Grow Your Business and Grow Your Wealth
Grow Your Business and Grow Your Wealth

Grow Your Business and Grow Your Wealth

Gary Heldt

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Episodes

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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 planning for college, or an individual looking to improve your life, Gary is the expert for you.Guests on the podcast will chat with Gary and share their secrets to build a better financial foundation for your business and your life. Tune in for informative conversation about keeping your finances organized and not wasting your well-earned money.

Recent Episodes

Episode 321: Empowered Money & the Business Owner’s Path to Freedom
MAY 20, 2026
Episode 321: Empowered Money & the Business Owner’s Path to Freedom
<p>Can your business run without you, or do you simply own a very demanding job?</p><p><br></p><p>In this episode of <em>Grow Your Business &amp; Grow Your Wealth</em>, Gary Heldt sits down with Alan Franks, founder of the Business Planning Institute and author of <em>Empowered Money</em>. Alan shares why many entrepreneurs get trapped inside the businesses they build, how business owners can create real financial freedom, and why your company should be treated as a valuable asset, not just a paycheck.</p><p><br></p><p>Alan also breaks down the “Italy Test,” the importance of liquidity, smart debt, better business systems, and why every business owner needs a strong professional team. This conversation is honest, practical, and packed with advice for owners who want their business to work for them, not consume them.&nbsp;</p><p><br></p><p><strong>Key Takeaways:</strong></p><p>→ Your business should create personal wealth, not just income.&nbsp;</p><p>→ If you cannot leave for two to three weeks without losing income or facing chaos, your business may not pass the “Italy Test.”&nbsp;</p><p>→ Business owners need systems, checklists, and SOPs so the company can operate without everything living in their head.&nbsp;</p><p>→ Liquidity matters because it gives business owners safety, options, and the ability to act when opportunities appear.&nbsp;</p><p>→ Every business owner should rank their accountant, attorney, banker, financial advisor, and other professionals from one to ten. Weak advisors hold the business back.&nbsp;</p><p>→ Entrepreneurship is not always freedom. Without structure, it can become another form of being trapped.&nbsp;</p><p><br></p><p><strong>Quote:</strong></p><p>“Until then, you just own a job.”&nbsp;</p><p><br></p><p><strong>Connect with Alan Franks:</strong></p><p>Visit the Business Planning Institute: <a href="https://thebusinessplanninginstitute.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(103, 176, 249);">https://thebusinessplanninginstitute.com/</a></p><p>Learn more about <em>Empowered Money</em>: <a href="https://empowered-money.com/" rel="noopener noreferrer" target="_blank" style="color: rgb(103, 176, 249);">https://empowered-money.com/</a></p><p><br></p><p><strong>Connect with Gary Heldt:</strong></p><p>Visit Gary Heldt's website at <a href="https://www.sbadvisors.cc/" rel="noopener noreferrer" target="_blank" style="color: rgb(103, 176, 249);">https://www.sbadvisors.cc/</a></p><p>Connect with Gary on LinkedIn: <a href="https://www.linkedin.com/in/gary-d-heldt-jr/" rel="noopener noreferrer" target="_blank" style="color: rgb(103, 176, 249);">https://www.linkedin.com/in/gary-d-heldt-jr/</a></p><p><br></p><p>&nbsp;🎧 Like what you hear? Follow, like, and subscribe to <em>Grow Your Business &amp; Grow Your Wealth</em> so you never miss an episode designed to help you grow smarter and faster.</p>
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45 MIN
Episode 320: What Smart Investors Look For Before Backing A Business
MAY 13, 2026
Episode 320: What Smart Investors Look For Before Backing A Business
