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Grow Your Business and Grow Your Wealth

Business & Economics Podcasts

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.


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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.



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Episode 199: Peter Kingma

Unlock the Secrets of Cash Flow Management - Join Peter Kingma, former Ernest & Young employee and author of "Cash is King," as he reveals crucial strategies to master cash flow and avoid common financial pitfalls that many businesses face. 📖 In this enlightening episode, Peter Kingma discusses the fundamental importance of understanding and managing cash flow to prevent bankruptcy and ensure long-term business stability. Drawing on his personal experiences and extensive knowledge, Peter emphasizes the need for businesses to create cash flow budgets and align organizational incentives with collected revenues, not just sales. 🌟 Key Takeaways 💡 Effective cash flow management is crucial for preventing business failure. 🔄 Timely invoicing and managing accounts receivable can dramatically improve financial health. 🔄 Proper inventory management directly affects cash availability and business operations. 💸 Strategic alignment of incentives within the organization fosters better performance and cash flow management. 📚 "Cash is King" is a vital resource available in multiple formats, providing accessible, actionable insights. 📞 How to Reach Peter Kingma 🌐 Visit Peter Kingma's website: 📖 Find "Cash is King" on platforms like Amazon and Barnes & Noble for a deep dive into effective cash management practices. 🎧 Stay tuned for the Audible version of "Cash is King," coming this summer for on-the-go learning. Make sure to implement these insights to navigate your business towards sustainable success! Learn more about your ad choices. Visit


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Episode 198: Neil Twa

How can small business owners navigate the complexities of digital marketing to achieve long-term success and wealth? 📜 Summary: Neil Twa's digital marketing journey began with an early passion for technology during the AOL era. Transitioning from a degree in music to a corporate career, Neil contributed to significant projects at Sprint and IBM. By 2012, he launched his own private label brand on Amazon, growing it into a seven-figure business within two years. Today, Neil leverages his extensive experience to help small business owners navigate e-commerce, emphasizing irresistible offers and a deep understanding of customer needs to drive success and generational wealth. ✨ Key Takeaways: 📈 Own Both Product and Lead Generation: To maximize profits and business growth, owning both aspects is crucial. 💡 Create Irresistible Offers: Understanding customer needs and tailoring compelling offers that are hard to refuse. 📊 Understand ROI: Focus on profit growth and cash turnover metrics for effective digital marketing. 📚 Business Training and Mentorship: Essential for educating business owners on running successful businesses and viewing them as assets from the start. 🌱 Build a Lifestyle-Driven Business: Centered around family and personal values for long-term success and fulfillment. 📜 Quotes: "If purpose drives first, profit will come behind it. It naturally will be a byproduct of the purpose and tenacity and time and energy you're willing to put into anything." "Sales fixes everything. A lot of business owners are afraid to sell. And so they think that the idea is that customers want to be sold when in actuality they want to buy." Learn more about Neal: Learn more about your ad choices. Visit


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Episode 197: Mickie Kennedy

Ever wondered how to make your press releases stand out and gain media attention? Mickie Kennedy, founder of eReleases, shares his expert insights and innovative strategies to revolutionize your approach to press releases. In this episode, Gary Heldt interviews Mickie Kennedy, founder and president of eReleases. Mickie shares his journey from a creative writing background to establishing a successful press release distribution company. He discusses the evolving landscape of press releases, emphasizing the importance of data-driven content, engaging local media, and utilizing contrarian messaging to stand out. Mickie also highlights the significance of visual content in press releases and offers practical tips for small businesses to gain media coverage and build credibility. Key Takeaways: 📊 Data-Driven Press Releases: Incorporating data and use case studies in press releases can significantly enhance media success. 📰 Local Media Engagement: Building relationships with local newspapers and community papers is a cost-effective way to gain free publicity. 💡 Contrarian Messaging: Challenging popular narratives can help businesses capture media attention and contribute to balanced industry discussions. 🎥 Visual Evolution: The future of press releases includes more video content and the importance of photos to engage online audiences. 🗣️ Human Connection: Sharing personal stories and human interest elements can create a strong connection with the audience and journalists. Quotes from Mickie: "When a journalist writes about you, it's almost like an implied endorsement and it really is a signal of trust." "We are people who like to do business with other people. We don't like doing business with corporate names and logos and stuff like that. We want a connection." How to Reach Mickie Kennedy: Website: Social Media: All social media links are available on the lower right of the eReleases website. Free Masterclass: Available at This masterclass covers strategic press releases and local media engagement. Learn more about your ad choices. Visit


