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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.

May 28, 2018

Having a diverse team will help your business, and when it comes to taxes, their knowledge and ideas will save your small business money. Justin and MBA tax planner Chris Mahan from Mahan & Associates discusses cooperative work between all the team players, tax reduction, and the new changes to the Tax Code.

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00:39 - Tax Planning with Chris Mahan

02:07 - MBA and a Tax Planner?

03:40 - Not only about Tax, but it’s also about making a better business

04:26 - Team Players on the same side

05:42 - The top 3 things a Business Owner can do to minimize tax

07:36 - Using the Tax Code the right way

10:15 - Accountability

12:39 - What process should Business Owners apply in preparation for tax?

16:54 - What is the biggest mistake Business Owners make re: Tax?

18:16 - What warnings are there for Tax Schemes?

21:02 - Different opinions from team members benefits business

23:29 - The new Tax Code: Positive or Neutral?

24:29 - The one question Business Owners need to ask

28:47 - Summary





Justin A. Goodbread, CFP®, CEPA®, CVGA®, owner of, is a nationally recognized financial planner, financial educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience starting, buying, owning, and selling businesses. Winner of the Investopedia Top 100 Advisor award and Exit Planning Institute’s Exit Planner Leader of the Year.



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Host Justin Goodbread is a 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.