Grow Your Business and Grow Your Wealth

Latest Episodes:

Episode 173: Joseph Carey Dec 13, 2023

Show notes

"How can challenging conventional financial wisdom transform your wealth management strategy?" In this episode, the guest is Joseph Carey, a visionary in the world of finance who brings a fresh perspective to wealth management and financial education. His approach, developed through his rich experiences and challenges in the financial sector, is focused on empowering individuals through knowledge and alternative strategies.

Key Takeaways:

🔑✅ Revolutionizing Wealth Management: Carey advocates for innovative investment strategies over traditional 401(k)s methods.

🔑✅ Importance of Financial Literacy: Emphasizing the need for comprehensive understanding before making investment decisions.

🔑✅ Career Shaped by Real-World Experiences: From Northeastern University to a pivotal investment firm internship, Carey's journey underlines the value of practical experience in finance.

🔑✅ Focus on Community Financial Needs: Special emphasis on providing financial education and planning for the black community.

🔑✅ Legacy Building Through Finance: Driven by personal experiences, Carey stresses the importance of creating a financial legacy with informed investing and insurance choices.

Summary:

In this episode, Joseph Carey shares his unique insights on wealth management, challenging the norms with strategies prioritizing tax efficiency and informed decision-making. His approach, deeply influenced by personal and professional experiences, aims to educate and empower, mainly focusing on the needs of the black community.

Tune in to discover how Carey's methods can revolutionize your financial planning and legacy building.

Connect with Joseph on LinkedIn: https://www.linkedin.com/in/joseph-m-carey-61879791/

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Episode 170: Thanksgiving Message For All Business Owners Dec 12, 2023

Show notes

Gary Heldt, the host of the ‘Grow Your Business & Grow Your Wealth’ podcast, has a special message for all his listeners. 🎙️🎧

As the holiday season approaches, Gary wants to take a moment to reflect on the past year and extend his heartfelt thanks to everyone who has been a part of this journey. 🙏

The podcast has hosted various guests this past year, sharing their insights and experiences. 🎙️👥 Each episode has been a journey of learning and growth. 🌱

Gary thanks the dedicated listeners, especially the small business owners, for tuning in. 🙌

The holiday season is a wonderful reflection, celebration, and relaxation time. 🎉🎊 As business owners, it’s vital to recharge our batteries. 🔋 This holiday season, Gary encourages everyone to step back, spend quality time with loved ones, and enjoy those moments of peace and joy. 🎁🎄

Watch the video to hear Gary’s message in full! 📹

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Episode 170: Thanksgiving Message For All Business Owners Dec 12, 2023

Show notes

Gary Heldt, the host of the ‘Grow Your Business & Grow Your Wealth’ podcast, has a special message for all his listeners. 🎙️🎧

As the holiday season approaches, Gary wants to take a moment to reflect on the past year and extend his heartfelt thanks to everyone who has been a part of this journey. 🙏

The podcast has hosted various guests this past year, sharing their insights and experiences. 🎙️👥 Each episode has been a journey of learning and growth. 🌱

Gary thanks the dedicated listeners, especially the small business owners, for tuning in. 🙌

Watch the video to hear Gary’s message in full! 📹

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Episode 172: Bob Lloyd Dec 06, 2023

Show notes

Have you ever wondered how businesses effectively manage risks to safeguard their success?

In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt and guest Bob Lloyd, a seasoned attorney and insurance agent, delve into the crucial world of comprehensive risk management in business. Bob emphasizes the importance of identifying, assessing, and managing risks intelligently, going beyond insurance to make informed decisions that can protect a business's future.

Key Takeaways:

✅ Comprehensive Risk Management:

Comprehensive risk management is essential for businesses, involving identifying, assessing, and strategically handling potential risks.

✅ Value Beyond Insurance:

Effective risk management is more than just insurance; it's about evaluating which risks to retain and mitigate.

✅ Pandemic Exposure Coverage:

The importance of understanding coverage, including pandemic exposure coverage, and not solely focusing on insurance costs.

"Understanding the coverage you are procuring and the potential risks you are mitigating is key." - Bob Lloyd

✅ Cyber Liability Coverage:

Cyber liability coverage is vital in today's digital age, protecting against cybercrimes and ensuring operational continuity.

