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
    • 4.7, 14 Ratings

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.

    The PPP Loan Forgiveness Application

    The PPP Loan Forgiveness Application

    With the on-going COVID-19 pandemic, new legislation is in the works to help Small Business Owners keep their business running. Justin goes over the PPP Loan Forgiveness Application, step-by-step, to help Business Owners understand how it works and how to fill it out.

    • 28 min
    What is Dollar Cost Averaging?

    What is Dollar Cost Averaging?

    Buy low, sell high - that’s essentially what Dollar-Cost Averaging is, but it there’s more to it than that. Justin and Jeff discuss what Dollar-Cost Averaging is, and break down the math behind it in Financially Simple terms.

    • 25 min
    Is It Possible To Beat The Stock Market?

    Is It Possible To Beat The Stock Market?

    Investing the the Stock Market is more than just picking a few stocks that look good, there are many, many factors that should be considered when taking the plunge. Justin and Chris discuss the idea of beating the system, and why it’s more complex than “buy low, sell high”.

    • 25 min
    Building Your Success Team: 1st Base, the CPA

    Building Your Success Team: 1st Base, the CPA

    To carry on the Baseball analogy, the First Base player of your Success Team is your CPA. Justin and Brandon go over what makes for a good CPA, and how to find one.

    • 26 min
    HR Issues During COVID-19 - Finding Solutions

    HR Issues During COVID-19 - Finding Solutions

    The COVID-19 pandemic has caused a shift in the operations of many businesses, as employees have been forced to work from home which in some types of business has been challenging. Justin and Sarah discuss the role of HR pre-COVID, and how Small Business Owners can make improvements for better HR practices post-COVID.

    • 30 min
    Should Business Owners Adjust Their Investments Using The 4% Rule?

    Should Business Owners Adjust Their Investments Using The 4% Rule?

    For many Business Owners, an investment portfolio is a key to wealth creation and retirement. Justin and Chris discuss the 4% Rule of return, and why it’s no an accurate rule of thumb to follow along with the importance of seeking qualified advice when contributing to an investment portfolio for retirement purposes.

    • 24 min

Customer Reviews

4.7 out of 5
14 Ratings

14 Ratings

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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