Grow Your Business and Grow Your Wealth

Latest Episodes:

EP 083 Ryan Reiffert, Lawyer – The Law Offices of Ryan Reiffert PLLC Feb 16, 2022

Show notes

A San Antonio native, Ryan Reiffert is a knowledgeable, insightful, and dynamic business and estate attorney with experience ranging from billion dollar deals on Wall Street, to high-net-worth individuals and families, to three-person garage startups with big dreams, to “regular” people attempting to make sense of a loved one’s passing, and everything in between.

The firm provides high-quality legal services to entrepreneurs, individuals, and businesses in San Antonio and the surrounding region with the same depth of legal knowledge and quality of advice as a much larger firm, but with a keener sense of business understanding.

Ryan’s insights include:

The importance of setting up an entity properly
Why operating agreements are crucial when starting a business
The challenges of determining long term goals in light of Covid spikes
Why there is hope for the economy and entrepreneurship
Why you need to maintain business relationships

Enjoy the show!

Connect with Ryan:

Website: www.RyanReiffert.com

YouTube: youtube.com/LawOfficesOfRyanReiffert

Facebook: facebook.com/LawReiffert

Instagram: instagram.com/LawReiffert

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 082 Paul Donovan, Attorney, CPA, estate developer – Donovan Legal PLLC Feb 09, 2022

Show notes

Paul Donovan is an attorney, CPA, real estate developer, and broker with 25 years of experience advising real estate clients on the legal, tax, and financial aspects of real estate. Paul spent much of his career working for the “Big 4” advising Fortune 500 companies on complicated tax issues involved in the acquisition and disposition of real estate assets around the world.

Paul’s insights include:

Why you need to have the proper financial team to be successful
How the pandemic has changed the need of commercial real estate
The rise in residential rentals
The challenges the legal profession has faced due to Covid
Why the measure of productiveness being in the office verses working from home doesn’t make a difference because working from home results in more work
Why he believes it is never too early to build your brand no matter what field you want to work in

Enjoy the show!

Connect with Paul:

Website: https://www.simplifyllc.com/

Twitter: https://twitter.com/DonovanLegal

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 081 Eunicia Peret, Founder and CEO – Empowered Financial Planner Feb 02, 2022

Show notes

Eunicia is a seasoned executive and business owner, accomplished financial consultant

On her own journey, she went from rebuilding her financial independence from nearly nothing to over 6 figures in less than a year using the same methodology she uses with her clients. In addition, she has worked with and set hundreds of clients on their paths to financial independence and wealth optimization.

Eunicia is a senior contributor to Brainz Magazine and collaborates with many globally known thought leadership experts. Eunicia is passionate about seeing true transformation in her clients' financial success stories.

Eunicia’s insights include:

The importance of having a financial team and plan that works for you
Dealing with debt and how to differentiate good and bad debt
How zoom has played a role in business
The importance of evaluating who is the best fit to help you through your financial planning
Why Clients need to be willing to collaborate to make an effective financial plan

Enjoy the show!

Connect with Eunicia:

Website: www.empoweredfinancialplanner.com

Twitter: https://twitter.com/euniciaperet

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

Company Facebook: https://www.facebook.com/empoweredfinancialplanner

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

YouTube: https://www.youtube.com/channel/UCzSkmxARMNMrjnz6FwlbMXA

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

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 080: Jeremy Britton, CFO – Boston Trading Jan 26, 2022

Show notes

Jeremy Britton started his first financial planning business in 1992, and went on to create several more businesses over the next few years. Along the way, he studied financial patterns like a Vegas card-counter, and always seemed to know what was coming next. Jeremy predicted the 1999 "Tech Wreck", the 9/11/2001 crash and his first best-selling book predicted the 2008 Global Financial Crisis a full two years early. He was an early adopter of Bitcoin and cryptocurrencies, co-founding the world's first diversified crypto fund, Bostoncoin, in 2016. In September 2019, Jeremy predicted a market crash, money printing and hyperinflation, six months before the pandemic occurred. His advice at the time was to exit cash and invest into scarce commodities such as land, gold, silver and Bitcoin. The Bostoncoin portfolio has outperformed Bitcoin for several years in a row, with less volatility, returning over 577% to investors in the past twelve months.