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Episode 196: Matt Ohrt

How can self-funding change the healthcare landscape for employers and employees alike? Matt Ohrt, the co-founder of Self Fund Health and author of "Save Your Company," brings nearly 25 years of diverse industry experience to the table. He sheds light on how self-funding can revolutionize employer-driven healthcare. His insights provide a pathway for employers to take control of their healthcare expenses and improve employee benefits. This episode dives into the intricacies of self-funded healthcare plans, emphasizing their potential to manage rising healthcare costs effectively. Matt Ohrt discusses the importance of educating employees about their healthcare options and the benefits of a patient-centered direct primary care model. The conversation explores the shift from traditional fully insured plans to more flexible self-funded options that can lead to significant cost savings and better health outcomes. Key Takeaways: 📘 Educational Empowerment: Educating employees about self-funding enables informed decision-making and fosters cost-saving measures. 🌍 Strategic Self-Funding: Self-funding allows employers to manage healthcare costs more actively, offering potential savings and enhanced control over health benefits. 🛡 The Role of Stop-Loss Insurance: Understanding stop-loss coverage is crucial as it protects against high claims, a key component in self-funding. 🏥 Advantages of Direct Primary Care: This model enhances access to healthcare by allowing direct interactions with healthcare providers, leading to improved health outcomes. 💰 Cost-Effectiveness: Focusing on preventive care and effective management can reduce healthcare expenses. Quotes from Matt Ohrt: "If you don't understand it, how in the world are you ever going to manage it or get your employees to buy into it or do any strategy?" "We believe this is the future of healthcare." How to Reach Matt: Website: Self Fund Health Email: Learn more about your ad choices. Visit


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Episode 195: Christian Espinosa

🎙️ Ever wondered what it takes to thrive in the high-stakes world of cybersecurity? Tune in as Christian Espinosa, former Air Force officer and CEO of Blue Coat Cyber, unveils his journey from military service to pioneering cybersecurity solutions. Christian Espinosa shares his inspiring transition from the Air Force to founding Blue Coat Cyber, a company at the forefront of medical device cybersecurity. He discusses overcoming professional challenges, emphasizing mental health, and the passion required to succeed in today's fast-paced cybersecurity landscape. Listen as he delves into the intricacies of phishing prevention, ethical hacking, and the critical balance between automation efficiency and accuracy. 🔑 Key Takeaways: 🌟 Christian's military background played a pivotal role in shaping his cybersecurity expertise. 🌐 Blue Coat Cyber is a leader in securing medical devices, ensuring they meet rigorous FDA standards. 🛡️ Phishing attacks remain a significant threat; ongoing training and awareness are essential for prevention. 🔓 Ethical hacking is crucial for uncovering potential security vulnerabilities before they are exploited. ⚙️ It's vital to balance the speed and precision of automation to avoid costly errors. 💼 Small businesses must prioritize cybersecurity to protect against increasing digital threats. 📞 Connect with Christian: For more insights into cybersecurity and to connect with Christian Espinosa, visit Blue Coat Cyber or follow him on social media. Learn more about your ad choices. Visit


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Episode 194: James and Bersabeh Ray

