The Employee Handbook & Additional Documents


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In episode 134 of Financially Simple, Justin looks at the Employee Handbook and additional documents.

The Employee Handbook is the foundational document upon which a business is based, from its core values to the business’s overall culture. Justin goes over the what and why of the handbook, and other documents that define a company for its employees, clients, and potential buyers.


00:20 - The Employee Handbook & Additional Documents

01:15 - What is an Employee Handbook?

01:45 - Why have one?

02:58 - What is actually in the Employee Handbook?

08:00 - Other Documents

10:12 - Foundations

11:14 - Wrap Up


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Neither Financially Simple, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Justin Goodbread, CEO of Heritage Investors, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through Heritage Investors. The information contained within the podcast is for informational purposes only and not considered investment advice. Seek help from a competent Financial Advisor.

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