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Grow Your Business and Grow Your Wealth

Gary Heldt
Grow Your Business and Grow Your Wealth
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674 episodes

  • Grow Your Business and Grow Your Wealth

    Episode 334: When Success No Longer Feels Successful

    08/19/2026 | 30 mins.
    What happens when the success you worked so hard to achieve no longer feels like success?

    Becca Pearce had built an impressive executive career in healthcare and public service when two major events changed her direction. First, she experienced a highly public professional setback. Then, just 14 months later, she was diagnosed with a benign brain tumor that required major surgery and an extensive recovery.

    After returning to work, Becca faced a deceptively simple decision: attend an important executive meeting or put her daughter on the school bus. That moment forced her to confront what she truly valued and whether the life she had built still reflected those priorities.

    Today, Becca is the President of Extend Coaching & Consulting, an executive coach, growth strategist, and author of You Don’t Have to Achieve to Be Loved. She helps business owners and leaders step out of the weeds, make confident decisions, navigate change, and build businesses that support meaningful lives.

    Gary and Becca discuss why vulnerability creates trust, how founders become bottlenecks in their own companies, when to outsource or delegate, why overwhelm must be examined rather than accepted, and how coaching gives business owners an unbiased place to think strategically.

    In This Episode, You Will Learn
    Why professional achievement does not automatically create personal fulfillment
    How vulnerability can make leaders more trustworthy and relatable
    Why business owners must promote themselves into the CEO role
    How to decide which responsibilities should be delegated or outsourced
    Why overwhelm is usually several different emotions competing for attention
    How coaching can reduce indecision and save business owners time
    Why work-life integration is more realistic than perfect balance
    How to align today’s priorities with the legacy you want to leave
    Guest Bio

    Becca Pearce is the President of Extend Coaching & Consulting, an executive coach, growth strategist, inspirational speaker, and author of You Don’t Have to Achieve to Be Loved.

    A former CEO and healthcare executive, Becca was appointed to lead Maryland’s Health Benefit Exchange during the O’Malley administration. Following a highly public professional setback and a life-changing brain tumor diagnosis, she began reconsidering everything she believed about success, leadership, and happiness.

    Today, Becca helps business owners, executives, and professionals navigate change, strengthen their leadership, make confident decisions, and create businesses and lives that reflect what truly matters to them.

    Guest Links
    Learn more about Becca’s personal executive coaching, speaking, and book:

    MoreBeccaPearce.com
    You Don’t Have to Achieve to Be Loved
    Extend Coaching & Consulting
    Connect with Becca on LinkedIn
    Email: rpearce@extendcoach.com

    Listen to Grow Your Business & Grow Your Wealth:

    Connect with Gary on LinkedIn: Gary D. Heldt, Jr., CPA | LinkedIn

    Apple Podcasts
  • Grow Your Business and Grow Your Wealth

    Bonus: Your Investment Property Is a Business

    08/14/2026 | 27 mins.
    A property may look like the perfect investment, but unexpected repairs, poor tenants, weak planning, or the wrong financing can quickly turn an opportunity into an expensive lesson.

    In this episode of Grow Your Business & Grow Your Wealth, guest host Sandra Bempah of Sandy Financial Solutions speaks with Jeremy Rodriguez, Broker and Owner of D.A.R.E. Realty. Jeremy explains why investors must stop looking at property as an emotional purchase and start managing it as a business.

    They discuss deal evaluation, financing options, cash-flow planning, collaboration, mentorship, legacy planning, and why a good real estate professional should sometimes tell an investor no.

    In This Episode

    Why every investment property should be treated like a business
    How emotion can interfere with sound real estate decisions
    Why there is no such thing as the perfect real estate deal
    The importance of budgeting for unexpected repairs and expenses
    How education, collaboration, and mentorship can help investors avoid costly mistakes

    About Jeremy Rodriguez

    Jeremy Rodriguez is the Broker and Owner of D.A.R.E. Realty, which stands for Dream Achievers Real Estate. Based in Northeast Ohio, Jeremy works with real estate investors, buyers, and sellers, with a particular focus on investment properties, mentorship, and long-term wealth building.

    Jeremy is also President of the Lake Erie Landlord Association, also known as the Lake Erie Real Estate Investors Association, where investors at every experience level come together for education, collaboration, and professional development.

    Connect With Jeremy Rodriguez

    Website: https://darerealtyneo.com/

    Email: jeremysellsdreams@gmail.com

    Phone: 216-287-1766

    Lake Erie Real Estate Investors Association: https://www.lelaohio.com/

    Connect With Guest Host Sandra Bempah

    Sandy Financial Solutions

    Email: sandyfinancialsolutions@gmail.com

    Listen to Grow Your Business & Grow Your Wealth

    https://podcasts.apple.com/us/podcast/grow-your-business-and-grow-your-wealth/id1521874291

    If you found value in this episode, follow the podcast, leave a review, and share it with someone who wants to make smarter real estate and financial decisions.

    Disclaimer: This episode is for educational purposes only and does not constitute real estate, legal, tax, lending, or investment advice. Consult qualified professionals before acting on any strategy discussed.
  • Grow Your Business and Grow Your Wealth

    Episode 333: Funding Real Estate Deals With Private Money

    08/12/2026 | 25 mins.
    What happens when the bank suddenly eliminates your line of credit and you still have profitable real estate deals waiting to close?

