• Grow Your Business and Grow Your Wealth

  • De: Gary Heldt
  • Podcast

Grow Your Business and Grow Your Wealth

De: Gary Heldt
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  • Resumen

  • 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.
    Copyright 2020. Grow Your Business And Grow Your Wealth. Gary Heldt. All Rights Reserved.
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Economía Finanzas Personales
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Episodios
  • Episode 266: Fiduciary Advice Every Entrepreneur Needs

    Episode 266: Fiduciary Advice Every Entrepreneur Needs
    May 7 2025
    🛑 80% of businesses don’t sell—they dissolve. Are you prepared to avoid that fate? In this episode of the Grow Your Business & Grow Your Wealth Podcast, Gary Heldt welcomes Adam Koós, a highly credentialed financial planner, portfolio manager, and exit planning advisor. Adam dives into his journey from pursuing a medical career to building his award-winning financial practice, Libertas Wealth Management Group. Adam shares actionable strategies for business owners, executives, and investors to protect and grow their wealth, explicitly focusing on exit planning, tax efficiency, and the importance of working with fiduciary advisors. 5 Key Takeaways ➤ Plan your business exit early. Waiting until you’re ready to sell your business is one of the biggest mistakes owners make. Start at least 3–5 years in advance to maximize value. ➤ Always work with a Fee-Only Fiduciary. Fiduciaries are legally obligated to put your interests first, eliminating the conflicts of interest common in commission-based financial advice. ➤ Capitalize on tax-efficient strategies. Tools like Delaware Statutory Trusts (DSTs) can help defer or eliminate capital gains taxes while generating passive income. ➤ Focus on your company retirement plan first. Maxing out your 401(k) or similar plan is the smartest way to reduce your tax bill and build wealth before exploring other investment options. ➤ Build your business with buyers in mind. Buyers don’t want to purchase a job—they want to buy a well-structured, self-sustaining company. Create continuity plans, reduce owner involvement, and secure key employees. Quotes from Adam Koós "You can’t wait until you’re ready to sell your business to start planning. The time to prepare is years before the sale, not the day before.” “Fiduciaries don’t sell products—they sell advice. This eliminates conflicts of interest and ensures their clients’ best interests always come first.” How to Reach Adam Koós Website: Libertas Wealth Management Group Elevate and Exit LinkedIn: Adam Koós on LinkedIn Twitter: @AdamKoos Facebook: Libertas Wealth Management Group Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m
  • Episode 265: Smart Business Risk Assessment Wealth Building Guide

    Episode 265: Smart Business Risk Assessment Wealth Building Guide
    Apr 30 2025
    How Do Operating Environments Impact Business Risk and Investment Decisions? In this insightful episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Ryan Zabrowski, Director of Investment Committee at Krilogy. Ryan shares valuable wisdom from his decades of financial experience, as outlined in his book "Time Ahead: The Investor's Guide to Prosperity and Impact," and explains why understanding operating environments is crucial for achieving business success. Key Takeaways: → The risk of starting a business varies dramatically based on timing and operating environment, just as walking down stairs is different when they're covered in ice versus when they're dry → Business owners often overestimate future cash flows due to natural optimism - creating realistic scenario analyses with probability assessments is critical for long-term success → Understanding accounting is fundamental for business owners - it's the language of business that allows effective communication with bankers, investors, and financial partners → Young professionals must take responsibility for their growth and be committed to putting in extraordinary effort - successful careers require sacrifice and dedication → Having the right financial team in place (financial advisor, tax preparer, and estate planning attorney) who communicate effectively with each other can dramatically impact long-term wealth preservation Quote from Ryan: "I think we're a bit in the hand-holding culture. What we need to explain to young professionals is they have to take responsibility, or the majority of the responsibility, for their professional growth. Those goals associated with large amounts of income are very hard to achieve, and they take sacrifice, commitment, and hard work." How to Reach Ryan: Book: Time Ahead: The Investor's Guide to Prosperity and Impact (available on Amazon) Company: Krilogy Follow on social media by searching for "Ryan Zabrowski" or "Equity Tree" Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 m
  • Episode 264: Navigating Financial Uncertainty With Confidence

    Episode 264: Navigating Financial Uncertainty With Confidence
    Apr 23 2025
    How do you create a financial plan that withstands market volatility and economic fears? Gary Heldt speaks with Melissa Bouchillon, Managing Partner at Sound View Wealth Advisors in this episode. With 21 years in wealth management and a background in psychology and education, Melissa shares insights on creating cohesive financial plans that connect all aspects of wealth management. She emphasizes the importance of having trusted professionals who communicate with each other to ensure your financial goals stay on track despite market fluctuations and economic uncertainty. Key Takeaways ➡️ Create a cohesive plan connecting all financial components ➡️ Build a "bomb shelter" with 3-5 years of accessible funds ➡️ Focus on controllable factors: spending, saving, debt management ➡️ Work with professionals who speak clearly, not in jargon ➡️ Have a cohesive team of advisors who communicate with each other Notable Quotes "After somebody's health, their family, their faith, their finances really allow them to do the things they want to do and help the people they want to help." "What would you do if you knew you couldn't fail?" How to Reach Melissa Phone: 912-844-7563 Email: Melissa@svadvice.com Location: Sound View Wealth Advisors, Skidaway Island, Savannah, Georgia Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 m
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