SHOW / EPISODE

He Coaches $200M Net Worth Clients & Who Financial Advisors Should Listen To

43m | Aug 6, 2026

Joe joins Justin to discuss how business owners can build lasting wealth beyond the income they personally generate. He introduces four motives for assets and explores the roles of family priorities, reserves, transferable business value, and outside investments. The conversation examines proactive tax planning and the value of advisors who explain options, tradeoffs, and risks. Joe closes with reflections on health, faith, and a daily journaling practice that helps turn experience into learning.

KEY TAKEAWAYS

• Consider what your business and outside assets need to accomplish for your family.

• Evaluate spending and planning choices by their purpose and tradeoffs.

• Build a collaborative advisory team and make time to reflect on progress.

QUESTIONS FOR BUSINESS OWNERS

- What do I need my business and other assets to accomplish for my family?

- Am I building value beyond the income I personally generate?

- Do I understand the downsides of the strategies my advisors recommend?

- Who coordinates my professional team, and how do we hold one another accountable?

- Am I recognizing the progress I have made, as well as the distance still ahead?

RESOURCES

Relentless Value Coaching:

https://relentlessvaluecoaching.com

Justin Goodbread on LinkedIn:

https://www.linkedin.com/in/justingoodbread

Justin Goodbread on YouTube:

https://www.youtube.com/@JustinGoodbread

Strazzeri Mancini LLP:

https://strazzerimancini.com/

Southern California Institute:

https://scinstitute.org/

Also mentioned: The Founders Group; Joe Strazzeri's book Motive; entrepreneur coach Dan Sullivan.

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