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Artwork for Grow Your Business and Grow Your Wealth

Grow Your Business and Grow Your Wealth

Gary Heldt
Financial Planning
Estate Planning
Business Growth
Retirement Planning
Investment Strategies
Wealth Management
Tax Strategies
Health Insurance
Generational Wealth
Franchising
Small Steps
Tax Debt Resolution
Crowdfunding
Business Challenges
Divorce
Fiduciary Responsibility
Business Owners
Retirement Savings
Alternative Saving Strategies
Healthcare Costs

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 weeklyEpisodes329Founded6 years ago
Number of ListenersCategory
Business

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Artwork for Grow Your Business and Grow Your Wealth

Latest Episodes

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 sm... more

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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 to... more

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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 ... more

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Most business owners think valuation matters only when they are ready to sell. Bethany Hearn explains why that mindset can cost owners money, lead to avoidable disputes, and leave major risks hidden in plain sight.

In this episode, guest host Jack R... more

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Recent Guests

Patty Santayana
CPA, president of Delphi Advisory Services
Delphi Advisory Services
Episode: Bonus: Why Growing Businesses Need More Than Bookkeeping
Tyson Ray
CEO of FORM Wealth Advisors; host of the Total Succession Show
FORM Wealth Advisors
Episode: Episode 314: What Every Business Owner Needs to Know Before Exiting
David Flores Wilson
Managing partner at Sinceres Advisory, helps entrepreneurs and business owners with wealth planning and exit optimization
Sinceres Advisory
Episode: Episode 313: How Business Owners Build Value Before Exit
Bethany Hearn
Business valuation and forensic accounting expert
MH (firm)
Episode: Bonus: Why Business Valuation Matters Long Before You Sell
Daniel Alonzo
Wealth building coach, author, entrepreneur
Alonzo Academy; Wealth on the Beach Podcast
Episode: Episode 312: How to Build Financial Freedom Through Passive Income
Justin Brennan
Founder and CEO of Brennan-Pole Capital Group
Brennan-Pole Capital Group
Episode: Episode 311: Multifamily Syndication and Cost Segregation
Brandon Na
Entrepreneur, investor, and advocate focused on supporting underrepresented founders
Good People Ventures
Episode: Episode 310: Finding Success Through Authentic Mentorship
Felecia Dixson
Enrolled agent, certified tax resolution consultant, author and national trainer
Dixson Tax Resolution Services
Episode: Resolving IRS Issues With Confidence
Shawna Bieda
Senior wealth advisor at XML Financial Group with 20+ years in financial planning and wealth management
XML Financial Group
Episode: Episode 309: Closing the Financial Confidence Gap for Women

Hosts

Gary Heldt
Host of Grow Your Business and Grow Your Wealth Podcast, an expert in financial planning and business growth.
Ken May
Host from BA Services, Inc. and Overtime IQ.

Reviews

4.9 out of 5 stars from 36 ratings
  • Excellent podcast

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

    Apple Podcasts
    1
    John Galt $$$
    United States2 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 States9 months 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.

The host's engaging interviewing style is frequently noted, making complex topics accessible and enjoyable for all listeners.
Listeners appreciate the actionable insights and practical advice offered, often highlighting the clarity and relevance of discussions.
Many reviews commend the quality of guests, who bring valuable expertise to the conversations.

Chart Rankings

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

Apple Podcasts
#160
United States/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 312: How to Build Financial Freedom Through Passive Income
Q: Right, for the listeners who don't understand active income versus passive income, can you explain to us what passive income is?
Passive income is money earned with little to no ongoing effort after the initial setup, typically from systems, investments, or a business model that scales through others doing the work, like a sales network.
Episode 314: What Every Business Owner Needs to Know Before Exiting
Q: What words of wisdom do you have for owners about building space and momentum in their exit planning?
Focus on creating space in the calendar, delegating critical tasks, and teaching others how to perform them; the goal is to move tasks off the owner's plate so the business can run without them while maintaining energy for family and life commitments.
Episode 314: What Every Business Owner Needs to Know Before Exiting
Q: Tyson, when you work with people, kind of, when would you like to get with them to start this planning?
Clients typically want to admit they need help and engage a process that holds them accountable, beginning a structured journey rather than a one-off consultation, with the understanding that the best advisors ask the right questions to uncover their answers and outcomes.
Episode 313: How Business Owners Build Value Before Exit
Q: Right. You talk about the exit planning stuff. What are some of the common mistakes that you see the business owners make when they are finally exiting?
Many owners treat exit planning as a five-year-from-now project rather than an ongoing process, which leads to overwhelm and missed opportunities. A better approach is to view exit planning as a structured, ongoing process that involves personal preparation, business readiness, and aligning operations to be more attractive to buyers.
Bonus: Why Growing Businesses Need More Than Bookkeeping
Q: At what point should a business move beyond basic bookkeeping into true advisory support?
Typically when revenue reaches about $500,000, the owner should start shedding some control and bring in CFO-level advisory to analyze the books, plan for the future, and align cash flow with long-term goals.

Audience Metrics

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

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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?

The focus is on empowering entrepreneurs and business owners to enhance their financial understanding and management. Covering topics such as wealth management, tax strategies, financial literacy, and exit planning, discussions often feature insights from experienced professionals in finance and entrepreneurship. Unique to the series is its practical approach, as guests share actionable strategies and personal stories, making complex financial concepts accessible and applicable for listeners. This podcast serves as a valuable resource for those aiming to cultivate their financial acumen and business success.

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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. The Daily

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 329 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. Patty Santayana
2. Tyson Ray
3. David Flores Wilson
4. Bethany Hearn
5. Daniel Alonzo
6. Justin Brennan
7. Brandon Na
8. Felecia Dixson

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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