<p>What if the biggest threat to your business is growing too fast?</p><p><br></p><p>This week on <em>Grow Your Business &amp; Grow Your Wealth</em>, host Gary Heldt sits down with franchise powerhouse Terry Blachek, Managing Director at Franvest Capital Partners and one of the original partners behind Orangetheory Fitness.</p><p><br></p><p>With more than 35 years of experience scaling brands, building teams, leading sales and marketing, and making investment decisions, Terry shares the lessons that helped turn a bold boutique fitness concept into a global powerhouse with more than 1,500 locations across 23 countries.</p><p><br></p><p>From evaluating unit economics and solving real customer problems to building advisory boards and avoiding costly growth mistakes, this episode is packed with real world advice for entrepreneurs, franchise owners, investors, and business leaders ready to scale smarter.&nbsp;</p><p><br></p><p><strong>In this episode, you will discover:</strong></p><p>→ Why the best businesses solve problems, not just sell products.</p><p>→ The three things Terry looks at before investing in any company.</p><p>→ Why undercapitalization quietly kills great businesses.</p><p>→ How poor systems can destroy fast growth.</p><p>→ Why documented processes are critical before opening location number two.</p><p>→ The exact makeup of a powerful personal advisory board.</p><p>→ How confidence grows when you surround yourself with the right people.</p><p>→ Why perspective may be one of your greatest leadership tools.</p><p><br></p><p><strong>About Our Guest</strong></p><p><br></p><p>Terry Blachek is Managing Director at Franvest Capital Partners and a veteran fitness and franchise executive with more than 35 years of experience scaling businesses. As an original partner of Orangetheory Fitness, Terry helped shape the company’s signature pre sale model and later built Austin Fitness Group into one of the largest franchise groups in the system. Today he continues to influence brands as an investor, keynote speaker, advisor, and host of <em>Tuesday with Terry</em>, now more than 100 episodes strong.</p><p><br></p><p><strong>Connect With Terry</strong></p><p>Connect with Terry Blachek on LinkedIn:</p><p><a href="https://www.linkedin.com/in/terry-blachek-78431a174/" rel="noopener noreferrer" target="_blank" style="color: rgb(103, 176, 249);">https://www.linkedin.com/in/terry-blachek-78431a174/</a></p><p><br></p><p>Listen to <em>Tuesday with Terry</em> on Apple, Spotify, and major podcast platforms.</p><p><br></p><p>🎧 Like what you hear? Follow, like, share, and subscribe to <em>Grow Your Business &amp; Grow Your Wealth</em> so you never miss conversations designed to help you grow smarter, scale stronger, and build lasting wealth.</p><p><br></p><p>Visit Gary Heldt's website at <a href="https://www.sbadvisors.cc/" rel="noopener noreferrer" target="_blank" style="color: rgb(103, 176, 249);">https://www.sbadvisors.cc/</a></p><p><br></p><p>Connect with Gary on LinkedIn: <a href="https://www.linkedin.com/in/gary-d-heldt-jr/" rel="noopener noreferrer" target="_blank" style="color: rgb(103, 176, 249);">https://www.linkedin.com/in/gary-d-heldt-jr/</a></p><p><br></p>
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22 MIN
Bonus: Hidden Tax Risks Hurting Growth
MAY 8, 2026
Bonus: Hidden Tax Risks Hurting Growth
<p><strong>What hidden tax risks could be quietly threatening your business growth?</strong></p><p><br></p><p>On this episode of&nbsp;<em>Grow Your Business &amp; Grow Your Wealth,</em>&nbsp;guest host Jack Reeder sits down with Brian Weaver, CPA, MBA, a tax technology consultant with deep expertise in transaction taxes, automation, compliance systems, and digital transformation.</p><p><br></p><p>This is not a conversation about boring tax forms.</p><p>It is a conversation about risk, growth, systems, and why many business owners do not realize they may have exposure until an audit, penalty, or costly mistake forces attention.</p><p><br></p><p>Brian shares fascinating stories, including how businesses have been put out of business by missing multistate tax obligations, why the 2018 Wayfair ruling changed everything, and how automation and AI are reshaping tax strategy for the future.</p><p><br></p><p>If you think taxes are just something your accountant handles once a year, think again.</p><p><br></p><p><strong>In this episode:</strong></p><p>→ Why the biggest tax risks are often hiding in ordinary business activity.