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Financially Simple Business Growth

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Aug 29, 2019

In episode 186 of Financially Simple, Justin compares IRAs and ROTHs from a Business Owner’s perspective.

IRAs and ROTHs may appear to be similar on the surface of things, but when it comes to investing as a Business Owner, there are differences that you will need to consider depending on your goals. Justin goes over...


Aug 26, 2019

In episode 185 of Financially Simple, Justin begins to look into investing as part of his Personal Finance for Business Owners.

There are a lot of choices when it comes to investing with regard to personal finance. Justin gives an overview of the four types of investments, which will be covered in depth in the following...


Aug 22, 2019

In episode 184 of Financially Simple, Justin lists the 39 types of Trust useful for planning.

There are a lot of different Trusts available, and knowing what’s what about each and every one of them can be overwhelming when trying to figure out which will meet your needs. Justin gives the Financially Simple treatment...


Aug 19, 2019

In episode 183 of Financially Simple, Justin gives an introductory overview of the types of Legal Trusts available.

A Trust can be used for various reasons to safeguard your wealth, and to protect your dependents. Justin goes over the nine types of Trust, what they are and how they can work for your benefit.

Don’t...


Aug 15, 2019

In episode 182 of Financially Simple, Justin looks at the other documents necessary alongside a Last Will and Testament.

Besides the Will, there are a few other documents that you should consider sorting out in case of any eventualities. Justin goes over the other key Estate Planning documents that you should have to...