Podcasts

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...

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.

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...

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...

Business and Estate Planning with Steven Goodman on The Joe Robert Show

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!...

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...

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...