"True wealth goes beyond material possessions—it's about what remains when all else is lost." – James and Bersabeh Ray In this episode of Grow Your Business & Grow Your Wealth, guests James and Bersabeh Ray delve into the principles of Harmonic Wealth Global, advocating for a comprehensive view of wealth that spans financial, relational, mental, physical, and spiritual well-being. They share their personal journey of overcoming severe challenges and how these experiences led them to redefine wealth as a dynamic and harmonious state, emphasizing the importance of consciousness, communication, and culture in both personal and organizational development. 💡 Key Takeaways 🌐 Holistic Approach: Wealth should be viewed holistically, encompassing more than just financial success. 🔄 Redefining Wealth: True wealth includes mental, emotional, and spiritual resilience. 🤝 Importance of Values: Aligning personal and business values is crucial for fulfillment and integrity. 💪 Significance of Physical Health: Good physical health is essential for achieving high performance and success. ⏳ Discipline in Life: Effective time management and lifestyle choices are key to enhancing productivity and achieving goals. 🗣️ Memorable Quote "Wealth is not what you have. True wealth is what you're left with when all you have is gone." – James and Bersabeh Ray 📬 How to Reach James and Bersabeh Ray Listeners interested in learning more about Harmonic Wealth Global or connecting with James and Bersabeh can visit their website at Harmonic Wealth Global or follow them on their social media platforms. Learn more about your ad choices. Visit


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Episode 193: Damon Burton

What does it take to truly excel in the competitive world of SEO? Tune in as Damon Burton, founder and president of SEO National, shares his profound insights from 17 years of leading successful SEO campaigns. Discover why investing in quality SEO services is crucial for substantial business growth. 📝 Episode Summary: In this insightful episode, Damon Burton delves deep into the nuances of effective SEO strategies. With years of expertise, Damon explains the importance of aligning SEO strategies with user intent and the significant correlation between SEO quality and cost. He highlights the critical role of a comprehensive website audit and the influence of AI on SEO in today's digital marketing landscape. Key segments include discussions on selecting the right SEO agency, optimizing website structure for SEO success, and understanding the financial commitment required for impactful results. ✨ Key Takeaways: 🚀 Investing in SEO is essential for significant business growth, with costs generally ranging from $1,000 to $5,500 per month depending on the agency and strategy complexity. 🌐 A deep dive into how AI is reshaping SEO, emphasizing the need for high-quality, user-focused content. 🛠️ The importance of a detailed website audit as the foundation for any successful SEO strategy. 🤝 Key factors to consider when choosing an SEO agency, including the need for clear communication and strategic transparency. 🔗 How to Connect with Damon Burton: Website: Visit for more insights and a free SEO book. Learn more about your ad choices. Visit


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Episode 192: Mark Murphy

How can you transform your financial strategy to build true wealth in an unpredictable market? In this insightful episode, Mark Murphy, the CEO of Northeast Private Client Group, is not just another financial expert – he's a strategic genius, a best-selling author, and a dynamic speaker who has earned his place as a leader in empowering entrepreneurs. Mark has gained widespread recognition as a key business strategist who has helped advise entrepreneurs with over $1 billion in assets. He has recently been recognized as the #1 Financial Security Professional in New Jersey and is ranked #15 nationwide by Forbes. Mark is at the forefront of transforming how entrepreneurs approach wealth creation. His best-selling book, The Ultimate Investment: A Roadmap to Grow Your Business and Build Multigenerational Wealth, has garnered praise for its insightful guidance on achieving lasting financial success. Murphy brings a growth and investment-centric mindset crucial for wealth creation. He emphasizes the importance of diversifying income streams and investing in businesses, real estate, and financing deals rather than solely relying on traditional financial products. Key topics covered include cash confidence, asset mix, and strategic planning tailored to individual client needs. Key Takeaways: 📈 True wealth comes from diversifying income streams and investing in tangible assets. 🧠 Adopting an entrepreneurial mindset is essential for navigating financial landscapes successfully. 🏦 Early financial planning is crucial for achieving long-term stability and multi-generational wealth. 🤝 Involvement in financial planning and understanding client needs are pivotal for a successful client-advisor relationship. Quote from Mark: "True wealth is created by investing in your business or some other operating company. It's investing in real estate. It's financing deals. We focus not just on wealth but on creating a life that includes health, wealth, love, and purpose." Learn more about your ad choices. Visit


