This Week on our Business Shows!

This Week on our Business Shows!

Grow Your Business & Grow Your Wealth with Gary Heldt airs episode 274 on July 2nd with guest Kim Flynn, President of XA Investments and CFA Charter Holder. Kim discusses her entrepreneurial journey in asset management and explains how alternative investments—everything that's not a stock or bond—can provide diversification, income, and inflation protection. She breaks down the revolutionary concept of interval funds, which offer SEC-registered access to private market investments with improved liquidity and tax reporting compared to traditional private funds. 

Sterling Insights with Roger & Katherine Silk airs episode 31 on 7/2 with Jill Carothers. Jill, a financial advisor at Rebalance, shares her expertise in simplifying financial complexities for clients in their 40s and 50s. She emphasizes the importance of managing assets, tax strategies, and fostering community in wealth management, offering valuable insights for long-term financial success.

Sterling Insights with Roger & Katherine Silk airs a bonus Episode on 7/3 with Omar Garcia and guest host Charles Trakas. Omar Garcia, founder and CEO of Secure Plus Financial, shares insights on purpose-driven work and innovative financial strategies in the Sterling Insights GH podcast. He emphasizes the importance of mission-oriented approaches, core values, and tailored financial planning to guide businesses and high net worth clients towards growth and success.

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