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
EP 006 Matthew H. Rosenthal, Esq. of Rosenthal Law, PLLC
August 19, 2020 04:01 - 31 minutes– The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 006 Matthew Rosenthal Matthew Rosenthal is Matthew H. Rosenthal launched M.H. Rosenthal Law, PLLC in 2015. The goal of the practice is to provide customized and tailored legal services to clients. On February 1, 2019, M.H. Rosenthal Law, PLLC merged with Meyer and Associates, Counselors at Law, PLLC to form Rosenthal Meyer, PLLC. Matthew also has experience working in the non-profit sector. He worked as a Transa...
Episode 005 Colin Exelby - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt
August 12, 2020 04:00 - 32 minutesColin Exelby – The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 005 Colin Exelby Colin Exelby is the President and founder of Celestial Wealth Management in Baltimore, MD. With over sixteen years’ experience assessing complex financial situations, Colin is a Certified Finacial Planner™ (CFP®) Professional providing comprehensive advice on how to structure and diversify client holdings, manage risk, help assess tax situations, and optimize charitable giving. His pa...
EP 004 Scott Smolen - Real Estate Realtor at RE/MAX
August 05, 2020 04:01 - 33 minutesScott Smolen established his roots in the business world by cutting lawns in his hometown of Bowie. When Scott was in middle school, he started a landscaping business with one employee—himself—and no plans for expansion. He was just looking to make a few bucks before going back to school. By the end of the summer, the business began to take root in the community, and Scott envisioned for the first time a future for himself as an entrepreneur. Over the next decade, the business grew strong th...
EP 003 Ryan Paquin - Mortgage Consultant & Branch Manager at First Home Mortgage
July 29, 2020 04:01 - 26 minutesRyan Paquin is a passionate, hard working mortgage consultant and Branch Manager with the brilliant professionals at First Home Mortgage in Crofton, Maryland. For the past ten incredible years Ryan has made his forward thinking mortgage advice readily available to those clients who choose to be financially responsible homeowners. His gorgeous, easy to locate office is located at the intersection of Route 3/301 and Route 450/Defense Highway in Crofton. Ryan has lived in Maryland since Februa...
EP 002 Christopher Klug - Partner at Egoavil Klug Salas & Veloso PLLC
July 22, 2020 04:01 - 29 minutesThe Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 001 Chris Klug Chris Klug is a partner in the D.C. office. He practices in the areas of domestic and international taxation, tax controversy, corporate/business planning, cross-border transactions, and domestic and international estate planning. Christopher represents companies, private equity funds, hedge funds, joint ventures, real estate funds, and family offices as well as clients in tax audits and controversies a...
EP 001 Fred Creutzer - Owner of Creutzer Financial Services, LLC
July 15, 2020 04:01 - 28 minutesFred Creutzer is the owner and operator of Creutzer Financial Services, LLC and has been since 1989 after following in his father’s footsteps. Creutzer Financial Services, LLC, is a second-generation, family-owned and operated financial services firm serving residents of Maryland and surrounding states. Fred believes education, communication, and interaction with clients on a regular basis are the keys to understanding your financial planning needs and assisting you in achieving your financi...
000 Trailer
July 01, 2020 11:41 - 1 minuteThe 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 or...