Grow Your Business and Grow Your Wealth
207 episodes - English - Latest episode: 29 days ago -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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Episodes
Episode 199: Peter Kingma
June 12, 2024 04:00 - 32 minutesUnlock the Secrets of Cash Flow Management - Join Peter Kingma, former Ernest & Young employee and author of "Cash is King," as he reveals crucial strategies to master cash flow and avoid common financial pitfalls that many businesses face. 📖 In this enlightening episode, Peter Kingma discusses the fundamental importance of understanding and managing cash flow to prevent bankruptcy and ensure long-term business stability. Drawing on his personal experiences and extensive knowledge, Peter emp...
Episode 198: Neil Twa
June 05, 2024 04:00 - 33 minutesHow can small business owners navigate the complexities of digital marketing to achieve long-term success and wealth? 📜 Summary: Neil Twa's digital marketing journey began with an early passion for technology during the AOL era. Transitioning from a degree in music to a corporate career, Neil contributed to significant projects at Sprint and IBM. By 2012, he launched his own private label brand on Amazon, growing it into a seven-figure business within two years. Today, Neil leverages his ext...
Episode 197: Mickie Kennedy
May 29, 2024 04:00 - 26 minutesEver wondered how to make your press releases stand out and gain media attention? Mickie Kennedy, founder of eReleases, shares his expert insights and innovative strategies to revolutionize your approach to press releases. In this episode, Gary Heldt interviews Mickie Kennedy, founder and president of eReleases. Mickie shares his journey from a creative writing background to establishing a successful press release distribution company. He discusses the evolving landscape of press releases, e...
Episode 196: Matt Ohrt
May 22, 2024 04:00 - 29 minutesHow can self-funding change the healthcare landscape for employers and employees alike? Matt Ohrt, the co-founder of Self Fund Health and author of "Save Your Company," brings nearly 25 years of diverse industry experience to the table. He sheds light on how self-funding can revolutionize employer-driven healthcare. His insights provide a pathway for employers to take control of their healthcare expenses and improve employee benefits. This episode dives into the intricacies of self-funded he...
Episode 195: Christian Espinosa
May 15, 2024 04:00 - 25 minutes🎙️ Ever wondered what it takes to thrive in the high-stakes world of cybersecurity? Tune in as Christian Espinosa, former Air Force officer and CEO of Blue Coat Cyber, unveils his journey from military service to pioneering cybersecurity solutions. Christian Espinosa shares his inspiring transition from the Air Force to founding Blue Coat Cyber, a company at the forefront of medical device cybersecurity. He discusses overcoming professional challenges, emphasizing mental health, and the pass...
Episode 194: James and Bersabeh Ray
May 08, 2024 04:00 - 37 minutes"True wealth goes beyond material possessions—it's about what remains when all else is lost." – James and Bersabeh Ray In this episode of Grow Your Business & Grow Your Wealth, guests James and Bersabeh Ray delve into the principles of Harmonic Wealth Global, advocating for a comprehensive view of wealth that spans financial, relational, mental, physical, and spiritual well-being. They share their personal journey of overcoming severe challenges and how these experiences led them to redefine ...
Episode 193: Damon Burton
May 01, 2024 04:00 - 29 minutesWhat does it take to truly excel in the competitive world of SEO? Tune in as Damon Burton, founder and president of SEO National, shares his profound insights from 17 years of leading successful SEO campaigns. Discover why investing in quality SEO services is crucial for substantial business growth. 📝 Episode Summary: In this insightful episode, Damon Burton delves deep into the nuances of effective SEO strategies. With years of expertise, Damon explains the importance of aligning SEO strat...
Episode 192: Mark Murphy
April 24, 2024 04:00 - 25 minutesHow can you transform your financial strategy to build true wealth in an unpredictable market? In this insightful episode, Mark Murphy, the CEO of Northeast Private Client Group, is not just another financial expert – he's a strategic genius, a best-selling author, and a dynamic speaker who has earned his place as a leader in empowering entrepreneurs. Mark has gained widespread recognition as a key business strategist who has helped advise entrepreneurs with over $1 billion in assets. He has...
