Grow Your Business and Grow Your Wealth

What if your story is the one thing that changes everything in your business?On Grow Your Business and Grow Your Wealth, Gary Heldt sits down with media visibility expert and Cre8tive Con founder Julie Lokun for a powerful conversation about the real drivers of visibility. Julie shares how she moved from journalism to law to entrepreneurship and discovered that every business grows when its story is clear, confident, and consistently shared. She explains why earned media beats paid ads, why your digital footprint matters more than ever, and how any entrepreneur can begin simple PR steps without a big budget. Julie also breaks down crisis transparency, on-camera confidence, and how a strong story becomes your most significant competitive advantage. Key Takeaways• Your story is the strongest part of your brand• Earned media builds trust faster than paid promotion• Visibility grows through clarity and repetition• Transparency wins during a crisis• Every business owner can start PR today Visibility Tools Julie Recommends• Google Alerts shows where your name appears online• Google Trends highlights what topics are heating up• MUCKRACK helps you find journalists in your niche• Twitter is a prime place for journalist requests using journorequests or journorequest• Featured connects publishers with expert voices• Help a Reporter Out HARO connects journalists and sources• Qwoted helps reporters find reliable experts• Blogging on your site and on Medium strengthens your authority and digital footprint Julie's quote: “Your voice is your currency. When people see it clearly, everything changes.” Explore Cre8tive Con at cre8tivecon.com and reach Julie at julie@cre8tivecon.com Catch the latest episodes of Grow Your Business and Grow Your Wealth on your favorite podcast platform. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it take to transform a neighborhood into a thriving business community? On Grow Your Business and Grow Your Wealth, Gary Heldt sits down with Mark Burns, Executive Director of the Coconut Grove Business Improvement District. Mark draws on more than 20 years of experience in real estate leasing, government property management, and community revitalization to explain how small businesses can tap into local resources, avoid costly leasing mistakes, and position themselves for long-term success. From negotiating city-owned properties to managing major Miami capital projects, Mark has seen it all. His insider perspective gives business owners a clear understanding of how government works, how Business Improvement Districts operate, and how to use these resources to grow stronger, smarter, and more sustainably. This conversation is packed with real strategy, clear examples, and lessons every business owner should hear. Key Takeaways → Why Business Improvement Districts give small businesses more power than acting alone → How Coconut Grove was revitalized into one of Miami’s most desirable neighborhoods → The most significant mistakes business owners make when signing leases → Why business owners miss out on grants and free resources → How long-term planning protects businesses from future economic swings → How entrepreneurs can build influence and gain a board seat in their district Featured Quote from Mark Burns “The people who step out of their routine are the ones who succeed.” To learn more about Coconut Grove’s Business Improvement District or to connect with Mark, visit CoconutGrove.com. Follow Grow Your Business and Grow Your Wealth for more conversations that help business owners strengthen their financial future. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if you could legally pay zero taxes while building wealth around the world? In this episode, Gary sits down with Mikkel Thorup, the world’s most sought-after expat consultant and the Founder and CEO of Expat Money. Mikkel has spent more than 25 years traveling to 120 countries, living in 9 of them, and building a thriving international consulting firm that helps high-net-worth clients reduce taxes, secure second residencies, and build global investment portfolios. He breaks down the truth behind the Foreign Earned Income Exclusion, why residency matters more than people think, how offshore banking protects you from government freezes, and what countries offer the most favorable territorial tax systems. Mikkel also shares his personal story of overcoming dyslexia, dropping out of school, and designing a life and business that spans the globe. This conversation gives you the facts that most professionals never learn. If you have ever wondered how wealthy people legally reduce taxes, diversify risk, and expand their options beyond the United States, this episode opens that door. Key Takeaways→ Understanding the two global tax models and why the United States is unique in taxing citizens, no matter where they live → How the Foreign Earned Income Exclusion works and the difference between the physical presence test and bona fide residency → Why offshore banking is an essential part of a financial plan B, and when it protects you from domestic account freezes → What territorial taxation means and why