Grow Your Business and Grow Your Wealth

Steven Goodman, President and CEO of SHG Planning, specializes in business succession planning, which is helping business owners deal with the succession to their families, partners, and key employees. Steven also works in estate planning and gets involved in the sophisticated design of people’s retirement plans. 

Steven is a skilled CPA with a multidisciplinary background. He has the expertise of an attorney, investment, pension, and insurance person, which is extremely beneficial for his clients.

He currently services hundreds of clients focusing on the needs of owners of closely held businesses and high net worth individuals.

In our conversation, Steven talks about:

·        The obstacles people run into with business succession planning.

·        The importance of business owners dedicating time to planning.

·        The benefit of using trusts and why.

·        Critical conversations for exit planning with partners, spouses, and children.

Take advantage of Steven’s free book and the informative articles on his website!

Connect with Steven:

Website: https://www.shgplanning.com/

LinkedIn:  www.linkedin.com/in/stevegoodmanshg/

Free Book: stevengoodman.biz

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

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Jeff Link is an Investment Advisor Representative at Guardian Wealth Advisors, LLC and the founder of the BLUE LINE INVESTING® process. Jeff’s investment philosophy and strategy changed shortly after the stock market downturn of 2008–2009. After suffering significant losses in the stock market for the second time within a decade, Jeff decided enough was enough. His personal research into analyzing stock market trends led to a strategy to manage risk that set him apart from traditional financial advisors. Today, Jeff puts his research and knowledge to work helping his clients grow and preserve their wealth in a risk-managed and tax-efficient way.

Jeff discusses how his research into the history of the stock market led to his BLUE LINE INVESTING® process. Jeff also talks about:

·        The financial industry doesn’t teach what makes markets rise and fall.

·        Being proactive to minimize financial losses.

·        Three questions to ask your investment professional.

·        What is the specialty of your investment professional?

·        Understanding the difference between wealth and risk management.

Be sure to check out Jeff’s new book, Protecting the Pig: How the Stock Market Trends Reveal the Way to Grow and Preserve Your Wealth.

Connect with Jeff:

Website: http://protectingthepig.com/

Website: bluelineinvesting.com

LinkedIn: https://www.linkedin.com/in/bluelineinvestingjefflink/

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

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Eric D. Brotman, CFP™, AEP, CPWA is a financial advisor, wealth manager, mentor, and host of the podcast Don't Retire...Graduate! As CEO of BFG Financial Advisors, he has been advising his clients on investing, risk management, retirement, and financial planning for over 25 years. 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Eric Brotman about helping people understand their finances.

Here are some of the beneficial topics covered on this week’s show:

●    How taking care of finances is not something people learn in school.

●    Why it’s impossible to reach financial freedom without financial literacy.

●    How people should look at retirement as graduating to the next phase of their life.

●    How people shouldn’t be defined by the roles they play in their careers.

●    Why retirement doesn’t have to happen at a certain age.

Connect with Eric:

Website: brotmanmedia.com

Website: financialplanningforall.com

Twitter: @brotmanplanning

Facebook: facebook.com/DontRetireGraduate

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

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Aaron Nannini is the founder of CashUncomplicated.com, a personal finance website. As an everyday person with an average salary, Aaron achieved financial success through implementing basic and uncomplicated principles such as life goals, daily habits, intentional money decisions, and a value-based spending mindset. After struggling with money in his twenties and sick of living paycheck-to-paycheck, Aaron started educating himself on personal finance. Through years of intense study and practice, he went from barely getting by each month to complete financial clarity and harmony—all in less than five years. He wants to pass that knowledge to you and believes that anyone can achieve financial freedom without sacrificing their lifestyle or happiness. 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Aaron Nannini about his upcoming book Cash Uncomplicated.

Here are some of the beneficial topics covered on this week’s show:

●    How every month people need to have some sort of financial win.

●    Why it’s important to have a mindset that focuses on the things you value.

●    How some people need to take a step back and take a macro look of their life.

●    Why value-based spending allows people eliminate excessive spending.

●    How people should automate their bills and put the money in an account they can’t access.