</p><p>→ How the Wayfair decision changed compliance for businesses in every state.</p><p>→ The costly mistakes companies make by relying on outdated processes.</p><p>→ How automation and AI are transforming tax management.</p><p>→ Why “that’s how we’ve always done it” can become an expensive habit.</p><p>→ What every business owner needs to know about where they are doing business and the risks that creates.</p><p><br></p><p><strong>Memorable quote from Brian Weaver:</strong></p><p><br></p><p><em>"Know where you're doing business, how you're doing business, and the potential implications of not doing the right thing."</em></p><p><br></p><p>That is not just tax advice. It is business survival advice.</p><p><br></p><p>This episode makes a compelling case that good tax strategy is not defensive. It is a competitive advantage.</p><p><br></p><p>Listen in and discover why protecting wealth often starts with asking better questions.</p><p><br></p><p>Connect with Brian Weaver on LinkedIn:&nbsp;<a href="https://www.linkedin.com/in/brian-weaver-cpa-mba-a22510/" rel="noopener noreferrer" target="_blank" style="color: var(--color-blue);">https://www.linkedin.com/in/brian-weaver-cpa-mba-a22510/</a></p><p><br></p><p><strong>For more information on Guest Host:</strong></p><p>Jack W. Reeder, CLU®, ChFC®</p><p>Chartered Financial Consultant</p><p>978-335-2267</p><p><br></p><p><br></p><p>🎧&nbsp;<strong>Like what you hear?</strong>&nbsp;Follow, like, and subscribe to&nbsp;<em>Grow Your Business &amp; Grow Your Wealth</em>&nbsp;so you never miss an episode designed to help you grow smarter and faster.</p><p><br></p><p><br></p><p>Connect with Gary:&nbsp;<a href="https://www.sbadvisors.cc/" rel="noopener noreferrer" target="_blank" style="color: var(--color-blue);">https://www.sbadvisors.cc/</a></p><p>Connect with Gary on LinkedIn:&nbsp;<a href="https://www.linkedin.com/in/gary-d-heldt-jr/" rel="noopener noreferrer" target="_blank" style="color: var(--color-blue);">https://www.linkedin.com/in/gary-d-heldt-jr/</a></p><p><br></p>
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28 MIN
Episode 319: The Missing Secret To Success
MAY 6, 2026
Episode 319: The Missing Secret To Success
<p>What if the real secret to success was never missing… just incomplete?</p><p><br></p><p>In this powerful episode of&nbsp;<em>Grow Your Business &amp; Grow Your Wealth,</em>&nbsp;John Mitchell shares how discovering the “other half” of Think and Grow Rich transformed his income, mindset, and life.</p><p><br></p><p>At age 50, John realized his results were not matching his potential. After immersing himself in the world’s most famous success book, he uncovered what he calls the missing secret and created a 12 minute daily practice built on neuroscience, subconscious rewiring, and what he calls the science of leveraging yourself.</p><p><br></p><p>Today, that methodology is taught at University of Texas McCombs School of Business and used with elite athletic coaches and entrepreneurs seeking a serious edge.</p><p><br></p><p><strong>Summary</strong></p><p>This conversation goes far beyond motivation. Gary and John explore why most people are operating on autopilot, why daily unconscious habits drive outcomes, and how clarity paired with repetition can dramatically change performance.</p><p><br></p><p>John explains how a simple 12 minute daily habit helped him increase his income 25 times, and why success may depend less on working harder and more on rewiring how you think.</p><p><br></p><p><strong>Key Takeaways</strong></p><p>→ The full secret of&nbsp;<em>Think and Grow Rich</em>&nbsp;and what John believes most readers miss</p><p>→ Why 95 percent of daily thoughts and actions may be unconscious</p><p>→ How a 12 minute daily habit can help rewire your internal autopilot</p><p>→ Two scientific principles John says can unlock massive achievement</p><p>→ How his AI driven framework personalizes success for each individual</p><p>→ Why high achievers need an edge and how to create one</p><p><br></p><p><br></p><p>&nbsp;“What you envision in detail, with emotion on a daily basis is what shows up in your life.”