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Episode 191: Justin Janowski

How can integrating faith into your sales strategy lead to more authentic and successful business interactions? In this episode, we delve into the transformative journey of a coach who has successfully blended faith and business ethics. His unique approach has created a coaching platform that not only empowers entrepreneurs but also inspires them to reach new heights. The discussion uncovers the art of asking probing questions to understand client needs, pre-framing sales calls to establish trust, and being fully present to ensure meaningful conversations and successful outcomes. Key Takeaways 🤔 Asking deep, curious questions is key to identifying client problems and facilitating successful sales. 🙏 Faith integration in business nurtures a service-oriented mindset and fosters abundance. 💼 Pre-framing sales calls is critical for setting expectations and creating a conducive environment for success. 🧘 Emotional presence in interactions builds rapport and enhances the client experience. Quotes from Justin "Sales is about making it as easy as possible for the right people to say yes." "Pre-framing the sales call is the most important thing. It sets the stage for what's about to happen." How to Reach Discover transformative sales strategies and coaching insights by visiting a platform that integrates faith into business. Engage with a wealth of resources that bridge spirituality and commercial success, accessible through a comprehensive online portal. Learn more about your ad choices. Visit


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Episode 190: Parker Pursell

🎙️ How can the eQRP system revolutionize your approach to retirement planning and financial freedom? In this enlightening episode, Parker Pursell, an expert in the self-directed retirement industry, discusses the eQRP system's advantages. With a focus on empowering individuals to manage their retirement funds, Pursell advocates for a shift away from traditional retirement plans like 401Ks and Social Security, which he views as restrictive. He shares insights into alternative investment options, tax benefits, and the importance of financial education and mentorship. Key Takeaways 🔑 The eQRP system offers a self-directed approach, allowing individuals to invest beyond traditional Wall Street options in diverse assets like collectibles and real estate. 🔑 Choosing a 401K over a self-directed IRA for real estate can save significant amounts in taxes, emphasizing the need for strategic retirement vehicle selection. 🔑 Financial empowerment and independence are achievable by educating oneself and making informed investment decisions through self-directed retirement planning. Quotes "Our goal and whole mission is to help come alongside people and empower them to take control over their financial lives." - Parker Pursell "If you give a man a fish, he eats for a day... What we're interested in is teaching people how to fish to where they never have to go ask for fish again." - Parker Pursell "It's not as hard as you think it is." - Parker Pursell How to Reach Parker Pursell 🌐 Visit eQRP's website at to learn more about their offerings and to schedule a consultation. 📧 Sign up for the free "Turnkey Retirement" newsletter at for insights into the self-directed retirement game. Reach out on LinkedIn: Learn more about your ad choices. Visit


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Episode 189: Brittany Brewer

How can FreeUp revolutionize your business model with its unique freelancer hiring platform? Discover the power of FreeUp, a dynamic platform that connects businesses with a global network of freelancers. FreeUp offers a broad range of services, from marketing and bookkeeping to VA admin tasks, and provides a seamless solution for businesses looking to scale efficiently. With 24/7 support and a commitment to quality, it stands out as a top choice for flexible talent acquisition. 🌟 Key Takeaways: Free Up bridges the gap between businesses and top-tier freelancers, ensuring a perfect match for every project. 📈 The platform’s global reach offers access to diverse talent, empowering businesses to scale without geographic limitations. 🛠️ With a strong emphasis on project management and clear communication, Free Up ensures that projects run smoothly, enhancing client satisfaction and success. 🌍 Leveraging a global talent pool, FreeUp provides cost-effective solutions, allowing businesses to hire skilled professionals at competitive rates. The growth of remote work and outsourcing has allowed businesses to tap into the global talent pool. Platforms like FreeUp provide cost-effective solutions starting at $5 an hour. This gives businesses the flexibility to hire professionals for specific tasks, free from the constraints of traditional employment. Connect with Brittany on LinkedIn: Learn more about your ad choices. Visit


