Retirement Straight Talk With Paul & William

Avoid These Financial Blindspots: A Guide for Business Owners


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Book a call with Paul: https://calendly.com/westendwealthpla...


Book a call with William: https://calendly.com/westendwealth/in...


On this episode of Retirement Straight Talk, Paul and William Barreca shed light on the financial planning mistakes that business owners often make—and how to avoid them. We discuss practical steps to help you maximize your wealth while planning for the future.


Business owners will hear about the following + much more:


  • Preparing your business for a successful sale
  • Capturing all the tax advantages available to business owners
  • How to determine whether to pay yourself a salary or a dividend
  • How to ensure your business doesn't lose value


Connect With Paul & William:


Connect with William on LinkedIn:

/ williambarreca


Connect with Paul on LinkedIn:

/ paulbarreca


Follow William on X:

/ willbarreca


The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

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Retirement Straight Talk With Paul & WilliamBy West End Wealth Planning