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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.

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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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

Financially Simple on YouTube

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.