countries like Panama, Costa Rica, Paraguay, and Belize attract entrepreneurs → How active income and passive income differ for expats and how classification affects legal tax reduction → Why obtaining legal residency or a second citizenship is the foundation for any global tax strategy Quote From Mikkel Thorup“I tell everybody this. You can legally pay less tax, invest globally, and increase your freedom, but you must follow the rules and structure your life correctly. That is the real secret.”Ready to explore tax reduction, global residency, or international investments? Connect with Mikkel at ExpatMoney.com to access his newsletter, resources, and consulting options. Catch every new episode of Grow Your Business & Grow Your Wealth with Gary Heldt wherever you listen to podcasts. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if a single decision could save a business owner thousands in taxes every year?On Grow Your Business and Grow Your Wealth, guest host Samuel Russell sits down with Rob Brand, tax strategist at Comprehensive Business Services in Newark, Delaware, for an eye-opening conversation on tax structure, S Corporation strategy, retirement planning, and what business owners get wrong about their numbers. Rob breaks down how S Corporations really work, why most LLC owners are paying more than they should, how retirement accounts like SEP IRAs and self-directed IRAs can be used for real estate investing, and the huge difference proactive tax planning makes. He also talks about the ideal client he helps, the biggest mistakes he sees business owners make, and when to start planning for an exit. This episode is packed with simple explanations, clear examples, and strategies business owners can use immediately.───────────────────────────────Key Takeaways→ Why S Corporation election can dramatically reduce self-employment taxes for LLC owners→ How reasonable compensation works and why it matters for compliance and planning→ The retirement accounts business owners should know, including SEP IRA and defined benefit plans→ How self-directed IRAs allow business owners to buy and sell real estate tax-sheltered→ Why proactive planning beats tax-season panic every time→ The number one mistake business owners make when trying to grow Featured Quote from Rob Brand“Tax savings are all about strategy and looking forward. If you walk into your tax appointment in February asking what you can fix from last year, the answer is nothing. The runway is already gone.”───────────────────────────────If you're a business owner wondering whether you’re paying more taxes than necessary, now is the time to talk to a professional. Connect with Rob Brand at CBS Tax ProPhone: 302 353 0084Website: https://www.cbstaxpro.com/And be sure to subscribe to Grow Your Business and Grow Your Wealth, hosted by Gary Heldt, for more insight, strategy, and real-world conversations that help business owners succeed. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your path to financial freedom wasn’t through Wall Street—but through oil wells, real estate, and smart private equity? This week, Gary Heldt welcomes Bryan Hancock, Founder of Integrity Development and Texas Freedom Fund, to share how he built a career turning real estate and alternative assets into long-term wealth. From developing 50+ urban infill projects in Austin to structuring private equity funds that generate both income and tax advantages, Bryan reveals the investment strategies that protect capital while growing it. He opens up about lessons learned through market cycles, how to properly vet alternative investments, and why financial freedom starts with a clear life vision—not just returns. If you’ve ever wondered how high-net-worth investors combine real estate, oil and gas, and private equity into one powerful strategy, this conversation is your blueprint. 5 Key Takeaways:1️⃣ Diversification beyond the stock market – Bryan explains why alternative investments like real estate and energy assets are vital for wealth protection and tax efficiency.2️⃣ Understanding risk – Every deal carries risk, but smart investors minimize exposure by doing due diligence and partnering with experienced operators.3️⃣ Tax benefits of energy investing – Learn how intangible drilling costs (IDCs) can offer near-dollar-for-dollar deductions against active income.4️⃣ Relationship-driven investing – The best deals grow from trust. Bryan shares why starting small and scaling up with trusted partners matters.5️⃣ Designing your legacy – Financial conversations should begin with your life goals—then build your wealth plan around the future you want. Quote from Bryan:“Financial conversations should start with your life conversation—what life are you trying to design?” Guest Information: Bryan HancockFounder, Integrity Development | Co-Founder, Texas Freedom Fund📍 Austin, Texas💼 Expertise: Real Estate Development, Capital Syndication, Private Equity, Alternative Investments🎓 MBA in Finance and Entrepreneurship, Texas Christian University🔗 Connect on LinkedIn: Bryan Hancock | LinkedIn 📧 Message Bryan on LinkedIn with the word “FREEDOM” to learn more about the Texas Freedom