Grow Your Business and Grow Your Wealth

Latest Episodes:

EP 093 Sabrina Shaheen Cronin, Founder – The Cronin Law Firm Apr 27, 2022

Show notes

Sabrina Shaheen Cronin is a true role model for today’s single working parent. She began her career as a musician, and soon afterward, she began her rise as a successful attorney. Sabrina is now a nationally recognized motivational and public speaker, life and business strategist coach, writer, mentor, businesswoman, top Lawyer, and television personality. Sabrina is known as the “Shared Parenting Expert” for her workshops helping families cope with co-parenting dilemmas in today's challenging environment. Her expertise and legal background have her uniquely qualified to meld her knowledge of human nature, 20 years as a family law specialist and background as a prosecutor, to create and develop her own specialized, proprietary curriculum in the form of weekly workshops. Sabrina’s goal is to get acrimonious parents out of the courtroom and into her workshops, so they can develop the tools necessary to achieve happy and healthy homes for their family. Sabrina is licensed to practice law in Michigan, New York & Illinois. She is a certified Life Coach and Family Law Specialist. Sabrina is a graduate of the University of Michigan and received her Law Degree and MBA at University of Detroit Mercy.

Sabrina’s insights include:

What led Sabrina to become a lawyer
The impact of divorce for the whole family
The common mistakes people in business make through their divorce
The importance of being in the moment professionally and personally
The conflict of differing opinions in today’s society

Enjoy the show!

Connect with Sabrina:

Website: https://www.croninlawfirm.com/bio/sabrina-cronin.cfm

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

Instagram: https://www.instagram.com/sabrinashaheencronin/?hl=en

LinkedIn: https://www.linkedin.com/in/sabrina-shaheen-cronin-a9ab7738/

Connect with Gary:

Website: https://sbadvisors.cc/

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

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

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EP 092 Carmen Rosas, Founder – Carmen Rosas Law Apr 20, 2022

Show notes

Hoop-wearing, award-winning and stereotype-defying attorney Carmen Rosas is on a mission to help women chase and secure the bag. Recently named a Top Latino Lawyer by Latino Leaders Magazine, Carmen draws on more than 10 years of experience in estate planning to equip women to protect themselves and their families by protecting their assets. And she’s doing it all in style.

A proud mix of Mexican, French, and Italian, Carmen grew up in the Bay Area, fascinated by her grandmothers’ stories of living in Mexico, arriving in America, and settling in California. Her curiosity of other cultures and the development of languages and communal systems led her to study Anthropology at Santa Clara University. During her sophomore year, she even interned at the Public Defender’s Office-Juvenile Division in Washington D.C.

Today she is the founder and lead counsel of Carmen Rosas Law where she empowers women to take back control of their money, desires and life. Carmen’s unique approach to estate planning blends personalized, intuitive coaching with trusted legal advice to finally give women, especially Latina women, the chance to be seen and heard by an attorney who looks like them and gets it.

Carmen insights include:

The difference between a will and a trust
Why the fear of life changes deters clients from creating their estate plan
The importance of having an inventory of your assets
Why you need to have a long term and short term guardian for your children
Why business owners need a business succession plan

Enjoy the show!

Connect with Carmen:

Website: https://www.carmenrosas.com/

http://ourlegacyprotectionfirm.com/

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

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

Connect with Gary:

Website: https://sbadvisors.cc/

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

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

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EP 091 Jack Hales, Founding partner – Hales & Sellers PLLC Apr 13, 2022

Show notes

Jack Hales is a founding partner at Hales & Sellers PLLC and is board-certified in Estate Planning and Probate Law. Hales primarily focuses on areas of estate planning and probate, including representation of executors, fiduciaries, and beneficiaries in uncontested and contested estate and trust matters. He is currently fighting for justice for dozens of families suing a funeral home and recently spoke with New York Post and DallasMorning News about the issue.

Jack’s insights include:

The challenges of estate planning
The common mistakes people make with trusts
Why gifting property to the next generation can cause problems
How remarrying can impact your will
The misconceptions of having a power of attorney

Enjoy the show!

