The Justin Goodbread Show

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, 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.

Investing 101 Part 1 - The Overview of Asset Types

Sep 30, 2019

In episode 195 of Financially Simple, Justin begins a series on Investing 101.

Creating an investment portfolio can be confusing and intimidating, with many different types of investment options, strategies, and terminology. Justin breaks down investing in Financially Simple terms, giving an overview of the basic types...

Non-Qualifying Investments

Sep 26, 2019

In episode 194 of Financially Simple, Justin continues his overview of Investing 101 and takes a look at Non-Qualified Investments.

From a personal finance perspective, Non-Qualified investment accounts can have different uses depending on the type of account. Justin goes over the different types of accounts and gives...

Adding a Cash Balance Plan to a 401k Plan

Sep 23, 2019

In episode 193 of Financially Simple, Justin and Jennifer McConnell take a look at adding a Cash Balance to a 401k plan.

As a successful business owner, the provisions of the 401k might be too limiting, and you might want to increase the amount that you can put away - a Cash Balance might be the answer. Justin and...

Exploring the Safe Harbor and Profit Sharing Provisions of a 401k

Sep 19, 2019

In episode 192 of Financially Simple, Justin continues his discussion with Jennifer McConnell of July Business Services about 401(k) funds.

There are two specific provisions of the 401(k) that are worth a closer look: Safe Harbor and Profit Sharing. Justin and Jennifer look at the Safe Harbor and Profit Sharing...

The Basics of the 401(k)

Sep 16, 2019

In episode 191 of Financially Simple, Justin talks to Jennifer McConnell of July Business Services about the basics of a 401(k) fund.

401(k) funds are the most common type of retirement fund used by Business Owners to set aside money for their employees. Justin asks Jennifer to go over the basics of a 401(k), how they...