Grow Your Business and Grow Your Wealth

By Gary HeldtBusiness Entrepreneurship Management

Grow Your Business and Grow Your Wealth episodes

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

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40 min
May 04, 2022EP 094 Matthew Erskine, managing partner – Erskine & Erskine LLC
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:
Why “a will is a photograph and a trust is a movie”
The challenges he faced with clients due to changes like the pandemic
Why “something is better than nothing” when creating your estate plan
What a power of attorney is and the role it plays
What clients can do to make the process easier

Enjoy the show!

Connect with Matthew:

Website: www.erskineco.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
29 min
April 27, 2022EP 093 Sabrina Shaheen Cronin, Founder – The Cronin Law Firm
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/

Learn more about your ad choices. Visit megaphone.fm/adchoices
32 min
April 20, 2022EP 092 Carmen Rosas, Founder – Carmen Rosas Law
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/

Learn more about your ad choices. Visit megaphone.fm/adchoices
32 min
April 13, 2022EP 091 Jack Hales, Founding partner – Hales & Sellers PLLC
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/

Learn more about your ad choices. Visit megaphone.fm/adchoices
32 min
April 06, 2022EP 090 Jeremy Keil, Financial planner – Keil Financial Partners
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/

Learn more about your ad choices. Visit megaphone.fm/adchoices
20 min
March 30, 2022EP 089 Tyson Koska, Founder – OnTrajectory
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
32 min
March 23, 2022EP 088 Rasha Ingratta, Mortgage broker – Shop Mortgages.Ca
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/

Learn more about your ad choices. Visit megaphone.fm/adchoices
28 min
March 16, 2022EP 087 Chris Ward, Founder – EntryPoint Wealth Management
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
31 min
March 09, 2022EP 086 Charles Alexander, Founder – YourCharlesAlexander.com
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
35 min

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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…