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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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
The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), 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.