Jan 20, 2020
In episode 221 of Financially Simple, Justin answers 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 gives his opinion for having a fresh start to the year 2020, and addresses the issue of Personal Finances in this first part of of the answer.
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01:58 - Ask Justin: What Should I Be Doing Right Now in my Personal Finances?
02:52 - 2020, a Fresh Start
04:16 - Have a Clear Vision
08:55 - What do YOU Want to Accomplish?
13:16 - Wrap Up
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Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.
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