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Artwork for Grow Your Business and Grow Your Wealth

Grow Your Business and Grow Your Wealth

Gary Heldt
Financial Planning
Wealth Management
Estate Planning
Retirement Planning
Investment Strategies
Franchising
Tax Planning
Entrepreneurship
Tax Strategy
Social Security
Business Growth
Cash Flow
Real Estate
Business Ownership
IRS
Financial Literacy
Outsourced Accounting
Business Growth Strategies
Business Owners
Passive Income

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 ... more

PublishesTwice weeklyEpisodes343Founded6 years ago
Number of ListenersCategory
Business

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Artwork for Grow Your Business and Grow Your Wealth

Latest Episodes

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 fi... more

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 valu... more

YouTube

Is the traditional 60 40 portfolio officially outdated?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... more

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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 comp... more

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Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Passive Income Pilots
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Recent Guests

Chris Coolidge
Chief Investment Officer at Brookwood Investment Group
Brookwood Investment Group
Episode: Bonus: Why the 60/40 Portfolio No Longer Works
Tom Healy
Founder of PeopleOps 360
PeopleOps360
Episode: Episode 322: Stop Managing Start Leading
Alan Franks
Founder and CEO of the Business Planning Institute; author of Empowering Money
Business Planning Institute
Episode: Episode 321: Empowered Money & the Business Owner’s Path to Freedom
Terry Blachek
Managing Director at Franvest Capital Partners; veteran fitness and franchise executive
Franvest Capital Partners
Episode: Episode 320: What Smart Investors Look For Before Backing A Business
Brian Weaver
CPA, MBA, founder of Brian Weaver Consulting
Brian Weaver Consulting
Episode: Bonus: Hidden Tax Risks Hurting Growth
John Mitchell
Success mentor, entrepreneur, and leading thinker on applying Think and Grow Rich
The Missing Secret / Think and Grow Rich methodology
Episode: Episode 319: The Missing Secret To Success
Kim Daly
Nationally recognized franchise consultant, business coach, creator of the Daily Coach Podcast
Daily Coach
Episode: Episode 318: Franchise Myths That Cost You
Ryan Gibson
President and Chief Investment Officer of Spartan Investment Group
Spartan Investment Group
Episode: Bonus: Self Storage Investing Without the Headaches
Grant Daffin
CPA and founder of Daffin Financial
Daffin Financial
Episode: Bonus: Why Financial Planning Matters More Than Most Business Owners Realize

Host

Gary Heldt
Host of Grow Your Business and Grow Your Wealth Podcast

Reviews

4.9 out of 5 stars from 64 ratings
  • Excellent podcast

    Gary is a great interviewer. His show brings a lot of wisdom to his audience.

    Apple Podcasts
    1
    John Galt $$$
    United States4 months ago
  • Real‑World Advice for Biz

    Been listenin to this podcast for months and Gary’s really got a knack for pulling out real‑world examples. I caught the episode with Lane Kawaoka from The Wealth Elevator—what a great guest. I even picked up his book and got awesome insights into real estate investing and financial independence. Love how Gary dives into both biz growth and wealth management, from tax strategies to choosing alternative investments. Its weekly and always full of real actionable tips. Keep it goin!

    Apple Podcasts
    5
    leftrightleftcode
    United Statesa year ago
  • Always Worthwhile

    Gary does a great job of asking thought provoking questions. His real world experience running and growing a business leads to practical insights about developing a business and creating wealth. Always interesting, thoughtful and worthwhile.

    Apple Podcasts
    5
    Twenty Years - still learning
    United Statesa year ago
  • Steve Selengut

    My first ever podcast appearance… Gary made me comfortable and coached me through the highlights of my investment process. Introduced Retirement Money Secrets to his audience

    Apple Podcasts
    5
    Retirement Money Secrets
    United States2 years ago
  • 100 recommend

    Gary has the most influential and educated business leaders on the show. If you are in business this is a must listen podcast!

    Apple Podcasts
    5
    AdgeBarker
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Audience notes the show delivers valuable guidance across business growth and wealth planning.
Guests are consistently high quality and the discussions are insightful.
Listeners appreciate the real-world examples and actionable tips.
Gary is a skilled interviewer who brings out practical insights.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#228
Canada/Business
Apple Podcasts
#191
France/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 322: Stop Managing Start Leading
Q: What advice would you give to a CEO who is a bottleneck in hiring decisions?
Empower others by documenting processes, delegating approvals, and creating a scalable system so the business can grow without the CEO being the sole gatekeeper.
Episode 322: Stop Managing Start Leading
Q: How do you start helping a small company with limited resources to address these issues?
He suggests starting with the org chart to identify who does what, prioritize the biggest rocks, and then build a simple playbook for onboarding, training, and responsibilities.
Episode 322: Stop Managing Start Leading
Q: Tell us what your definition of people operations is.
Tom explains that it encompasses everything inside the employee lifecycle—from job descriptions to onboarding, compensation, training, and offboarding—viewed as a cohesive system that supports the business strategy.
Episode 323: The Million Dollar Social Security Mistake
Q: Which strategy tends to be overlooked by couples when one spouse has a much higher benefit, and how should they approach filing to maximize both partners' outcomes?
Often it makes sense for the lower-earning spouse to start benefits earlier to trigger a spousal add-on, while considering the higher earner's timing; the couple should evaluate the combined benefits rather than viewing each spouse in isolation.
Episode 323: The Million Dollar Social Security Mistake
Q: What are the basic eligibility rules for divorced individuals to claim Social Security benefits on an ex-spouse, and what are common misperceptions?
To qualify you generally need a marriage of 10 years or longer, you must be 62 or older, and you must be divorced; many misperceptions revolve around remarriage and the true mechanics of ex-spousal benefits versus survivor benefits.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Grow Your Business and Grow Your Wealth

What is Grow Your Business and Grow Your Wealth about and what kind of topics does it cover?

A practical, finance-forward show that centers on growing a business while building personal wealth. Episodes frequently blend operational advice for scaling revenue with strategic financial planning, tax optimization, and wealth-building mechanisms such as real estate, passive income, and succession/exit strategies. Guests tend to be financial professionals, wealth advisers, real estate experts, and intentional entrepreneurs who share actionable frameworks, dashboards, and playbooks for turning day-to-day business activity into long-term value. A standout pattern is bringing together multidisciplinary teams (CPA, attorney, advisor) to plan early, avoid common missteps, and align business goals with personal wealth goals.

Noteworthy elemen... more

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Which podcasts are similar to Grow Your Business and Grow Your Wealth?

These podcasts share a similar audience with Grow Your Business and Grow Your Wealth:

1. Turbine Capital Private Podcast
2. Passive Income Pilots

How many episodes of Grow Your Business and Grow Your Wealth are there?

Grow Your Business and Grow Your Wealth launched 6 years ago and published 343 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Grow Your Business and Grow Your Wealth?

Recent guests on Grow Your Business and Grow Your Wealth include:

1. Chris Coolidge
2. Tom Healy
3. Alan Franks
4. Terry Blachek
5. Brian Weaver
6. John Mitchell
7. Kim Daly
8. Ryan Gibson

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