Tax Talk Podcast
A monthly podcast with a wide range of guests focused on helping Canadian small business owners make decisions surrounding incorporation, growing their business efficiently, and implementing successful succession, estate planning & tax planning strategies.
Tax Talk Podcast
Bobcats, Bosses and Breakups | Stephen van Santen | EP 016
Welcome to episode 005 of the Bobcats, Bosses and Breakups series!
On this episode, Jared chats with Stephen van Santen.
Stephen van Santen has been a wealth advisor with Bridgeline Wealth since 2020. He focuses his time working with families, private corporations, estates and family farms.
He is always learning and educating himself to better serve his clientele and particularly likes helping people navigate the complexities of estate matters and planning for the next generation.
🎙️ Topic #1 – how to grow your business.
- Balance business growth with personal finances.
- Debt vs. equity contributions.
🎙️ Topic #2 – planning for retirement.
- How long should I leave my startup cash in the business?
- Wages vs. dividends.
- Saving for retirement while maintaining the business.
If the listeners want to touch base with Stephen, you can find him through the following links:
Stephen van Santen
Bridgeline Wealth
403-506-0905
svansanten@bridgelinewealth.ca
https://www.linkedin.com/in/stephenbridgelinewealth/
#podcast #TaxTalkPodcast #SmallBusiness #investments #retirement #insurance #segregatedfunds
-----------------------------------------------------------------------------------------------
Music: English Breakfast, Jobii from Epidemic Sound
https://www.epidemicsound.com/track/7emX18vZqh/
-------------------------------------------------------------------------------------------
Disclaimer
By using this website, blog or podcast, users agree as follows:
The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.
The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.
Although I make strong efforts to make sure my information is accurate, I cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.