Fund Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when legal strategy meets human understanding? In this episode of Grow Your Business & Grow Your Wealth, guest host Barry Goldwater sits down with Lisa M. Cukier, Partner at Rubin Rudman LLP, to explore how empathy and expertise intersect in the world of family law, trust and estate matters, and fiduciary services. Lisa shares how her concierge-level approach helps families and individuals manage life’s most sensitive transitions — from complex divorces and guardianships to multigenerational estate planning and wealth preservation. As both a strategist and advocate, she guides high-net-worth clients, fiduciaries, and family offices through deeply personal legal matters with discretion, insight, and heart. Through decades of experience, Lisa has developed a unique blend of legal mastery and emotional intelligence — using creativity, collaboration, and compassion to help clients protect what matters most. Her approach reminds us that even in high-stakes law, humanity and clarity can lead the way. 💡 Key Takeaways→ Why empathy is a strategic advantage in family and wealth law → How to protect clients’ interests in emotionally charged cases → Lessons from leadership and teamwork inside a major law firm → What “concierge-level” fiduciary service really looks like → How creativity and compassion can solve problems beyond the law “When I meet with a client, I’m absorbing and intuiting — but I’m also plotting a path forward. The law gives me parameters, but real solutions come from creativity and compassion.” – Lisa M. Cukier🎙️ Hosted by Barry Goldwater for Grow Your Business & Grow Your WealthLearn more about Lisa M. Cukier and her work at Rubin Rudman LLP:👉 https://www.rubinrudman.com/attorney/lisa-m-cukier/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you building wealth — or just hoping it lasts?In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Katherine M. Sheehan, Managing Director and Wealth Strategist at Crestwood Advisors, about how smart planning protects both your business and your legacy.Katherine breaks down what every entrepreneur should know about estate and succession planning — from powers of attorney to corporate recordkeeping — and explains how the Qualified Small Business Stock (QSBS) provision can help business owners exclude up to $10 million in gains when selling their company.You’ll learn how to avoid costly mistakes, when to bring in specialized advisors, and how to prepare the next generation to carry your vision forward.🔑 Key Takeaways→ Estate planning is an investment, not an expense→ Every business owner needs contingency and succession plans→ QSBS can unlock massive tax savings with the right timing→ Build a coordinated team of legal, tax, and financial professionals→ Start family legacy discussions early to prevent future conflict💬 Quote from Katherine Sheehan“Too many business owners wait until it’s too late. A little planning today can save millions tomorrow and protect everything you’ve worked for.”💼 Connect with Katherine Sheehan📍 Crestwood Advisors📧 ksheehan@crestwoodadvisors.com📞 617-226-0044🌐 crestwoodadvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

What if you could legally pay zero in taxes as a small business owner?In this episode of Grow Your Business & Grow Your Wealth, guest host Lauren Gidley speaks with Carlotta Thompson, founder of Tax Strategists of America. Carlotta is recognized nationwide for helping small business owners minimize their tax burden and retain more of their earnings. She goes beyond traditional tax prep to create proactive strategies that align with long-term business goals, empowering entrepreneurs to make better decisions with confidence. Key Takeaways:➔ Most CPAs act as historians, not strategists.➔ Real estate strategies like cost segregation and 1031 exchanges reduce taxes.➔ Entity structure is the most important overlooked strategy.➔ Congress writes tax laws for billionaires, but business owners can use them too.➔ Tax strategy is an investment that saves more than it costs. Want to learn the exact steps to legally lower your taxes—even to zero?Connect with Tax Strategists of America and discover how proactive planning can transform your finances. Visit TaxStrategistsofAmerica.com to explore training, resources, and strategies that help you keep more of what you earn. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you unknowingly setting yourself up for a massive tax bill in retirement?This week on Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Jonathan Thomas, CFP®, Private Wealth Advisor at LVW Advisors, for a candid look at the hidden pitfalls that can derail even the best retirement plan. Jonathan reveals how overfunding tax-deferred accounts, ignoring liquidity, and delaying estate planning can lead to unnecessary taxes and lost opportunities. From smart Roth conversion timing to building tax diversification, Jonathan shares the same strategies he uses with high-net-worth families to create lasting financial confidence. You’ll also hear why independent advisors can offer more flexible, client-first solutions and how small shifts in your financial plan today can open doors for early retirement, charitable giving, and true generational wealth. Key Takeaways:→ The #1 retirement mistake that could raise your future tax bill→ Why liquidity and diversification are essential for business owners→ How to use Roth conversions and tax-smart planning for lifelong savings→ The overlooked importance of estate planning, wills, and term life insurance→ Simple, practical steps every young family can take to secure their financial future→ Quote from Jonathan Thomas:"I like to make the complicated really simple for people—because once they understand it, they feel at ease and realize they can retire earlier than they ever thought possible."→ Connect with Jonathan:🌐 LVWAdvisors.com Learn more about your ad choices. Visit megaphone.fm/adchoices