"Prioritizing cyber liability coverage is an investment in protecting assets and preventing substantial financial losses." - Bob Lloyd

✅ Building a Trusted Team of Advisors:

Building a team of trusted advisors, including insurance agents and lawyers, is crucial for navigating complex policies and making informed risk management decisions.

Conclusion:

Comprehensive risk management involves making well-informed decisions to protect a business's assets and future.

Building relationships with trusted advisors is key to effective risk management.

How to Reach Bob:

Connect with Bob Lloyd on LinkedIn: https://www.linkedin.com/in/bob-lloyd/

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Episode 171: Christopher Barber [Replay] Nov 28, 2023

Show notes

How can small businesses revolutionize their IT support and cybersecurity?

Episode 170 Replay of the Grow Your Business and Grow Your Wealth podcast, featuring host Gary Heldt, delves into this question with guest Christopher Barber. As the founder, CEO, and Chief Nerd at Cheaper Than A Geek®, Christopher Barber brings an innovative approach to IT services, catering to small businesses, particularly those with 1-10 employees.

Cheaper Than A Geek® stands out for its exceptional customer service, earning more awards in this area than any other IT provider in the DC, MD, and VA region. Barber is not just an industry disrupter but also an active community member, serving on numerous boards and committees.

Key insights from this week’s episode include:

✅ Understanding the Cloud-Based End User License Agreement: Barber explains why companies aren't responsible for your data.

✅ The Importance of a Reliable Backup System.

✅ Identifying and Protecting Against the Leading Cyber Attack.

✅ Recognizing Fake Accounts and Phishing Emails: Tips for Vigilance.

✅ The Necessity of Cybersecurity Training Programs.

✅ Protecting Your WIFI: Why You Shouldn’t Hastily Share Your Password.

Discover more about Christopher Barber and Cheaper Than A Geek® through their podcast episodes, website, and social media platforms:

Podcast: Grow Your Business and Grow Your Wealth
Website: Cheaper Than A Geek
Twitter: @cheapertag
Facebook: Cheaper Than A Geek
YouTube: Cheaper Than A Geek Channel
LinkedIn: Cheaper Than A Geek

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

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Episode 169: Jamaal Stafford Nov 15, 2023

Show notes

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 estate agents, social workers, and other licensed Maryland and Washington, D.C. professionals who are forced to assert their rights or defend their reputations against accusations from their professional licensing boards.

Here are some of the beneficial topics covered on this week’s show:

Documentation of performance management issues.

Regarding employment law, why it's better to pay a professional upfront?

An outside HR professional can be cost-effective for the small business owner.

Why employer relationships can change the minute an employee gets an attorney involved

The importance of an employee handbook

The real rule of hours.

Understand what EPLI Insurance is.

Connect with Attorney Jaamal Stafford

Website: https://www.staffordtrialteam.com/attorney-profile/

Baltimore

20 S Charles St. Suite 901 Baltimore, MD 21201

Phone: 410-514-6099

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

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Episode 168: Casey Mauldin Nov 08, 2023

Show notes

📢 How do your financial partners influence your journey toward prosperity? Uncover the strategic edge credit unions provide as Casey Mauldin from Jovia Financial Credit Union joins host Gary Heldt on the Grow Your Business & Grow Your Wealth podcast.

Guest Bio: Casey Mauldin is the Chief Revenue Officer and Chief Lending Officer at Jovia Financial Credit Union. With over a quarter-century of industry experience, Casey's expertise lies in enhancing the financial growth of individuals and businesses through tailored banking solutions.

In this episode, we're diving deep with Casey Mauldin of Jovia Financial Credit Union into how the nuanced differences between credit unions and banks can significantly affect your financial growth and stability. Casey shares a wealth of knowledge on the importance of agile banking relationships, especially for small businesses, and provides invaluable financial advice and strategies for choosing the right banking institution.

Key Takeaways:

✅ Personal Connection to Banking: Casey offers a unique perspective on the banking industry's support for growth, shaped by his family's experience with community banks and credit unions.

✅ Credit Unions vs. Banks: Discover the fundamental differences and benefits of credit unions over traditional banks, highlighting member-focused services.

✅ Agile Banking Relationships: Learn the critical nature of having a responsive and advisory banking relationship that supports the agility needed in today’s business landscape.

