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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.

Jul 23, 2020

In episode 282 of Financially Simple, Justin, Brandon Jordan, and special guest Tom Barrick of Waldron H. Rand & Co. discuss the benefits of a forwarding thinking CPA on your Team.

As a Business Owner building your Success Team, it is important to have the right players on your side.  Justin, Brandon and Tom continue the baseball analogy, and talk about the importance of having a capable CPA that knows the ins and outs of taxes and the law to make the best possible decisions when it comes to growing your business.

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01:57 - Having a Forward-Thinking CPA on Your Success Team

04:24 - Client Persona

06:01 - What’s the Pitch

08:21 - Professional Costs

11:27 - Tax Planning

13:30 - Teamwork

16:07 - CPAs and CFPs

19:48 - Other Team Members

21:48 - Communication

23:44 - Words of Wisdom

26:29 - Wrap Up



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Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9.

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Tom Barrick CFP, Waldron H. Rand & Co.

Brandon Jordan, Heritage Investors




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.