&nbsp;- John Mitchell</p><p><br></p><p><br></p><p><strong>Special Gift From John</strong></p><p>John is offering listeners a&nbsp;<strong>free 9 minute video</strong>&nbsp;explaining the missing secret, the science behind his method, and how his success template works.</p><p><br></p><p>Visit:&nbsp;<a href="https://themissingsecret.org/" rel="noopener noreferrer" target="_blank" style="color: var(--color-blue);"><strong>https://themissingsecret.org/</strong></a></p><p><br></p><p>Watch the free training and, if it resonates, explore his book</p><p>&nbsp;<em>The Missing Secret of the Legendary Book Think and Grow Rich.</em></p><p><br></p><p><br></p><p><strong>Connect With John Mitchell</strong></p><p>Connect with John on LinkedIn</p><p>Visit&nbsp;<a href="https://themissingsecret.org/" rel="noopener noreferrer" target="_blank" style="color: var(--color-blue);">https://themissingsecret.org/</a></p><p><br></p><p><br></p><p><strong>Connect With Gary Heldt</strong></p><p>Visit Gary Heldt's website at&nbsp;<a href="https://www.sbadvisors.cc/" rel="noopener noreferrer" target="_blank" style="color: var(--color-blue);">https://www.sbadvisors.cc/</a></p><p>Connect with Gary on LinkedIn:&nbsp;<a href="https://www.linkedin.com/in/gary-d-heldt-jr/" rel="noopener noreferrer" target="_blank" style="color: var(--color-blue);">https://www.linkedin.com/in/gary-d-heldt-jr/</a></p><p><br></p><p><br></p><p>If this episode sparked something for you, follow the show, share it with another entrepreneur, and leave a review. It helps more business owners find conversations like this.</p><p><br></p>
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42 MIN
Episode 318:  Franchise Myths That Cost You
APR 29, 2026
Episode 318: Franchise Myths That Cost You
<p><strong>What if the biggest risk in franchising isn’t the business… but how you choose it?</strong></p><p><br></p><p>Franchising is often misunderstood, and that misunderstanding can cost entrepreneurs time, money, and freedom. In this episode, Gary Heldt sits down with Kimberley J. Daly, a nationally recognized franchise consultant and business coach, to break down what really matters when evaluating a franchise opportunity.</p><p><br></p><p>With more than two decades of experience, Kimberley has helped thousands of entrepreneurs move from curiosity to confident ownership. She shares the truth about franchising, the costly mistakes people make, and why mindset plays a bigger role in success than most people realize.</p><p><br></p><p>This conversation goes beyond strategy and into the psychology of ownership, helping you understand how to choose the right business and build long term wealth the smart way.</p><p><br></p><p><strong>🔑 Key Takeaways</strong></p><p><br></p><p>&nbsp;→ Most people choose a business emotionally and ignore financial reality</p><p>&nbsp;→ You do not need a million dollars to invest in a franchise</p><p>&nbsp;→ Franchising is not just food and retail, there are far more options</p><p>&nbsp;→ The right franchise is about outcomes, not the product itself</p><p>&nbsp;→ 97 percent of franchises are not worth your investment today&nbsp;</p><p>&nbsp;→ Success comes from combining strategy with mindset, not just systems</p><p>&nbsp;→ Time freedom, financial freedom, and control are the real goals of ownership</p><p><br></p><p><strong>💬 Quote Worth Sharing</strong></p><p><br></p><p>“People don’t really want the business. What they want is the time freedom, the money freedom, and the control.”&nbsp;</p><p><br></p><p><strong>🔗 Connect with Kimberley J. Daly</strong></p><p><br></p><p>Visit:&nbsp;<a href="https://www.thedalycoach.com/" rel="noopener noreferrer" target="_blank" style="color: var(--color-blue);">https://www.thedalycoach.com</a></p><p><br></p><p><br></p><p><strong>🔗 Connect with Gary Heldt</strong></p><p><br></p><p><br></p><p>Visit Gary Heldt's website at&nbsp;<a href="https://www.sbadvisors.cc/" rel="noopener noreferrer" target="_blank" style="color: var(--color-blue);">https://www.sbadvisors.cc/</a></p><p>Connect with Gary on LinkedIn:&nbsp;<a href="https://www.linkedin.com/in/gary-d-heldt-jr/" rel="noopener noreferrer" target="_blank" style="color: var(--color-blue);">https://www.linkedin.com/in/gary-d-heldt-jr/</a></p>
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28 MIN