Mar 28, 2019
In episode 142 of Financially Simple, Justin kicks off Season Two of the podcast with a run down of what to expect in the upcoming episodes.
In Season Two of the Financially Simple Podcast, Justin turns his attention to Personal Finance for Business Owners - covering topics that can affect your finances as a small business owner.
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ARTICLE TRANSCRIPT:
BLOG: An Introduction to Personal Finance for Small Business Owners Series
TIME INDEX:
00:42 - Financially Simple: Season 2
02:41 - What to Expect
04:49 - Personal Finance
07:26 - The Four Areas that a Wealth Manager looks at
09:31 - Cashflow
10:11 - Risk Management
11:34 - Investments
15:14 - Distribution
16:31 - Other Financial Things out of Your Control
17:12 - Taxes
18:23 - Inflation
18:44 - ROI
19:23 - Time
19:48 - Summary
USEFUL LINKS:
Financially Simple on Facebook
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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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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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