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.

    Why is the Stock Market Going Up with Such Bad News in the Media

    Why is the Stock Market Going Up with Such Bad News in the Media

    The recent recovery in the stock markets have some curious as to the cause of the improvements, considering many businesses are still compromised by the Coronavirus lockdown. Justin and Chris consider the cause of the rebound, what indicators are worth following, the role of the Fed and what Business Owners can do.

    • 18 min
    David Stein: Money For The Rest of Us

    David Stein: Money For The Rest of Us

    The Coronavirus is causing governments globally to take measures to protect citizens and business interests. Justin and David discuss what money is, what National Debt is and how it affects Small Business Owners, and how businesses should conduct themselves accordingly.

    • 28 min
    How To Do A SWOT Analysis

    How To Do A SWOT Analysis

    With the current pandemic still affecting Small Businesses, Owners are taking the time off to re-evaluate their business plan and strategy. Justin and David discuss using the SWOT Analysis process to find a business’s strengths and weaknesses.

    • 19 min
    What is The Difference Between an NQ, IRA, and ROTH, and Why Would I Choose One Over Another?

    What is The Difference Between an NQ, IRA, and ROTH, and Why Would I Choose One Over Another?

    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.

    • 27 min
    Why Do Business Owners Dislike Financial Advisors?

    Why Do Business Owners Dislike 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.

    • 31 min
    Ask Justin feat. David Kent: 5 Things You Need to Know to Successfully Manage a Team

    Ask Justin feat. David Kent: 5 Things You Need to Know to Successfully Manage a Team

    As Small Business Owners plan and ready themselves for when the current crisis passes, it’s important to address Team Management in order to carry out your strategy effectively. Justin and David go over five key points the help Small Business Owners address Team Management.

    • 21 min

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