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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 20, 2020

In episode 229 of Financially Simple, Justin answers a question on when to hire a Financial Planner.

Cindy asks, At what point should I consider hiring a Financial Planner - How much should I be making to necessitate having one? Justin goes over a few factors that you might consider when thinking about hiring a Financial Planner, and gives his own opinion on when it’s best to do so.

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TIME INDEX:

01:25 - Ask Justin: Do I Make Enough to Necessitate Wealth Management Services?

04:38 - When Does it NOT Make Sense to Have a Financial Planner?

05:28 - How Mush Money Do You Need to Hire a Financial Expert?

05:42 - Based on Income

07:47 - Based on Age

09:04 - Based on Debt

09:44 - The Generation Gap

14:09 - Conclusion

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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.