Building Mindful Wealth in Business with Taylor Leary of Four Points Wealth Management

This week Paresa sits down with Certified Financial Planner™ Taylor Leary, owner of Four Points Wealth Management. 

Taylor shares insights on the mindset shift required for entrepreneurship, the importance of having a financial plan, and the challenges faced by new business owners. He discusses managing cash flow, the value of liquidity, and strategic tax planning.

Taylor offers tons of free resources and financial planning advice at his website, fourpointswealth.com. You can follow him on IG @tleary ; on LinkedIn at www.linkedin.com/in/taylorleary ; and on YouTube as @FourPointsWealth