Aug 26, 2019
In episode 185 of Financially Simple, Justin begins to look into investing as part of his Personal Finance for Business Owners.
There are a lot of choices when it comes to investing with regard to personal finance. Justin gives an overview of the four types of investments, which will be covered in depth in the following episodes of Financially Simple.
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01:17 - Investment Overview for Business Owners
04:50 - The Four Types of Investments
06:00 - Qualified Accounts
12:05 - Non-Qualified Accounts
13:42 - Businesses and Real Estate
15:11 - 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.