What if you could turn your tax bill into a wealth-building opportunity using the same IRS-approved strategies as high-income earners? In this insightful conversation, guest host Sam Russell, Retirement & Leverage Consultant at Drass Insurance Agency, sits down with Ralf Reinberg, CEO of Taxes Made EZ, to explore creative yet compliant tax strategies that help business owners and W-2 earners save—and even earn—money through the power of smart tax equity planning.Ralf shares over 40 years of experience working with thousands of clients nationwide, explaining how strategies like solar tax equity can deliver both tax deductions and passive income. He walks through real-world examples showing how a six-figure tax bill can become a multi-year return on investment. Whether you’re a doctor, real estate investor, or entrepreneur, this episode reveals actionable ways to make your taxes work for you—not against you.🔑 6 Key Takeaways: → The difference between traditional tax preparation and strategic tax advising→ How solar tax equity can generate both deductions and guaranteed ROI→ Why you can reclaim taxes paid in the past three years and apply credits forward→ The importance of working with IRS-licensed enrolled agents and CPAs→ How to legally use the government’s money to build multiple income streams→ Why proactive discovery calls reveal customized strategies for your situation💬 Quote from Ralf Reinberg:“Every year, you owe the IRS a certain amount of money. You can either pay the IRS—or use proven tax strategies to save money and make money.” Schedule your free discovery call with Ralf Reinberg and his team of licensed tax professionals at mytaxesmadeez.com or call 856-326-2838. Follow Gary Heldt and Grow Your Business & Grow Your Wealth for more conversations helping entrepreneurs turn smart strategy into financial freedom. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with Gary Martoccio, founder of The Martoccio Firm and one of the nation’s leading employment law attorneys representing employees in disputes against their employers. With more than $50 million recovered and over 200 Federal cases handled, Gary brings firsthand insights into the legal landscape that every business owner must understand. Together, they discuss the real risks hidden in hiring, firing, and managing people—from wrongful termination and discrimination claims to misclassification and retaliation cases. Gary also shares what smart business owners can do to protect themselves legally, maintain ethical practices, and build workplaces that foster trust, compliance, and productivity. What You’ll Learn → The top 3 mistakes that trigger costly employee lawsuits→ How to document workplace issues before they escalate→ The role of the EEOC and what to expect during an investigation→ Steps small business owners can take today to minimize legal exposure→ Why understanding employment law is critical to long-term business success Gary Martoccio is an employment law attorney and the founder of The Martoccio Firm, which exclusively represents employees in legal disputes against their employers. With extensive experience in both State and Federal courts, as well as before the EEOC, Gary has recovered more than $50 million for clients. His mission: to level the playing field and educate both employees and business owners on their rights and responsibilities in today’s workplace. Connect with Gary on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your business could scale sustainably—without burnout or chaos? Viral financial expert and billion-dollar business coach Monica Garcia Duggal reveals how to achieve lasting wealth using her signature Financial BITES Method© and Whole Health Wealth System™. In this engaging conversation with host Gary Heldt, Monica shares how entrepreneurs can think like institutional investors, create systems that support freedom, and build profit-driven businesses that thrive in any market. Monica Garcia Duggal is a global financial strategist with over 30 years of experience in investment banking, mergers & acquisitions, and entrepreneurial finance. As the creator of the Whole Health Plan™ and Financial BITES Method©, she helps founders and leaders align their finances, strategy, and mindset for total-life success. In this episode, she joins host Gary Heldt, CPA and wealth strategist, to discuss why most business owners leave money on the table—and how a holistic approach to budgeting, investing, taxes, exit planning, and systems can change everything.