Grow Your Business and Grow Your Wealth

Latest Episodes:

EP 103 Matt Chancey- Financial advisor and tax expert Aug 03, 2022

Show notes

Matt Chancey works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains.

He starts with tax reduction strategies to determine which best fit the clients unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client's make, but how they keep more of it.

Matt has been in the finance industry for over 15 years and as well as working directly with high profile clients, he is highly sought after for education, teaching, and guest speaking within the industry.

He is a respected advisor and author of "Your Guide To Taxes & Your Roth Conversion" and has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News.

Matt’s insights include:

What led Matt to the finance field
Why he believes your financial advisor does not need to befriend you to give you good financial advice
Why it’s important to educate clients about tax planning and help them understand the transfer of value
Why it’s possible to outgrow your CPA or attorney
The lack of information for high net worth clients

Enjoy the show!

Connect with Matt:

Website: https://www.mattchanceylive.com/home1615404071938

Podcast: https://podcasts.apple.com/us/podcast/tax-alpha-solutions/id1611400182

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

EP 102 Kristel Patton, Estate Planning Attorney & Counselor at Law – Empowered Legacy Planning Jul 27, 2022

Show notes

Kristel grew up in the small town of Seneca, Missouri. She earned her undergraduate degree from the University of Kansas, and her law degree from the University of Arkansas – Fayetteville.

Kristel was a member of the National Network of Estate Planning Attorneys from 2008-2012, where she received extensive training and support in the area of estate planning. She joined WealthCounsel in 2012, an organization supporting estate planning, elder law, and business attorneys across the country.

Kristel and her husband, Carlos, have two children – a daughter and a son. They also share their home with a gray ghost – their Weimaraner, Maya, and a rescue Yorkie, Bella. In her (little) spare time, Kristel enjoys spending time with her friends at Chandler Horizon Rotary and cheering on the Arizona Cardinals.

Kristel is licensed to practice law in Arizona, Arkansas, and Missouri.

Kristel ‘s insights include:

The mistakes people make with their estate planning
Why you should review your plan annually
What the secure act is
The importance of health care directives and financial power of attorneys
What happens to your financial power of attorney after death

Enjoy the show!

Connect with Kristel:

Website: https://legacylawaz.com/

Email: hello@legacylawaz.com

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

EP 101 Rob Braiman, CEO / Principal, Managing Member– Cogent Analytics Jul 20, 2022

Show notes

Rob Braiman has a long-standing reputation as a “serial entrepreneur” and has spent over 19 years working directly with business owners to improve strategic planning, operations, growth, and profitability.

Rob Braiman founded Cogent Analytics after spending over 10 years as a senior business analyst helping to improve and build main street businesses across the country. He has personally engaged with over 1500 businesses across the United States, and continues to work to further the interests of other business owners like himself.

Cogent’s primary objective in every interaction, is to put the interests of the client first. In support of that directive, Rob Braiman has built a company culture based on a code of honor, courage, wisdom, faith, perseverance and loyalty. The foundation of his value system started in the U.S. Military as a young man serving with SOCOM and his deeply rooted personal code is what he demands of himself every day and is what he asks his employees of Cogent to embrace.

Rob’s insights include:

How Rob started Cogent Analytics
What Cogent Analytics does
What the four major pillars of running a business are
How Cogent Analytics navigates with business owners who are too busy at work
The common mistakes business owners make
Why not knowing how is not an excuse to not prepare yourself

Enjoy the show!

Connect with Rob:

Website: https://www.cogentanalytics.com/

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

EP 100 Prashant Sabapathi, Co-Founder – Elite Income Advisors Jul 13, 2022

Show notes

Prashant Sabapathi is a member of the council of Financial Educators (COFE)- an IRS approved 501(c) (3) organization that is committed to providing the public with the knowledge needed to confidently navigate the ever-changing retirement landscape. He is also a recognized retirement planner, financial educator, and speaker on the topic of wealth management and retirement planning. Prashant also hosts both the Retire Smart Maryland radio and television programs which air in the Baltimore area weekly.

Prashant began his career at MetLife and transitioned to becoming an independent advisor in 2014. He now operates Elite Income Advisors, Inc. – a Registered Investment Advisory Firm where he and his team are dedicated to helping individuals accumulate, protect, and pass on their wealth over the course of their lifetime while minimizing their tax liability. Using a client-centric approach, Prashant customizes each client’s investment plan based on their specific financial objectives while implementing his philosophy that “losses hurt you more than gains help you.”

