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 jeopardise the owner’s retirement plans. In this episode, Justin looks Wall Street as an option for Small Business Owners to invest in as part of their retirement plan.
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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
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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.