🔑 5 Key Takeaways→ Think like an investor – Treat your business as an asset that must generate long-term returns, not just revenue.→ Follow the BITES framework – Budget • Invest • Taxes • Exit • Systems—five pillars that create lasting profitability.→ Build the right team – Surround yourself with professionals who understand your goals and speak your language.→ Adopt a growth mindset – Progress beats perfection; consistency compounds into extraordinary results.→ Measure what matters – Profitability and systems, not just top-line sales, determine a business’s true health.💬 Quote“You can’t do everything—but you can start thinking about your company holistically. Profit isn’t just numbers; it’s clarity, systems, and strategy working together.” — Monica Garcia Duggal Listen now on Grow Your Business & Grow Your Wealth with host Gary Heldt to learn how to use financial clarity and systems thinking to build a business that works for you—not the other way around. 👉 Visit https://www.monicagarciaduggal.com/ to download her free Financial BITES Method Guide. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your financial partner truly knew your name, understood your community, and fought for your long-term stability? In this episode of Grow Your Business & Grow Your Wealth, guest host Barry Goldwater sits down with Kevin George, CPA and President & CEO of New England Teamsters Federal Credit Union. Formerly CFO at Naveo Credit Union, Kevin shares how his background in accounting and community service led him to champion the credit union model. From helping members avoid financial pitfalls to strengthening union families with dignified retirements, Kevin reveals how credit unions provide the kind of personal service and objective advice big banks simply can’t match. ➡️ 5 Key Takeaways → Credit unions focus on people helping people rather than shareholders, giving members better rates and objective advice. → Kevin’s career journey shows how professional pivots—from aspiring FBI agent to CPA to credit union leader—can create impact. → Teamsters Federal Credit Union combines union strength with modern technology to compete with large banks. → Community outreach, from toy drives to youth sports sponsorships, is central to building trust and relationships. → Small businesses benefit from direct access to decision-makers in credit unions, ensuring tailored financial solutions. 💬 Quote from Kevin George "The best move I ever made was joining the credit union world—because every day, I get to help people, not just balance numbers." 📢 Reach out to Kevin on LinkedIn: https://www.linkedin.com/in/kevin-george-cpa-6969128/ Subscribe to Grow Your Business & Grow Your Wealth for more expert insights on building financial stability and growth. Share this episode with your network and leave us a review to help others discover how credit unions can transform their business and personal finances. Learn more about your ad choices. Visit megaphone.fm/adchoices

What if every workplace conflict could become a growth opportunity instead of a costly battle?💡 In this episode of Grow Your Business & Grow Your Wealth, Gary sits down with Ursula Taylor, a conflict resolution strategist with 17 years of experience as an attorney and business advisor. After years in litigation, Ursula saw how traditional legal systems often amplify disputes instead of solving them. Now, through her firm Conflict Reimagined, she helps leaders and teams resolve disputes efficiently and humanely—by addressing the real drivers behind conflict: fear, emotion, and miscommunication. Ursula shares how emotional intelligence, awareness, and honest dialogue can prevent lawsuits, protect relationships, and create stronger businesses. ➡️ Key Takeaways:→ Litigation is expensive, uncertain, and emotionally draining—most disputes stem from human emotion, not legal facts.→ True resolution begins by identifying what you really need instead of focusing on being right or wrong.→ Leaders can prevent conflicts by creating safe spaces for communication before issues escalate.→ Emotional intelligence and self-awareness are critical tools for business growth and team cohesion.→ The future of leadership lies in embracing what Ursula calls “the human age,” where emotional work meets strategy. 💬 Quote from Ursula:“Every dispute is driven by human emotion. When you can face that honestly, conflict becomes a beautiful opportunity to grow stronger as a leader.” 📞 Call to Action:Learn more about Ursula’s work: https://www.linkedin.com/in/ursula-taylor-b0ba4729/ Learn more about your ad choices. Visit megaphone.fm/adchoices

