100 episodes

The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), Investopedia Top 100 Advisor, Exit Planning Institute’s Exit Planner Leader of the Year and business strategist with over 20 years of experience. Justin owns Financially Simple, LLC, a division of Heritage Investors, LLC. Advisory services are offered through Heritage Investors, LLC., a registered investment advisor. Heritage Investors, LLC only conducts business in states where it is properly registered or is excluded or exempted from registration requirements.

Financially Simple - Business Startup, Growth, & Sale Justin Goodbread

    • Entrepreneurship

The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States. Host Justin Goodbread is a serial entrepreneur, CFP (Certified Financial Planner), CEPA (Certified Exit Planning Advisor), CVGA (Certified Value Growth Advisor), Investopedia Top 100 Advisor, Exit Planning Institute’s Exit Planner Leader of the Year and business strategist with over 20 years of experience. Justin owns Financially Simple, LLC, a division of Heritage Investors, LLC. Advisory services are offered through Heritage Investors, LLC., a registered investment advisor. Heritage Investors, LLC only conducts business in states where it is properly registered or is excluded or exempted from registration requirements.

    Ask Justin: What Should I Be Doing Right Now in my Business Finances?

    Ask Justin: What Should I Be Doing Right Now in my Business Finances?

    Tim asks, “What is the numbering thing I should be doing right now in my Personal Finances, and Business?” Justin addresses the second part of the question, regarding Business plans, and briefly goes over the need for Strategic Planning.

    • 16 min
    Ask Justin: What Should I Be Doing Right Now in my Personal Finances?

    Ask Justin: What Should I Be Doing Right Now in my Personal Finances?

    Tim asks, “What is the numbering thing I should be doing right now in my Personal Finances, and Business?” Justin gives his opinion for having a fresh start to the year 2020, and addresses the issue of Personal Finances in this first part of of the answer.

    • 14 min
    Ask Justin: The HRA

    Ask Justin: The HRA

    A listener of the podcast asks: I am a CPA about to get clients involved in a Spouse-Only HRA - What did you mean in your article “You must have a health plan to participate”? Justin responds, explaining what HRAs are, how they work, and what rules apply.

    • 22 min
    Listener Questions: Starting an Investment

    Listener Questions: Starting an Investment

    Listener of the podcast, 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.

    • 23 min
    Ask Justin: Q&A Session

    Ask Justin: Q&A Session

    Listener of the podcast, Adam from Grand Rapids MI, poses the question: Should I pay off my house early and invest until retirement, or sell and buy my retirement home with the plan to have it paid up by retirement? Justin breaks down the question, bit by bit, and gives his take on the matter.

    • 28 min
    Planning for 2020

    Planning for 2020

    A new year brings new opportunities as a business owner, to continue forging ahead, make improvements to your business plans, and to better yourself. Justin outlines his personal plans for his business Heritage Investors, and some of his own personal goals.

    • 20 min

Customer Reviews

JoshCrist ,

Must-listen for business owners!

Wow! This show is incredible and I wish I had found Justin when I was owning and operating my small business. So many nuggets of gold in these episodes and the way he breaks down issues like preparing to sell, growth, investing (specific to business owners) and tax considerations with his own real-world experiences is really refreshing. Highly recommend subscribing if you are, or plan to become, a business owner!

work hard no quit ,

Makes you think

Loads of information that must be considered if self employed or if you have a team members. Just getting paid for doing a job is not the goal. You have to listen in, Justin makes you think. There’s so much more to make your business better. Check it out!

Exhausted but learning ,

Learning and growing

Financially Simple is an amazing podcast. I have learned so much in how to grow and even prepare my business for future selling and growth potential!

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