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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, ...
 
Many businesses are started every day, but the number that lasts the test of time is much lower. So what separates the businesses that last and those that don't? With this podcast, we intend to find out. Each week, we'll feature conversations with business owners who have lasted the test of time to gather stories, tips, and ideas, that will help others grow.
 
Dental Up is your source for everything dental. Shaun Keating and Clinical Guests talk truth and analytics in a no holds barred approach with topics that include: Industry standards, innovations, education, technology and patient care.
 
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show series
 
Being a business owner can be overwhelming at times. Fortunately, when you understand how to best approach entrepreneurship, you can enjoy it rather than stress over it. Justin Goodbread — CEO of Heritage Investors — is a wealth manager, podcaster, vlogger, and speaker who helps business owners make important decisions that can affect their long-te…
 
In episode 296 of Financially Simple, Justin looks at Inflation and how it affects Retirement. Inflation is a complex market force that differs for most commodities, and can swing like a pendulum depending on external factors impacting the world at large. In this episode, Justin explains what Inflation is, how COVID-19 and the CARES Act have influe…
 
As a business owner, sometimes, you just need to tap into the knowledge of a seasoned expert and soak up everything you can. Kathy Bowman Atkins is the CEO and founder of The Lattitude Group, a business strategy and leadership development firm that helps businesses get results. In this episode, she shares her thoughts on mentorship, teams, clients,…
 
In episode 295 of Financially Simple, Justin looks at Normalizing your Personal Income as a Small Business Owner. Normalizing your personal income by adjusting it based on certain expenses will help you to plan for retirement by giving a reliable benchmark of what your actual income and expenses are. In this episode, Justin goes over the areas that…
 
In episode 294 of Financially Simple, Justin explains the concept of the Wealth Gap. All Small Business Owners plan to retire one day, sell their business and enjoy their hard earned wealth - but will you have enough to cover the expenses of the lifestyle you want for your retirement. In this episode, Justin defines the Wealth Gap, outlines the bas…
 
In episode 293 of Financially Simple, Justin kicks off Season 4 of the Financially Simple Podcast. Being a Business Owner isn’t easy, aside from the day-today challenges of owning and operating a business there are the fears and anxieties and stresses that come along with it. In this introductory episode, Justin lays out the fears and concerns of a…
 
Do you ever ask yourself the hard questions? Questions about your purpose, your feelings, your behavior, your strengths — the things that really matter? Trey Sheneman does. As the executive director of marketing in the financial peace division at Ramsey Solutions, Trey is the epitome of self-aware. As a leader, self-awareness matters. So do vulnera…
 
Have you ever gotten to a point in life and wondered, “Is this what I’m made for? Is this what I’m supposed to be doing?” Sometimes making transitions in life after we’ve made big commitments in education and careers can be really overwhelming. But transitions aren’t all bad — sometimes, they can lead you to exactly where you’re supposed to be, doi…
 
In episode 292 of Financially Simple, Justin gives his thoughts on buying an expensive new toy to treat yourself as a Small Business Owner. Perhaps you’ve had a phenomenal few months, with your business thriving through the pandemic, or perhaps it’s been tough and you want to let off some steam. Either way, Justin provides some perspective and some…
 
In episode 291 of Financially Simple, Justin and family are on vacation but still take some time out to discuss the importance of taking a break. Small Business Owners are some of the hardest working individuals in any given industry, working 70+ hours a week, which can be exhausting. Justin, Miss Emily, brother-in-law Brian and Lori get around the…
 
When it comes to your finances, the right strategies and tools make all the difference. It’s not enough to just know about them, though — you have to apply them, too. Lake Growth Financial Services CFP® Mark Willis helps people build wealth in a safe and predictable manner so they can create tax-free income for life. Listen in to find out how you c…
 
In episode 290 of Financially Simple, Justin and David Kent of Heritage Investors give a short pep talk to all the Business Owners out there. The global Coronavirus pandemic is still a factor for many businesses trying to operate at the moment. Justin and David provide words of encouragement, not to give up during this hard time, to stay the course…
 
In episode 289 of Financially Simple, Justin talks to Dan Rawls of Trustegrity about the importance and value of connecting to other professionals. There’s more to networking than having a high number of contacts, it’s about how deep the connections that you have are. Justin and Dan discuss how to go about building a solid network of trusted profes…
 
In episode 288 of Financially Simple, Justin talks to Ryan Stanley and Kaleb Buckner of Always Abounding video production services about using video social media to boost business growth. The internet and social media platforms offer an opportunity to leverage affordable media marketing campaigns to grow businesses. Justin discusses the ins and out…
 
