Grow Your Business and Grow Your Wealth

By Gary HeldtBusiness Entrepreneurship Management

Grow Your Business and Grow Your Wealth episodes

November 01, 2022Episode 117 Darelle Joiner, CEO with OohRah Fitness
After a highly successful 16-year Federal national security and law enforcement career, Darelle was recruited by Dimension Healthcare, a major health provider in the Washington, DC region, to create and organize an internal fitness program for its 3,000+ employees. Darelle founded and became President and C.E.O of OohRah Fitness, Inc. This company provides the unique and novel service of sending fitness trainers directly into corporate offices, bringing fitness instruction to people on the job. Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Darelle Joiner.CEO, President, and Founder of OohRah Fitness, Inc.
Here are some of the beneficial topics covered on this week’s show:
How to get started if you haven't exercised in a while
Learn the best time of day to exercise.
What is the biggest challenge in exercising for a business owner or executive.
Darelle's four core to being healthy
Why it is not too late to get started in a program.

Connect with Darelle Joiner
Website: https://www.oohrahfitnessstudio.com/
Instagram: https://www.instagram.com/oohrahfitnessstudio/
Facebook: https://www.instagram.com/oohrahfitnessstudio/
LinkedIn: https://www.linkedin.com/in/darelle-joiner-82166116/

Connect with Gary:
Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices
25 min
October 25, 2022Episode 116 Jubin Dana , Registered Patent Attorney
Jubin Dana is a Registered Patent Attorney with over 25 years of experience. He is the owner and main shareholder of Dana Legal Services. He and his team provide legal counsel in all matters related to intellectual property, including obtaining patents through the US Patent Office, Patent Law, Intellectual Property Law, Trademark Law, Copyright Law, Startup Law, and Negotiation.
Here are some of the beneficial topics covered on this week’s show:
Understand the difference between a patent, copyright, and trademark.
Why is a patent a negative right?
Common mistake business owners make is doing it themselves.
What happens when you register a trademark?
The secret to “trade secrets.”

Connect with Jubin Dana:
Website: https://danalegalservices.com/
Twitter: https://twitter.com/ThePatentGuru_
Instagram: https://www.instagram.com/thepatentguru/
Facebook: https://www.facebook.com/thepatentguru/?ref=py_c
LinkedIn: https://www.linkedin.com/company/dana-legal-services/
Connect with Gary:
Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices
26 min
October 19, 2022Episode 115 Matt Ruttenberg, CMO Shareholder of Life, Inc.
Matt is a financial entrepreneur along with the CMO at Shareholder of Life, Inc., and founder of SureLI Insurance. After selling his financial planning company after 15 years, Matt founded a new company and merged with another to help those seeking Financial Independence. Matt is a 401(k) expert who can educate a community of entrepreneurs on navigating the retirement plan world and learning which plan is best for their business. Matt is also very knowledgeable in the Financial Independence (FI/FIRE) movement and would love to educate your community on how to reach FI.
Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Matt Ruttenberg.
Here are some of the beneficial topics covered on this week’s show:
Why should small businesses offer a 401(k)?
Common mistakes business owners make, including prototype plans.
Staying current on the changes to the 401 (k) retirement plan.
Consider not integrating your 401 (k) with a payroll provider.
Why you should not miss IRS deadlines.

Connect with Matthew Ruttenberg:
Website: https://linktr.ee/mattruttenberg
Twitter: https://twitter.com/matt_ruttenberg
Instagram: https://www.instagram.com/matt_ruttenberg/
LinkedIn: https://www.linkedin.com/in/mattruttenberg/

Connect with Gary:

Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices
30 min
October 12, 2022Episode 114 Ashley Tison, Esq, the founder of OZPros, the leading Opportunity Zone consultancy.
The Grow Your Business and Grow Your Wealth podcast with Gary Heldt
Episode 114 guest is Ashley Tison, Esq, the founder of OZPros, the leading Opportunity Zone consultancy. A leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies, Ashley has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations.
Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Ashley Tison discussing opportunity zones.
Here are some of the beneficial topics covered on this week’s show:
What exactly is an opportunity zone.
Understand both the tax benefit side and the social side of opportunity zones.
Explanation of the nuances within this program.
Finding opportunity zones by using the interactive map.
Check out this link for resources, map, strategy call and free cheat sheet: www.ozpros.com/map

