Heritage Investors' Financial Learning Center

Our "financial learning center" is designed to give you access to multiple options for improving your financial education - blogs, ebooks, videos, and podcasts.

Extended Education

Financially Simple

Too often the world of finance is overly complex with confusing jargon or abstract analogies to explain concepts. As a result, we have created an entire informational outlet — the "Financially Simple” website. This site's blog (and videos and podcasts) works on the simple idea that understanding money does not have to be complex or confusing. Build your financial knowledge with content that will give you the education you are looking for - whether you are a "beginner" looking for basic personal financial principles, a "startup" learning business concepts, to a seasoned business owner researching exit planning through selling your business.

YouTube Articles

Financially Simple YouTube Channel

Like the Financially Simple blog, our YouTube channel strives to educate and inform all topics you want in your financial education... in an easy-to-digest video format.


Podcast Library

With so many of you spending time commuting or traveling on business, we are now offering an extensive library of financial and business podcasts. Like our blog posts and videos, the podcasts delve deep into these topics such as Starting a BusinessBuilding a Sellable Business, Personal Finance for Business Owners, and other business and personal subjects, - in a convenient, "travel-friendly" format.

Social Media Events

Live "Digital Events"

Join Justin as he answers your financial questions LIVE at select times on Facebook Live.