Feb 11, 2021
In episode 335 of Financially Simple, Justin continues his examination of Wall Street as an investment option for Business Owners.
Investing in your own business can only get you so far, especially when the vast majority of small businesses won’t sell which can jeopardize the owner’s retirement plans. In this episode, Justin looks at Wall Street as an option for Small Business Owners to invest in as part of their retirement plan.
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TIME INDEX:
00:45 - Business Owners and Wall Street: The Love-Hate Relationship
01:32 - What is Wall Street?
06:34 - What This Means for Business Owners
07:19 - The Wall Street Model
11:17 - Retirement Options
13:59 - Summary
16:38 - Wrap Up
RESOURCES:
Financially Simple Educational Website
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NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit
Financially Simple Business Planning Course
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BIO:
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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