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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.

Sep 13, 2021

In episode 376 of Financially Simple, Justin wraps up the series of episodes on Financial Readiness by taking a look at your own finances.

Having gone over all of the aspects making sure that your business is financially secure and ready for when you decide to retire or sell, it’s time to check your own status. In this episode, Justin goes over the checklist of items that you need to consider when planning your retirement or business exit.

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TIME INDEX:

00:42 - Financial Readiness

04:34 - New Beginnings

07:46 - The Gap

11:39 - How Much Do You Make

13:25 - Taxes and Investments

17:30 - Personal Tax Plan

18:47 - Debt

20:54 - Insurance

22:00 - Estate Planning

23:44 - Having a Comprehensive Planner

27:17 - Wrap Up

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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. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. 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.