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Grow Your Business and Grow Your Wealth
เข้าร่วมเมื่อ 6 ก.ค. 2020
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.
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.
Episode 243: Certified Elder Law Insights: Asset Protection & Planning
Are you prepared to navigate the complexities of elder law and estate planning? Discover essential insights that could save your family from costly mistakes.
Summary
In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Richard Miller, a highly respected Certified Elder Law Attorney. Richard dives into the critical aspects of elder law, including asset protection, Medicaid planning, and probate litigation. He shares practical advice, real-life stories, and strategies to help families make informed decisions while preserving dignity and financial stability.
5 Key Takeaways
→ Planning ahead ensures your assets are used to support you and your spouse with dignity and autonomy.
→ Understand the difference between probate and non-probate assets to avoid unexpected pitfalls.
→ Beneficiary designations are crucial; they often determine where assets go, regardless of a will's intentions.
→ Trusts, both revocable and irrevocable, play significant roles in asset protection and estate planning.
→ Complex family dynamics, like second marriages or estranged family members, require thorough estate planning to avoid disputes.
2 Quotes from Richard Miller
"Planning isn't just about money; it's about dignity, autonomy, and making choices that matter in the final years of life."
"The biggest mistake people make in estate planning is overlooking beneficiary designations-they can make or break your entire plan."
How to Reach Richard Miller
Richard Miller is the Chair of the Elder Law Department at Mandelbaum Barrett. Licensed in New Jersey, New York, and Colorado, he offers elder law and estate planning services nationwide.
Email: RMiller@MBLawFirm.com
Phone: 973-243-7916
Summary
In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Richard Miller, a highly respected Certified Elder Law Attorney. Richard dives into the critical aspects of elder law, including asset protection, Medicaid planning, and probate litigation. He shares practical advice, real-life stories, and strategies to help families make informed decisions while preserving dignity and financial stability.
5 Key Takeaways
→ Planning ahead ensures your assets are used to support you and your spouse with dignity and autonomy.
→ Understand the difference between probate and non-probate assets to avoid unexpected pitfalls.
→ Beneficiary designations are crucial; they often determine where assets go, regardless of a will's intentions.
→ Trusts, both revocable and irrevocable, play significant roles in asset protection and estate planning.
→ Complex family dynamics, like second marriages or estranged family members, require thorough estate planning to avoid disputes.
2 Quotes from Richard Miller
"Planning isn't just about money; it's about dignity, autonomy, and making choices that matter in the final years of life."
"The biggest mistake people make in estate planning is overlooking beneficiary designations-they can make or break your entire plan."
How to Reach Richard Miller
Richard Miller is the Chair of the Elder Law Department at Mandelbaum Barrett. Licensed in New Jersey, New York, and Colorado, he offers elder law and estate planning services nationwide.
Email: RMiller@MBLawFirm.com
Phone: 973-243-7916
มุมมอง: 0
วีดีโอ
Episode 244: Value Investing and Real Estate Insights with Paul Gabrail of 'Everything Money'
Are you looking to transform your financial future? Learn how Paul Gabrail applies Warren Buffett's principles to real estate and personal finance to build long-term wealth. In this episode, Gary Heldt sits down with Paul Gabrail, co-host of Everything Money, to discuss the art of value investing, building a successful real estate portfolio, and teaching financial literacy. Paul shares his jour...
Episode 242: Unlocking the Hidden Value of Life Insurance Policies
มุมมอง 1112 ชั่วโมงที่ผ่านมา
Did you know that 90% of life insurance policies lapse or are surrendered, leaving untapped value behind? In this episode, discover how life settlements can unlock hidden wealth. Episode Overview In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Adam Lippman, Executive Vice President of Sales and Marketing Operations at Lighthouse Life and Director of Consume...
Episode 241: Tax Diversification and Smart Financial Planning for 2025
มุมมอง 916 ชั่วโมงที่ผ่านมา
Are you unknowingly losing money through "financial termites"? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Jude Wilson, founder of Centrist Financial Strategies. Jude shares his journey from corporate America to entrepreneurship, discusses the principles of comprehensive financial planning, and highlights critical strategies for tax efficiency and risk ...
Episode 240: How Proper Accounting Drives Business Success
มุมมอง 4621 ชั่วโมงที่ผ่านมา
Are your accounting books holding your business back? Discover how proper accounting can transform your business's success in this episode. In this episode of Grow Your Business & Grow Your Wealth, Ed de la Rosa speaks with Susan Brill, an experienced accountant and business consultant with 20 years of expertise. Susan specializes in helping small and medium-sized businesses clean up accounting...
Episode 239: The Message Master, Branding and Messaging Expert
มุมมอง 7วันที่ผ่านมา
What does it take to craft branding and messaging that truly stand out? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into impactful strategies with Glenn Rudin, The Message Master. Learn how to define your Unique Selling Proposition, create memorable elevator pitches, and build a brand that resonates with customers for long-term success. Key Takeaways: → How t...
