Grow Your Business and Grow Your Wealth
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 your business and your life. Tune in for informative conversation about keeping your finances organized and not wasting your well-earned money.
Episodes
August 6, 2025 • 32 mins
What does it really take to scale your business?
Host Gary Heldt sits down with Cliff Goins IV, co-founder of Scaleup—a startup launched within Amazon to help diverse-owned businesses grow into large enterprises.
With deep experience in fintech, asset management, and private equity, Cliff brings an unfiltered, strategy-first perspective to business growth.In this episode, Gary and Cliff unpack what holds businesses back from sc...
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July 30, 2025 • 35 mins
Still following outdated investing advice?This week, Gary is joined by Lane Kawaoka, author of The Wealth Elevator, real estate syndication leader, and founder of SimplePassiveCashflow.com.
With over 10,000 units under management, Lane shares how he went from civil engineer to full-time passive income expert—revealing why single-family rentals won’t scale, the importance of knowing your “floor” in the wealth journey, and how prof...
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July 23, 2025 • 30 mins
What if your biggest business blocker isn't your bookkeeping—but your beliefs?
This week, host Gary Heldt welcomes Audrey Faust, expert CFO, neuro coach, and author of the upcoming book She Grows Rich. Audrey empowers women entrepreneurs to build thriving businesses by combining strategic financial guidance with transformative mindset coaching.
In this candid conversation, she shares how early money beliefs can sabotage success, ...
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July 16, 2025 • 46 mins
What if the same strategic thinking that shapes world history could transform how you handle your business disputes and protect your company's reputation?
Jonathan Sherman, Partner and Vice Chair of Strategic Litigation at Sterlington Law, shares his journey from studying Cold War diplomatic history to becoming a nationally recognized commercial litigator. With over 30 years of experience, including work on the O.J. Simpson case a...
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July 9, 2025 • 25 mins
What if you could use your retirement savings to invest in real estate, start a business, or buy cryptocurrency - all while keeping the tax advantages of your IRA or 401(k)?
Tax attorney and entrepreneur Adam Bergman reveals the hidden power of self-directed retirement accounts that most Americans are unaware of. As the founder and CEO of IRA Financial Group, Adam shares how he discovered, by accident, that IRAs can invest in far ...
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July 2, 2025 • 26 mins
Are you missing out on the investment opportunities that institutional investors have been using for decades to build wealth?
In this episode, Gary sits down with Kim Flynn, President of XA Investments and CFA charter holder, to explore the world of alternative investments and how they're becoming accessible to individual investors and business owners. Kim shares her journey from investment banking to founding her own business and...
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June 25, 2025 • 28 mins
❓What happens when you ignore the IRS—or worse—hire the wrong help?Spoiler alert: It doesn't magically disappear… but your bank account might.This week, Gary sits down with Candice Miller, a nationally recognized tax attorney, to break down the biggest missteps business owners make when dealing with the IRS. From penalties and passport revocations to payroll tax nightmares, Candice shares powerful insights on how to stay compliant,...
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June 18, 2025 • 20 mins
Thinking about owning a franchise—but not sure if it’s the right move?
This episode breaks down what you really need to know before diving into the world of franchising.
Gary Heldt sits down with James Hilovsky, franchise consultant and CEO of FranDream, to discuss how aspiring business owners can confidently enter the franchise world. James shares his journey from restaurant executive to multi-concept founder and now mentor to...
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June 11, 2025 • 22 mins
What happens when you start your company after 14 jobs in 17 years? And how do you turn that into $40 billion raised?
In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Gui Costin, the energetic founder and CEO of Dakota. Gui opens up about the winding path that led him to success, the leadership missteps he corrected, and how he built a culture of mentorship, kindness, and high performance. You’...
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June 4, 2025 • 31 mins
Are you still handing over your hard-earned money to Wall Street and hoping it works out?This week, Gary is joined by M.C. Laubscher, wealth strategist, entrepreneur, and founder of Producers Wealth. M.C. shares how business owners can take back control of their finances using proven wealth-building systems that banks have used for generations.
They explore the critical difference between saving and speculating, how to build your ...