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Episode 188: Stephen Daigle

How do you unlock the potential of your future? Discover how Stephen Daigle, CEO of Bidmoni, is revolutionizing retirement planning for business owners, turning the complexities of savings and tax benefits into simplified, actionable strategies. Dive into a world where technology meets financial planning, ensuring every business owner can 'sell the dream' of a secure retirement for themselves and their employees." This enlightening episode explores the innovative intersection of technology and retirement planning with Stephen Daigle of Bidmoni. Stephen sheds light on the often-overlooked intricacies of retirement planning for business owners, emphasizing the power of digital solutions to demystify the process. From leveraging fiduciary shields for enhanced compliance to maximizing the benefits of Secure 2.0 legislation, Stephen's insights offer a beacon for business owners navigating the retirement planning landscape. Key Takeaways: 🚀 Embracing Technology for Simplification: Technology is a game-changer, making retirement planning more accessible and less intimidating for business owners. 🛡️ The Power of Fiduciary Shields: Ensuring compliance and transparency, fiduciary shields are essential for protecting business owners and their employees. 💰 Leveraging Secure 2.0 for Tax Advantages: Discover how Secure 2.0 legislation can provide substantial tax credits, making retirement benefits more attainable for small businesses. 🌱 Strategic Cash Management: Effective cash management is pivotal for daily operations and a cornerstone of a robust retirement strategy. Inspirational Quote: "Embrace the complexities of retirement planning, including tax implications, to unlock unprecedented value for business owners." - Stephen Daigle. Connect with Stephen Daigle: Website Learn more about your ad choices. Visit


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Episode 187: Jon Statham

How does music influence brand identity and customer perception? In this episode, Jon Statham, CEO of State of Harmony Music, discusses the integral role of music in branding and customer engagement. Jon's journey in music, from performing in various venues to crafting jingles and sonic branding for businesses, highlights the emotional power and strategic importance of music in marketing. He explains how tailored music enhances brand identity, evokes emotions, and connects with audiences on a deeper level. 🔑 Key Takeaways: 🎶 Music is an often overlooked yet vital part of our lives and businesses, deeply influencing customer perceptions. 🎼 Custom music and sonic branding provide a unique identity for brands, setting them apart from competitors. 🧠 Understanding the target audience's emotional responses to music can significantly enhance marketing strategies. 📈 The investment in custom music can yield substantial ROI, especially as digital and smart speaker usage grows. 🚀 Authenticity in musical choices reflects and reinforces a brand's core values and message. 🤝 Connect with Jon: 📞 Call Jon at 310-882-1967 📧 Email Jon at Learn more about your ad choices. Visit


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Episode 186: Clay Risher

How does shifting your focus from earning to learning transform your career and personal growth? Join us as Clay Risher, Director – Business Development with TrueNorth Capital Partners LLC. Clay’s primary role is originating new business for TrueNorth’s Merger & Acquisition, Capital Raising, and Valuation service offerings. Clay shares his captivating journey from selling OEM relationships globally to embracing a life of continuous learning and self-discovery. In this episode, Clay Risher takes us through his diverse professional journey, from his early days at Exite Electronics to his strategic pivot during the COVID-19 pandemic that led to a successful venture in golf carts. Clay discusses the transformative power of tech-enabled services, the importance of ethical considerations in AI and automation, and the pivotal role of continuous learning and adaptability in today's business world. 5 Key Takeaways: ➡️Lifelong learning is essential for navigating the complexities of the modern business landscape. ➡️Creativity and adaptability are crucial to seizing opportunities in times of uncertainty. ➡️The rise of tech-enabled services is revolutionizing traditional industries, offering new avenues for growth and efficiency. ➡️Implementing AI and automation requires careful oversight to avoid ethical pitfalls and ensure beneficial outcomes. ➡️Shifting from prioritizing earning to focusing on learning can lead to profound personal growth and new professional paths. Quotes from Clay: "If at the end of the day it's contingent on human presence, it's a zero-sum game." "I think when I switched from what I'm going to earn today to what I'm going to learn today, the world just completely opened up." How to Reach the Guest: Website: True North Capital Partners Email: Office Phone: 203-817-0286 Learn more about your ad choices. Visit