Episode 238: Entrepreneur's Guide to Scaling Business & Creating Wealth
มุมมอง 814 วันที่ผ่านมา
What are the secrets to scaling your business and leading with impact? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt dives into these topics with Rebecca Macieira-Kaufmann, an accomplished business leader and author. Rebecca shares practical strategies for growth, hiring the right teams, and managing risks to achieve long-term success. Key Takeaways → The importance of fo...
Episode 237: Maximize Profits with Smart Tax Moves
มุมมอง 2114 วันที่ผ่านมา
In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt sits down with Jacqueline Ryan, founder of Your Independent Financial Solutions. As a seasoned tax and business strategist, Jacqueline shares her journey as a "serial entrepreneur". She offers essential advice for entrepreneurs seeking to avoid financial pitfalls, maximize tax strategies, and ensure their businesses thriv...
Episode 236: Reflect, Celebrate, and Grow: A Year-End Holiday Special
มุมมอง 221 วันที่ผ่านมา
Reflect, Celebrate, and Grow: A Year-End Holiday Special
Episode 235: Building Wealth Through Relationships
มุมมอง 921 วันที่ผ่านมา
In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Mario Zumbo, founder of Preserve Private Wealth. They discuss Mario's pivot from government contracting to wealth management, the importance of building meaningful client relationships, and his entrepreneurial insights for business owners. Are you ready to learn how to take control of your financial future and...
Episode 234: Avoiding Costly IT Blind Spots
มุมมอง 3928 วันที่ผ่านมา
"Is your business unknowingly at risk due to IT blind spots? Discover how to protect your operations and leverage technology for growth in this must-listen episode!" In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into IT strategy with Jeff Roberts, founder and CEO of Innovation Vista. Jeff shares his expertise on pressing IT challenges small and medium-sized bus...
Episode 233: Master Joint Ventures: Legal Insights
มุมมอง 35หลายเดือนก่อน
→ What happens when you skip essential legal agreements in your business? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into the legal must-haves for entrepreneurs with Brian Meltzer, a partner at Saul Ewing LLP. Discover how to protect your assets, navigate joint ventures, and avoid legal nightmares. In this episode, Gary Heldt speaks with Brian Meltzer, a bus...
Episode 232: Simplify Donations with Smart Solutions
มุมมอง 18หลายเดือนก่อน
What if donating to charity was as easy as tapping on your phone? Discover how Adam Nash and Daffy are making generosity simple and accessible for everyone. Summary: In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into a compelling conversation with Adam Nash, co-founder and CEO of Daffy. Adam shares how Daffy is redefining charitable giving by leveraging innovat...
Episode 13: Challenging Traditional Financial Advice Through Rigging the Game
มุมมอง 16หลายเดือนก่อน
Are you ready to take control of your finances and build wealth on your terms? In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Dan Nicholson, bestselling author, award-winning CPA, and founder of Nth Degree CPA. Known for his groundbreaking book Rigging the Game and the (UN)conventional Wealth podcast, Dan shares his unique approach to achieving financial certainty, navi...
Episode 231: Navigating Legal Pitfalls in Business
มุมมอง 9หลายเดือนก่อน
In this episode, host Gary Heldt speaks with Michael Mendelson, a partner at Outside GC, a unique virtual law firm. Michael shares his journey from mechanical engineering to law, explains the innovative business model of Outside GC, and offers actionable insights for small and medium-sized businesses. This conversation is packed with practical advice on managing legal risks, building trust with...
