All Episodes
Grow Your Business and Grow Your Wealth — 338 episodes
Episode 320: What Smart Investors Look For Before Backing A Business
Bonus: Hidden Tax Risks Hurting Growth
Episode 319: The Missing Secret To Success
Episode 318: Franchise Myths That Cost You
Bonus: Self Storage Investing Without the Headaches
Bonus: Why Financial Planning Matters More Than Most Business Owners Realize
Episode 317: Commercial Lending Strategies That Work
Episode 316: The Hidden Risk in Retirement
Episode 315: Stop Being the Business Bottleneck
Bonus: Why Growing Businesses Need More Than Bookkeeping
Episode 314: What Every Business Owner Needs to Know Before Exiting
Episode 313: How Business Owners Build Value Before Exit
Bonus: Why Business Valuation Matters Long Before You Sell
Episode 312: How to Build Financial Freedom Through Passive Income
Episode 311: Multifamily Syndication and Cost Segregation
Episode 310: Finding Success Through Authentic Mentorship
Resolving IRS Issues With Confidence
Episode 309: Closing the Financial Confidence Gap for Women
Bonus: Navigating Social Security for a Secure Retirement
Episode 307: Why Your Business Needs a Global Perspective
Episode 308: The Hidden Value of Your Social Security
Episode 306: Rethinking Wealth Beyond Wall Street
Episode 305: Building Wealth Through Business Acquisition
Episode 304: Intentional Legacy Planning for Business Owners
Episode 303: From Performance to Purpose & The New Era of Wealth Planning
Bonus: How Outsourced Accounting Fuels Business Growth
Episode 302: AI Credit Solutions for Small Business Owners
Episode 300: How the Wealthy Really Build, Protect, and Preserve Wealth
Episode 299: Why Most Businesses Never Sell and What Owners Must Do Now
Bonus: What Businesses Get Wrong About Cash Flow, Profit, & Exit Value
Episode 298: There Is No Mailbox Money in Franchising
Episode 297: Your Story Is Your Currency in Business
Episode 296: How Business Improvement Districts Help Small Businesses Grow
Episode 295: How To Pay Zero Taxes Legally & Build Wealth Overseas
Bonus: S Corporation Tax Strategies Every Business Owner Should Know
Episode 294: Financial Freedom Through Alternative Investments
Bonus: Empathy and Leadership in Family Law
Episode 293: Exit Without Regret, Save Millions with Estate and QSBS Planning
Bonus: Pathway to Zero Taxes for Entrepreneurs
Episode 292: How to Avoid Retirement Tax Traps and Build Generational Wealth
Bonus: Hidden Tax Strategies That Build Wealth for Business Owners
Episode 291: Protecting Your Business: Employment Law Essentials Every Employer Should Know
Episode 290: Mastering Business Growth and Profitability
Bonus: Building Wealth Through Credit Union Power
Episode 289: Conflict as a Catalyst for Growth
Episode 288: Unlock Predictable Sales Revenue Growth
Episode 287: Scaling Investment Firms and the Art of Client Retention
Bonus: Visual Workflows That Boost Efficiency and Cash Flow
Episode 286: LinkedIn Marketing Strategies for Small Business Growth
Episode 285: Grow Your Business One Monthly Change at a Time
Episode 284: Why 5% Could 10x Your Wealth
Episode 283: Wealth Comes from Discipline and Mindset, Not IQ
Episode 282: Exit Ready Secrets for Family Businesses
Episode 281: Stop Playing Checkers With Your Money—Start Playing Chess
Episode 280: The Fractional CFO Advantage
Episode 276: The Hidden Power of Trust, Metrics & Social Capital
Episode 278: Ditch Traditional Investing for Real Results
Episode 277: From Stuck to Scaling with a Smarter Financial Blueprint
Episode 276: How Historical Thinking Transforms Business Strategy
Episode 275: Turn Your Retirement Account Into Business Capital
Episode 274: How to Access 9-11% Yields Like Institutional Investors
Episode 273: What Business Owners Get Wrong About the IRS
Episode 272: Smart Steps to Franchise Ownership