As a lifelong Marylander, Prashant grew up in Ellicott City, attended McDonogh, and graduated with a degree in Economics from University of Maryland, College Park. He currently resides in the Baltimore area with his wife Alyssa.

Prashant’s insights include:

The common mistakes people make with their retirement
The importance of making sure your advisor is a good fit for you
How to manage the expectations of clients
How you can learn how to optimize your social security benefits and much more through his workshops
Why you shouldn’t get too high when the market is high and get too low when the market is low
The importance of understanding your client’s needs as there is no plan that fits everybody

Enjoy the show!

Connect with Prashant:

Website: https://eliteincomeadvisors.com/

LinkedIn: https://www.linkedin.com/in/prashant-sabapathi-361375203

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

EP 099 Gregory Kushner, Founder – Lido Advisors Jul 06, 2022

Show notes

Gregory Kushner founded Lido Advisors in 1999 with the goal of ensuring that his clients are “fiscally fit” with a healthy financial portfolio in all areas of their lives. Kushner works with investments and strategy for ultra-high net-worth investors and family offices to provide objective and personal financial solutions and multi-generational planning. In addition to his current role as Chairman, Kushner continues to serve client relationships as an investment advisor representative of Lido, including all aspects of managing their wealth.

Prior to founding Lido Advisors, LLC, Kushner founded Lido Consulting, Inc., in 1995 to provide consulting services for family offices. Services include implementing best practices within the family office structure, extending to all facets of running and maintaining a family office. The firm provides resources on several topics important to the effective management of wealth. Lido Consulting hosts many “invitation-only” events every year where Kushner acts as Conference Chairman and moderator. Topics include investment strategy, economic outlook, risk management, family office creation and management, charitable giving, asset allocation, and updates regarding the impact government and political activities impacting the ultra-high net worth community.

Kushner discovered a passion for sharing his financial knowledge in 2009, when he hosted a weekly radio show about investing and personal finance on KABC 790AM in Los Angeles that ran until 2010. He was the Keynote Speaker at the AM 870 Wealth Summit (February 2018) and has periodically been a host of financial shows on the same channel. Recently, Kushner discovered a new platform for sharing his insights with the public by becoming a Forbes Finance Council contributor. Kushner also speaks regularly on issues relating to the management of substantial wealth throughout Southern California. Kushner also is a featured speaker annually for Pepperdine University’s Certificate in Financial Management for the Family Office program including courses on due diligence, investment policy statements, and asset allocation.

Gregory’s insights include:

Why the best advice is to focus
How his daily emails to clients during the pandemic were beneficial
The importance of having the trust of clients
The rules of investing
The importance of probabilities when it comes to investing
Why the most important question investors should ask their advisor is ‘how does the advisor gets paid?’

Enjoy the show!

Connect with Gregory:

Website: https://www.lidoadvisors.com/

LinkedIn: https://www.linkedin.com/in/gregory-kushner-7b83326/?original_referer=https%3A%2F%2Fwww.lidoadvisors.com%2F

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

EP 098 Derrick Kinney, CEO – Good Money Framework Jun 29, 2022

Show notes

Derrick Kinney is CEO of Good Money Framework and host of the popular Good Money podcast. Kinney inspires influential business and thought leaders to make more money and use it for good. Known for making complex financial topics easy to understand, Kinney is a sought-after guest on local and national media where he has been interviewed on CNBC, FOX News, CNN, FOX Business, PBS, Cheddar News, and Wall Street Journal, among others. Kinney is a certified Financial Educator (CFE), Chartered Retirement Planning Counselor (CRPC), Chartered Financial Consultant (ChFC), and a Chartered Advisor for Senior Living (CASL).

Derrick ‘s insights include:

How Derrick used his motivation to make money from a young age into crafting his own successful financial planning business
The problem with people believing if you make a lot of money you are a villain
How Derrick helps business owners increase their revenue
How people’s fears hold them back from making more money
The importance of branding yourself as a specialist in your field to make more money

Enjoy the show!

Connect with Derrick:

Website: www.GoodMoneyFramework.com https://www.goodmoneyframework.com/chapters

Instagram: derricktkinney

LinkedIn: Derrick Kinney

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

EP 097 Patty Vargas, Partner – Davis & Santos Jun 22, 2022

Show notes

Patty Vargas is a shareholder with Davis & Santos and is Board Certified in estate planning and probate law by the Texas Board of Legal Specialization. Patty’s practice concentrates on the representation of individuals and corporate fiduciaries with respect to estate planning, family wealth transfers, probate, guardianships, formation and administration of trusts, including special needs trusts and fiduciary litigation.

