Grow Your Business and Grow Your Wealth

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

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.

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

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

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.