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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.

Mar 28, 2019

In episode 142 of Financially Simple, Justin kicks off Season Two of the podcast with a run down of what to expect in the upcoming episodes.

In Season Two of the Financially Simple Podcast, Justin turns his attention to Personal Finance for Business Owners - covering topics that can affect your finances as a small business owner.

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00:42 - Financially Simple: Season 2

02:41 - What to Expect

04:49 - Personal Finance

07:26 - The Four Areas that a Wealth Manager looks at

09:31 - Cashflow

10:11 - Risk Management

11:34 - Investments

15:14 - Distribution

16:31 - Other Financial Things out of Your Control

17:12 - Taxes

18:23 - Inflation

18:44 - ROI

19:23 - Time

19:48 - Summary



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The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), 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.