Jeremy insights include:

What led Jeremy to financial planning
The mistakes clients make
Why you need to be careful with cryptocurrenecy scams
How his company avoids cryptocurrency scams
Why you should invest where you spend
How Facebook has created the most challenges

Enjoy the show!

Connect with Jeremy:

Twitter: https://twitter.com/TradingBoston

Facebook: https://facebook.com/bostontrading

LinkedIn: https://www.linkedin.com/company/boston-trading-co

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 079 Seth Greene, Founder and CEO – How to Find Money For College Jan 19, 2022

Show notes

Seth Greene is the nation’s foremost authority on growing your business with a podcast.

Seth is the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the Top 10 Podcasts to Listen to in 2019” by Nasdaq.

He is the founder of the direct response marketing firm Market Domination llc, and he is a 7-time best selling author who has been interviewed on NBC, CBS, Forbes, Inc, CBS Moneywatch and many more.

Seth’s insights include:

Seth’s personal story with his family struggling to afford the cost of college, which led him to becoming a financial aid planner
How college financial planners differ from high school guidance counselors with helping students with financial aid resources
The importance of filling out your FAFSA application
How his firm can help lower the expected family contribution
The difference between private and public colleges financial aid

Enjoy the show!

Connect with Seth:

Website: https://howtofindmoneyforcollege.com/optin-41494959159596158695

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 078 Gil Baumgarten – Founder and CEO of Segment Wealth Management Jan 12, 2022

Show notes

Gil Baumgarten is a 36-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found Wall Street routinely emphasized its own interests over those of the client. By the time 2010 came about, Gil jumped off the brokerage train to start Segment, a fee-only firm where the interests of the client could align with the interests of the firm.

In 2021, Gil published his first book, FOOLISH: How Investors Get Worked Up and Worked Over by the System. The best-selling book highlights the hidden problems endemic among Wall Street brokerage firms, as well as the deeply rooted self-destructive tendencies of investors, and provides investors with an actionable path forward.

Gil’s insights include:

The importance of assessing suitability
What fiduciaries do
How Gil took his years of experience to write his book Foolish: How Investors Get Worked Up and Worked Over By The System
What FINRA is
How the pandemic impacted his company
Why you should take bigger risks in your career

Enjoy the show!

Connect with Gil:

Website: https://segmentwm.com/about/#segment

Book: https://gilbaumgarten.com/book/

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 077 Brett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax Solutions Jan 05, 2022

Show notes

Show Notes

- The Grow Your Business and Grow Your Wealth podcast with Gary Heldt

- EP 077 Brett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax Solutions

Brett Swarts, founder of Capital Gains Tax Solutions, educator, investor, and host of Capital Gains Tax Solutions Podcast, expert CRE secrets, and a host of Crypto Mastermind webinar every Friday.

Brett Swarts is an entrepreneur; deferred sales trust expert/trustee, CRE investor, podcaster, and Northern CA multifamily broker. His leadership roles include serving as the host of Capital Gains Tax solution podcast and expert CRE secret podcast. He equips hundreds of high net worth business professionals with the deferred sales trust tool to help their high net worth clients break out of Capital Gains Tax Jail.

Mr. Swarts is passionate about educating high net worth individuals in Capital Gains Tax Deferrals with a deferred sales trust. How to divest from a business, cryptocurrency highly appreciated stock, primary residence, or investment real estate to gain freedom from feeling hostage to Capital Gains Tax, then invest back into a new business ventures or investment real estate at any time which he calls Optimal Timing.

Brett’s insights include:

His journey to discovering what deferred sales trust is
How deferred sales trust works
Who the team members behind the client’s deferred sales trust are
How the refinancing process works
How deferred sales trust can impact your children
What the three storms are

Enjoy the show!

