GENERATION EXCELLENCE – EPISODE 24
Steven Goodman is a CPA, a banker, a business owner, and a published author. Put all that together and you have someone who has been in the room for difficult and seminal conversations around business continuity and succession. Steven’s book is titled Business Succession Planning, and he is passionate about the importance of planning for…
UNCHARTED with Steve Goodman & Jess Dewell
Part of you is building your business for the legacy. Legacy to your family, to your name, to your community … to the dream you are making real every day with your hard work. Most wealth does not make more than one generation – and Steven Goodman, President of SHG Planning, Inc., shares a key…
SalesPOP! PODCAST-Business Succession and Succession Planning
As difficult as it may be, business succession planning is essential. In this Expert Insight Interview, we welcome Steven Goodman, CEO of SHG Planning, and an estate planning and business-succession specialist. Click the image below to listen.
The Other Side Of Potential Episode 126: Business Succession Planning
What you’ll learn about in this episode: Obstacles family businesses encounter when planning for the succession of their business. The methods that Steven uses to help business owners navigate these obstacles. Steven addresses the effect on a family unit when the leader or CEO of a family business falls ill or suddenly passes away. Steven…
Episode #44 Michael Menninger, CFP* Business Succession Planning For Your Business
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP, and guest host Kyle Ryan, CFP welcome Steve Goodman. Steve is a Certified Public Accountant (CPA), and the President & Chief Executive Officer of SHG Planning. Steve, Kyle, and Mike discuss the importance of succession planning for your business. Many business owners overlook…
Business and Estate Planning with Steven Goodman on The Joe Robert Show
Business and Estate Planning with Steven Goodman on The Joe Robert Show
The Great American Senior Show
Whether you are a senior citizen, are caring for an aging loved one, or simply trying to grow a business and live your life, advice is always needed. Make the advice insurance planning, wealth management, and tips for surviving the financial strains brought on by COVID and you have the perfect scenario for the Great…
Steven Goodman on Succession Planning your business with Good Advice podcast
#218 – Steven Goodman, on Succession Planning Your Business Steven Goodman joins the podcast to talk business succession. Are you prepared to transition your business over to a family member or loved one? Steven shares all the best insights from the past 30 years running his business SHG Planning. Want to learn more? Download Steven’s…
Leaving Wealth To The Next Generation with Wes Moss
Building generational wealth is important and can help to set your family and future family up for success. However, what planning is required when it comes to passing down that wealth to your children and their children? In this podcast episode, Wes sits down with Steven Goodman, Author of Business Succession Planning, to discuss leaving…
Family Business Today Podcast: Episode 49: Preserving Your Legacy and Wealth
For more than 30 years, Steven Goodman, President, and CEO of SHG Planning has provided insightful solutions to the challenges of business succession, wealth preservation, retirement, and charitable planning. He currently services hundreds of clients focusing on the needs of owners of closely-held businesses and high net worth individuals. Steven is the author of Business…
Protect Your Business with Succession Planning
Wealth Watchers Podcast 46. Protect Your Business with Succession Planning w/ Steven Goodman
Business Succession and Estate Planning
I was recently interviewed by Seyla and Aileen on the How Did They Do It? Real Estate podcast. Listen below to learn more about maintaining the value of your estate so that it can be passed down to your loved ones when the time comes, as well as creating advance plans and determining who should…
How Real Estate Professionals Can Preserve Wealth
I was recently interviewed by Matthew Ma from the The Truth About Real Estate Podcast. Listen to our conversation to learn more about wealth preservation, business succession, and estate planning for real estate professionals!
Planning For The Future
The Small Business School Podcast Episode 55: Planning For The Future with Steven Goodman
What Happens to Your Business If You Don’t Wake Up Tomorrow—Steve Goodman, CEO, SHG Planning
What happens if you don’t wake up tomorrow? Do you have a plan for your business and what happens to your staff, your assets, and other business interests? Our guest today, Steve Goodman, gives us insight and practical advice on how to be prepared for that worst-case scenario. ~ Click image to listen ~
Architecture Business Succession Planning
I was recently interviewed by Mark R. LePage from the EntreArchitect Podcast. Many small firm architects start their architecture firm and do their job without thinking about a succession plan. What are some things you should be thinking about to plan for the future of your small architecture firm? Listen to our conversation to learn…
Life Insurance 35 & 36
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 33 & 34
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/
The Horrors of Not Having a Will & Estate Plan
I was recently interviewed by Krisstina from the Wealthy Wellthy Podcast. Listen to our conversation and learn how planning your estate doesn’t have to be a scary thing!
