands, building teams, leading sales and marketing, and making investment decisions, Terry sh...

What hidden tax risks could be quietly threatening your business growth?

On this episode of Grow Your Business & Grow Your Wealth, guest host Jack Reeder sits down with Brian Weaver, CPA, MBA, a tax technology consultant with deep expertise in transaction taxes, automation, compliance systems, and digital transformation.

This is not a conversation about boring tax forms.

It is a conversation about risk, growth, systems, ...

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 un...

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 o...

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...

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 ...

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 ...

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 coordina...

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 cente...

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 th...

Are you building a business… or building something you can actually walk away from?

In this episode, Tyson Ray, CEO of FORM Wealth Advisors and creator of the SPACE™ Framework, breaks down what most business owners avoid thinking about until it’s too late… how to exit well.

With over 25 years in wealth management, Tyson shares the real truth about succession planning, why it’s not a one-time event, and how e...

What if the biggest mistake in exit planning is waiting until you are ready to leave?

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with David Flores Wilson, Managing Partner at Sinceres Advisory, to talk about what business owners often miss when it comes to financial planning, business value, and long-term freedom. This is not just a conversation about retirement accounts or investments. I...