Grow Your Business and Grow Your Wealth-logo

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.

Play Button

Location:

United States

Description:

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.

Language:

English

Episodes

Episode 135: Jason Massie, CPA, ESQ

3/22/2023
As Founder and President of MASSIE R&D Tax Credits, Jason is responsible for the quality, consistency, and integrity of our tax credit service offerings. He heads the Delivery Team at MASSIE and leads all Architecture and Controversy Phases for clients across the United States. He received a B.S. in Accounting from Christian Brothers University and a law degree from the University of Memphis. He was first introduced to R&D Tax Credits at a Big 6 accounting firm in Washington, D.C. Over the...

Duration:00:31:56

Episode 134: Jamaal Stafford

3/15/2023
Jay leverages his experience from nearly a decade of working in complex litigation at two major law firms on behalf of individuals with professional licensing or employment law matters. He has built a successful niche in professional licensing defense, helping licensed professionals in Maryland and Washington, D.C., protect their professional licenses and careers. Jay relishes counseling, strategizing with, and representing doctors, dentists, nurses, physical therapists, optometrists, real...

Duration:00:31:22

Episode 133: Candise and Justin Cernitz

3/8/2023
Episode 133 The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Guest: Candise and Justin Cernitz For the past ten years, Candise has been the managing partner of Cernitz Law, which she started with her husband, Justin Cernitz, and helped build a successful law firm completely organically without social media, marketing, or much of a digital footprint - 100% through word of mouth and referrals and are proud of what they have built on this, the most solid of foundations. Now,...

Duration:00:33:12

Episode 132: Candise and Justin Cernitz

3/8/2023
For the past ten years, Candise has been the managing partner of Cernitz Law, which she started with her husband, Justin Cernitz, and helped build a successful law firm completely organically without social media, marketing, or much of a digital footprint - 100% through word of mouth and referrals and are proud of what they have built on this, the most solid of foundations. Now, they are charging through the digital age ferociously and expanding out as far as the internet can touch. Candise...

Duration:00:33:12

Episode 131: Jennifer Smith Funn and Aldo

3/1/2023
Jennifer Funn has been named the director of the Baltimore region Small Business Development Center (SBDC) at the University of Maryland. The new region will provide services to businesses and entrepreneurs in Baltimore City and Baltimore County. The region is one of 6 centers and more than 23 locations serving Maryland businesses. As the director, Ms. Funn will be responsible for planning, developing, and implementing all programs offered by the SBDC; identifying resource requirements and...

Duration:00:26:37

Episode 130: Natalie C. Hall

2/15/2023
NATALIE C. HALL ECONOMIC DEVELOPMENT SPECIALIST/VETERAN BUSINESS DEVELOPMENT OFFICER Natalie C. Hall is an Economic Development Specialist and the Veteran's Business Development Officer for the U.S. Small Business Administration, North Florida District Office. Natalie joined the NFDO team in April 2012, and enjoys advocating for entrepreneurs and small business owners by helping them access capital, government contracts, mentoring, counseling, and disaster assistance. Listen to this...

Duration:00:30:56

Episode 129: Brian Laird

2/8/2023
Brian Laird is an attorney in Tucson, Arizona. Brian provides representation and counsel for companies and individuals in business and financial litigation, real estate and development disputes, construction defects, and other commercial litigation. He represents select clients in serious injury and wrongful death cases. Listen to this informative Grow Your Business and Grow Your Wealth podcast. Here are some of the beneficial topics covered on this week’s show: Consider having an attorney...

Duration:00:32:20

Episode 128: Kimberly DeCarrera

2/1/2023
Kimberly DeCarrera combines the disciplines of law and accounting to bring business solutions to clients. Kimberly is an accomplished lawyer and accountant with more than 15 years of experience representing companies of all sizes across multiple industries, including financial services, hospitality, retail, manufacturing, transportation, professional services, and health care. She recently served as in-house counsel and CFO for a transportation brokerage company and serves clients as outside...

Duration:00:23:50

Episode 127: Michael Blom, The Lake Law Firm

1/25/2023
As a partner at The Lake Law Firm, Michael Blom focuses on personal injury, pharmaceutical drug injury, medical device liability, and mass tort litigation. Michael also works with business owners to recover refundable tax credits through the employee retention tax credit. Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Michael J. Blom, Esq. https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291 Here are some of the...

Duration:00:33:48

Episode 126: Shannon Procise, Business Connection Specialist

1/18/2023
Known as the owner of an exclusive “Million Dollar Rolodex,” Shannon has successfully attained over $3.2 Million in F-R-E-E press for herself and her clients. What’s more, she readily shows others how to do the same. A master at creating strategic alliances and developing sustainable partnerships, Shannon almost effortlessly resolves multiple complex issues while motivating teams to peak performance. Shannon has appeared on television, radio, and in the press. She’s co-author of the Amazon...

