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Financially Simple - Business Startup, Growth, & Sale

Justin Goodbread

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

Financially Simple - Business Startup, Growth, & Sale

Justin Goodbread

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About Us

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.

Latest Episodes

What is Diversification?

Just as you shouldn’t invest solely in your business, you should also avoid investing in only one or two portfolio options outside of your business. Justin looks at the process of Diversification: what it is, why it’s a good idea, the options available, and the dangers to be aware of.

20 MIN2 d ago
Comments
What is Diversification?

Why Should a Business Owner Invest in Assets Outside of Their Business

As a Business Owner, most of your wealth is tied up in your business and you plan on unlocking that wealth when you decide to sell or retire - but what if you can’t sell, or don’t get the best possible deal? Justin gives a quick revision on why you shouldn’t invest exclusively in your business and should look outside of your business for investment opportunities.

19 MIN6 d ago
Comments
Why Should a Business Owner Invest in Assets Outside of Their Business

What is Timing the Market, and Does it Work?

When to buy, when to sell; when to invest, when not to invest - these are questions most investors ask; but, the answers are not as simple or straightforward as they might hope. Justin explains what Timing the Market is, and examines whether or not it really does work the way everyone thinks.

25 MIN1 w ago
Comments
What is Timing the Market, and Does it Work?

Dollar-Cost Averaging

Dollar-Cost Averaging is a simple investment method that takes the complexity of reading the market and timing your investment strategy out of the equation. Justin looks at the pros and cons of Dollar-Cost Averaging, and explains some advanced strategies to get the most out of this investment technique.

17 MIN1 w ago
Comments
Dollar-Cost Averaging

Introducing Rebalancing and Target-Band Rebalancing

Buy Low Sell High: this is the core principle of Rebalancing in a nutshell, knowing when to and factoring in considerations such as Contributions and Withdrawals adds a layer of complexity to this simple mantra. Justin explains what Rebalancing and Target-Band Rebalancing are, why and when investments should be rebalanced, and why you shouldn’t go it alone.

19 MIN2 w ago
Comments
Introducing Rebalancing and Target-Band Rebalancing

Investing 101: Overview Part 2 - Risk Tolerance

Investing has its ups and downs, the risks and the rewards - so knowing your Risk Tolerance Profile and Capacity are necessary in order to make the correct investments. Justin explains Risk Tolerance and Capacity, as well as the three types if Investment Horizon that will help you decide on the correct investment strategy for your needs.

20 MIN2 w ago
Comments
Investing 101: Overview Part 2 - Risk Tolerance

Investing 101 Part 1 - The Overview

Creating an investment portfolio can be confusing and intimidating, with many different types of investment options, strategies and terminology. Justin breaks down investing into Financially Simple terms, giving an overview of the basic types of investments.

23 MIN3 w ago
Comments
Investing 101 Part 1 - The Overview

Non-Qualifying Investments

From a personal finance perspective, Non-Qualified investment accounts can have different uses depending on the type of account. Justin goes over the different types of accounts, and gives advice on what each account is useful for and what to avoid.

18 MIN3 w ago
Comments
Non-Qualifying Investments

Adding a Cash Balance Plan to a 401k Plan

As a successful business owner, the provisions of the 401k might be too limiting, and you might want to increase the amount that you can put away - a Cash Balance might be the answer. Justin and Jennifer explain what a Cash Balance plan is, how it works, and who it’s for.

21 MINSEP 23
Comments
Adding a Cash Balance Plan to a 401k Plan

Exploring the Safe Harbour and Profit Sharing Provisions of a 401k

There are two specific provisions of the 401k that are worth a closer look: Safe Harbour and Profit Sharing. Justin and Jennifer look at the Safe Harbour and Profit Sharing provisions, and consider the pros and cons of each for a Small Business Owner.

18 MINSEP 19
Comments
Exploring the Safe Harbour and Profit Sharing Provisions of a 401k

Latest Episodes

What is Diversification?

Just as you shouldn’t invest solely in your business, you should also avoid investing in only one or two portfolio options outside of your business. Justin looks at the process of Diversification: what it is, why it’s a good idea, the options available, and the dangers to be aware of.

20 MIN2 d ago
Comments
What is Diversification?

Why Should a Business Owner Invest in Assets Outside of Their Business

As a Business Owner, most of your wealth is tied up in your business and you plan on unlocking that wealth when you decide to sell or retire - but what if you can’t sell, or don’t get the best possible deal? Justin gives a quick revision on why you shouldn’t invest exclusively in your business and should look outside of your business for investment opportunities.

19 MIN6 d ago
Comments
Why Should a Business Owner Invest in Assets Outside of Their Business

What is Timing the Market, and Does it Work?

When to buy, when to sell; when to invest, when not to invest - these are questions most investors ask; but, the answers are not as simple or straightforward as they might hope. Justin explains what Timing the Market is, and examines whether or not it really does work the way everyone thinks.

25 MIN1 w ago
Comments
What is Timing the Market, and Does it Work?

Dollar-Cost Averaging

Dollar-Cost Averaging is a simple investment method that takes the complexity of reading the market and timing your investment strategy out of the equation. Justin looks at the pros and cons of Dollar-Cost Averaging, and explains some advanced strategies to get the most out of this investment technique.

17 MIN1 w ago
Comments
Dollar-Cost Averaging

Introducing Rebalancing and Target-Band Rebalancing

Buy Low Sell High: this is the core principle of Rebalancing in a nutshell, knowing when to and factoring in considerations such as Contributions and Withdrawals adds a layer of complexity to this simple mantra. Justin explains what Rebalancing and Target-Band Rebalancing are, why and when investments should be rebalanced, and why you shouldn’t go it alone.

19 MIN2 w ago
Comments
Introducing Rebalancing and Target-Band Rebalancing

Investing 101: Overview Part 2 - Risk Tolerance

Investing has its ups and downs, the risks and the rewards - so knowing your Risk Tolerance Profile and Capacity are necessary in order to make the correct investments. Justin explains Risk Tolerance and Capacity, as well as the three types if Investment Horizon that will help you decide on the correct investment strategy for your needs.

20 MIN2 w ago
Comments
Investing 101: Overview Part 2 - Risk Tolerance

Investing 101 Part 1 - The Overview

Creating an investment portfolio can be confusing and intimidating, with many different types of investment options, strategies and terminology. Justin breaks down investing into Financially Simple terms, giving an overview of the basic types of investments.

23 MIN3 w ago
Comments
Investing 101 Part 1 - The Overview

Non-Qualifying Investments

From a personal finance perspective, Non-Qualified investment accounts can have different uses depending on the type of account. Justin goes over the different types of accounts, and gives advice on what each account is useful for and what to avoid.

18 MIN3 w ago
Comments
Non-Qualifying Investments

Adding a Cash Balance Plan to a 401k Plan

As a successful business owner, the provisions of the 401k might be too limiting, and you might want to increase the amount that you can put away - a Cash Balance might be the answer. Justin and Jennifer explain what a Cash Balance plan is, how it works, and who it’s for.

21 MINSEP 23
Comments
Adding a Cash Balance Plan to a 401k Plan

Exploring the Safe Harbour and Profit Sharing Provisions of a 401k

There are two specific provisions of the 401k that are worth a closer look: Safe Harbour and Profit Sharing. Justin and Jennifer look at the Safe Harbour and Profit Sharing provisions, and consider the pros and cons of each for a Small Business Owner.

18 MINSEP 19
Comments
Exploring the Safe Harbour and Profit Sharing Provisions of a 401k