Life Insurance 30 & 31
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/
Be Smarter Every Day
I was recently interviewed by Michael Sherlock on her podcast, Shock Your Potential, as part of her Money Matters series. Click below to hear advice on exit strategies for businesses, including retirement and succession! https://shockyourpotential.com/podcast/be-smarter-every-day-steve-goodman/
Life Insurance 28 & 29
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 26 & 27
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/
Grow Your Business and Grow Your Wealth
I was recently interviewed by Gary Heldt on the Grow Your Business and Grow Your Wealth podcast. It was a great experience! Gary is passionate about what he does! The Grow Your Business and Grow Your Wealth podcast features some of the brightest and successful minds in business today to discuss tactics for growing your…
Life Insurance 24 & 25
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 22 & 23
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 20 & 21
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/
Succession Planning/Building A Business That Lasts
Many businesses are started every day, but the number that lasts the test of time is much lower. So what separates the businesses that last and those that don’t? With this podcast, we intend to find out. Each week, Jay Owen features conversations with business owners who have lasted the test of time to gather…
Life Insurance 18 & 19
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/
How to Protect, Preserve, and Enjoy your Family Business Legacy
If you want to Protect, Preserve and Enjoy your Family Business Legacy using sophisticated tax reduction and family business succession strategies, join Maria Ellis’s conversation with Steven Goodman, CPA, MBA. Steven is an experienced advisor to high-net-worth business owners. Request your complementary consultation by clicking on the following link: https://financiallegacy.live/
Life Insurance 16 & 17
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 14 & 15
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/
Business Succession for Real Estate Agents
Justin Stoddart interviews big thinkers and high achievers and together they explore and document the biggest lessons, insights and secrets to their success and growth.
Life Insurance 12 & 13
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/
Business & Succession Planning with Steve Goodman – Ways to Love Your Money S5 EP9
Learn about the ins and outs of planning for business steps and how succession planning works for those who set it up earlier!
Estate Planning 13 & 14
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 10 & 11
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 11 & 12
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 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/
Generation Excellence Podcast Episode #24
GENeration EXcellence Podcast · Episode #24: Steven Goodman, President and CEO of SHG Planning
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
What Families Get Wrong About Succession Planning: Dynasty Leadership
Don’t let your life’s work disappear after the third generation. Steven Goodman is passionate about providing insightful solutions to the challenges of business succession, wealth preservation, and charitable planning. Steven is an accomplished CPA and has more than 30 years of experience in the industry. He is also the author of the book, Business Succession…
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
EGGS: The Podcast
Talking about family business succession planning, estate planning, life insurance, planning for retirement, and preservation of wealth, join me for my guest appearance on EGGS: The Podcast. View Episode
Succession Planning with Steven Goodman
On this show, we talked about the process of business succession planning, why people avoid it, the risks they run by not doing it, and all the parties that need to be considered and involved with Steven Goodman, CPA, MBA, author and CEO of SHG Planning. Listen to learn why business succession planning is so…
Discover The Biggest Key Elements Relating To An Estate Plan For Business Owners
Discover the biggest key elements relating to an estate plan for business owners. with Steven H. Goodman. Steven talks about maintaining family business harmony and learn what you need to consider before handing your business over. View Episode
Biz Help For You: Business Succession Planning
Are you thinking of selling to start a new endeavor? Are you a business owner of a company you want to continue on after your retirement? When should you start planning? Tune in to learn how to plan the succession of your business to family, other partners, key employees or the outright sale of the…
Trials and Tribulations of Succession Planning
Steven Goodman is passionate about providing insightful solutions to the challenges of business succession, wealth preservation and charitable planning, focusing on the needs of owners of closely held businesses and high net worth individuals. As a CPA and former VP of the Trust and Investment Division of JP Morgan Chase, he’s served hundreds of estate…
The Human Side of Exit Planning
Steve Goodman, CEO and Founder of SHG Planning, has over 30 years of experience in business succession planning. His firm specializes in high-end, sophisticated business succession, estate planning, for high and ultra high net worth individuals. Steve enjoys the uniquely interesting challenge that comes with helping this level of client, both technically and emotionally. Steve’s…
