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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.

May 28, 2020

In episode 267 of Financially Simple, Justin and Brandon Jordan use baseball to discuss the key players of a Success Team... the advisory people, often outside your business, that support you in vital areas. 

If there’s an analogy to life, the world, and everything including business, it’s baseball! Justin and Brandon go through the key members of a Success Team business owners need on their side, likening them to the various positions of players on the diamond field.

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TIME INDEX:

01:20 - Members of the Success Team

03:17 - A Lot Like Baseball

05:43 - The Catcher: Your CFP

09:25 - The Power Hitter: The CPA

11:38 - Second Base: The Insurance Experts

14:20 - Short: Trust & Estate Attorneys

15:21 - Third: The Business Attorney

17:53 - The Left Outfield: Your CVGA

19:21 - Centre Field: The Exit Planner

20:38 - The Right Outfield: An Out-Sourced CFO

24:02 - The Cost

26:26 - The Fans in the Stands

29:32 - Wrapping Up

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RESOURCES:

Financially Simple Educational Website

Financially Simple on YouTube

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

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NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit

Brandon Jordan

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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. 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.