The Winning Playbook for Business Reinvention

What happens when the career you worked years to build suddenly ends?

Jack Oujo spent eight years pursuing his dream of becoming a Major League Baseball umpire, advancing to Triple-A before an unexpected setback forced him to reinvent his future. He went on to become a CPA, build Oujo Wealth Strategies into one of the nation’s largest tax-focused wealth management firms, an...

Growing revenue does not necessarily mean you are building wealth. A business can appear successful while its owner’s assets, financial security, and long-term options remain stagnant.

In this episode of Grow Your Business & Grow Your Wealth, guest host Sandy of Sandy Financial Solutions speaks with Paul Etzler, CPA, CGMA, GACP, founder and president of BobBear Services LLC. Paul brings more than 30 years of experience in ...

When most people hear the word franchise, they picture fast food. But some of today’s most compelling franchise opportunities are found in less glamorous industries such as home services, senior care, pet care, youth programs, property services, and business-to-business solutions.

In this episode, Gary Heldt speaks with Jon Ostenson, CEO of FranBridge Consulting, about why entrepreneurs and investors are increasingly exploring...

What happens when your retirement plan looks solid on paper, but life does not follow the plan?

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Alan Lee Porter, a nationally certified financial fiduciary, founder of Strategic Wealth Strategies, and former U.S. Army Black Hawk instructor pilot.

Alan shares how serious medical crises within his own family changed the direction of his career and taug...

Could your business operate for three weeks without anyone calling you?

If the honest answer is no, you may have created a demanding job for yourself rather than a transferable business buyers will want.

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Daniel Scherotter, business broker, M&A advisor, entrepreneur, and Partner at Filament Business Advisors.

Daniel explains why preparing a company...

Most business owners assume stalled growth means they need more leads, more clients, or a new marketing tactic. Dr. Jon Randall argues that this is often exactly the wrong diagnosis. When an owner is buried in delivery, carrying too many non-ideal clients, and measuring the wrong numbers, adding more business can deepen the bottleneck instead of solving it.

Jon joins host Gary Heldt to explain why capacity is one of the most common ...

What happens when the success you worked so hard to achieve no longer feels like success?

Becca Pearce had built an impressive executive career in healthcare and public service when two major events changed her direction. First, she experienced a highly public professional setback. Then, just 14 months later, she was diagnosed with a benign brain tumor that required major surgery and an extensive recovery.

After returning to work, Be...

A property may look like the perfect investment, but unexpected repairs, poor tenants, weak planning, or the wrong financing can quickly turn an opportunity into an expensive lesson.

In this episode of Grow Your Business & Grow Your Wealth, guest host Sandra Bempah of Sandy Financial Solutions speaks with Jeremy Rodriguez, Broker and Owner of D.A.R.E. Realty. Jeremy explains why investors must stop looking at property as an emot...

What happens when the bank suddenly eliminates your line of credit and you still have profitable real estate deals waiting to close?

Jay Conner, known as The Private Money Authority, joins Gary Heldt to explain how losing his bank funding during the 2009 financial crisis led him to discover private money. Within 90 days, Jay raised more than $2.1 million without relying on banks, mortgage companies, or hard money lenders.

Jay shares ...

Is your accountant preparing your taxes or actively helping you reduce them?

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Boris Musheyev, CPA, Certified Tax Strategist, and founder of BORISMTAX, about why profitable business owners often pay more in taxes than necessary.

Boris explains the critical difference between tax preparation and proactive tax planning, when a growing business should beg...

Where Real Estate Investors Lose Money

Real estate investors often focus on purchase price, rental income, and appreciation while overlooking the expenses that quietly reduce their returns.

Guest host Ken May talks with Sam Yang, owner of Overline IQ, about cost segregation, insurance expenses, ownership structures, excessive leverage, and the importance of planning before purchasing a property. Sam explains how investors ca...

Most investors focus on chasing returns.

Chris Belchamber believes they're asking the wrong question.

With more than 40 years in global finance, including leadership at JPMorgan Chase and as founder of CB Investment Management, Chris explains why protecting your money is the first step toward growing it. He shares why compounding matters more than short-term gains, how emotional investing destroys long-term wealth, and why business o...

If you asked most business owners what makes their company valuable, they'd probably answer revenue or profit.

But according to business exit strategist Joseph LoPresti, that's only part of the story.

In this episode of Grow Your Business and Grow Your Wealth, Gary Heldt sits down with Joseph to discuss the hidden factors that determine whether a business attracts premium buyers or struggles to sell at all.

Joseph explains why transfe...

Most business owners spend too much time looking for ways to avoid taxes and not enough time building lasting wealth.

In this episode of Grow Your Business and Grow Your Wealth, Gary Heldt sits down with veteran CPA Sam Miles, founder of Guardian CPA Group, to discuss the difference between smart tax planning and risky tax schemes. With nearly 30 years of experience, Sam shares why the best financial decisions are built on documenta...

Most business owners spend years building wealth but very little time planning how to protect it.

Guest host Ken May sits down with David Spellman, Director of Spellman Capital Strategies, to discuss why proactive tax planning can make the difference between keeping more of what you've earned or giving away far more than necessary.

David explains why waiting until tax season is often too late and shares practical strategies for busin...

What makes a real estate investment worth the risk?

In this episode of Grow Your Business and Grow Your Wealth, Gary Heldt sits down with Jacob Vanderslice, Co-Founder of VanWest Partners, to break down what investors should know before putting money into private real estate.

Jacob has helped oversee more than $375 million in self-storage investments and shares why the biggest mistake many investors make is focusing solely on project...

What if the biggest threat to your wealth isn’t market volatility, but your own hardwired human instincts? This week’s guest, Jonathan Blau, Founder and CEO of Fusion Family Wealth, argues that our brains are programmed for survival on the African savannah, not for navigating financial decisions under uncertainty. His insights reveal that successful investing is less about finding the perfect stock and more about managi...

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...