Episode 43 - Rethinking Success and Exit Strategy with Justin Goodbread

What does it look like to steward your business and family with intentionality, especially when it's time to plan an exit? Entrepreneur and author Justin Goodbread joins host Deb Meyer to talk candidly about sacrifice, scaling, and what too many business owners get wrong when it's time to let go.

Whether you’re years away from selling or just starting to think about legacy, this conversation blends practical wisdom and deep faith in a way that resonates with purpose-driven parents and entrepreneurs alike.

Exit planning isn’t just about spreadsheets; it’s about soul work. Whether your business is ready or not, ask: Am I emotionally and spiritually ready to step into what’s next?

Episode 21 - Charting Financial Success Through Family Bonds

What does it take to successfully merge family values with financial planning? On this episode of Beyond Budgets®, we have the pleasure of speaking with Brian Haney, CEO and co-founder of the Haney Group. Brian takes us through the unique dynamic of running a family-owned business alongside his father and brother.

From balancing the intricate relationships within the family to leveraging their diverse skill sets, Brian shares valuable insights that could benefit anyone considering a family venture. Hear his compelling journey from aspiring journalist to financial professional, illustrating how following his passion led to the formation of a thriving financial practice.

We also demystify the rising costs of long-term care insurance and discuss strategic planning to manage these expenses effectively. Packed with actionable advice and real-world examples, this episode serves as a comprehensive guide for securing your financial future and protecting your loved ones.