What if the secret to growing your business isn't working harder, but surrounding yourself with the right people?

In this episode of Grow Your Business and Grow Your Wealth, Gary Heldt sits down with Ken Joslin, high-performance coach, real estate investor, and founder of Grow Stack Drive, to explore why relationships are one of the most powerful drivers of personal and professional success.

Ken shares his remarkable transition from ministry to entrepreneurship and explains how intentional relationships helped him build a successful real estate career and coaching business. Drawing...

Why do people continue making financial decisions they know are hurting them?

For Dr. Erika Rasure, the answer often has very little to do with understanding the numbers.

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Dr. Erika Rasure, Chief Financial Wellness Advisor at Beyond Finance, Certified Financial Therapist, and Transformational Coach, to explore the emotional and behavioral side of money.

Dr. Erika explains why financial habits are often emotional habits, how childhood experiences influence our relationship...

A business can look profitable on paper and still have a serious cash problem.

In this episode of Grow Your Business & Grow Your Wealth, guest host Sandra “Sandy” Bempah sits down with Brooke Horvath, CPA and Founder of Salt Creek Consulting & CPA, for a practical conversation about the financial numbers every business owner needs to understand.

Brooke explains why profit and cash flow are not the same thing, why business owners should pay attention to more than their P&L, and how the balance sheet and statement of cash flow...

Your business may be your greatest asset. It may also hold most of your financial risk.

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Alexey Sokolov, a Northwestern Mutual financial advisor who co-founded and sold Grid Capital. Alexey explains how building and selling his own company changed the way he thinks about protecting wealth.

Gary and Alexey discuss a problem many successful founders overlook: their income, company value, and personal investments can all depend on the same industry. If conditions change, those assets...

What happens when professional success requires you to become someone you no longer want to be?

Charlene Wheeless, MA, MBA, ICF-ACC, spent more than 30 years rising through corporate America, ultimately reaching the C-suite and leading communications for major global organizations. But after being diagnosed with cancer twice, she stepped away from the corporate treadmill and confronted a difficult truth: she had invested enormous energy in becoming the person others expected her to be.

In this candid conversation with Gary Heldt, Charlene shares how pivotal moments of choice shaped her...

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, and oversee approximately $900 million in assets under management.

In this episode, Jack joins Gary to share ho...

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 accounting, tax strategy, financial consulting, due diligence, compliance, forecasting, and entrepreneurship.

Paul explains why business owners must look beyond income and consider the co...

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 non-food franchises. Jon explains how franchise buyers can evaluate opportunities based on their finances, experience, desired level of involvement, local market, and long-term goals.

Jon also challenges th...

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 taught him that financial planning must account for more than investment returns. Illness, disability, long-term care, taxes, market downturns...

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 for sale must begin long before an owner contacts a broker. Buyers want more than revenue...

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 constraints in growing advisory firms and why the same problem appears across professional-service businesses. Drawing on more than 25 years in the...

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, Becca faced a deceptively simple decision: attend an important executive meeting or put her daughter on the school bus. That moment...

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 emotional purchase and start managing it as a business.

They discuss deal evaluation, financing options, cash-flow planning, collaboration, mentorship...

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 how real estate investors can educate potential private lenders, structure secured lending opportunities, and fund both property purchases and renovations...

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 begin working with a tax advisor, and why the advisor who helped when you launched may not have the experience required for your current...

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 can identify financial inefficiencies, protect their cash flow, and make decisions based on real numbers rather than emotion.

5 Key Takeaways

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 owners should treat investing differently from running their companies.

If you've ever wondered whether you're taking unnecessary investment risk or...

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 transferable value is the true driver of enterprise value, why exit planning should begin...

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 documentation, ethical planning, and long-term strategy instead of social media shortcuts.

They discuss why a great CPA...

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 business owners preparing for retirement, selling a business, real estate transactions, or other major financial events. He also discusses...

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 projected returns rather than understanding the risks.

You'll learn the differences between owning real estate directly...

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 managing the behaviors that lead to poor decisions.

In this conversation, Gary Heldt and Jonathan Blau explore the fascinating world of behavioral finance. Jonathan explains why investors consistently sabo...

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 from his unique journey from the music industry to wealth management, G.A. explains why making money and...

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 lawsuits can affect business owners of all sizes, and why proactive planning often makes the difference between preserving assets and losing them. He also shares practical insights into...

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, and why business owners need to think more carefully about liquidity, guarantees, and long term retirement security. He also explains why sequence of returns risk can be one of...

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 and guest, national Social Security expert Ash Ahluwalia, is a masterclass in retirement income planning. Ash demystifies the system's complexity, revealing the cost...

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 volatility, shifting correlations, AI driven opportunities, commodities, tactical portfolio management, and why traditional investment playbooks may no longer be enough.

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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 dependency quietly hold businesses back from growth and valuation. He also shares practical insights on leadership, AI, documentation, and building teams that ca...

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 valuable asset, not just a paycheck.

Alan also breaks down the “Italy Test,” the importance of liquidity, smar...

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 shares the lessons that helped turn a bold boutique fitness concept into a global powerhouse with more than 1,500 locations across 23 countries.

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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, and why many business owners do not realize they may have exposure until an audit, penalty, or costly mistake forces attention.

...

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 leverag...

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...

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...

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 valu...

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...

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 t...

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 int...

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...

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 emotional decisions can cost you everything you’ve built.

This conversation goes beyond strategy. It...