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May 28, 2025 • 23 mins
From Debt to Seven Figures: How Jeanne Omlor Built a Thriving Online Business Without Ads
How does a single parent go from deep debt to a seven-figure business in less than two years without spending on advertising? In this compelling episode, host Gary Heldt welcomes Jeanne Omlor, a Business Strategist, Seven-Figure Online Business Coach, and Certified Servant Leadership Executive Coach who shares her remarkable transformation.
...
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May 21, 2025 • 33 mins
What’s the real legacy of your business—just profits, or a thriving family and future-ready wealth?
In this powerful episode, Gary Heldt welcomes Lori Van Dusen, founder of LVW Advisors and a trailblazer in fiduciary financial planning.
Lori shares her extraordinary path from working in the South Tower of the World Trade Center with Lehman Brothers to leading a $6 billion independent advisory practice. She reveals the challenge...
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May 14, 2025 • 29 mins
Are you prepared to weather unexpected financial storms while building lasting wealth for retirement?
In this enlightening episode, Gary Heldt sits down with Harry Abrahamsen, a leading financial strategist specializing in personal financial economics and retirement planning. Harry shares his journey from building a family business to founding the Abrahamsen Financial Group, inspired by the life-changing events of September 11, 20...
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May 13, 2025 • 34 mins
How Do Operating Environments Impact Business Risk and Investment Decisions?
In this insightful episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Ryan Zabrowski, Director of Arbitrage at Krilogy. Ryan shares valuable wisdom from his decades of financial experience, as outlined in his book "Time Ahead: The Investor's Guide to Prosperity and Impact," and explains why understanding operating environments i...
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May 7, 2025 • 25 mins
🛑 80% of businesses don’t sell—they dissolve. Are you prepared to avoid that fate?
In this episode of the Grow Your Business & Grow Your Wealth Podcast, Gary Heldt welcomes Adam Koós, a highly credentialed financial planner, portfolio manager, and exit planning advisor. Adam dives into his journey from pursuing a medical career to building his award-winning financial practice, Libertas Wealth Management Group.
Adam shares ac...
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April 23, 2025 • 22 mins
How do you create a financial plan that withstands market volatility and economic fears?
Gary Heldt speaks with Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors in this episode. With 21 years in wealth management and a background in psychology and education, Melissa shares insights on creating cohesive financial plans that connect all aspects of wealth management. She emphasizes the importance of having trusted p...
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April 16, 2025 • 27 mins
Are you protecting your business and your people, or are you one complaint away from chaos?
📌In this episode, Gary Heldt sits down with Desmond McIlwain, a seasoned management-side labor and employment attorney with over 30 years of experience. Desmond shares invaluable insights into how small business owners can avoid costly legal pitfalls, build workplace trust, and create environments where employees thrive. From the importan...
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April 9, 2025 • 32 mins
How Can Marketing Automation and AI Transform Your Small Business?
In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt interviews Chris Troka, founder of Focused-Biz, a marketing and automation agency helping small businesses access the same powerful tools and resources as large corporations.
Chris Troka shares his entrepreneurial journey from running an award-winning wedding DJ business to pivoting during COVID-...
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April 2, 2025 • 32 mins
Could Your Business Benefit From Crowdfunding Beyond Kickstarter?
In this episode of "Grow Your Business & Grow Your Wealth," Gary Heldt interviews Paul Jossey, principal attorney at Jossey, PLLC, who specializes in investment crowdfunding. Unlike traditional crowdfunding platforms like Kickstarter or GoFundMe, Paul focuses on securities crowdfunding (Regulation CF), which allows businesses to raise capital by offering investors a...
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March 26, 2025 • 31 mins
Are you overwhelmed by tax debt and unsure where to turn? Stephen A. Weisberg, a dedicated tax attorney, joins the podcast to share expert strategies for resolving tax debt, avoiding IRS pitfalls, and confidently navigating audits.
In this episode, Gary Heldt speaks with tax resolution attorney Stephen A. Weisberg, founder of The W Tax Group. With over a decade of experience in IRS tax debt resolution, Stephen provides invaluable ...
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