Podcasts

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...

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.

Learn about the ins and outs of planning for business steps and how succession planning works for those who set it up earlier!

GENeration EXcellence Podcast · Episode #24: Steven Goodman, President and CEO of SHG Planning

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...

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.

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...

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...

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.

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.