    Jay Conner, known as The Private Money Authority, joins Gary Heldt to explain how losing his bank funding during the 2009 financial crisis led him to discover private money. Within 90 days, Jay raised more than $2.1 million without relying on banks, mortgage companies, or hard money lenders.

    Jay shares how real estate investors can educate potential private lenders, structure secured lending opportunities, and fund both property purchases and renovations. He also explains why investors should never lead with a desperate pitch for money and how private funding can provide greater confidence when making offers.

    Listeners will learn:
    How private money differs from banks and hard money lenders
    Why investors should offer an opportunity instead of pitching a deal
    How promissory notes and real estate collateral protect private lenders
    Why Jay limits borrowing to 75% of the property’s after-repaired value
    How self-directed retirement accounts may be used to fund real estate deals

    About Jay Conner

    Jay Conner is known as The Private Money Authority. Since 2003, he has flipped and rehabbed more than 500 homes in Eastern North Carolina, completed over $118 million in real estate transactions, and helped more than 2,000 investors learn how to fund deals using private money.

    After losing his bank line of credit in 2009, Jay raised more than $2.1 million in private money in just 90 days. He has since developed a repeatable funding system that allows him to operate a seven-figure real estate business while working fewer than 10 hours a week.

    Gifts and Resources From Jay

    Ready to learn more about funding real estate deals without depending on traditional lenders? Jay is offering three resources to Gary’s listeners:

    Download Jay’s Curiosity Opener Script
    Learn how to begin conversations with potential private lenders:
    https://jayconner.com/scripts
    Request Jay’s Book, Where to Get the Money Now
    Receive the book at no cost, with shipping and handling required:
    https://jayconner.com/book
    Attend the Private Money Conference
    Learn how to raise private money, locate real estate deals, and tour active rehabilitation projects. Gary’s listeners can attend with a $97 seat-registration fee:
    https://jayconner.com/event

    Website: https://jayconner.com
    Phone: 252-808-2927
  • Grow Your Business and Grow Your Wealth

    Episode 332: Why Profitable Businesses Keep Overpaying Taxes

    08/05/2026 | 28 mins.
    Is your accountant preparing your taxes or actively helping you reduce them?

    In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Boris Musheyev, CPA, Certified Tax Strategist, and founder of BORISMTAX, about why profitable business owners often pay more in taxes than necessary.

    Boris explains the critical difference between tax preparation and proactive tax planning, when a growing business should begin working with a tax advisor, and why the advisor who helped when you launched may not have the experience required for your current income level.

    They also discuss how business owners can evaluate a tax advisor, why professional designations alone do not guarantee strategic expertise, and how year-round planning can uncover legal tax-saving opportunities before it is too late to use them.

    Key Takeaways
    ✓ Why tax preparation and tax planning are two entirely different services.
    ✓ When reaching approximately $100,000 in net profit should trigger a tax-strategy conversation.
    ✓ How business owners can outgrow the accountant who served them during their early years.
    ✓ What to examine before trusting a tax advisor with advanced strategies.
    ✓ Why midyear planning and year-end projections are essential for reducing taxes legally.

    About Boris Musheyev

    Boris Musheyev is a CPA, Certified Tax Strategist, and founder of BORISMTAX, a tax planning and advisory firm serving entrepreneurs and business owners across the United States. His firm specializes in helping profitable businesses use proactive, legal tax strategies to reduce their tax liability and retain more of what they earn. Boris is also the host of the Tax Reduction Podcast, and BORISMTAX has been recognized on the Inc. 5000 list for two consecutive years.

    Connect With Boris Musheyev

    Website: https://borismtax.com

    Free Tax Strategy Training: https://save100k.com

    Email: support@borismtax.com

    Phone: 212-430-6881

    Podcast: Tax Reduction Podcast

    LinkedIn: Boris Musheyev, CPA
  • Grow Your Business and Grow Your Wealth

    Bonus: The Real Cost of Owning Property

    07/31/2026 | 37 mins.
    Where Real Estate Investors Lose Money

    Real estate investors often focus on purchase price, rental income, and appreciation while overlooking the expenses that quietly reduce their returns.

    Guest host Ken May talks with Sam Yang, owner of Overline IQ, about cost segregation, insurance expenses, ownership structures, excessive leverage, and the importance of planning before purchasing a property. Sam explains how investors can identify financial inefficiencies, protect their cash flow, and make decisions based on real numbers rather than emotion.

    5 Key Takeaways
    Taxes and insurance are two of the most overlooked expenses affecting real estate returns.
    Cost segregation may allow qualifying property components to be depreciated more quickly.
    Renovations and partial asset disposition can create tax opportunities investors frequently miss.
    Proper ownership structures may help separate liability between properties and protect other assets.
    Successful investors forecast cash flow, prepare for unexpected expenses, and avoid becoming overleveraged.

    Connect With Sam Yang

    Website: https://overlineiq.com
    Email: sam@overlineiq.com
    Phone: 401-339-7930

    Connect with Ken May on LinkedIn: https://www.linkedin.com/in/kenmaymoney/

    This episode is for educational purposes and does not constitute individualized tax, legal, insurance, or investment advice.
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About Grow Your Business and Grow Your Wealth
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.
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