Episode 191: Justin Janowski
April 17, 2024 04:00 - 29 minutesHow can integrating faith into your sales strategy lead to more authentic and successful business interactions? In this episode, we delve into the transformative journey of a coach who has successfully blended faith and business ethics. His unique approach has created a coaching platform that not only empowers entrepreneurs but also inspires them to reach new heights. The discussion uncovers the art of asking probing questions to understand client needs, pre-framing sales calls to establish t...
Episode 190: Parker Pursell
April 10, 2024 04:00 - 22 minutes🎙️ How can the eQRP system revolutionize your approach to retirement planning and financial freedom? In this enlightening episode, Parker Pursell, an expert in the self-directed retirement industry, discusses the eQRP system's advantages. With a focus on empowering individuals to manage their retirement funds, Pursell advocates for a shift away from traditional retirement plans like 401Ks and Social Security, which he views as restrictive. He shares insights into alternative investment option...
Episode 189: Brittany Brewer
April 03, 2024 04:00 - 20 minutesHow can FreeUp revolutionize your business model with its unique freelancer hiring platform? Discover the power of FreeUp, a dynamic platform that connects businesses with a global network of freelancers. FreeUp offers a broad range of services, from marketing and bookkeeping to VA admin tasks, and provides a seamless solution for businesses looking to scale efficiently. With 24/7 support and a commitment to quality, it stands out as a top choice for flexible talent acquisition. 🌟 Key Takeawa...
Episode 188: Stephen Daigle
March 27, 2024 04:00 - 39 minutesHow do you unlock the potential of your future? Discover how Stephen Daigle, CEO of Bidmoni, is revolutionizing retirement planning for business owners, turning the complexities of savings and tax benefits into simplified, actionable strategies. Dive into a world where technology meets financial planning, ensuring every business owner can 'sell the dream' of a secure retirement for themselves and their employees." This enlightening episode explores the innovative intersection of technology ...
Episode 187: Jon Statham
March 20, 2024 04:00 - 26 minutesHow does music influence brand identity and customer perception? In this episode, Jon Statham, CEO of State of Harmony Music, discusses the integral role of music in branding and customer engagement. Jon's journey in music, from performing in various venues to crafting jingles and sonic branding for businesses, highlights the emotional power and strategic importance of music in marketing. He explains how tailored music enhances brand identity, evokes emotions, and connects with audiences on a...
Episode 186: Clay Risher
March 13, 2024 04:00 - 37 minutesHow does shifting your focus from earning to learning transform your career and personal growth? Join us as Clay Risher, Director – Business Development with TrueNorth Capital Partners LLC. Clay’s primary role is originating new business for TrueNorth’s Merger & Acquisition, Capital Raising, and Valuation service offerings. Clay shares his captivating journey from selling OEM relationships globally to embracing a life of continuous learning and self-discovery. In this episode, Clay Risher ta...
Episode 185: Scott Reib
March 06, 2024 05:00 - 30 minutes🎙️ Ever wondered how to bulletproof your business legally? In this episode of Grow Your Business & Grow Your Wealth with host Gary Heldt, we dive deep with guest Scott Reib, a seasoned legal professional. Scott shares his journey from a young legal enthusiast to becoming an advocate for having a business lawyer, akin to maintaining one's health with a trainer. He emphasizes the importance of building a shatterproof business foundation with the right advisors and legal documentation to prevent...
Episode 184: Richard Wagner
February 28, 2024 05:00 - 23 minutesHow can small businesses leverage government contracting to scale and succeed? In this enlightening episode of "Grow Your Business & Grow Your Wealth with Gary Heldt," guest Richard Wagner, CEO of RWCO, brings over 25 years of expertise, discussing the intricacies of government contracts for small businesses. Wagner sheds light on the essential steps for eligibility, the importance of a genuine self-assessment, and strategies for building credibility in this competitive space. The conversatio...
Episode 183: Krystyn Webb
February 21, 2024 05:00 - 34 minutes🎣 Are you protecting your intellectual property? Learn how to safeguard your ideas and innovations with expert advice from Kristyn Webb, an intellectual property law specialist. 📝 In this episode, Gary Heldt interviews Kristyn Webb, a Fishman Stewart law firm associate. Kristyn shares her journey into intellectual property law and discusses the importance of protecting intellectual property in the age of AI. She highlights the challenges and opportunities in patent and copyright protection...
