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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
Real Estate
Tax Strategy
Small Business
Cash Flow
Social Security
Business Growth
Business Ownership
IRS
Financial Literacy
Business Valuation
Exit Planning
Outsourced Accounting

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 weeklyEpisodes362Founded6 years ago
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Artwork for Grow Your Business and Grow Your Wealth

Latest Episodes

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 unexpecte... more

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 ... more

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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 ... more

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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 ... more

YouTube

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Recent Guests

Jon Ostenson
CEO of FranBridge Consulting, top franchise broker, investor, Forbes contributor
FranBridge Consulting
Episode: Episode 338: Franchise Opportunities Beyond Burgers and Fries
Alan Lee Porter
Founder of Strategic Wealth Strategies; nationally certified financial fiduciary; tax and retirement strategist
Strategic Wealth Strategies
Episode: Episode 337: Your Retirement Plan Needs a Backup Plan
Daniel Schroeder
Business broker, M&A advisor, entrepreneur
Filament Business Advisors
Episode: Episode 336: Build a Business Buyers Want
Dr. Jon Randall
Founder and chief coach of Extraordinary Financial Advisors
Extraordinary Financial Advisors
Episode: Episode 335: More Clients Won't Fix Your Business
Becca Pearce
President of Extend Coaching & Consulting; former health insurance executive and state official
Extend Coaching & Consulting
Episode: Episode 334: When Success No Longer Feels Successful
Jeremy Rodriguez
Real estate broker and owner of DARE Realty; investor-focused broker
DARE Realty
Episode: Bonus: Your Investment Property Is a Business
Jay Conner
The Private Money Authority; real estate investor specializing in private funding
Jay Conner LLC / The Private Money Authority
Episode: Episode 333: Funding Real Estate Deals With Private Money
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

Host

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

Reviews

4.9 out of 5 stars from 49 ratings
  • Excellent podcast

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

    Apple Podcasts
    1
    John Galt $$$
    United States8 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 States2 years 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 States3 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.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Episode 338: Franchise Opportunities Beyond Burgers and Fries
Q: How do you differentiate a franchise consultant from a business broker?
A franchise consultant focuses on evaluating and guiding clients through multiple brands nationwide, offering deeper relationships and access to new brands, while a business broker typically concentrates on resale opportunities within local markets.
Episode 338: Franchise Opportunities Beyond Burgers and Fries
Q: What criteria do you use to determine if a franchise is a good fit for a client?
We assess financial range, intended involvement (owner-operator vs. executive model), market needs, background and strengths, and the franchisor's support and playbook, then narrow to a dozen strong options for deeper exploration.
Episode 338: Franchise Opportunities Beyond Burgers and Fries
Q: What are some of the biggest opportunities in Non-Food Franchises right now?
Non-food franchises span areas like home services, health and wellness, senior care, and B2B services, with emphasis on durable demand, scalability, and clear competitive advantages beyond traditional food brands.
Episode 333: Funding Real Estate Deals With Private Money
Q: What's your approach to marketing to potential private lenders without appearing desperate?
Focus on offering an opportunity rather than selling a deal, avoid pitching in the first conversation, and use educational content and live events to explain the benefits and security of private lending.
Episode 333: Funding Real Estate Deals With Private Money
Q: How do you structure the loan terms and protect private lenders?
Lenders are treated like banks: they receive a promissory note secured by the property (deed of trust or mortgage), a typical 2-year note for liquid funds, or longer terms if funds come from self-directed IRAs, with the investor typically earning around 8% annually.

Audience Metrics

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Listeners per Episode
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Location
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Household Income
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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. FDX ALPA 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 362 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. Jon Ostenson
2. Alan Lee Porter
3. Daniel Schroeder
4. Dr. Jon Randall
5. Becca Pearce
6. Jeremy Rodriguez
7. Jay Conner
8. Boris Musheyev

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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