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Financially Simple Bizcast


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.

Jan 30, 2020

In episode 224 of Financially Simple, Justin and guest co-host Jeff Jeter look at the personal finance needs of Retirement.

Podcast listener Sarah asks, How Do I Determine How Much I Need to Retire? Justin and Jeff look at the personal and business criteria, as well as other considerations to take into account when determining How Much.

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TIME INDEX:

03:09 - Ask Justin & Jeff: How Do I Determine How Much I Need To Retire?

03:45 - What Does Your Retirement Look Like

06:21 - Domestic & Business Expenses

08:36 - How Much Will You Spend In Retirement

10:11 - How Long Will Retirement Last

12:57 - Other Considerations

13:36 - Financial Calculators

16:20 - How To Work It Out For Yourself

18:39 - Summary

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RESOURCES:

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Financially Simple Educational Website

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Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9.

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BIO:

Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.