Episode 182: Wayne Zell
February 14, 2024 05:00 - 31 minutesHow can entrepreneurs ensure a smooth and profitable exit from their business? Host Gary Heldt sits down with guest Wayne Zell, a seasoned lawyer and CPA who shares invaluable estate and business planning insights. He highlights the critical nature of early exit planning. Wayne Zell brings over four decades of experience in tax accounting and law, focusing on estate and business planning. He stresses the importance of entrepreneurs having a comprehensive exit plan, advising on working "on" t...
Episode 181: David Marra
February 07, 2024 05:00 - 31 minutes🌟 Are you ready to transform your investment strategies with technology? 🚀 David Marra discusses the impact of technology on investment management. He emphasizes using AI and machine learning to enhance financial strategies and the importance of risk management in investment, especially for retirement planning. Marra highlights how technology aids in building diversified portfolios for stable retirement income and explores the broader role of AI in business productivity and the global economy...
Episode 180: Sheila Slick
January 31, 2024 05:00 - 31 minutesWhat does it take to thrive in the ever-evolving world of manufacturing and technology? Discover the power of adaptability and continuous learning in entrepreneurship. Join Gary Heldt as he explores the dynamic entrepreneurial journey of Sheila Slick, a fourth-generation entrepreneur with a diverse background in manufacturing and technology. From her beginnings in a family business in Miami to her adventures in Nicaragua and the tech world, Sheila shares invaluable insights into adaptability,...
Episode 179: Robbie Baxter
January 24, 2024 05:00 - 32 minutes👜 Discover how subscription models can revolutionize customer loyalty and business growth. Gary Heldt, host of Grow Your Business & Grow Your Wealth, speaks with guest Robbie Baxter, a leading expert in subscription models with over 20 years of experience, including work with Netflix. Known for her deep understanding of membership and subscription models, authoring several books on the topic. Key Takeaways: 👜 Subscription models benefit various industries, fostering long-term customer relatio...
Episode 178: Sebestien Boyer
January 17, 2024 05:00 - 27 minutesWhy is understanding business credit essential for entrepreneurs? Sebastien Boyer, the Director of Financing at OrangeFi and the Head Coach at Business Credit 101 leverages his finance and credit management expertise to guide entrepreneurs. His insight into the importance of business credit led to the establishing of Business Credit 101. Business Credit 101, founded by Sebastien Boyer, aims to enlighten entrepreneurs on the critical role of business credit, often overlooked in their financi...
Episode 177: Scott Jarred
January 10, 2024 00:00 - 27 minutes🟢 How can individuals achieve financial freedom? In this podcast episode, host Gary interviews Scott Jarred, the founder and CEO of Invest. Scott shares his journey from being raised by a single mother to becoming a successful entrepreneur. He discusses the mission of Invest, which is to help individuals achieve financial freedom. Scott also talks about his books "Future Hack" and the upcoming "Accelerate," which provide strategies for overcoming challenges and achieving financial success. ...
Episode 176: Kristen Ragusin
January 03, 2024 05:00 - 33 minutesAre you ready to dive into the world of investments and financial empowerment? Join host Gary Heldt as he explores the fascinating journey of Kristen Ragusin, Senior Vice President of Investments at Raymond James. In this captivating episode, we uncover the keys to financial success and understanding the complexities of the monetary system. Kristen's journey into the investment industry began at a young age, learning from her father about market concepts. Her passion for empowering individual...
Episode 175: Stephen Speer
December 27, 2023 13:20 - 22 minutesAre you ready to unlock the secrets of successful business acquisitions in the e-commerce era? Tune in as we explore innovative financing strategies with industry expert Stephen Speer! 📝 Episode Summary: In this enlightening episode, Gary Heldt is joined by guest Stephen Speer, a finance veteran and eCommerce Lending CEO specializing in business acquisition financing. Speer shares his insights on the complexities of the acquisition process, the shortcomings of traditional banking, and the we...
