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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 30, 2019

In episode 195 of Financially Simple, Justin begins a series on Investing 101.

Creating an investment portfolio can be confusing and intimidating, with many different types of investment options, strategies, and terminology. Justin breaks down investing in Financially Simple terms, giving an overview of the basic types of investments.

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Complete Transcription:




01:16 - Investing 101: Overview Part 1

01:39 - The Basics

02:25 - Asset Types

04:56 - Stocks

07:16 - Why Own Stock?

11:53 - Diversification

13:13 - Capitalization

16:44 - Growth & Value

17:45 - Fixed Income

20:11 - Cash & Cash Equivalents

22:26 - Wrap Up




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

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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.