Grow Your Business and Grow Your Wealth

By Gary HeldtBusiness Entrepreneurship Management

Grow Your Business and Grow Your Wealth episodes

March 02, 2022EP 085 Justin Nabity, Founder and CEO – Physicians Thrive
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/

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39 min
February 23, 2022EP 084: 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/

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37 min
February 16, 2022EP 083 Ryan Reiffert, Lawyer – The Law Offices of Ryan Reiffert PLLC
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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28 min
February 09, 2022EP 082 Paul Donovan, Attorney, CPA, estate developer – Donovan Legal PLLC
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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31 min
February 02, 2022EP 081 Eunicia Peret, Founder and CEO – Empowered Financial Planner
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
28 min
January 26, 2022EP 080: Jeremy Britton, CFO – Boston Trading
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/

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37 min
January 19, 2022EP 079 Seth Greene, Founder and CEO – How to Find Money For College
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
27 min
January 12, 2022EP 078 Gil Baumgarten – Founder and CEO of Segment Wealth Management
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
29 min
January 05, 2022EP 077 Brett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax Solutions
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
35 min
December 29, 2021EP 076 Eric Proos, P.C, Lawyer – EJP Law
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
33 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…