Duration:00:27:50

Episode 125: Angela Reddock-Wright

1/11/2023
Angela is the Founder and Managing Partner of the Reddock Law Group and has been a practicing attorney for over 20 years. As a workplace investigator, Ms. Reddock-Wright is retained by public and private sector employers to conduct independent and neutral investigations of workplace harassment, discrimination, and other claims. Having litigated two of the seminal university sorority hazing cases in recent history, Ms. Reddock-Wright also is retained by secondary and higher educational...

Duration:00:33:42

Episode 124: Christopher Barber

1/4/2023
Christopher Barber is the founder, CEO, and proudly proclaimed Chief Nerd at Cheaper Than A Geek®- an IT services firm helping small businesses with stellar, client-focused outsourced IT support. CTAG has a rather unusual approach to IT and can support an entire IT department for companies even as small as 1-10 employees organizations. Additionally, with a fanatical emphasis on great customer service, Cheaper Than A Geek® has won more awards for their customer service than any other IT...

Duration:00:27:35

Episode 123: Aaron J Aisen

12/28/2022
Before opening Aisen Law, PLLC, Aaron Aisen focused his practice on regulatory compliance, governance issues, and complex litigation. He works to provide clients practical solutions to their problems, whether it is helping a client navigate complex state and federal regulations and laws or complex litigation or helping a client with a basic small claims matter or traffic infraction. He has successfully helped clients navigate various areas of law, including immigration, insurance regulation,...

Duration:00:27:36

Episode 123: Richard Culbertson

12/21/2022
Richard Culbertson received his Juris Doctor degree from Western State College of Law in 1975. He was admitted to the California Bar in that same year. He was subsequently admitted to The Florida Bar. He spent the first twenty years of his career providing legal services to low-income individuals through non-profit legal aid and legal services offices. He opened his own office in 1996. He is Board Certified in Social Security Disability Advocacy by the National Board of Legal Certification...

Duration:00:34:52

Episode 122 Maureen Murat, Attorney Advisor of the General Counsel with the DC Department of Insurance, Securities and Banking (DISB)

12/14/2022
Maureen Murat is an Attorney-Advisor in the Office of the General Counsel with the DC Department of Insurance, Securities, and Banking (DISB). She provides legal guidance and support on banking issues the DISB regulates. Maureen primarily supports the Banking Bureau and provides legal advice and guidance to the agency on local and federal banking and financial institution laws and regulations. Before joining DISB, Maureen worked at a small firm advising startups and small businesses...

Duration:00:22:11

Episode 121 Linda Sorg Ostovitz

12/7/2022
In her 40 years of practice, Linda Sorg Ostovitz has served as a leader, educator, and advocate. She is a family law attorney and the Legal Operations Chair at Offit Kurman. She is also on the firm's Board of Directors and is a member of the Management Committee. Mrs. Ostovitz holds a prestigious fellowship in the American Academy of Matrimonial Lawyers and is the Vice President of the Maryland Chapter. She is on the Howard County Chamber of Commerce boards, Respite Retreats, and the Rotary...

Duration:00:31:00

Episode 120 Adrienne Woods, The Law Offices of Adrienne Woods, P.C.

11/30/2022
Ms. Woods graduated from Fordham Law School, where she worked in the Journal of Corporate and Financial Law. After graduation, Ms. Woods clerked for the Honorable Alan L. Gropper (ret.) in the United States Bankruptcy Court for the Southern District of New York. In 2013, Ms. Woods established her law firm to make the quality representation usually associated with large firms more accessible for small businesses and individuals. The Law Offices of Adrienne Woods, P.C. represents individual...

Duration:00:31:59

Episode 119 Christian Pereyda, Associate at Bankruptcy & Restructuring Group

11/16/2022
Christian Pereyda is an attorney at Maynard, a full-service commercial law firm based in Birmingham, Alabama, with offices across the United States. Christian’s practice focuses on complex transactional, litigation, and advisory work related to debtor-creditor relationships, including restructuring through Chapter 11 bankruptcy proceedings and out-of-court workouts. He also regularly helps clients with various commercial law issues, inside and outside of distressed debt scenarios, including...

Duration:00:33:35

Episode 118 Timothy Schaffer, Founder and President of HRi

11/9/2022
Founder and President of HRi, an HR Outsourcing company specializing in providing personalized, custom-designed human resource services & solutions to small & mid-sized organizations. At Human Resources inc. (HRi), they reduce the complexities of being an employer by leveraging economies of scale. For instance, our single-source solution creates efficiencies through HR technology without multi-vendor confusion. Therefore, you gain peace of mind with subject matter experts in Human Resources,...

Duration:00:35:05

Episode 117 Darelle Joiner, CEO with OohRah Fitness

11/1/2022
After a highly successful 16-year Federal national security and law enforcement career, Darelle was recruited by Dimension Healthcare, a major health provider in the Washington, DC region, to create and organize an internal fitness program for its 3,000+ employees. Darelle founded and became President and C.E.O of OohRah Fitness, Inc. This company provides the unique and novel service of sending fitness trainers directly into corporate offices, bringing fitness instruction to people on the...

Duration:00:24:52

See More