This Week on our Business Shows!

This Week on our Business Shows!

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 292 on November 3rd welcomes Jonathan Thomas, CFP®, Private Wealth Advisor at LVW Advisors, for a candid look at the hidden pitfalls that can derail even the best retirement plan. Jonathan reveals how overfunding tax-deferred accounts, ignoring liquidity, and delaying estate planning can lead to unnecessary taxes and lost opportunities. From smart Roth conversion timing to building tax diversification, Jonathan shares the same strategies he uses with high-net-worth families to create lasting financial confidence.

Grow Your Business & Grow Your Wealth with Gary Heldt airs a special BONUS episode on November 7th with guest host Lauren Gidley speaks with Carlotta Thompson, founder of Tax Strategists of America. Carlotta is known nationwide for helping small business owners reduce their tax burden and keep more of what they earn. She goes beyond traditional tax prep to create proactive strategies that align with long-term business goals, empowering entrepreneurs to make better decisions with confidence.

Sterling Insights with Roger & Katherine Silk airs episode 39 on 11/5 with Clark Richard. In this episode, Roger interviews Clark Richard, CEO of Vineyard Global Advisors, who redefines risk in financial planning as the probability of success for high-net-worth families. Clark emphasizes the importance of integrating wealth management strategies with portfolio design, tax planning, and estate planning to optimize financial outcomes and align with clients' objectives.

Sterling Insights with Roger & Katherine Silk airs a bonus episode on 11/6 with Parth Mehta. Parth, a dedicated CPA, shares his journey from a passion for numbers to specializing in tax accounting for self-employed business owners. Through personalized services and a commitment to ethical practices, Parth educates clients on tax planning strategies to maximize savings and streamline financial operations.

PS: Want to Grow Your Business with a Podcast? Grab a copy of Seth Greene’s how-to book here: Ultimate Podcast Book