Episode 174: Amy Gowan
December 20, 2023 05:00 - 23 minutesWhat does it take to drive economic growth and support businesses in a dynamic county like Anne Arundel? Welcome to the Grow Your Business & Grow Your Wealth podcast with your host, Gary Heldt. In this enlightening episode, guest Amy Gowan, the dynamic President and CEO of Anne Arundel Economic Development Corporation. Amy shares her insights on the corporation's vital role in fostering economic development and supporting the business community in Anne Arundel County. Amy Gowan leads the Ann...
Episode 173: Joseph Carey
December 13, 2023 05:00 - 27 minutes"How can challenging conventional financial wisdom transform your wealth management strategy?" In this episode, the guest is Joseph Carey, a visionary in the world of finance who brings a fresh perspective to wealth management and financial education. His approach, developed through his rich experiences and challenges in the financial sector, is focused on empowering individuals through knowledge and alternative strategies. Key Takeaways: 🔑✅ Revolutionizing Wealth Management: Carey advocat...
Episode 170: Thanksgiving Message For All Business Owners
December 12, 2023 07:13 - 4 minutesGary Heldt, the host of the ‘Grow Your Business & Grow Your Wealth’ podcast, has a special message for all his listeners. 🎙️🎧 As the holiday season approaches, Gary wants to take a moment to reflect on the past year and extend his heartfelt thanks to everyone who has been a part of this journey. 🙏 The podcast has hosted various guests this past year, sharing their insights and experiences. 🎙️👥 Each episode has been a journey of learning and growth. 🌱 Gary thanks the dedicated listeners, es...
Episode 170: Thanksgiving Message For All Business Owners
December 12, 2023 07:13 - 4 minutesGary Heldt, the host of the ‘Grow Your Business & Grow Your Wealth’ podcast, has a special message for all his listeners. 🎙️🎧 As the holiday season approaches, Gary wants to take a moment to reflect on the past year and extend his heartfelt thanks to everyone who has been a part of this journey. 🙏 The podcast has hosted various guests this past year, sharing their insights and experiences. 🎙️👥 Each episode has been a journey of learning and growth. 🌱 Gary thanks the dedicated listeners, es...
Episode 172: Bob Lloyd
December 06, 2023 05:00 - 36 minutesHave you ever wondered how businesses effectively manage risks to safeguard their success? In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt and guest Bob Lloyd, a seasoned attorney and insurance agent, delve into the crucial world of comprehensive risk management in business. Bob emphasizes the importance of identifying, assessing, and managing risks intelligently, going beyond insurance to make informed decisions that can protect a business's future. Key Takeaways:...
Episode 171: Bob Lloyd
December 06, 2023 05:00 - 36 minutesHave you ever wondered how businesses effectively manage risks to safeguard their success? In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt and guest Bob Lloyd, a seasoned attorney and insurance agent, delve into the crucial world of comprehensive risk management in business. Bob emphasizes the importance of identifying, assessing, and managing risks intelligently, going beyond insurance to make informed decisions that can protect a business's future. Key Takeaways:...
Episode 170: Christopher Barber [Replay]
November 28, 2023 05:00 - 28 minutesHow can small businesses revolutionize their IT support and cybersecurity? Episode 170 Replay of the Grow Your Business and Grow Your Wealth podcast, featuring host Gary Heldt, delves into this question with guest Christopher Barber. As the founder, CEO, and Chief Nerd at Cheaper Than A Geek®, Christopher Barber brings an innovative approach to IT services, catering to small businesses, particularly those with 1-10 employees. Cheaper Than A Geek® stands out for its exceptional customer serv...
Episode 171: Christopher Barber [Replay]
November 28, 2023 05:00 - 28 minutesHow can small businesses revolutionize their IT support and cybersecurity? Episode 170 Replay of the Grow Your Business and Grow Your Wealth podcast, featuring host Gary Heldt, delves into this question with guest Christopher Barber. As the founder, CEO, and Chief Nerd at Cheaper Than A Geek®, Christopher Barber brings an innovative approach to IT services, catering to small businesses, particularly those with 1-10 employees. Cheaper Than A Geek® stands out for its exceptional customer serv...