Patty has prepared and has assisted in the preparation of IRS filings for transfer tax purposes. She has also represented clients before the Texas Medical Board and the Texas Board of Examiners of Professional Counselors.

Patty’s insights include:

Why it’s a mistake to not prepare an estate plan
What non-probate assets are
The planning techniques people can do to help pass their assets on
How an attorney can help their clients tailor their plan to include their important information
The importance of reviewing and updating your documents in case of life changes
The importance of having a roadmap for your trustee

Enjoy the show!

Connect with Patty:

LinkedIn: https://www.linkedin.com/in/patty-vargas-86b33435/

Company LinkedIn: https://www.linkedin.com/company/77167155

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

EP 096 Aaron Clarke, Private Wealth Advisor – Halpern Financial Inc May 18, 2022

Show notes

Aaron works as a Private Wealth Advisor for Halpern Financial Inc, and is the founder of Gig Wealthy, an online financial education start up that strives to provide access to elite planning strategies to underserved small business owners. He is the winner of the Financial Planning Association of National Capital Area’s 2022 Emerging Leader Award, as well as a 2022 Washingtonian Top Financial Advisor in the Washington DC area.

As a Wealth Advisor for Halpern Financial, Inc., Aaron directly engages with affluent clients to help them navigate the complex choices that surround making smart money decisions for themselves and their families. By focusing on both the quantitative and behavioral dynamics surrounding money, he helps clients identify goals, create a plan of action, and take action—all to optimize their finances for years to come.

As the founder of Gig Wealthy he works to ensure that small business owners who would normally be excluded from gaining access to regular financial planning business models are able to gain access to resources, tools, workshops, and content to help grow their wealth over time. Focused on helping those that the standard industry business models do not support, the Gig Wealthy brand is redefining who has access to the tools and strategies to grow their wealth on their own time and terms. Though they do not provide any financial advice, some of the best strategies and resources known to elite planners can be found by all through the platform.

Aaron’s insights include:

The difference between fee-base and fee-only
How to prep clients in times of uncertainty like the pandemic
How emotions like fear can factor into client’s making decisions with their financial planning
His financial planning blog service, Gig wealthy
Why it’s okay to say “I don’t know” and the importance of asking questions

Enjoy the show!

Connect with Aaron:

Website: https://halpernfinancial.com/

Website: https://gigwealthy.com/

LinkedIn: https://www.linkedin.com/in/aaronwayneclarke

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

EP 095 Portia Wood, generational wealth planning attorney – Wood Legal Group, LLP May 11, 2022

Show notes

Portia M. Wood, Esq., is a generational wealth planning attorney. Based in Los Angeles, she leads Wood Legal Group, LLP, an African American woman-owned and operated law firm specializing in estate planning, probate, and elder law that she runs with her mother and law partner, Robin Wood. They are passionately focused on helping marginalized communities grow and protect wealth by being a trusted resource for accurate information and comprehensive, culturally competent estate planning. Learn more at woodlegalgroup.com.

Portia’s insights include:

What led Portia to becoming an attorney
Why everyone over the age of 18 needs some form of an estate plan
The importance of creating an estate plan while you are capable
Why you should review your estate plan every year
Why you need to find people you can trust in your wealth building team

Enjoy the show!

Connect with Portia:

Website: https://www.woodlegalgroup.com/

Instagram: https://www.instagram.com/woodlegalgroup/

Facebook: https://www.facebook.com/WoodLegalGroup/

Twitter: https://twitter.com/woodlegalgroup

LinkedIn: https://www.linkedin.com/company/wood-legal-group-llp/

Connect with Gary:

Website: https://sbadvisors.cc/

Facebook: https://www.facebook.com/SmallBusinessAdvisors

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

EP 094 Matthew Erskine, managing partner – Erskine & Erskine LLC May 04, 2022

Show notes

Matthew Erskine is the managing partner of Erskine & Erskine LLC, a fourth generation law firm, and The Erskine Company, LLC, a consulting firm (www.erskineco.com). He focuses on strategic planning and legal services for business owners, professionals, individuals, families, collectors, and inheritors of unique assets. Helping his clients and their families solve their problems through customized estate, tax and management solutions.

Matt has a particular expertise in the stewardship of unique assets that few other estate planning and trust attorneys or family offices can match. Working with collectors of coins, fine art, jewelry, heirlooms, and other valuable assets, as well as owners of real estate and family businesses, Matt brings his and his family’s generations of experience and intimate knowledge of unique areas of the law to help clients achieve their desired investment and personal goals. This includes strategic planning and execution on forming operating and non-operating foundations.

Matthew’s insights include: