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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 23, 2020

In episode 222 of Financially Simple, Justin answers the second part of a question regarding plans for the new year.

Tim asks, “What is the numbering thing I should be doing right now in my Personal Finances, and Business?” Justin addresses the second part of the question, regarding Business plans, and briefly goes over the need for Strategic Planning.

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TIME INDEX:

01:27 - Ask Justin: What Should I Be Doing Right Now in my Business Finances?

03:18 - Get a Handle on Your Business by Planning

06:48 - What is Strategic Planning?

11:04 - Why Does it Matter?

13:48 - In Summary

15:07 - Wrap Up

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RESOURCES:

Financially Simple's Strategic Planning Course

Ask Justin a Question

Financially Simple Educational Website

Financially Simple on YouTube

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

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NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit

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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.