Podcasts

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Find out how you can plan & protect what’s most important.

Life Insurance 8 & 9

I’m an accomplished speaker, having presented to major CPA firms, law firms, financial planning & trade associations, and more. Book A Call: https://stevengoodman.biz/

Estate Planning 7 & 8

I’m an accomplished speaker, having presented to major CPA firms, law firms, financial planning & trade associations, and more. Book A Call: https://stevengoodman.biz/

Life Insurance 6 & 7

I’m an accomplished speaker, having presented to major CPA firms, law firms, financial planning & trade associations, and more. Book A Call: https://stevengoodman.biz/

Estate Planning 5 & 6

I’m an accomplished speaker, having presented to major CPA firms, law firms, financial planning & trade associations, and more. Book A Call: https://stevengoodman.biz/

Life Insurance 3 & 4

I’m an accomplished speaker, having presented to major CPA firms, law firms, financial planning & trade associations, and more. Book A Call: https://stevengoodman.biz/

Estate Planning 3 & 4

I’m an accomplished speaker, having presented to major CPA firms, law firms, financial planning & trade associations, and more. Book A Call: https://stevengoodman.biz/

Life Insurance 1 & 2

I’m an accomplished speaker, having presented to major CPA firms, law firms, financial planning & trade associations, and more. Book A Call: https://stevengoodman.biz/

Creating a Great Succession Plan to Preserve Generational Wealth

Sean Pan interviews the top real estate investors and professionals in the Silicon Valley Bay Area to give you the inside tips and tricks of the industry, enabling you to be ahead of the curve with your investments. Discover how you can create multi-generational wealth with actionable steps that will enable you to have the…

Estate Planning 1 & 2

I’m an accomplished speaker, having presented to major CPA firms, law firms, financial planning & trade associations, and more. Book A Call: https://stevengoodman.biz/

Star Mountain Case Study

Star Mountain Capital CEO Brett Hickey sits down virtually with Steve Goodman, the President & CEO of SHG Planning to discuss the importance of succession and estate planning. Soundcloud Google Podcast

Family Business Succession w/ Steven Goodman

I recently wrote a book on Business Succession Planning. I wrote it for all business leaders, including chapters specifically written for family business leaders. We all die. The goal isn’t to live forever, the goal is to create something that will. –Chuck Palahniuk This quote is perfect for family business leaders, isn’t it? It’s a…

Life Insurance Premium Financing: What You Need To Know

There are circumstances in which borrowing money to pay life insurance premiums makes either economic and/or tax sense. This article will explain why one might want to borrow to pay premiums and how the funding would work. View Article

It took a lifetime to build your legacy. Give us a call to see how we can help you preserve it.

It took a lifetime to build your legacy. Give us a call to see how we can help you preserve it.

Steve

Get in touch with Steve Goodman today

CPA, MBA – President & Chief Executive Officer

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