Heath Johnson • Bera Wealth Advisors

Accountfully Chat

Heath Johnson of Bera Wealth Advisors shares inside tips from over 20 years as a private wealth advisor in the Northwestern Mutual network. He and his team manage a suite of services designed to put clients in the best position when designing a plan for their cash, or creating more through investments. Learn more about what true financial advisory entails and how you can leverage it best when planning for the basics like entrepreneurship, retirement, big life events, emergencies, and college funds.
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פרקים

1. Heath Johnson • Bera Wealth Advisors (00:00:00)

2. Intro to Heath Johnson and Bera Wealth (00:00:16)

3. What financial planning means according to Heath (00:03:53)

4. When should someone seeking to start a business meet with Heath? (00:07:26)

5. When cash is handy, how should a business owner prioritize investing or saving it? (00:11:25)

6. Why disability insurance needs to be part of the convo (00:15:19)

7. As a biz becomes profitable and starts to grow, what should the priorities be on the personal and business side? (00:18:09)

8. How should a business owner navigate the transitions related to selling a business? (00:22:55)

9. What should a client expect from the CFP relationship/best practices? (00:25:43)

10. How should the CFP integrate with the tax pros and other stakeholders in a person's finances or business plans? (00:29:39)

11. Heath's business "do" (00:34:21)

12. Heath's business "don't" (00:37:09)

13. Where to learn more about Heath and Bera Wealth Advisors (00:39:43)