✅ Strategic Financial Practices: Gain insights into the essential financial practices necessary for businesses to thrive, such as maintaining a robust credit score and the importance of precise financial reporting.

✅ Choosing the Right Financial Institution: Casey provides actionable advice on selecting a financial institution that aligns with your business goals and growth trajectory.

"Without a doubt, the client and member impact is being able to go out and serve the needs. And you don't get that immediate gratification because you normally don't see it... But when you don't get a lot of complaints, you're doing something right, and you can truly see it, especially on the small and mid-business side of it, where they start to flourish." - Casey Mauldin

Connect with Casey on LinkedIn Portfolio: https://www.linkedin.com/in/casey-m-7a62104/

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Episode 167: Steve Selengut Nov 01, 2023

Show notes

🎙️ Looking for ways to build your retirement portfolio? Today's guest on Grow Your Business & Grow Your Wealth guest is Steve Selengut who has all the answers! Discover his step-by-step guide in "Retirement Money Secrets," where he discusses diversification, market volatility management, and selecting suitable securities.

Steve Selengut is the founder of the Retirement Income Coach and has extensive experience in managing private investment portfolios. He started his career trading his personal account, before starting an investment management business. Steve is passionate about helping individuals achieve retirement goals and believes in minimizing risk through quality investments, diversification, income protection, and profit-taking.

Key takeaways from this episode with Steve Selengut include:

✅ Understanding the importance of income independence and how it can contribute to a secure retirement.

✅ Recognizing the significance of market cycles and how they can impact investment strategies.

✅ Exploring the benefits of an income-focused portfolio and the concept of realized income.

✅ Identifying quality securities and understanding the advantages of investing in closed-end funds, particularly for income purpose securities and dividend stocks.

Connect with Steve

Book Website: retirementmoneysecrets.com

Income Coach Website: theincomecoach.net

Facebook Group: The Retirement Income Independence Coach

Linked In Link: Income Coaching & Portfolio Review https://www.linkedin.com/in/privateinvestmentmanagement/

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Episode 166: Greg Mohr Oct 25, 2023

Show notes

🤔 Ever wondered how to transition from a regular job to being a successful franchise business owner?

🎙️ In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt interviews Greg Mohr, the founder of Franchise Maven. From starting at Taco Bell to becoming a leading expert in the franchise world, Greg’s journey is truly inspiring.

Greg shares his inspiring journey from working at Taco Bell to becoming a successful franchise consultant. He provides valuable insights into matching individuals with suitable franchises, emphasizing the importance of financial readiness and a deep understanding of the business.

Key takeaways:

✅ Ensure financial readiness before diving into franchising.

✅ Deeply understand the franchise's business model and industry trends.

✅ Be cautious of typical franchising pitfalls.

✅ Engage with franchise experts and current franchisees for guidance.

✅ Be aware of and prepare for ongoing financial obligations in franchising.

📬 To reach Greg Mohr and delve deeper into the world of franchising, visit www.franchisemaven.com or email him at greg@franchisemaven.com.

🔊 Tune in to uncover invaluable insights into franchising and learn strategies to grow both your business and wealth through strategic franchise investments.

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Episode 165: Jessica Weaver Oct 18, 2023

Show notes

How can women be more proactive and informed about their finances, especially during life-changing events like divorce? On episode 165 of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with guest Jessica Weaver, the founder of the Women's Wealth Boutique, who delves deep into this topic, emphasizing the significant emotional toll financial challenges can take. She stresses the importance of women seeking assistance from therapists, divorce coaches, and financial experts.

Key Takeaways:

✅ Women must be proactive and informed about their finances, especially during challenging times like divorce.

✅ There's a significant emotional component to finances, and working with therapists or divorce coaches in tandem with financial experts is beneficial.

✅ Both partners in a relationship should be involved and informed about financial matters to prevent surprises and misunderstandings.

✅ Jessica's podcast, "Woman Behind the Millions," offers insights into the journey of women aiming for the millionaire status.

✅ Understanding and optimizing finances requires a holistic approach that blends emotional well-being with practical knowledge.

Contact Jessica: For more information and advice, or to contact Jessica Weaver, visit https://jessicaweaver.com/ and www.womenswealthboutique.com and get social with Jess on IG | FaceBook | Twitter | Linkedin | YouTube

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