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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
Tax 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 weeklyEpisodes348Founded6 years ago
Number of ListenersCategory
Business

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Artwork for Grow Your Business and Grow Your Wealth

Latest Episodes

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 differenc... more

YouTube

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 mone... more

YouTube

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 sa... more

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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, ... more

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Key Facts

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Accepts Sponsors
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Number of Listeners
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Recent Guests

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
Blake Harris
Nationally recognized attorney and founder of Blake Harris Law
Blake Harris Law
Episode: Episode 325: The Asset Protection Strategies Most Ignore
Barry Dyke
President of Castle Asset Management, fiduciary advisor
Castle Asset Management
Episode: Episode 324: Is Wall Street Failing Retirement Investors?
Ash Ahluwalia
National Social Security Expert and head of Social Security planning at OneTeam Financial
OneTeam Financial
Episode: Episode 323: The Million Dollar Social Security Mistake
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

Host

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

Reviews

4.9 out of 5 stars from 66 ratings
  • Excellent podcast

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

    Apple Podcasts
    1
    John Galt $$$
    United States5 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.

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
#181
United States/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 324: Is Wall Street Failing Retirement Investors?
Q: Do you think this is going to be another financial crisis?
Barry agrees it has begun and cautions that future crises could be costly for consumers and small business owners, with potential bailouts favoring banks and large institutions again.
Episode 324: Is Wall Street Failing Retirement Investors?
Q: If people want to reach out to you, where can they go?
Barry points listeners to barryjamesdyke.com for books, a mailing list, and a glossary of terms related to private equity and retirement planning.
Episode 324: Is Wall Street Failing Retirement Investors?
Q: What are some of the big risks in retirement plans that people don't know about?
He highlights sequence of returns risk, liquidity challenges, and the danger of over-reliance on leveraged, private-market investments that may not suit average savers.
Episode 324: Is Wall Street Failing Retirement Investors?
Q: Can you explain what a mutual fund is versus an ETF?
Barry clarifies that mutual funds pool many stocks (active or index-based), while ETFs are typically index-based trackers; he emphasizes that asset managers profit from fees and spreads, sometimes at the expense of the investor.
Episode 324: Is Wall Street Failing Retirement Investors?
Q: Barry, what made you decide to get into financial advising?
Barry explains a lifelong entrepreneurial spirit, early sales success, and a shift toward retirement consulting after recognizing the need for more secure, guaranteed retirement options for business owners.

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

1. The Game with Alex Hormozi

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 348 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. GA Pimpleton
2. Blake Harris
3. Barry Dyke
4. Ash Ahluwalia
5. Chris Coolidge
6. Tom Healy
7. Alan Franks
8. Terry Blachek

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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