In episode 287 of Financially Simple, Justin talks to Todd Sklar of GBS Insurance about the types of insurance Business Owners need. As a small business owner, having the right insurance is key - what if something happens to you, or one of your key team players? Justin and Todd discuss the types of insurance, and why they are needed. Don’t forget t…
 
A good way to get leads is through digital advertising — but you have to do it right. If you want to run successful campaigns, then you need to know your target audience so you can deliver what they need, when they need it. If digital advertising stresses you out or confuses you, don’t miss out on this conversation with Naira Perez, social media ad…
 
In episode 286 of Financially Simple, Justin and Brandon Jordan of Heritage Investors talk to Joseph Strazzeri of Strazzeri Mancini Attorneys about building a Success Team. The Short-Stop between second and third base is one of the most important positions in Baseball, so having the right person there is imperative. Justin, Joe, and Brandon discuss…
 
In episode 285 of Financially Simple, Justin and Brandon Jordan of Heritage Investors continue their baseball analogy and discuss the role of the Legal Team in the Left Infield. In baseball, the left infield covers much of the offensive and defensive roles needed to run a winning game; likewise, a solid legal team is necessary for any business owne…
 
Think word of mouth marketing is dead? It’s not! In fact, it’s probably your best tool for getting leads. That’s why Bill Bice, CEO of boomtime, has created an entire agency dedicated to it. He knows how important word of mouth marketing is, and in this episode, Bill talks about what it is, why it works, and how you can use it to grow your business…
 
In episode 284 of Financially Simple, Justin and David Kent of Heritage Investors talk about the return of business to the relative normal of a post-COVID world. With the Coronavirus pandemic seeming to turn the corner and businesses re-open having made adjustments to their business strategies, it’s important to take stock and assess the changes of…
 
In episode 283 of Financially Simple, Justin and Jeff Jeter of Heritage Investors discuss whether or not as a Small Business Owner you should buy or lease a vehicle. With the current COVID-19 pandemic affecting our finances and remote work, it might be time to consider either buying a vehicle or leasing one to make the most of the situation. Justin…
 
In episode 282 of Financially Simple, Justin, Brandon Jordan, and special guest Tom Barrick of Waldron H. Rand & Co. discuss the benefits of a forwarding thinking CPA on your Team. As a Business Owner building your Success Team, it is important to have the right players on your side. Justin, Brandon and Tom continue the baseball analogy, and talk a…
 
Entrepreneurs come from all different backgrounds, and the entrepreneurial world is open to anyone who’s willing to join it. Take Ariel Garten, for instance. She’s a neuroscientist, innovator, and entrepreneur committed to helping others overcome mental obstacles so they can live healthy, happy lives. Find out how you can improve your well-being an…
 
In episode 281 of Financially Simple, Justin and Jeff Jeter go over the different types of debt and how to use debt to your advantage. Most people fear the word Debt, but is it all bad? Justin and Jeff talk about their own personal experiences of having to deal with debt, and discuss the differences between Consumptive Debt and Productive Debt, as …
 
In episode 280 of Financially Simple, Justin goes over the Payment Protection Program Loan Forgiveness Application Form 3508EZ. The PPP Loan Forgiveness form is intended to provide financial relief for business owners during the COVID-19 pandemic. Justin looks through the different sections of the application form to provide guidance and explains e…
 
In episode 279 of Financially Simple, Justin talks to Chris Steward about Factor Investing. Is there a good way to invest, or is it down to luck and the markets? Justin and Chris discuss Factor Investing, what it is, and how best to approach it as a small business owner. Don’t forget to subscribe, and let us know how we are doing by leaving a revie…
 
In episode 278 of Financially Simple, Justin talks to athlete, author, and mentor Derrick Furlow about making a transition in business during hard times. With the current COVID-19 pandemic affecting businesses, many Small Business Owners are having to think out of the box, and come up with alternative solutions to stay afloat. Justin and Derrick ta…
 
As a business owner, you’re bound to eventually find yourself in a season of crisis. What you do in that season determines the future of your business — will it succeed, or will it fail? The answer lies in the way you lead. In this episode, we lean in to the advice from business success expert Bill Kinnard, President & CEO of Grandy & Associates. T…
 
In episode 277 of Financially Simple, Justin and David Kent take a look at the Emergency Injury Disaster Loan (EIDL). In light of the COVID-19 pandemic, government has set terms for the EIDL that are favourable for business owners to help them get through the crisis. Justin and David go over the terms and conditions of the loan, and give their 2¢ o…
 
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