Preview Mode Links will not work in preview mode

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 14, 2020

In episode 263 of Financially Simple, Justin and Jeff Jeter of Heritage Investors talk about the differences between Non-Qualified accounts, IRAs, and ROTHs.

Investing your savings can be confusing with the number of different options available - which should you consider? Justin and Jeff look at each account type, evaluate their purposes, and discuss when to use one or the other.

Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening!




01:34 - What is The Difference Between a Non-qualified account, IRA, and ROTH, and Why Would I Choose One Over Another?

04:18 - Tools for Growth

05:48 - Differences Explained

11:37 - When to Use One Over Another

17:55 - Dollar Goals

20:19 - Levers of Control

21:50 - Positioning

23:40 - Summary




Financially Simple Educational Website

Financially Simple on YouTube

Subscribe to the Financially Simple Newsletter

Ask Justin a Question

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

Jeff Jeter - 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.