Episode 230: Top Tax Mistakes Small Businesses Make & How to Avoid Them
มุมมอง 2หลายเดือนก่อน
Episode 230: Top Tax Mistakes Small Businesses Make & How to Avoid Them
Episode: Navigating the IRS Examination Process: A Guide for Taxpayers
มุมมอง 16หลายเดือนก่อน
Episode: Navigating the IRS Examination Process: A Guide for Taxpayers
Episode 229: 5 Strategies to Protect Your Business and Assets
มุมมอง 4หลายเดือนก่อน
Episode 229: 5 Strategies to Protect Your Business and Assets
Episode 228: Tax-Smart Strategies for Business Growth
มุมมอง 13หลายเดือนก่อน
Episode 228: Tax-Smart Strategies for Business Growth
Episode 11: Building Wealth Safely: Investment Diversification for High Net-Worth Entrepreneurs
มุมมอง 9หลายเดือนก่อน
Episode 11: Building Wealth Safely: Investment Diversification for High Net-Worth Entrepreneurs
Episode 227: Smart Hiring Strategies for Small Businesses
มุมมอง 14หลายเดือนก่อน
Episode 227: Smart Hiring Strategies for Small Businesses
Episode 226: Why Small Businesses Choose Tech-Driven Tax Services
มุมมอง 10หลายเดือนก่อน
Episode 226: Why Small Businesses Choose Tech-Driven Tax Services
Season 1 Episode 10 - Community Involvement in Real Estate: A Pivotal Theme
มุมมอง 8หลายเดือนก่อน
Season 1 Episode 10 - Community Involvement in Real Estate: A Pivotal Theme
Episode 225: Balancing Legacy and Innovation in Business
มุมมอง 22 หลายเดือนก่อน
Episode 225: Balancing Legacy and Innovation in Business
Episode 224: Boost Business Growth with Tailored Tech Solutions and AI
มุมมอง 32 หลายเดือนก่อน
Episode 224: Boost Business Growth with Tailored Tech Solutions and AI
Season 1 Episode 09 - Overcoming Obstacles: Modernizing the IRS Infrastructure
มุมมอง 102 หลายเดือนก่อน
Season 1 Episode 09 - Overcoming Obstacles: Modernizing the IRS Infrastructure
Episode 223: Top Legal Pitfalls for Businesses
มุมมอง 22 หลายเดือนก่อน
Episode 223: Top Legal Pitfalls for Businesses
Episode 222: Maximize Retirement with Smart Financial Planning Strategies
มุมมอง 412 หลายเดือนก่อน
Episode 222: Maximize Retirement with Smart Financial Planning Strategies
Episode 8: Influencer Partnerships: A Path to E-Commerce Succes
มุมมอง 62 หลายเดือนก่อน
Episode 8: Influencer Partnerships: A Path to E-Commerce Succes
Episode 221: Scaling a Business and Preparing for Sale
มุมมอง 122 หลายเดือนก่อน
Episode 221: Scaling a Business and Preparing for Sale
Appreciate the detailed breakdown! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?
Thank you so much for this amazing video! I need some advice: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). Could you explain how to move them to Binance?
Let’s go, Michael Kramarz
He is not a lawyer, from sounds of it. He cannot give legal opinion on best choice of business entity (ownership structure) to form (or where) should be first part of a aircraft deal: formation of a separate formal business entity is primary; if a buyer is buying aircraft for business purposes they do not want to own any aircraft inside of their existing business entity. Any risky assets require being owned inside of “charging order protection” entity. Risky assets like rental property and vehicles and aircraft should be segregated apart from each other. Tax planning can occur simultaneously with the legal entity planning but first. If new aircraft buyer is not primarily buying aircraft for business purposes they should still form a formal entity such as a PNP Corp and a flight club which would be exempt from sales tax, use tax, local property tax.
I had a unuseful garage and with reading the book of sepideh at this moment I have a very nice billyard saloon and every time I thanks God
Appreciate the detailed breakdown! I have a quick question: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?
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Hey, Your video was really great. I personally like your video. Also, you are very good person. Thank you for giving us very informative videos.
Hi! I hope you're doing well. I’m a regular viewer of your TH-cam channel, Your TH-cam videos are great! I Love your content! I'm a big fan of your TH-cam channel. "I always learn something new from your channel-so valuable!" Good Luck to You
You're doing a fantastic job! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?
Hi This book is the most important book that I have ever read about bissnes.When I opened the book of sepideh I see a beautiful world and enjoy of that.
Gil is so refreshing honest!
Great Video Gary, very informative and you couldn't have had a better guest than Maureen Edwards. She is a very special person and always the most positive information. Thanks again!
how is it possible that this channel only has 178 followers!! This channel has so much information that it just needs to be better known!
Great information.
Thank you!
Thank you for having me on your show!
How do i get investors? Can you help me to get?
Had a great time on the show, thanks for having me!
Darelle is a joke!! He talks about training kids but he doesn’t even spend time with his own kids!!
ƤRO𝓂O𝕤ᗰ 😜
🌈 🄿🅁🄾🄼🄾🅂🄼
Awesome interview! Great insights.
I know that guy! Great job Taylor!
I enjoyed talking to Gary about mortgage, my daily practices, what borrowers should be asking me and how positive cash flow is supreme when thinking about making a real estate investment. This last point is something we both feel strongly. Gary is one of those hard-to-find knowledgeable and personable podcasters. Check out his other episodes too!
I JUST FOUND MY SELF SPEECHLESS CAN'T THANK YOU ENOUGH @SAMUEL_ANDREW ON TEL-GRAM,,, M YOU MADE MY DAY JUST RECEIVED ANOTHER 2BTC INTO MY WALLET, THE BEST IN THE WORLD GOD BLESS YOU SIR.
Geoff's help and advice with the VA was a huge help when my mom went into a memory care facility.
I enjoyed chatting with Gary about all things business and financial planning!
Hi dad