From Hustle to Scale: How a Multi-Generational Arizona Business Built Systems for Growth
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Release Date: 01/09/2026
Your Wealth & Beyond: Secrets of Successful Entrepreneurs
Many business owners reach a point where sheer grit and hard work are no longer enough to keep growing. What once fueled success can eventually become a ceiling if structure, systems, and leadership don’t evolve alongside the business. In this episode, I’m sitting down with Brad Levkowitz, co-owner of , to explore his journey of growing a multi-generational family business. Brad shares how early lessons from working alongside his father and grandfather shaped his work ethic, leadership style, and approach to long-term growth. We dive into the realities of building through economic...
info_outlineYour Wealth & Beyond: Secrets of Successful Entrepreneurs
Many entrepreneurs reach a point in their careers where the traditional corporate path no longer aligns with their values, energy, or passions. For today’s guest, that moment came when he realized the culture surrounding him no longer reflected the performance-driven lifestyle that fueled his passions and motivated him. Today, I’m sitting down with my longtime friend and serial entrepreneur, Blake Uptain, founder of and . Blake shares how his journey began with a passion for fitness, a talent for building relationships, and an instinct for creating environments where people...
info_outlineYour Wealth & Beyond: Secrets of Successful Entrepreneurs
As another tax year comes to a close, many successful business owners are undoubtedly asking themselves the same question: How do I keep more of what I’ve earned away from Uncle Sam this year? In this episode, I’m sitting down with Bayntree’s Director of Corporate Development, Brian Hartstein, to break down year-end strategies to help entrepreneurs and high-income earners make the most of their pre-tax dollars and reduce their biggest expense: Taxes. With over 30 years of experience collaborating with business owners, CPAs, and plan administrators, Brian has seen firsthand how many...
info_outlineYour Wealth & Beyond: Secrets of Successful Entrepreneurs
The stress and anxiety of high-pressure careers can take a heavy toll on mental health, relationships, and physical well-being. Many business owners and professionals live with constant overwhelm, numbing themselves through long days instead of finding actual relief. But what if there was a practice that could calm the nervous system, ease stress, and even spark personal transformation without years of training or expensive therapy? After decades of working in demanding corporate roles, Cary Ballou experienced burnout, loss, and a sense of disconnection from her authentic self. Her turning...
info_outlineYour Wealth & Beyond: Secrets of Successful Entrepreneurs
For most entrepreneurs, building a business is the dream — but exiting successfully is often an afterthought. Most business owners pour their lives into creating a company only to face regret, financial gaps, or a lack of purpose when it’s time to transition. Today, we’ll uncover what it takes to align your business, personal, and financial goals, so your exit leads not just to financial security, but to significance and fulfillment. Joining me is Scott Snider, President of the Exit Planning Institute (EPI) and a nationally recognized leader in exit planning. Scott started his first...
info_outlineYour Wealth & Beyond: Secrets of Successful Entrepreneurs
AI is transforming business at breakneck speed and most entrepreneurs are struggling to keep up. From clunky chatbots to overwhelming tech stacks, many founders and CEOs are wasting time and money chasing trends instead of building real, scalable solutions. And today’s guest is here to explain how the future of AI is already reshaping the way we do business—and how to stay ahead of the curve. Andrew Amann is a serial entrepreneur who has founded 14 companies and successfully exited three of them. He’s the CEO and co-founder of , an award-winning AI agency serving major brands like...
info_outlineYour Wealth & Beyond: Secrets of Successful Entrepreneurs
With 80% of new businesses seemingly destined to fail, the odds are stacked against most entrepreneurs. But today’s guest is on a mission to shift that equation. From overcoming financial hardship and a lawsuit that nearly bankrupted him to reshaping his leadership style and creating a winning team culture, today’s conversation is all about what it takes to build and scale a thriving business. Mike Konrad is the founder and CEO of Aqueous Technologies, a public speaker, podcast host, and author of The Reluctant Entrepreneur. Mike shares his 40-year journey in the electronics manufacturing...
info_outlineYour Wealth & Beyond: Secrets of Successful Entrepreneurs
Big-box pet stores may offer convenience, but they often fall short when it comes to personalized service, expert nutrition advice, and a deeper overall commitment to pet wellness. Today’s guest recognized this gap in the industry and set out to build a franchise model that delivered on all fronts—without sacrificing community values or sustainability. His goal: to empower local pet store owners with the tools and support to thrive in a competitive market where natural food and nutrition are expected from pet owners. Michael Seitz is the CEO and Chairman of , one of only four...
info_outlineYour Wealth & Beyond: Secrets of Successful Entrepreneurs
After years of service in the U.S. Navy, and a successful career in the corporate world, Michael Roviello found himself battling crippling neck and back pain. This led to a less-than-successful surgery and self-medicating with alcohol and prescription pain meds. When faced with the prospect of having another surgery, he embarked on a healing journey that didn't come with more prescriptions or procedures, but through nature, ancient healing traditions, and deep introspection. Today, Michael is the co-founder of , a wellness studio in Phoenix, Arizona. Optimyze has become a community...
info_outlineYour Wealth & Beyond: Secrets of Successful Entrepreneurs
Are you feeling stuck in your personal or professional life, unable to break free from limiting beliefs that hold you back? Many high achievers struggle to find balance and fulfillment, often feeling overwhelmed by stress and self-doubt. In this episode, we dive into proven strategies for transforming your mindset and taking control of your future. Michael Kohan, a certified life coach, speaker, and host of the Your Wellness Yogi podcast, has spent years helping individuals shift their perspectives and cultivate meaningful success. With a background in yoga, mindfulness, and personal...
info_outlineMany business owners reach a point where sheer grit and hard work are no longer enough to keep growing. What once fueled success can eventually become a ceiling if structure, systems, and leadership don’t evolve alongside the business.
In this episode, I’m sitting down with Brad Levkowitz, co-owner of Sun Lighting, to explore his journey of growing a multi-generational family business. Brad shares how early lessons from working alongside his father and grandfather shaped his work ethic, leadership style, and approach to long-term growth.
We dive into the realities of building through economic cycles, wearing every hat in the early years, and learning when to let go of control. Brad shares the mindset shift required to move from survival mode to intentional scaling, including investing in systems, people, and professional leadership.
Whether you’re running a family business, leading a growing team, or trying to break through the next growth plateau, this conversation offers practical insights into building structure without losing culture and creating a business that can thrive for generations.
In this podcast interview, you’ll learn:
- Why grit alone eventually limits business growth without structure and systems.
- How Brad expanded a legacy family business into new markets and industries.
- Lessons learned from scaling through economic downturns and market shifts.
- The importance of hiring, investing in your team, and letting go to grow.
- The challenges of navigating family dynamics while growing a multi-generational business.
- How clarity, culture, and long-term vision drive sustainable success.
Find All Interview Resources Here - www.bayntree.com/120
Download your copy of The Entrepreneur's Financial Planning Checklist