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Episode 185: Scott Reib

🎙️ Ever wondered how to bulletproof your business legally? In this episode of Grow Your Business & Grow Your Wealth with host Gary Heldt, we dive deep with guest Scott Reib, a seasoned legal professional. Scott shares his journey from a young legal enthusiast to becoming an advocate for having a business lawyer, akin to maintaining one's health with a trainer. He emphasizes the importance of building a shatterproof business foundation with the right advisors and legal documentation to prevent disputes, protect intellectual property, and ensure law compliance. This episode is a treasure trove of insights for entrepreneurs seeking to navigate the complexities of legal requirements and protect their ventures. Key Takeaways Include: 🔑 Customize operating agreements to meet the unique needs of your business, ensuring all partners are on the same page and reducing the risk of disputes. 📈 Engage in regular communication with a lawyer to stay ahead of legal issues and adapt to changes in laws that may impact your business. 📜 Conduct annual reviews of your base offering documents to ensure they continue to support your business's growth and protect against legal vulnerabilities. ⚖️ Avoid the pitfalls of using generic legal documents which may not fully cover the specific needs or protect your business adequately. 🛡️ Embrace proactive legal planning as a tool for risk mitigation, safeguarding your business against potential legal challenges down the road. For those looking to connect with Scott Reib and learn more about safeguarding their business, he's accessible via social media and offers a direct line for inquiries and consultations. Website: Linkedin: Learn more about your ad choices. Visit


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Episode 184: Richard Wagner

How can small businesses leverage government contracting to scale and succeed? In this enlightening episode of "Grow Your Business & Grow Your Wealth with Gary Heldt," guest Richard Wagner, CEO of RWCO, brings over 25 years of expertise, discussing the intricacies of government contracts for small businesses. Wagner sheds light on the essential steps for eligibility, the importance of a genuine self-assessment, and strategies for building credibility in this competitive space. The conversation navigates the significance of staying updated with evolving regulations, mastering procurement rules, and optimizing proposal reviews to enhance success rates. Key Takeaways: ➡️ Register on essential platforms like Samsam Gov and prioritize your business's core competencies. ➡️ Leverage your professional background to build credibility and navigate the procurement landscape effectively. ➡️ Emphasize strategic time management and meticulous proposal reviews to improve the quality of submissions and increase the likelihood of winning contracts. ➡️ Understand the dynamic nature of government contracting rules and the necessity for continuous adaptation and learning. Join us on "Grow Your Business & Grow Your Wealth with Gary Heldt" for a deep dive with Richard Wagner into the world of government contracting, packed with actionable advice for small businesses aiming for growth and sustainability in this competitive arena. Connect with Richard on his website: Learn more about your ad choices. Visit


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Episode 183: Krystyn Webb

🎣 Are you protecting your intellectual property? Learn how to safeguard your ideas and innovations with expert advice from Kristyn Webb, an intellectual property law specialist. 📝 In this episode, Gary Heldt interviews Kristyn Webb, a Fishman Stewart law firm associate. Kristyn shares her journey into intellectual property law and discusses the importance of protecting intellectual property in the age of AI. She highlights the challenges and opportunities in patent and copyright protection for AI-generated content. Kristyn also emphasizes the need for businesses to conduct IP audits and offers insights on leveraging intellectual property assets to generate revenue and stay ahead of competitors. 🔑 Key Takeaways: 1️⃣ Intellectual property law encompasses various industries and individuals, from inventors and artists to musicians and creators of AI-generated content. 2️⃣ AI technology poses challenges in patent protection, as AI machines like Chat GPT may raise the bar for patentability by questioning the obviousness of inventions. 3️⃣ Copyright protection for software, including AI-generated code, involves multiple layers of intellectual property rights, such as patents, copyrights, trademarks, and trade dress. 4️⃣ Countries have varying approaches to intellectual property protection, creating a global landscape where businesses must navigate conflicting regulations and market opportunities. 5️⃣ Conducting an IP audit is crucial for businesses to identify and protect their intellectual property assets, attract buyers and investors, and increase enterprise value. 📞 How to Reach Kristyn Webb: To learn more about intellectual property protection and discuss your business's IP strategy, contact Kristyn Webb at Fishman Stewart Law Firm. Visit their website at You can also subscribe to their weekly newsletter, "IP Out in the Wild," for educational content with a pop culture spin. 🌐📧 Learn more about your ad choices. Visit