Connect with Jack:

Website: https://www.halesandsellers.com/

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

Connect with Gary:

Website: https://sbadvisors.cc/

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

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

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EP 090 Jeremy Keil, Financial planner – Keil Financial Partners Apr 06, 2022

Show notes

Jeremy Keil, CFP®, CFA is a retirement focused financial planner with Keil Financial Partners, and host of the Retirement Revealed blog and podcast.

Jeremy’s insights include:

What led to Jeremy becoming a financial planner
The common mistakes people make with their retirement planning
Why you need a plan before and after investing
Deciding what to do with your long-term and short-term money
The five step retirement process Keil Financial Partners offers
Advice he would give his younger self about retirement
The importance of learning about your 401K plan
Why it is so important to plan ahead at least 5-10 years for your retirement

Enjoy the show!

Connect with Jeremy:

Website: https://keilfp.com/

Podcast/Blog: https://keilfp.com/blogpodcast/

Connect with Gary:

Website: https://sbadvisors.cc/

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

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

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EP 089 Tyson Koska, Founder – OnTrajectory Mar 30, 2022

Show notes

Tyson’s first taste of entrepreneurism came at age 13 when he opened a roadside snowball stand in his small hometown. This experience gave him his first sense of Financial Independence, and he became hooked on it. By age 20, Tyson had become a helicopter pilot in the U.S. Army. Although he was making more money than ever before, he also found himself the most in-debt. Luckily, he was able to pay down that debt while deployed to Desert Storm – and another important financial lesson was learned.

After leaving the military, and with fresh GI Bill funds in-hand, he earned a Bachelor's degree in English and, later, a Master's degree in Philosophy. Since neither of those degrees managed to pay the bills, Tyson turned to I.T.

Spending the next 25 years in software development and working for large corporations in banking and insurance, Tyson founded OnTrajectory.com – a personal finance tool for both regular folks as well as professionals. Securing investment funds in 2021, Tyson is leading OnTrajectory into a new growth phase, in which he hopes to bring easy-to-use and accurate financial modeling to the masses.

Tyson’s insights include:

How he created the OnTrajectory software in 2014
How expenses change over time and how OnTrajectory can adjust throughout the changes that occur within life
The budgeting and debt reduction feature of OnTrajectory
The challenges he faced when starting OnTrajectory
How people of all ages can benefit from using OnTrajectory

Enjoy the show!

Connect with Tyson:

Website: https://www.ontrajectory.com/

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

Twitter: https://twitter.com/ontrajectory

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 088 Rasha Ingratta, Mortgage broker – Shop Mortgages.Ca Mar 23, 2022

Show notes

Rasha is a Mortgage Broker & Real Estate investor in Windsor Ontario Canada. Rasha has been in the mortgage industry for more than 20 years. As an independent mortgage agent at Mortgage Intelligence (shopmortgages.ca) Rasha says she prides herself on a high level of mortgage knowledge, professionalism, and experience which translates into providing customers with mortgages that are competitively priced and have features that best meet the client's needs. Rasha cares about the client's situation and her expert advice puts her clients in a better financial situation in the long run. There have been times when her clients were on the edge of bankruptcy or losing their homes and Rasha has been able to get them out of their financial hardship and get them on a path of wealth-building for the future.

Rasha’s insights include:

The differences between going to a bank verses going to a broker for a loan
The mistakes people make when trying to secure a mortgage
How Rasha preps her clients when they are getting their first mortgage
Why taking debt and other expenses into account is important when seeing if you qualify for loans
The importance of learning about budgeting

Enjoy the show!

Connect with Rasha:

Website: https://www.shopmortgages.ca/

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

Instagram: https://www.instagram.com/shopmortgageswindsor/?hl=en

LinkedIn: https://www.linkedin.com/in/rasha-ingratta-mortgage-agent-8a45036/

Connect with Gary:

Website: https://sbadvisors.cc/

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

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

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EP 087 Chris Ward, Founder – EntryPoint Wealth Management Mar 16, 2022

Show notes

Chris Ward founded EntryPoint Wealth Management to provide advisory relationships built on Financial Life Planning to enable his clients to achieve more in their lives and financial aspirations. We take the time to help clients understand what is truly important to our clients to make the best financial decisions to empower them to achieve their successes. We attract High Networth Investors who ask us to untangle the complexity of their situation, reduce the stress of their financial lives, and create a plan to help them accomplish their long-term goals.