What if scaling your business wasn’t about chasing the next “big idea” but about applying math, discipline, and strategy to your sales process? In this episode of Grow Your Business & Grow Your Wealth, Gary welcomes Doug C. Brown, CEO of CEO Sales Strategies and a renowned expert who has built over 35 businesses and generated more than $900 million in sales. Doug has served as President of Sales and Training for Tony Robbins and Chet Holmes, boosting close rates by 143% and driving a 4,150% increase in product sales. He now helps entrepreneurs and business leaders implement predictable, math-based systems to dramatically increase revenue and profits. The conversation delves into why identifying your ideal buyer matters more than closing skills, how overlooked follow-up can lead to millions in lost revenue, and why anchoring your business in truthful numbers is non-negotiable. 5 Key Takeaways → Sales growth isn’t magic—it’s applying math to the right metrics. → The biggest mistake owners make is not identifying their ideal buyer. → Speed to follow-up can double conversion rates—sometimes within minutes. → Long-term success comes from relationship capital, not one-off transactions. → Anchoring goals to truthful numbers and measuring the right metrics prevents costly blind spots. Quote from Doug “Sales isn’t math, but sales revenue growth is how you apply math to the right metrics.” Ready to strengthen your sales strategy and grow your wealth? Connect with Doug on his website https://ceosalesstrategies.com/ Subscribe to Grow Your Business & Grow Your Wealth for more expert insights each week, and don’t forget to share this episode with a business owner who’s ready to scale. Learn more about your ad choices. Visit megaphone.fm/adchoices

How did a commercial banker who lived just six blocks away from his future employer end up transforming a small investment firm from breaking even to nearly doubling its business in four years? Brad Wheeler, President of Shaker Investments, shares his journey from commercial banking to leading a growing investment firm. With over 25 years in financial services, Brad has grown Shaker from seven employees and breaking even to eleven employees while nearly doubling the business in four years. He discusses the challenges of scaling a business, the importance of client retention over acquisition, and practical strategies for business development and client communication. 5 Key Takeaways➤ Client retention is more valuable than acquisition because the hardest client to get is the one you lost. ➤ Balance sheet analysis reveals business blind spots that profit and loss statements miss. ➤ Strategic pivoting requires honest self-assessment and letting go of ego when strategies aren't working. ➤ Communication frequency must match individual client preferences to prevent attrition. ➤ Transparency during both market wins and losses builds stronger client relationships. Quote by Brad: "When we make a mistake, that's when you got to get on the phone, and it's when you can talk to people. And I would say most people, when you do that, they're unbelievable. They're understanding and they respect the fact that you picked up the phone and made that call."Connect with BradWebsite: https://www.shakerinvest.com/Email: brad@shaker-invest.com Learn more about your ad choices. Visit megaphone.fm/adchoices

What happens when your company’s processes are costing you more than they’re helping you?In this episode of Grow Your Business & Grow Your Wealth, guest host Jack W. Reeder, CLU, ChFC sits down with Hugh Glazer, Managing Director of Winterview Group. Hugh shares why businesses—whether start-ups or long-established firms—must step back from daily operations and map their transaction flows. From uncovering inefficiencies to improving cash flow and creating better decision-making frameworks, Hugh explains how visual workflows can save money, strengthen performance, and reveal opportunities for growth.Drawing on his decades of experience, including his work with the Goldman Sachs 10,000 Small Businesses program, Hugh talks about the most common mistakes companies make, real-world turnaround stories, and why entrepreneurs need to invest in infrastructure, data analysis, and forward planning to thrive.📌 Key Takeaways→ Creating a visual workflow helps leaders see inefficiencies, duplication, and costs that add no value. → Start-ups benefit from mapping workflows early, aligning operations with financial data for smarter cash flow management. → Established businesses often underinvest in marketing and internal infrastructure—two areas essential for growth. → Family businesses and succession planning require clear processes to avoid costly breakdowns. → Data-driven decision making is critical: understanding how money is made (and lost) determines long-term success.🤝 Connect with the GuestHugh Glazer is the Managing Director of Winterview Group, where he helps organizations strengthen their business performance through process design, financial analysis, and operational improvements. With deep experience working with companies of all sizes, Hugh specializes in mapping business transaction flows that uncover inefficiencies, improve cash flow, and provide the clarity leaders need to make informed decisions.🌐 Website: www.winterviewgroup.com📧 Email: info@winterviewgroup.com 🎧 Call to ActionDon’t miss this insightful conversation on how visual workflows can transform your business operations. Subscribe to Grow Your Business & Grow Your Wealth on Apple Podcasts, Spotify, or anywhere you listen—and share this episode with a colleague who’s ready to streamline and scale.John Reeder, Registered Representative and Investment Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 781-449-4402. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life Insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. John Reeder, CA Insurance License #OF11617; FL Insurance License #A216798. PAS is a member FINRA, SIPC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever wondered why some small businesses thrive on LinkedIn while others struggle to get noticed?In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Justin Vajko, founder of Dialog and a seasoned marketing strategist, to uncover the secrets behind social media success. Justin’s journey began with a childhood hobby of designing logos, which evolved into a career managing multi-million-dollar marketing initiatives before launching his own firm. Today, he helps founders amplify their pipeline, strengthen their personal brand, and position themselves as thought leaders with smart video and LinkedIn strategies. Whether you’re a solopreneur or running a growing business, Justin’s insights will help you avoid marketing pitfalls, leverage your personal brand, and turn LinkedIn into a lead-generating machine. 🔑 Key Takeaways→ Why personal branding matters more than company branding on LinkedIn. → The most common mistakes business owners make with social media—and how to fix them. → How to use online reviews and testimonials to build trust. → Why consistency in posting (even once a week) is better than perfection. → A simple framework for creating LinkedIn content that connects with your audience.💬 Quotes from Justin Vajko"Businesses die on the altar of ‘more people should know about me’—but not enough people do." "Your audience doesn’t buy the drill, they buy the hole in the wall."📌 Connect with Justin Vajko LinkedIn: Justin Vajko Learn more about your ad choices. Visit megaphone.fm/adchoices

❓What if one small change each month could double your business revenue in two years? In this episode, Gary sits down with Karl Maier, a seasoned CFO and business growth advisor who has helped five companies double their sales in just 24 months. As the founder of Abunden, Karl reveals the surprising reasons companies stall—and how to fix them with smart systems, cash flow forecasting, and people-focused strategies. Forget the usual "cut costs" advice. Karl brings a fresh, empowering perspective for business owners looking to scale with sanity, strategy, and sustainability. From solving payroll chaos to securing the right kind of funding, this conversation is a must-listen for any entrepreneur ready to get out of the weeds and into growth mode. 🔑 Key Takeaways:➤ Your biggest bottleneck may be you: Many owners unknowingly block growth by refusing to delegate or improve their management style.➤ Cash flow is your oxygen: Karl shares his 12-week forecast method that prevents disasters before they happen.➤ Build the system before scaling: Without repeatable processes, every new client feels like chaos.➤ Your CPA isn’t your CFO: They serve different purposes—know the difference so nothing falls through the cracks.➤ AI isn’t scary—it’s your new assistant: From forms to forecasting, Karl shows how simple AI tools can boost productivity and decision-making. 🗣️ “If we make one change each month—even just nine in a year—the impact is phenomenal. Sales don’t move at first, but six months in, something clicks. And by year two? You’ve doubled revenue.”— Karl Maier, Founder of Abunden ✅ Call to Action:🎯 Want to find out how close you are to your first (or next) $10 million?Take Karl’s free $10 Million Growth Map Quiz and start building your roadmap today at abunden.com. 📲 Connect with Karl on LinkedIn for more insights and real-world business tips. https://www.linkedin.com/in/karlkmaier/ Learn more about your ad choices. Visit megaphone.fm/adchoices

How are digital assets transforming the way entrepreneurs and business owners build wealth for the future? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt welcomes Jake Claver, Founder and CEO of Digital Family Office. Jake’s firm specializes in bringing the sophisticated financial tools once reserved for ultra-high-net-worth families to business owners and professionals. With a tech-forward approach, he helps clients minimize tax liabilities, optimize financial operations, and build sustainable wealth in today’s digital economy..Key Takeaways➔ Digital assets are no longer fringe — family offices are using them as a serious wealth strategy.➔ Institutional custody and $100M+ insurance give clients peace of mind in a volatile market.➔ Smart portfolio allocation keeps crypto exposure low while still unlocking asymmetric upside.➔ Tax planning and regulatory awareness are critical as laws tighten around digital currencies.➔ Jake’s entrepreneurial journey proves that solving your own financial challenges can scale into solutions for others. Call to ActionDiscover how digital assets and family office strategies can help you grow and protect your wealth. Listen now to Grow Your Business & Grow Your Wealth with Gary Heldt for insights that blend innovation, security, and long-term financial success. Learn more about your ad choices. Visit megaphone.fm/adchoices