Client Question of the Week Archives • Page 2 of 3 • Financially Simple

We answer your financial questions on the Financially Simple in the form of blog posts, videos, and podcasts.

May 24, 2018

What Happens in a Typical Quarterly Business Planning Meeting?

Not long ago I received a Twitter message asking “Justin, what happens in a typical quarterly business planning meeting?” Today I’m giving you a little insight into just such a meeting I had recently. While I can’t go into tons of detail due to confidentiality issues, I can tell you about a meeting I had with one of my clients – a first-generation business owner.

March 28, 2018

Should my investment strategies change nearing retirement

March 28, 2018

Should My Investment Strategies Change if I’m Selling My Business Soon?

I hear from clients every day, and many of them ask me, “Hey, Justin. Should my investment strategies change if…..” And the “if” at the end of their question could be “if I’m retiring soon.” It may be “if I’m spending a fortune on my kids’ college education.” Or more importantly in my line of business, I hear, “if I’m selling my business soon.” Well, that all depends on you, friend. It all depends…

March 16, 2018

March 16, 2018

The 5x5x5 Growth Technique – A Small Tip for Businesses That Could Yield Big Gains

March 15, 2018

Retirement Savings Advice When Changing Jobs – 401k or IRA?

Let’s face it – the job you are working at today, may not be the job you are working at tomorrow. On average people change jobs 12 times over the course of their career. Many times, when they leave a job they leave their 401(k) too. However, doing that is not an avenue I would suggest most of the time. Recently a friend of mine experienced this exact transition. Here is a little about how our conversation went.

March 8, 2018

what makes a business more valuable than another

March 8, 2018

The Number One Thing You Can Do to Make Your Business More Valuable

When it comes to selling a business, making your company more attractive than another, is all about dependability. Who is your business depending on – you or your staff?

October 4, 2017

How Should I Pay for a New Car?

With car sales hitting record highs, a common question I seem to keep answering is, “Justin, how should I pay for a new car?” While meeting with a client recently, he asked this very question. He actually had a few options he was looking at utilizing for the purchase and wanted my take on what I felt would work best. So with so many others asking as well, I decided to analyze each of the methods he considered. Perhaps a few of them are options you are exploring as well.