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Episode 182: Wayne Zell

How can entrepreneurs ensure a smooth and profitable exit from their business? Host Gary Heldt sits down with guest Wayne Zell, a seasoned lawyer and CPA who shares invaluable estate and business planning insights. He highlights the critical nature of early exit planning. Wayne Zell brings over four decades of experience in tax accounting and law, focusing on estate and business planning. He stresses the importance of entrepreneurs having a comprehensive exit plan, advising on working "on" the business, not just "in" it, and the significance of assembling a professional guidance team. Zell discusses various exit strategies, including selling to a third party or transitioning management, to maximize business value for the owner's family. Key Takeaways: 📘 Proactive exit planning is crucial for maximizing business value. 🤝 Building a team of professionals (CPAs, lawyers, valuation experts) is essential for guiding the exit strategy. 💡 Even small businesses can have significant transferable value for the owner's family. 🔄 Consider selling the business and staying involved to ensure a successful transition. 📈 Addressing value gaps early can substantially increase the business's selling price. Reaching Wayne Zell: For personalized advice on business exit strategies and estate planning, Wayne Zell can be contacted through his law firm's website at, his podcast "Blueprint for Wealth," or for exit planning services at His book, "Your Multi-Million Dollar Exit," provides deeper insights into planning for a successful business transition. Learn more about your ad choices. Visit


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Episode 181: David Marra

🌟 Are you ready to transform your investment strategies with technology? 🚀 David Marra discusses the impact of technology on investment management. He emphasizes using AI and machine learning to enhance financial strategies and the importance of risk management in investment, especially for retirement planning. Marra highlights how technology aids in building diversified portfolios for stable retirement income and explores the broader role of AI in business productivity and the global economy. 🤖 AI & Machine Learning: Revolutionizing investment strategies. ⚖️ Risk Management: Essential for retirement portfolios. 💹 Diversified Portfolios: Using technology for stable retirement income. 🏢 AI in Business: Boosting productivity and earnings. 🌍 Future of AI: Shaping the global economy and investment opportunities. Connect with David: CONNECT WITH DAVID Website: (914) 269-0012 text Linkedin: in/david-marra Podcast: podcast Learn more about your ad choices. Visit


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Episode 180: Sheila Slick

What does it take to thrive in the ever-evolving world of manufacturing and technology? Discover the power of adaptability and continuous learning in entrepreneurship. Join Gary Heldt as he explores the dynamic entrepreneurial journey of Sheila Slick, a fourth-generation entrepreneur with a diverse background in manufacturing and technology. From her beginnings in a family business in Miami to her adventures in Nicaragua and the tech world, Sheila shares invaluable insights into adaptability, seizing opportunities, and the importance of continuous learning in business success. Key Takeaways: 💼 Seizing Opportunities: Sheila's journey underlines the importance of adaptability and recognizing opportunities in entrepreneurship. 🚀 Tech and Education: Sheila discusses her transition into tech, highlighting the potential of educational mobile apps and her involvement in a NASA hackathon. 🌱 Continuous Learning: Emphasis on the necessity of continuous learning and adaptability in the face of constant change. 📈 Business Growth Strategies: Insights into effective leadership, documenting goals, and the importance of measurement and documentation for growth. How to Reach Sheila Slick: Website: LinkedIn: Additional website: Learn more about your ad choices. Visit