Jan 13, 2020
In episode 219 of Financially Simple, Justin answers a question posed to him by a listener of the podcast.
Podcast listener, Allan - recently divorced and coming up to retirement - poses the question, "How should I go about starting an investment fund with my specific situation, and what are the costs?" Justin goes over the question and gives his suggestions for a plan of action.
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00:45 - Listener Questions: Starting an Investment
02:38 - Allan’s Question
04:23 - Breaking it Down
07:13 - Taxes, Income, and Benefits
09:00 - Home Improvement vs. Saving
12:27 - Retirement Ready?
16:31 - A Plan of Action
18:10 - Investment Fees
22:07 - Wrap Up
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Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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