Business
In episode 376 of Financially Simple, wraps up the series of episodes on Financial Readiness by taking a look at your own finances. Having gone over all of the aspects making sure that your business is financially secure and ready for when you decide to retire or sell, it’s time to check your own status. In this episode, Justin goes over the checklist of items that you need to consider when planning your retirement or business exit. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________ TIME INDEX: 00:42 - Financial Readiness 04:34 - New Beginnings 07:46 - The Gap 11:39 - How Much Do You Make 13:25 - Taxes and Investments 17:30 - Personal Tax Plan 18:47 - Debt 20:54 - Insurance 22:00 - Estate Planning 23:44 - Having a Comprehensive Planner 27:17 - Wrap Up _________________ USEFUL LINKS: Work with Our Team Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________ BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.