Connect with Brett:

Website: https://capitalgainstaxsolutions.com/

YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA

Facebook: https://www.facebook.com/capitalgainstaxsolutions/ LinkedIn: https://www.linkedin.com/company/capitalgainstaxsolutions/

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

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 076 Eric Proos, P.C, Lawyer – EJP Law Dec 29, 2021

Show notes

Eric Proos is a Detroit area native, who is a private practice attorney in Los Angeles, with a focus on business transactions and litigation, and representing individuals in divorces and other legal needs.

He received a B.S., cum laude, in political science, with a double minor in economics and legal studies on a partial academic scholarship from Central Michigan University. Eric then went on to attend the University of Detroit Mercy School of Law. During that time, he advised on strategy and theme for the campaign of a Michigan State Representative.

While studying for the California Bar Exam, Eric was hired as a Post J.D. law clerk at a plaintiff’s securities law firm. After successfully passing the California State Bar Exam on the first attempt, he began volunteering at the San Diego Volunteer Lawyers Program family law clinic, and the San Diego County Corporation Counsel where he advised the County regarding numerous matters ranging from premise liability, to workers’ compensation issues.

Since branching off on his own in 2016, Eric has continued to represent companies with incorporation matters, litigation matters against other businesses, contract drafting, and other business/individual type representation.

Eric’s insights include:

Why It’s so important to put things in writing when starting a business
Thoughts on legal zoom
The importance of listening to your legal professionals
Why building relationships with clients is key
How the pandemic affected work

Enjoy the show!

Connect with Eric:

Website: www.ejplawoffice.com

Instagram: @ejp.law

LinkedIn: https://www.linkedin.com/company/the-law-office-of-eric-j-proos-p-c

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 075 Rebecca Goldfarb, Lawyer – Goldfarb & Luu Estate Planning & Elder Law Dec 22, 2021

Show notes

At twelve, Rebecca knew she wanted to be a lawyer to make a difference in people’s lives. Rebecca and her law partner, Dinh Luu, carefully chose estate planning and elder law because it’s one of the few areas of law where we can develop life-long relationships with our clients and their families and impact their lives in profound ways.

Many law firms create wills, trusts, advance directives, powers of attorney but few are women owned and do it with the expertise of elder law. We not only create the plans but we administer them all the time. This gives us the superpower of 20/20 hindsight with every client. Our goal is to provide the education each clients needs to form a reality-based plan that will work when needed. Every plan should honor your wishes, avoid court and maintain family harmony. With our life-long program, we can successfully do this with the collaboration of our clients and their advisors.

Estate Planning becomes Elder Law when we start needing help from others. Elder law includes updating estate planning documents, establishing conservatorships, planning for Medi-Cal and VA Aid & Attendance benefits, preventing elder abuse and providing counsel to families throughout the journey of aging. We also handle trust administration and probate once someone has passed away.

On a personal note, she is the mom to a terrific little girl and is a nature and animal lover. They enjoy time with their horses and cat.

Rebecca’s insights include:

Why Rebecca decided she wanted to become a lawyer as a child
Information on the probate process
Why conservatorships are awful
The importance of updating your wishes as you go through life
Why business owners need to assign their business entity to a business trust

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EP 074 Tabitha Mazzara, Director of Operations –Mortgage Bank of California Dec 15, 2021

Show notes

Tabitha Mazzara is an outside-the-box mortgage industry thinker, whose sophisticated, holistic approach gets things done for high-net-worth borrowers other banks wave off as “too complicated,” while creating a home-like environment for her dedicated staff.

A self-described “mortgage brat,” Tabitha has achieved a venerable 35 years of success in the field in part by virtue of her extraordinarily diverse skill set. Over the course of her career, she has attained hands-on experience with nearly every aspect of mortgage lending: working in behind-the-scenes positions such as software consultant, customer-facing positions such as sales, as well as work in underwriting, operations, credit analysis, loan origination, and her current post as Director of Operations at MBANC.

Tabitha’s insights include:

· The Creative nature of helping clients achieve financial goals

· The importance of building a relationship with a client

· Why you need to ensure you qualify for a loan

· The uncertainty of regulatory compliance

· Why you should prepare your finances before going house shopping

Enjoy the show!

Connect with Tabitha:

Website:www.mbanc.com

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

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

Twitter: https://twitter.com/gombanc