Connect with Ashley Tison:
https://www.facebook.com/ozpros
https://www.linkedin.com/company/ozproscom/
https://www.youtube.com/channel/UCNxQQt5smKiGdnXBjdHy4_Q

Connect with Gary:
Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices
30 min
October 05, 2022Episode 113 Steven Sless President of The Steven J. Sless Group of Primary Residential Mortgage, Inc. National Reverse Mortgage Leaders
The Grow Your Business and Grow Your Wealth podcast with Gary Heldt
Episode 113 Steven Sless President of The Steven J. Sless Group of Primary Residential Mortgage, Inc. National Reverse Mortgage Leaders
Steven J. Sless has nearly 20 years of mortgage industry experience, including 13 years devoted to reverse mortgages. He also is one of the only mortgage professionals to have earned the CLTC®: Certified Long-Term Care designation, demonstrating that he also has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road.

Before joining Primary Residential Mortgage, Inc. (PRMI) in 2019, he served as a Top Producing Loan Originator for Maverick Funding Corp, Branch Director for Home Point Financial, and National Reverse Mortgage Director for US Mortgage Corp.

After starting his tenure at PRMI as Reverse Mortgage Division Manager, he opened The Steven J. Sless Group of PRMI, the Company’s first consumer-direct retail branch dealing exclusively with reverse mortgages.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Steven Sless about reverse mortgages.
Here are some of the beneficial topics covered on this week’s show:
Understanding how reverse mortgages can help during soaring inflation and high cost of goods.
Explanation of the various types of reverse mortgages available
The importance to have a customized and tailored goal for your needs.
How safeguards and regulations have changed over the last 30 days.
Facts and not myths about reverse mortgages.

Connect with Guests Name:
Website: https://thestevenjslessgroup.com/
Twitter: https://twitter.com/morewithsless
Instagram: https://www.instagram.com/morewithsless/?hl=en
Facebook: https://www.facebook.com/morewithsless
LinkedIn: https://www.linkedin.com/company/reversemortgage/

Connect with Gary:

Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices
30 min
September 28, 2022Episode 112: Crystal Caruthers, The Grow Your Business and Grow Your Wealth podcast with Gary Heldt
The Grow Your Business and Grow Your Wealth podcast with Gary Heldt
Episode 112 Crystal Caruthers
Crystal began investing in real estate in 2004 and became a full-time investor in 2013, wanting to build her business while at home with her small children.

She, her husband, and partner Steve began aggressively building a single-family rental portfolio using creative real estate by marketing directly to homeowners. They embraced all aspects of investing, buying as many “ugly” houses as possible to keep as rentals, flipping houses, selling homes with financing or lease options, and wholesaling.

Through the years, they also built up a money lending business and their own property management company and served as mentors to many of their local investors. Eventually, they began transitioning away from single-family homes to much larger properties.

Today, Crystal focuses on Chromis Capital LLC, bringing her off-market acquisition skills to a new asset class, working with passive investors to help them invest in large multi-family and commercial properties.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Crystal Caruthers sharing her story of building generational wealth
Here are some of the beneficial topics covered on this week’s show:
How time, patience, and hard work helped build their business
The importance of understanding cash flow in commercial real estate
Why Crystal focuses on helping mentor others in acquiring properties.
Looking to become a landlord? Why you should hire a professional manager.
How her young children became property owners at 10 and 12 years old.

Connect with Guests Name:
https://www.chromiscapital.com
https://www.okcashhomebuyers.com
https://www.facebook.com/groups/okcmf
LinkedIn:https://www.linkedin.com/in/crystal-caruthers/

Connect with Gary:

Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices
35 min
September 21, 2022 Episode 111: with Guest Attorney Candace Dellacona on the importance of asset protection.
Grow Your Business Grow Your Wealth Podcast Show Notes

The Grow Your Business and Grow Your Wealth podcast with Gary Heldt
Episode 111 Attorney Candance Dellacona

For the last 20 years, Offit Kurman Principal Candace Dellacona has focused her law practice on Estate Planning, Asset Protection Planning, Elder Law, Estate Administration, Special Needs Planning and advocacy.

