Financial Advisors Want to Know: How to Think Through Exit Planning - Ep #23: Justin Goodbread
Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms
Growing up in Brunswick, Georgia, Justin developed a strong work ethic from an early age, starting his landscaping business at 15. His passion for helping others led him to the financial services industry, where he earned credentials like CERTIFIED FINANCIAL PLANNER™, Certified Value Growth Advisor®and Certified Exit Planning Advisor® designations in subsequent years.
In 2016, Justin founded financiallysimple.com, a platform that launched his successful podcast - The Justin Goodbread Show, blog, and YouTube channel. Recognized by Forbes and Kiplinger, he has received awards such as the 2021 Exit Planning Thought Leader Award and the 2022 Peter Christman Exit Planner of the Year Award.
Justin lives on a hobby farm with his family, enjoys outdoor activities, and is an Advanced Open Water PADI Certified Scuba Diver. He’s also a talented musician and loves spending time with his sons playing Xbox games.
Topics discussed in the podcast:
-Helping Financial Advisors identify, grow, and unlock the value of their most significant asset—their business.
-The pitfalls of focusing solely on increasing client numbers and why a more holistic approach leads to sustainable growth.
-Why decentralizing yourself from the center of your practice will significantly increase your practice's value.
Connect with Justin:
https://www.justingoodbread.com/
https://www.justingoodbread.com/courses/
https://www.justingoodbread.com/your-babys-ugly/
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Contact Catherine's Team:
admin@dominiones.com
Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more:https://calendly.com/ctindall/podcast-getting-to-know-you
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