Justin Goodbread, CFP®, CEPA, CVGA

Justin Goodbread, CFP®, CEPA, CVGA

Chief Strategy Officer, WealthSource Partners

Justin A. Goodbread is a CERTIFIED FINANCIAL PLANNER™ practitioner and an adviser with WealthSource® Knoxville. After several years of working in a large wealth management firm, he ventured out on his own in 2009, starting Heritage Investors, and eventually joining WealthSource® Partners LLC in 2022. He believes in keeping a low client/adviser ratio for maximum client benefit. 

As a serial small-business owner, Goodbread has bought and sold multiple businesses. He uses this experience, along with his continuing education, to help business owners grow and sell what is often their largest asset — their business. Through blog posts, podcasts, videos and live speaking appearances, Justin’s goal is to simplify the financial world for business owners and their families.

In his free time, Justin enjoys driving his tractor and playing on his "hobby farm" in Tennessee with his wife and three children.

Phone: 865.690.1155 | E-mail: contact@wealthsource.com | Facebook: www.facebook.com/justingoodbread | LinkedIn: www.linkedin.com/in/justingoodbread | Twitter: @justingoodbread

How Taxes Impact Your Wealth Gap
A man gingerly steps across a crevice while hiking.
tax planning

How Taxes Impact Your Wealth Gap

Taxes are unavoidable, and if you look at their history, they could be on the rise soon. So, use the Internal Revenue Code to reduce your retirement w…
May 10, 2022
How to Calculate Your Retirement Wealth Gap
A chalkboard with a complicated formula on it.
retirement planning

How to Calculate Your Retirement Wealth Gap

Another version of your “retirement number,” a simple wealth gap calculation could be eye-opening for retirement savers – especially business owners.
March 6, 2022
Warning: Your Business Is Not a Retirement Fund!
A coffee shop owner leans with her elbows on the counter with a worried look on her face.
entrepreneurship

Warning: Your Business Is Not a Retirement Fund!

Many business owners are hugely successful but making big bucks doesn’t mean they’re preparing for retirement. Too many pump all their money back into…
December 11, 2021
Is Your Home as Protected as You Think? It’s Time for a Policy Review
A woman and her child sweep up after a flood.
home insurance

Is Your Home as Protected as You Think? It’s Time for a Policy Review

It’s better to find out your coverage falls short before something happens rather than after. Here’s how to get started and what to look for as you re…
October 27, 2021
Retiring in Uncertain Times? Try the Bucket Strategy!
An illustration shows a large rock precariously balanced atop a small one, looming over a person standing underneath.
Budgeting

Retiring in Uncertain Times? Try the Bucket Strategy!

For retirement savers who want to help make sure their money lasts as long as they do, this very basic planning method is an oldie but a goodie.
October 19, 2021
10 Ways You Could Avoid the 10% Early Retirement Penalty
A soccer referee holds up a red card penalty.
retirement

10 Ways You Could Avoid the 10% Early Retirement Penalty

You’ve saved diligently in your 401(k), and you wouldn’t mind tapping into it – but you’re not age 59½ yet, so you could have to pay the IRS a 10% pen…
September 21, 2021
Want to Pay 0% in Taxes? Here’s How
A man in a suit squeezes a 0% symbol.
capital gains tax

Want to Pay 0% in Taxes? Here’s How

Investors and retirement savers have many tools at their disposal to whittle their incomes down to a point where capital gains are taxed at a 0% tax r…
August 23, 2021
9 Life Events that Require You to Revise Your Budget
A series of doors open to blue skies.
Budgeting

9 Life Events that Require You to Revise Your Budget

Your life is always changing. Is your budget keeping up with the times?
August 9, 2021
What’s So Great about Diversification?
Rocks balancing precariously
investing

What’s So Great about Diversification?

Balancing out the risks and rewards of your investment portfolio is always a good idea. Here are the basics of diversification and the different asset…
June 18, 2021
Should You Hire or Fire Your Robo Adviser?
A person sitting at a desk, holding a pen, with a calculator, piggy bank and a stack of coins
Financial Planning

Should You Hire or Fire Your Robo Adviser?

Robos have come a long way, and they do serve a purpose for many investors. But when the markets are going crazy, there's a distinct downside to consi…
February 27, 2018