Ms. Dellacona maintains a robust Elder Law practice in which she advises families whose loved ones require long-term care while protecting their life savings. As an advocate for the elderly, Candace strives to assist her clients in remaining independent for as long as possible and living their remaining years in comfort and dignity.

Ms. Dellacona also works closely with families to navigate the complicated probate and estate administration process to ensure that a loved one’s estate is administered efficiently and properly.

Listen to this informative Grow Your Business and Grow Your Wealth.
Podcast Episode 111 with Guest Attorney Candace Dellacona on the importance of asset protection.

Here are some of the beneficial topics covered on this week’s show:
●     Don't assume a will addresses all your asset protection needs.
●     Why a Will necessitates probate.
●     Common mistakes people make before speaking to an estate planning attorney.
●     Having a difficult conversation about death is essential to protecting your family.
●     Why you should regularly update your documents.

Connect with Guests Name:
Website: https://www.offitkurman.com/
Twitter: https://twitter.com/OffitKurmanLaw
Instagram: https://www.instagram.com/offit_kurman/
Facebook: https://www.facebook.com/offitkurman
LinkedIn: https://www.linkedin.com/company/offit-kurman-p-a-

Connect with Gary:

Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

Learn more about your ad choices. Visit megaphone.fm/adchoices
27 min
September 14, 2022Episode 109: Ron Saharyan, Co-Founder– Profit First Professionals
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
37 min
September 07, 2022 Episode 108 Chris Hurn, CEO of Fountainhead
Grow Your Business Grow Your Wealth with Gary Heldt Episode 109 Chris Hurn
Chris Hurn is the founder and CEO of Fountainhead and has more than 23 years of leadership experience in the commercial lending industry, specifically with SBA loan programs.
Hurn and his team have collectively closed over $28.81 billion worth of projects (including many for fellow YPOers), making them one of the most experienced teams in commercial lending to owners of small-to-midsized businesses.

Listen to this informative Grow Your Business Grow Your Wealth episode with Chris Hurn about SBA - Small Business Administration loans, business acquisitions, business and debt refinances, capital loans, leasehold improvements, and more.
Here is what to expect on this week’s show:
●     Understanding the many loans offered by the SBA
●     The difference between Fountainhead and your banking institute.
●     Learn the benefit of an SBA loan compared to a bank loan.
●     The common mistakes that business owners make when looking for loans.
●     Discussion on starting a business or purchasing an existing business.

Connect with Guest: Chris Hurn
Links Mentioned: https://www.fountainheadcc.com/

https://www.fountainheadcc.com/
●    https://www.linkedin.com/company/fountainhead-commercial-capital/
●    https://twitter.com/Fountainhead504
●    https://www.instagram.com/fountainhead504/
●    https://www.facebook.com/Fountainhead504/
●    https://www.linkedin.com/in/chrishurn/

Learn more about your ad choices. Visit megaphone.fm/adchoices
41 min
August 31, 2022 Episode 106 Irene de Jesus of the de Jesus Law Group
Show Notes

The Grow Your Business and Grow Your Wealth podcast with Gary Heldt
Episode 106 Irene de Jesus of the de Jesus Law Group
Legal life planning for Families and Businesses helps protect family assets while preserving family legacies.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Attorney Irene de Jesus of the de Jesus Law Group.
Here are some of the beneficial topics covered on this week’s show:
●     From critical nurse to estate planning law
●     Elder law planning is state specific.
●     Why you should not DIY your estate planning.
●     Understand elder law planning and how it will protect your assets.
●     Learn why elder care and estate planning are like peanut butter and jelly.

Connect with Irene de Jesus
Website: https://www.dejesuslawgroup.com/
Instagram: https://www.instagram.com/dejesuslawgroup/?hl=en
Facebook: https://www.facebook.com/dejesuslawgroup
LinkedIn: https://www.linkedin.com/company/de-jesus-law-group-llc/
LinkedIn for Irene:
https://www.linkedin.com/in/irene-de-jesus-8781b06b/

Connect with Gary:

Website: sbadvisors.cc/
Facebook: facebook.com/SmallBusinessAdvisors
LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

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

About Grow Your Business and Grow Your Wealth

From the publisher's feed

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…