Connect with Aaron:

Website: CashUncomplicated.com

Twitter: @CashUncomp

Facebook: facebook.com/cashuncomplicated

LinkedIn: linkedin.com/in/aaron-nannini-81a2a6200

Connect with Gary:

Website: sbadvisors.cc/

Facebook: facebook.com/SmallBusinessAdvisors

LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/

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Geoffrey Kunkler joined Carlile Patchen & Murphy LLP in 2014 and has been a Partner since 2018. His practice is centered around estate planning for individuals and business owners, as well as asset protection planning for retirees. He focuses primarily on the areas of estate planning, elder protection, estate administration, charitable and philanthropic planning and special needs planning. He also has extensive experience in conducting educational seminars on legal topics related to his expertise. 

2016, 2018-Present. He was named Top Attorneys Rising Stars for 2020 by Columbus Monthly. Geoff has been rated AV Preeminent® by Martindale-Hubbell® since 2017. He has also been listed as one of Ohio Super Lawyers magazine’s “Rising Stars” since 2018, and was listed in Columbus Business First magazine’s Class of 2020 ‘Forty Under 40.’  

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Geoffrey Kunkler about estate planning for businesses and individuals.

Here are some of the beneficial topics covered on this week’s show:

●    How the same tools can be applied in both elder law and estate law.

●    Why estate planning is the best way to control where your assets end up.

●    How people need to go over their estate planning regularly.

●    Why people should hire and estate planner to help prepare a trust.

●    How it’s important to have a legal plan when going into business with a partner.

Connect with Geoffrey:

Links Mentioned:

cpmlaw.com

Guest Contact Info:

Twitter

@CMPLaw

Instagram

@cmplaw_oh

Facebook

facebook.com/CPMlaw

LinkedIn

linkedin.com/company/carlile-patchen-&-murphy-llp

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Rob Schulz is the founder and President of Schulz Wealth. He grew up in a small, Central Texas town and attended The University of Texas. In 1990, in the span of only six months, he got married, graduated with his accounting degree, was commissioned as a naval officer, and subsequently lost my dad to a sudden heart attack. Rob grew up quickly that year. Over the next four years, he lived in Newport, RI, Virginia Beach, VA, and Charleston, SC while he served as a Surface Warfare Officer aboard the USS John Rodgers, a Spruance class destroyer.  

Rob loved his job but found it difficult to balance sea duty with home life, so he resigned his commission in 1994 and moved back to Texas. Rob knew what he wanted to do, but didn’t know how to do it, so he took a commission job with a financial services firm – The Principal Financial Group. He learned a lot from some really great people at Principal, but after a few years, he decided to launch into an independent firm called First Texas Financial Services with four other partners. It was during this transition that he achieved his Certified Financial Planner designation. At First Texas, they specialized in businesses and their owners. We were a one-stop shop for insurance, benefits, 401(K), and investments, so he found himself wearing many hats. 

What Rob really loves and enjoy doing is financial planning and asset management. With this in mind, he sold a big chunk of his business and launched Schulz Wealth on his own in 2014. Now he is able to focus solely on my true calling. 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Rob Schulz about financial planning and wealth management.

Here are some of the beneficial topics covered on this week’s show:

●    Why having a financial plan is incredibly important for everyone.

●    How a good team is vital to the success of any business.

●    How there can be a lot of stress in the initial parts of financial planning.

●    Why meeting quarterly is too often, and meeting yearly is not enough.

●    How it’s important to teach your kids the do’s and don’ts of financial services.

Connect with Rob:

Links Mentioned:

schulzwealth.com

Guest Contact Info:

Twitter

@robschulztx

Facebook

facebook.com/SchulzWealth

LinkedIn

linkedin.com/in/robschulz

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Alan Rosca is a securities attorney, adjunct professor of Securities Regulation, and speaker and author on Ponzi schemes, investment fraud, cryptocurrencies, and securities regulation. He often contributes and gives interviews in the media across the country on topics ranging from fraudulent investments to bank regulation and professional liability.

Alan focuses his legal practice primarily on complex litigation and arbitration arising out of disputes related to investment or securities fraud, market manipulation, corporate governance, and antitrust. Alan has represented thousands of investors across the country and in over 60 countries around the world, in cases against entities accused of securities fraud as well as financial industry members and other professional organizations that played a role in enabling or facilitating fraudulent investment schemes. 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Alan Rosca about investment law.

Here are some of the beneficial topics covered on this week’s show:

●    How people sometimes get caught in Ponzi schemes when trying to invest.

●    Why people must watch out for the 5% of brokers who only want to make a buck.

●    How those taken advantage of are usually professionals not elderly women.

●    Why it’s important to do your due diligence when selecting a broker to work with.

●    How people need to pay attention to the red flags, so they don’t get duped.

Connect with Alan:

Links Mentioned:

investorlawyers.org

Guest Contact Info:

Twitter

@GSPLAW

Facebook

facebook.com/lawgsp

LinkedIn

linkedin.com/company/goldman-scarlato-&-penny-p-c

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Jonathan Sparks, founder of Sparks Law works in Business Law and helps small businesses with trademarks, business formation, copyright, and other various business related laws. Prior to founding Sparks Law, Jonathan worked at the United States Department of Justice. He is extremely passionate about entrepreneurship and prides himself on his ability to find creative approaches to everyday life.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Jonathan Sparks about the history of corporate law.

Here are some of the beneficial topics covered on this week’s show:

●    How a corporation will benefit from limited liability if they have everything sorted.

●    Why people started coming up with simpler limited liability corporations.

●    Why general partnerships are scary and people should avoid them.

●    How the operating agreement is the streamlined version of the corporate binder.

●    Why people should get a limited liability company when dealing with real estate.

Connect with Jonathan:

Links Mentioned:

sparkslawpractice.com

Guest Contact Info:

Twitter

@mysparkslaw

Instagram

@sparkslawyer

Facebook

facebook.com/SparksLawPractice

LinkedIn

linkedin.com/company/sparkslaw

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Mike Thomas is the agency principal at Lighthouse Insurance Services. An independent insurance agency in Gambrills, MD. Mike started the agency from scratch in 2000. His agency takes pride in treating all of their clients like family, and serving their insurance needs. Mike is the co-founder of For The Kids, Inc, a charitable organization that supports local sick children who have a financial need in their family. He is active in the community as well as Knights of Columbus, Crofton Chamber of Commerce, DeMatha Catholic Alumni Association, and serves of the board of a few local organizations.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Mike Thomas about property, casualty, and life insurance.

Here are some of the beneficial topics covered on this week’s show:

●    How the insurance industry has changed over the last 20 years.

●    Why a $300,000 home doesn’t have to be insured for $300,000.

●    How family heirlooms need to be scheduled on your homeowners policy.

●    Why you might want to look into getting identity theft covered in your policy.

●    How it’s important to review all important documents with your insurance agent.

Connect with Mike:

Links Mentioned:

lighthouse-insurance.com

Guest Contact Info:

Facebook

facebook.com/LighthouseIns

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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Entrepreneur Magazine calls Justin Donald the "Warren Buffett of Lifestyle Investing." He's a master of low-risk cashflow investing, specializing in simplifying complex financial strategies, structuring deals, and disciplined investment systems that consistently produce profitable results. His ethos is to "create wealth without creating a job." 

In the span of 21 months, and before his 40th birthday, Justin's investments drove enough passive income for both he and his wife Jennifer to leave their jobs. Following his simple investment values from his book The Lifestyle Investor: The 10 Commandments of Cashflow Investing for Passive Income and Financial Freedom, Justin negotiated deals with over 100 companies, multiplied his net worth to over eight figures, and maintained a family-centric lifestyle in less than 2 years. Just 2 years later, he doubled his net worth again.  

He now consults entrepreneurs and executives on lifestyle investing, with a forthcoming book and podcast based on his lessons and proven investment system that consistently produces repeatable returns. 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Justin Donald about lifestyle investing.

Here are some of the beneficial topics covered on this week’s show:

●    How people can make their living off of their assets instead of their time.

●    Why nest egg investing is probably unreasonable for most people.

●    Why people should invest in cashflow instead of a property’s appreciation,

●    How people can use other assets besides houses to generate an income.

●    How there is a way to make the cashflow today without buying something new.

Connect with Justin:

Links Mentioned:

justindonald.com

Guest Contact Info:

Twitter

@jwdonald1

Instagram

@justindonald

Facebook

facebook.com/lifestyleinvestorlive

LinkedIn

linkedin.com/justinwdonald

Connect with Gary:

Website

sbadvisors.cc/

Facebook

facebook.com/SmallBusinessAdvisors

LinkedIn

linkedin.com/in/gary-d-heldt-jr-388a051/

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