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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
Tax Planning
Retirement Planning
Investment Strategies
Franchising
Entrepreneurship
Tax Strategy
Social Security
Business Growth
Cash Flow
Real Estate
Business Ownership
Small Business
IRS
Financial Literacy
Exit Planning
Outsourced Accounting
Business Growth Strategies

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 weeklyEpisodes356Founded6 years ago
Number of ListenersCategory
Business

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Artwork for Grow Your Business and Grow Your Wealth

Latest Episodes

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 hi... more

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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 ho... more

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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... more

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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 profitab... more

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Key Facts

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Recent Guests

Boris Musheyev
CPA, certified tax strategist and founder of Boris MX
Boris MX
Episode: Episode 332: Why Profitable Businesses Keep Overpaying Taxes
Sam Young
Owner of Overland IQ, real estate investor services and tax optimization expert
Overland IQ
Episode: Bonus: The Real Cost of Owning Property
Chris Belchamber
Investment strategist, wealth manager, author and founder of CB Investment Management
CB Investment Management
Episode: Episode 331: The Low-Risk Investing Strategy That Builds Lasting Wealth
Joseph LoPresti
Founder and CEO of Clearpoint Family Office, specializes in exit planning and wealth integration
Clearpoint Family Office
Episode: Episode 330: The Hidden Value That Sells Your Business
Sam Mills
Owner and founder of CFO and more, veteran CPA based in Las Vegas
CFO and more
Episode: Episode 329: Stop Chasing Tax Loopholes and Build Real Wealth
David Spellman
Director of Spellman Capital Strategies
Spellman Capital Strategies
Episode: Bonus: The Tax Planning Mistake That Costs Thousands
Jacob Vanderslice
Co-founder of VanWest Partners, seasoned real estate investor focused on self-storage and residential acquisitions
VanWest Partners
Episode: Episode 328: The Questions Every Smart Investor Asks
Jonathan Blau
Founder and CEO of Fusion Family Wealth
Fusion Family Wealth
Episode: Episode 327: Why Your Brain Is Your Biggest Investment Risk
GA Pimpleton
Founding partner of Accudio Capital Investment, financial strategist and wealth management advisor
Accudio Capital Investment
Episode: Episode 326: The Difference Between Making Money and Building Wealth

Host

Gary Heldt
Host of the show, introduces the guest and guides the interview

Reviews

4.9 out of 5 stars from 71 ratings
  • Excellent podcast

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

    Apple Podcasts
    1
    John Galt $$$
    United States6 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 States4 years ago

Listeners Say

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

Praises practical, real-world advice and actionable tips.

Talking Points

Recent interactions between the hosts and their guests.

Episode 331: The Low-Risk Investing Strategy That Builds Lasting Wealth
Q: Chris, if I may ask you what you wish I had asked you, is there a topic you think deserves more focus in this discussion?
He emphasizes the behavioral aspects of investing—how people react to losses and the importance of a structured mindset and preparedness to avoid panic, alongside practical tools to minimize drawdowns.
Episode 331: The Low-Risk Investing Strategy That Builds Lasting Wealth
Q: Definitely. Chris, you have four decades of working in the investment field. What made you decide that, with a math degree, to switch over to investing and give us that background?
He describes a gradual shift from other paths like programming and actuarial work, driven by a passion for investing and the transformative excitement of the London Big Bang era, which pulled him toward the investment track in the early 1980s.
Bonus: The Real Cost of Owning Property
Q: What should investors look for to confirm a study was done properly?
The key is thorough documentation and the rigor of the study process, including questions asked, the quality of the data, and avoiding fee structures tied to claimed tax savings, which signals a lack of independent analysis.
Bonus: The Real Cost of Owning Property
Q: How often should investors revisit optimization on an existing portfolio?
Optimization should be reviewed at every new property deal and annually as part of a portfolio review, checking depreciation remaining, cash flow projections, and aligning with personal income for optimal tax outcomes.
Bonus: The Real Cost of Owning Property
Q: How do taxes, insurance, and ownership structure interact financially?
Depreciation and tax benefits depend on whether the property is residential or non-residential, with strategies like bonus depreciation enabling large upfront deductions if properly activated through appropriate participation and structure; insurance and ownership design can magnify or limit these benefits.

Audience Metrics

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

Listeners per Episode
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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 show centers on practical wealth-building for business owners, with frequent dives into personal finance, tax strategies, and practical business growth advice. Episodes frequently feature financial professionals, franchise experts, and real-estate investors who share actionable tactics—ranging from asset protection and tax planning to portfolio construction and organizational design for scaling. A notable throughline is pairing concrete, real-world examples with frameworks listeners can apply to both their business and personal lives, often emphasizing advisory teams, proactive planning, and disciplined execution. A distinctive trait is the blend of traditional finance topics with entrepreneur-focused growth playbooks and candid critiqu... 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. Passive Income Pilots
2. 21.FIVE - Professional Pilots Podcast

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 356 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. Boris Musheyev
2. Sam Young
3. Chris Belchamber
4. Joseph LoPresti
5. Sam Mills
6. David Spellman
7. Jacob Vanderslice
8. Jonathan Blau

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