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Financially Simple - Small Business Support


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 11, 2020

In episode 262 of Financially Simple, Justin and Brandon Jordan of Heritage Investors discuss the tentative relationship that Business Owners have with Financial Advisors.

Who knows best what is in the interests of a Small Business Owner on how to increase their wealth? Wall Street execs? Financial Advisors? Or a guy their friend knows? Justin and Jordan take a look at the relationship between Business Owners and Financial Advisors, how it can be improved, and having success in business.

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TIME INDEX:

01:33 - Why Do Business Owners Dislike Financial Advisors?

08:28 - Wary of Wall Street

18:32 - Big Money

22:36 - The Success Team

26:49 - Success Stories

29:47 - Wrap 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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Brandon Jordan

How a Small Business Owner Should Interview a Financial Advisor

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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.