Thanksgiving Message For All Business Owners
November 22, 2023 15:23 - 4 minutesGary Heldt, the host of the ‘Grow Your Business & Grow Your Wealth’ podcast, has a special message for all his listeners. 🎙️🎧 As the holiday season approaches, Gary wants to take a moment to reflect on the past year and extend his heartfelt thanks to everyone who has been a part of this journey. 🙏 The podcast has hosted various guests this past year, sharing their insights and experiences. 🎙️👥 Each episode has been a journey of learning and growth. 🌱 Gary thanks the dedicated listeners, es...
Thanksgiving Message for all Small Business Owners
November 22, 2023 15:17 - 4 minutesGary Heldt, the host of the ‘Grow Your Business & Grow Your Wealth’ podcast, has a special message for all his listeners. 🎙️🎧 As the holiday season approaches, Gary wants to take a moment to reflect on the past year and extend his heartfelt thanks to everyone who has been a part of this journey. 🙏 The podcast has hosted various guests this past year, sharing their insights and experiences. 🎙️👥 Each episode has been a journey of learning and growth. 🌱 Gary thanks the dedicated listeners, es...
Episode 169: Jamaal Stafford
November 15, 2023 05:00 - 31 minutesJay leverages his experience from nearly a decade of working in complex litigation at two major law firms on behalf of individuals with professional licensing or employment law matters. He has built a successful niche in professional licensing defense, helping licensed professionals in Maryland and Washington, D.C., protect their professional licenses and careers. Jay relishes counseling, strategizing with, and representing doctors, dentists, nurses, physical therapists, optometrists, real e...
Episode 168: Casey Mauldin
November 08, 2023 05:00 - 26 minutes📢 How do your financial partners influence your journey toward prosperity? Uncover the strategic edge credit unions provide as Casey Mauldin from Jovia Financial Credit Union joins host Gary Heldt on the Grow Your Business & Grow Your Wealth podcast. Guest Bio: Casey Mauldin is the Chief Revenue Officer and Chief Lending Officer at Jovia Financial Credit Union. With over a quarter-century of industry experience, Casey's expertise lies in enhancing the financial growth of individuals and busin...
Episode 167: Steve Selengut
November 01, 2023 04:00 - 39 minutes🎙️ Looking for ways to build your retirement portfolio? Today's guest on Grow Your Business & Grow Your Wealth guest is Steve Selengut who has all the answers! Discover his step-by-step guide in "Retirement Money Secrets," where he discusses diversification, market volatility management, and selecting suitable securities. Steve Selengut is the founder of the Retirement Income Coach and has extensive experience in managing private investment portfolios. He started his career trading his per...
Episode 166: Greg Mohr
October 25, 2023 04:00 - 34 minutes🤔 Ever wondered how to transition from a regular job to being a successful franchise business owner? 🎙️ In this episode of "Grow Your Business & Grow Your Wealth," host Gary Heldt interviews Greg Mohr, the founder of Franchise Maven. From starting at Taco Bell to becoming a leading expert in the franchise world, Greg’s journey is truly inspiring. Greg shares his inspiring journey from working at Taco Bell to becoming a successful franchise consultant. He provides valuable insights into matchi...
Episode 165: Jessica Weaver
October 18, 2023 04:00 - 31 minutesHow can women be more proactive and informed about their finances, especially during life-changing events like divorce? On episode 165 of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with guest Jessica Weaver, the founder of the Women's Wealth Boutique, who delves deep into this topic, emphasizing the significant emotional toll financial challenges can take. She stresses the importance of women seeking assistance from therapists, divorce coaches, and financial experts. Key Ta...
Episode 164: Maureen Edwards
October 11, 2023 04:00 - 32 minutes🤖 Are robots taking over businesses, or are they enhancing them? Dive into the AI world with Maureen Edwards, the founder of 8 Simple Steps, to explore the role of Chat GPT (Generative Pre-trained Transformer) in today's business landscape. They discuss how Chat GPT differs from other AI technologies, its potential benefits, and potential business pitfalls. Moreover, they highlight strategic ways businesses can utilize Chat GPT to enhance customer experiences, streamline operations, and expan...
Episode 163: Maria Olsen
October 04, 2023 04:00 - 26 minutesAre you a business owner looking to protect your interests and grow wealth? In this episode of the "Grow Your Business & Grow Your Wealth" podcast, host Gary Heldt engages in a captivating conversation with special guest Maria Leonard Olson, a commercial litigation attorney. Maria offers invaluable insights into the world of written contracts and commercial litigation. ✅ Protect Your Business: Maria emphasizes the importance of written agreements for safeguarding your business interests. She...