To help our clients, we engage in Investment Management, Charitable Planning, Tax Analysis, 1031 Exchanges, and Estate Planning to best serve our client's goals and objectives. Given that every client's situation is unique, we build a custom plan for every client we work with, outlining the techniques we will use to help them achieve their objectives.

Chris’ insights include:

Why having a system in place instead of being driven by emotions is important to make good decisions
The challenges of transitioning from working for a company to starting your own business
How setting your own schedule can allow you to spend more time with family
His thorough process to ensure he covers all aspects for a financial plan for each client
His goals for his business

Enjoy the show!

Connect with Chris:

Website: https://entrypointwm.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 086 Charles Alexander, Founder – YourCharlesAlexander.com Mar 09, 2022

Show notes

Charles Alexander’s mission in life is to help entrepreneurs get focused and beat the odds of business failure.

Charles is the Director of the Small Business Development Center at Volunteer State College, where he provides one-on-one business coaching and teaches seminars to help entrepreneurs grow their businesses.

Working with over 1,000 entrepreneurs has helped him become a polished storyteller that uses humor and real world experiences to educate others.

In addition to coaching entrepreneurs, Charles also owns his own business, creating Explainer Videos for busy professionals.

Lastly, and most importantly, he is happily married to his wife Sarah and is the proud father of three lovely children, Ava, Lilly and Lane.

Charles’ insights include:

How yourcharlesalexander.com got started
How the great resignation is expanding business
What led him to business coaching
The challenges of turning a side hustle into a full time job
The importance of a budget and how to get started

Enjoy the show!

Connect with Charles:

Website: http://www.yourcharlesalexander.com/about

YouTube: https://www.youtube.com/user/yourcharlesalexander

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

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 085 Justin Nabity, Founder and CEO – Physicians Thrive Mar 02, 2022

Show notes

Justin Nabity is the founder and CEO of Physicians Thrive, an advisory group helping physicians avoid business and legal pitfalls and build their financial education. As a wealth management advisor from a family of doctors, he launched his business by traveling to medical schools nationwide to educate physicians about their unique financial, legal, and business needs. Today, Physicians Thrive has served physicians at over 400 medical centers, hospitals, and medical schools, and 1000 residency and fellowship programs.

In 2016, Justin co-founded the non-profit Give Sight Global, which sponsors cataract surgeries, glasses and other forms of eye care all over the world. Following volunteer trips with the University of Utah Moran Outreach Program to the Navajo Nation and Tanzania, Justin and his business partner were inspired to donate a portion of their business profits to fund vision care in underserved communities.

Justin’s insights include:

Why debt isn’t always bad
The common mistakes clients make
How cryptocurrency plays role with clients
Why you need to be open with you advisor to get the help you need
The importance of building a relationship with clients

Enjoy the show!

Connect with Justin:

Website: www.physiciansthrive.com

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

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

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 084: Ron Saharyan, Co-Founder– Profit First Professionals Feb 23, 2022

Show notes

Since starting Profit First Professionals in 2014 from the basement of Mike’s house Ron has implemented, certified and taught Profit First to hundreds of Accounting Bookkeeping and Coaching Firms throughout the globe!

Whether a newer business or a 100-year-old firm, Ron has taught firm owners how to properly experience, practice, implement, monetize and share Profit First with their customers.

Ron is an expert in value pricing and has created the Profit First Value Pricing Curriculum.

Ron is responsible for ensuring that all employees and members of Profit First Professionals have all the right resources, training, accountability, systems and process to achieve their goals and visions.

Ron’s insights include:

The importance of having a system for managing your money
Why once you have your Profit First plan, you can focus on growing your business
The problem with nobody sticking to a budget and his solution to the issue
Why you need to test the elasticity of the cash flow before expanding your amount of employees
Why he wishes he “slowed his roll” when starting Profit First

Enjoy the show!

Connect with Ron:

Website: https://profitfirstprofessionals.com/

Twitter: https://twitter.com/profitfirstpros?lang=en

Facebook: https://twitter.com/profitfirstpros?lang=en

LinkedIn: https://www.linkedin.com/in/ron-saharyan-3846a8/

Phone Number: 973-775-9202

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