Episode 271: Culture, Content, and the Future of Investment Sales
Episode 270: The Family Banking Strategy That Builds Sustainable Wealth
Episode 269: From Debt to Seven Figures
Episode 268: Business Legacy, Family Dynamics & Financial Resilience
Episode 267: Financial Protection Strategies for Personalized Retirement Planning
Episode 265: Smart Business Risk Assessment Wealth Building Guide
Episode 266: Fiduciary Advice Every Entrepreneur Needs
Episode 264: Navigating Financial Uncertainty With Confidence
Episode 263: Workplace Compliance Isn’t Optional
Episode 262: Leverage AI and Marketing Automation to Grow Your Business
Episode 261: Securities Crowdfunding For Business Growth
Episode 260: Expert IRS Debt Resolution Specialist
Episode 259: Building Wealth and Business Success
Episode 258: The Power of Zero in Retirement Planning
Episode 258: Smart Accounting Systems & Automation Drive Success and Growth
Episode 257: The Power of Small Steps in Financial Planning
Episode 256: Franchise Fundamentals To Build Business Empire
Episode 255: Retirement Planning Mistakes To Avoid In 2025
Episode 254: The Truth About Estate Planning
Episode 253: Estate Planning and Generational Wealth
Episode 252: Avoiding Costly I.T. Blind Spots
Episode 251: The Hidden Costs of Healthcare & How to Fix Them
Episode 250: Escape Debt & Build Lasting Wealth
Episode 249: Maximize Wealth with Financial Planning for Professionals
Episode 248: Retirement Planning Insights & Innovations for Business Owners
Episode 247: Master the Financial Side of Divorce
Episode 246: Empowering Entrepreneurs to Protect and Grow Their Businesses
Episode 245: Transform Financial Mindset to Build Wealth and Confidence
Episode 244: Value Investing and Real Estate Insights with Paul Gabrail of 'Everything Money'
Episode 243: Certified Elder Law Insights: Asset Protection & Planning
Episode 242: Unlocking the Hidden Value of Life Insurance Policies
Episode 241: Tax Diversification and Smart Financial Planning for 2025
Episode 240: How Proper Accounting Drives Business Success
Episode 239: The Message Master, Branding and Messaging Expert
Episode 238: Entrepreneur's Guide to Scaling Business & Creating Wealth
Episode 237: Maximize Profits with Smart Tax Moves
Episode 236: Reflect, Celebrate, and Grow: A Year-End Holiday Special
Episode 235: Building Wealth Through Relationships
Episode 234: Avoiding Costly IT Blind Spots
Episode 233: Master Joint Ventures: Legal Insights
Episode 232: Simplify Donations with Smart Solutions
Episode 231: Navigating Legal Pitfalls in Business
Episode 230: Top Tax Mistakes Small Businesses Make & How to Avoid Them
Episode 229: 5 Strategies to Protect Your Business and Assets
Episode 228: Tax-Smart Strategies for Business Growth
Episode 227: Smart Hiring Strategies for Small Businesses
Episode 226: Why Small Businesses Choose Tech-Driven Tax Services
Episode 225: Balancing Legacy and Innovation in Business
Episode 224: Boost Business Growth with Tailored Tech Solutions and AI
Episode 223: Top Legal Pitfalls for Businesses
Episode 222: Maximize Retirement with Smart Financial Planning Strategies
Episode 221: Scaling a Business and Preparing for Sale
Episode 220: Build and Protect Generational Wealth
Episode 219: Transforming Tech Leadership: Holistic Growth for CEOs
Episode 218: Protecting Wealth Through Strategic Planning
Episode 217: Unleashing Grit: From Military to Mastery
Episode 216: Master Government Contract Bidding Secrets
Episode 215: Vice President of Marketing at First Choice Debt Solutions
Episode 214: Maximizing Returns in Commercial Real Estate
Episode 213: Preferred Equity Strategies Unveiled
Episode 213: Building a Community-Focused Career
Episode 212: Spin-Out Ventures: From Employee to Entrepreneur
Episode 211: Unlocking Nearshoring Potential
Episode 210: Is Your Business Ready for Sale?
Episode 209: Mastering Diversity in Small Business Recruitment
Episode 208: Enhance Business Growth with Proven Financial Strategies
Episode 002: Strategic Aircraft Ownership Tax Planning: Expert Advice
Episode 206: Strategic Entrepreneurial Alignment
Episode 205: from CIA Agent to Successful Entrepreneur
Episode 204: Retirement Readiness: Key Advice for a Secure Future
Episode 001: Aviation Safety: Medical Expert Insights
Episode 203: Turning Failures into Success
Episode 202: Captain Marco Torres
Episode 201: Jeremy Vesta
Episode 200: Bruce Corris Interviews Gary Heldt
Episode 199: Peter Kingma
Episode 198: Neil Twa
Episode 197: Mickie Kennedy
Episode 196: Matt Ohrt
Episode 195: Christian Espinosa
Episode 194: James and Bersabeh Ray
Episode 193: Damon Burton
Episode 192: Mark Murphy
Episode 191: Justin Janowski
Episode 190: Parker Pursell
Episode 189: Brittany Brewer
Episode 188: Stephen Daigle
Episode 187: Jon Statham
Episode 186: Clay Risher
Episode 185: Scott Reib
Episode 184: Richard Wagner
Episode 183: Krystyn Webb
Episode 182: Wayne Zell
Episode 181: David Marra
Episode 180: Sheila Slick
Episode 179: Robbie Baxter
Episode 178: Sebestien Boyer
Episode 177: Scott Jarred
Episode 176: Kristen Ragusin
Episode 175: Stephen Speer
Episode 174: Amy Gowan
Episode 173: Joseph Carey
Episode 170: Thanksgiving Message For All Business Owners
Episode 170: Thanksgiving Message For All Business Owners
Episode 172: Bob Lloyd
Episode 171: Christopher Barber [Replay]
Episode 169: Jamaal Stafford
Episode 168: Casey Mauldin
Episode 167: Steve Selengut
Episode 166: Greg Mohr
Episode 165: Jessica Weaver
Episode 164: Maureen Edwards
Episode 163: Maria Olsen
Episode 162: Vimari Roman
Epsiode 161: Jeff Hockett
Episode 160: Roy Kowarski
Episode 159: Tom Daly
Episode 158: Cesar Quintero
Episode 157: Leslie Giscombe
Episode 156: Glenn Poulos
Episode 155: John Creekmur
Episode 154: Andrei Mincov, founder of TrademarkFactory
Episode 153: Philippe Bouissou
Episode 152: Pamela Starr
Episode 151: Dominique Molina, co-founder and president of the American Institute of Certified Tax Planners
Episode 150: Marcia Mantell
Episode 149: Dr. James Rodgers
Episode 148: Bryan M. Kuderna, CFP®, MSFS, RICP®, LUTCF
Episode 147: Randy Sadler, Principal and CMO at CIC Services
Episode 146: Ashley Tison, Esq. - Founder of OZPros, the leading Opportunity Zone consultancy
Episode 145: John Greer, A Certified Exit Planning Advisor
Episode 144: Maureen Edwards
Episode 143: Barbara Trapp
Episode 142: Attorney Ariana Dindiyal
Episode 141: Replay with Jerry Truman
Episode 140: Fan Favorite Replay with Attorney Candace Dellacona
Fan Favorite Replay How To Find Money For College
Episode 138: Tom Hegna, CLU, ChFC, CASL
Episode 137: Violetta Terpeluk
Episode 136: Richard Culbertson: Back by Demand - 2nd Interview
Episode 135: Jason Massie, CPA, ESQ
Episode 134: Jamaal Stafford
Episode 133: Candise and Justin Cernitz
Episode 132: Candise and Justin Cernitz
Episode 131: Jennifer Smith Funn and Aldo
Episode 130: Natalie C. Hall
Episode 129: Brian Laird
Episode 128: Kimberly DeCarrera
Episode 127: Michael Blom, The Lake Law Firm
Episode 126: Shannon Procise, Business Connection Specialist
Episode 125: Angela Reddock-Wright
Episode 124: Christopher Barber
Episode 123: Aaron J Aisen
Episode 123: Richard Culbertson
Episode 122 Maureen Murat, Attorney Advisor of the General Counsel with the DC Department of Insurance, Securities and Banking (DISB)
Episode 121 Linda Sorg Ostovitz
Episode 120 Adrienne Woods, The Law Offices of Adrienne Woods, P.C.
Episode 119 Christian Pereyda, Associate at Bankruptcy & Restructuring Group
Episode 118 Timothy Schaffer, Founder and President of HRi
Episode 117 Darelle Joiner, CEO with OohRah Fitness
Episode 116 Jubin Dana , Registered Patent Attorney
Episode 115 Matt Ruttenberg, CMO Shareholder of Life, Inc.
Episode 114 Ashley Tison, Esq, the founder of OZPros, the leading Opportunity Zone consultancy.
Episode 113 Steven Sless President of The Steven J. Sless Group of Primary Residential Mortgage, Inc. National Reverse Mortgage Leaders
Episode 112: Crystal Caruthers, The Grow Your Business and Grow Your Wealth podcast with Gary Heldt
Episode 111: with Guest Attorney Candace Dellacona on the importance of asset protection.
Episode 109: Ron Saharyan, Co-Founder– Profit First Professionals
Episode 108 Chris Hurn, CEO of Fountainhead
Episode 106 Irene de Jesus of the de Jesus Law Group
EP 105 Enzo Pellegrino is the Founder and President of TLWM Financial
EP 104 Ann Garcia, Managing partner – Independent Progressive Advisors
EP 103 Matt Chancey- Financial advisor and tax expert
EP 102 Kristel Patton, Estate Planning Attorney & Counselor at Law – Empowered Legacy Planning
EP 101 Rob Braiman, CEO / Principal, Managing Member– Cogent Analytics
EP 100 Prashant Sabapathi, Co-Founder – Elite Income Advisors
EP 099 Gregory Kushner, Founder – Lido Advisors
EP 098 Derrick Kinney, CEO – Good Money Framework
EP 097 Patty Vargas, Partner – Davis & Santos
EP 096 Aaron Clarke, Private Wealth Advisor – Halpern Financial Inc
EP 095 Portia Wood, generational wealth planning attorney – Wood Legal Group, LLP
EP 094 Matthew Erskine, managing partner – Erskine & Erskine LLC
EP 093 Sabrina Shaheen Cronin, Founder – The Cronin Law Firm
EP 092 Carmen Rosas, Founder – Carmen Rosas Law
EP 091 Jack Hales, Founding partner – Hales & Sellers PLLC
EP 090 Jeremy Keil, Financial planner – Keil Financial Partners
EP 089 Tyson Koska, Founder – OnTrajectory
EP 088 Rasha Ingratta, Mortgage broker – Shop Mortgages.Ca
EP 087 Chris Ward, Founder – EntryPoint Wealth Management
EP 086 Charles Alexander, Founder – YourCharlesAlexander.com
EP 085 Justin Nabity, Founder and CEO – Physicians Thrive
EP 084: Ron Saharyan, Co-Founder– Profit First Professionals
EP 083 Ryan Reiffert, Lawyer – The Law Offices of Ryan Reiffert PLLC
EP 082 Paul Donovan, Attorney, CPA, estate developer – Donovan Legal PLLC
EP 081 Eunicia Peret, Founder and CEO – Empowered Financial Planner
EP 080: Jeremy Britton, CFO – Boston Trading
EP 079 Seth Greene, Founder and CEO – How to Find Money For College
EP 078 Gil Baumgarten – Founder and CEO of Segment Wealth Management
EP 077 Brett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax Solutions
EP 076 Eric Proos, P.C, Lawyer – EJP Law
EP 075 Rebecca Goldfarb, Lawyer – Goldfarb & Luu Estate Planning & Elder Law
EP 074 Tabitha Mazzara, Director of Operations –Mortgage Bank of California
EP 073 Conrad Neufeldt, Mortgage broker
EP 072 Dan Sheeks, Financial Consultant – Personal Finance Advocate/Entrepreneur/Author
EP 071 Dr. Guy Baker, MBA, MSFS, MSM, ChFC, CFP, Wealth Coach
EP 070 Jim Crider, CEO and financial planner - Intentional Living FP
EP 069 Rachel Burns, Founder & Financial Planner – True worth Financial Planning
EP 068 Bob Porter, Founder & President – Porter Investments
EP 067 Chris Gure, Financial Consultant – Fortress Financial Partners
EP 066 David Bross, Sr. Estate Planner and Shareholder - Truepoint Wealth Counsel
EP 065 Curtis Bailey, CFP©, CRPC©, EA, CFA, Founder & Financial Advisor - Quiet Wealth Management
EP 064 Cecile Hult, CFP®, CDFA® & Private Wealth Advisor – Argent Bridge Advisors
EP 063 Eric Jaffe, CEO, and co-founder - MOSAIC Wealth Partners
EP 062 Justin Goodbread, CEO - Heritage Investors & Founder - Financially Simple
EP 061 Roger Royse, Attorney & Partner, Haynes and Boone, LLP
EP 060 Adam Doran, Wealth Advisor-Prevail Wealth Strategies
EP 059 Jeremy Held, Managing Director – Bow River Capital
EP 058 Joshua Gerstler, FPFS with The Orchard Practice
EP 057 Patti Black, CFP & Partner – Bridgeworth Financial
EP 056 Adam Smith, President & CEO – the Colorado Real Estate Finance Group
EP 055 Carrie Harrington, Partner & Chair Levenfeld, Pearlstein, LLC
EP 054 Matthew Bourhis, Attorney, Bourhis Law Group
EP 053 Julian Morris, CFP, ChFC, AAMS, CRPC, CFS, Principal & Founder Concierge Wealth Management
EP 052 Taylor Jessee, CPA, CFP, Investment Advisor & Director Financial Planning-Taylor Hoffman
EP 051 George Gay, CEO, First Affirmative Financial Network
EP 050 Ross Brannon: Financial Advisor, Strategic Wealth Specialists
EP 049 Aviva Pinto, CDFA, CDS, Managing Director, Wealthspire Advisors
EP 048 Jeffery Loyd, Co-Owner & Mortgage Broker, Mortgage Acuity Team
EP 047 Chris Kampitsis, CFP, ChFC, CExP, RICP, CRBS, AIF, Co-Founder SKG Team, Barnum Financial Group
EP 046 Todd Bryant, CFP®, ChFC®, CLU®., AIF®, Founder Partner Signature Wealth Advisors, LLC.
EP 045 Alan Schoenberger, CFP, CPFA, CEPA and Founder-Endeavor Financial Planning LLC.
EP 044 Tony Fiorillo, President, Asset Management Strategies
EP 043 Dan Nguyen, Attorney, Author
EP 042 Randy Kurtz CFP, RIA with Upper Left Wealth
EP 041 Ray Prospero, Partner Advisor with Advice Period
EP 040 Olivia Summerhill, Founder & CEO Summerhill Wealth Management
EP 039 Sundance Brennan, Branch VP of Training and Sales for American Financial
EP 038 Simon Popple, Managing Director at Brookville Capital
EP 037 Brian Carney, CFP, AIF, ChFC, CDFA and Co-Founder of RiversEdge Advisors, LLC
EP 36 Sarah Carlson CFP®, CLU, CHFC, Owner-Fulcrum Financial Group
EP 035 Steven Goodman, CPA, MBA, President and CEO SHG Planning
EP 034 Jeff Link-Investment Advisor, Founder Blue Line Investing Process
EP 033 Eric Brotman: CFP™, AEP, CPWA & CEO at BFG Financial Advisors
EP 032 Aaron Nannini: Founder of CashUncomplicated
EP 031 Geoffrey S. Kunkler: Partner at Carlile Patchen & Murphy LLP
EP 030 Rob Schulz: CFP®, Founder & President of Schulz Wealth
EP 029 Alan Rosca, Securities Lawyer & Investor Rights Advocate at Goldman, Scarlato & Penny, P.C.
EP 028 Jonathan Sparks: Founder of Sparks Law
EP 027 Mike Thomas: Agency Principal at Lighthouse Insurance Services
EP 026 Justin Donald, Lifestyle Investor® and Entrepreneur
EP 025 Eido Walny, Founder & Managing Attorney at Walny Legal Group
EP 024 Jonathan Sparks: Founder of Sparks Law
EP 023 Eric Steiner, Esquire at Steiner Law Group
EP 022 Steven J. Sless, CLTC®: Reverse Mortgage Expert at The Steven J. Sless Group
EP 021 Jerry Truman: Senior Vice President & Financial Advisor at RBC Wealth Management
EP 20 Jamie Barwin: Senior Counsel at Strobl & Sharp PLLC
EP 19 Kristen Herwitz: Attorney at Herwitz Law
EP 018 Alina Mardesich: Senior Vice President at George Smith Partners
EP 017 Eido Walny: Founder at the Walny Legal Group
Ep 16 John Strohmeyer: Proprietor of Strohmeyer Law PLLC
EP 15 Jodie Buchman: Partner at Silverman Thompson Slutkin White
EP 14 Peter Riebling, Principal at Riebling Law
EP 13 Ron Schwarz, MBA: Financial Advisor at RAS Financial Services
EP 12 Richard Patenaude: Wealth Mindset Coach and Founder of The Student Millionaire
EP 11 Philip J. Ruce: Trust & Estate Planning Attorney & Author of Trustee University
EP 010 Scott Sweitzer: Managing Attorney at Prime Estate Planning & Owner at Prime Settlement
EP 009 Jamie Hargrove - Estate Planning Attorney & Senior Partner at Hargrove Madden
EP 008 Ozer Culhagil: CEO of Retirement Planning Services
EP 007 Matthew Truman - First Washington Mortgage
EP 006 Matthew H. Rosenthal, Esq. of Rosenthal Law, PLLC
Episode 005 Colin Exelby - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt
EP 004 Scott Smolen - Real Estate Realtor at RE/MAX
EP 003 Ryan Paquin - Mortgage Consultant & Branch Manager at First Home Mortgage
EP 002 Christopher Klug - Partner at Egoavil Klug Salas & Veloso PLLC
EP 001 Fred Creutzer - Owner of Creutzer Financial Services, LLC
000 Trailer