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

Grow Your Business and Grow Your Wealth

Gary Heldt

Overview
Episodes

Details

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

Bonus:  How Outsourced Accounting Fuels Business Growth
JAN 9, 2026
Bonus: How Outsourced Accounting Fuels Business Growth
Are your financial reports helping you grow your business or just giving you a headache? In this episode of Grow Your Business & Grow Your Wealth, guest host Ken May sits down with Rusty Fulling, founder and president of Fulling Management & Accounting Inc., to unpack how small business owners can build a stronger financial foundation through outsourced accounting, fractional CFO services, and proactive tax strategy. Rusty shares real-world stories, practical insights, and a refreshing perspective on turning numbers into clarity, reducing stress, and creating true peace of mind for business owners. Key Takeaways→ Financial statements should tell a story, not just list numbers.→ Outsourced accounting and fractional CFO support help owners move from firefighting to planning.→ The balance sheet is just as important as the profit and loss statement.→ Trust is essential, but verification and internal controls protect your business.→ Clarity around your numbers leads directly to better decisions, more substantial profits, and better sleep. If you are ready to stop guessing and start making confident financial decisions, this episode is a must-listen.  Tune in now, and if your numbers still feel confusing, consider working with professionals who help translate data into strategy so you can keep growing your business and your wealth. Connect with Rusty on his website: https://www.fullingmgmt.com/about-us/rusty-fulling Learn more about your ad choices. Visit megaphone.fm/adchoices
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24 MIN
Bonus:  What Businesses Get Wrong About Cash Flow, Profit, & Exit Value
DEC 12, 2025
Bonus: What Businesses Get Wrong About Cash Flow, Profit, & Exit Value
What do the most successful entrepreneurs understand about money that struggling business owners never figure out? In this powerful episode of Grow Your Business and Grow Your Wealth, guest host Jack Reeder sits down with Phil Zuckerman, National Lead Faculty for Goldman Sachs 10,000 Small Businesses. Phil brings nearly fifty years of entrepreneurial experience and decades of mentoring business owners who want more than revenue. They want real wealth, real options, and a business that thrives long after they are done running it. Phil breaks down the difference between growth and value, why most entrepreneurs underprice themselves, the mindset shifts that separate founders who succeed from founders who burn out, and the surprising truth about cash flow versus profit. This conversation will challenge how you think about your business and provide a more straightforward path to long-term success. Key Takeaways→ Why most founders start with passion instead of financial literacy, and how that slows growth→ The surprising reason cash flow problems are often solved without raising capital→ The mindset upgrades every entrepreneur needs, including gratitude, risk tolerance, and self-awareness→ The fundamental difference between growing revenue and building a business that someone will buy→ Why pricing should always align with value and how undercharging often signals a confidence issue→ How to prepare your business for exit long before you think you need to Featured Quote from Phil“We exist because the customer gives us cash, but we live in the margin. That is what separates one business from another.” Listen and learn why margins, mindset, and mastery of your numbers determine the future of your business.  Subscribe, rate, and share this episode with another business owner who wants to build wealth, not just revenue. Connect with Phil on LinkedIn:   https://www.linkedin.com/in/philzuckerman Connect with Jack on LinkedIn Please share, like, and subscribe! Learn more about your ad choices. Visit megaphone.fm/adchoices
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37 MIN