Episode 162: Vimari Roman
September 27, 2023 04:00 - 34 minutesHave you ever felt like your inner saboteurs are holding you back from achieving your full potential in your career and personal life? Today's guest on Grow Your Business & Grow Your Wealth with host Gary Heldt is Vimari Roman, to show you how to conquer those inner obstacles and unlock a path to growing your business and wealth like never before. Stay tuned for a transformative conversation that could change how you approach success. 🚀 In this episode, Gary Heldt sits down with Vimari Roman,...
Epsiode 161: Jeff Hockett
September 20, 2023 04:00 - 36 minutesEver wondered about the most common tax mistakes real estate professionals make? Or how having a home office could benefit your tax returns?" Dive into the latest episode of "Grow Your Business & Grow Your Wealth" with host Gary Heldt, and uncover these mysteries with guest Jeff Hockett, owner of Hockett Tax and Payroll Services. Jeff's rise from doing taxes for friends to establishing a flourishing property management company is remarkable. Key takeaways from show: ➡️ Tax Blunders in Real...
Episode 160: Roy Kowarski
September 13, 2023 04:00 - 29 minutes🎙️ Welcome to the Grow Your Business & Grow Your Wealth podcast. In this episode, your host, Gary Heldt, is joined by Roy Kowarski, the founder of Out There Branding. Together, they explore the fascinating world of marketing and branding. 🌟 During their conversation, Roy shares his expertise and provides valuable insights into the art of effective branding. He emphasizes the importance of understanding your target audience and tailoring your branding efforts to resonate with them. Doing so ca...
Episode 159: Tom Daly
September 06, 2023 04:00 - 30 minutesWant to up your sales game and understand today's hiring challenges? Get the insights from Tom Daly, guest on the "Grow Your Business & Grow Your Wealth" podcast with host Gary Heldt. Tom Daly serves as a fractional Chief Revenue Officer at Sales Xceleration. With a strong sales strategy and management background, Tom provides valuable insights into sales metrics and processes and what drives revenue growth strategies. His expertise also spans comprehensive sales analyses and the evolution o...
Episode 158: Cesar Quintero
August 30, 2023 04:00 - 31 minutesShow: Grow Your Business & Grow Your Wealth with Gary Heldt and guest Cesar Quintero is an author, coach, mentor, and serial entrepreneur. With a passion for business and a drive for success, Cesar has built multiple successful companies and helped countless individuals achieve their goals. He is the founder of Fit to Go, a food industry company, and the author of "The Profit Recipe," a book that provides valuable insights into business fundamentals. In this episode, Cesar shares his journe...
Episode 157: Leslie Giscombe
August 23, 2023 04:00 - 40 minutesTitle: Grow Your Business & Grow Your Wealth Podcast with Host Gary Heldt and Guest Leslie Giscombe, the founder and CEO of the African American Entrepreneurs Association. Leslie emphasizes the significance of knowledge and information in running a successful business and sheds light on the high attrition rate of African American businesses due to a lack of resources and education. He also explains how his organization collaborates with partners to provide virtual workshops and educational ...
Episode 156: Glenn Poulos
August 16, 2023 04:00 - 32 minutesIn episode 156 of Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with Glenn Poulos, founder, vice president, and general manager of Gap Wireless Inc. With a strong background in sales, Glenn has successfully started and sold multiple businesses throughout his career. His passion for sales shines through as he emphasizes the importance of building strong customer relationships. In this episode, Glenn shares his insights on sales and offers valuable tips for building a succes...
Episode 155: John Creekmur
August 09, 2023 04:00 - 25 minutesReady to learn the concept of a true wealth plan and why you should align financial decisions with values and goals? On episode 155 of Grow Your Business & Grow Your Wealth, my guest is John Creekmur. John shares how his interest in finance began in high school and how a chance encounter with a local business owner changed his perspective on pursuing a career in the financial industry. They then dive into the concept of a true wealth plan, where John explains the importance of aligning financ...