Retirement Straight Talk With Paul & William

West End Wealth Planning
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Welcome to Retirement Straight Talk with hosts Paul & William Barreca, the podcast tailored for the unique needs of Canadian Gen Xers.   Paul is an award winning Wealth Advisor at West End Wealth Planning, IPC Securities Corporation, and celebrated radio personality, most recently as host of the Sunday Money Show on Newstalk 1010.   William adds a fresh perspective to Paul's more than 3 decades of experience.   In this podcast, we will break down and simplify complex financial topics relevant to Gen Xers.   Join us as we inform and empower you with real facts so you can avoid common money mistakes and build a worry-free retirement.   The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation.  Hosted on Acast. See acast.com/privacy for more information.

  1. 9月9日

    How to Choose A Financial Advisor And Not Get Burned

    Not all advisors are created equal and picking the wrong one can cost you far more than a few bad investments. In this episode of Retirement Straight Talk, Paul and William break down what real financial advice should look like, how compensation models shape recommendations, and the red flags that should have you walking away. 🧠 What you’ll learn: • When you actually need an advisor (and when you don’t) • What good advisors really do (it’s more than returns) • Types of advisors & how they get paid • Key questions to ask before hiring • 7 red flags to never ignore • Why great advice often pays for itself Choosing the right advisor is one of the biggest financial decisions you’ll ever make. 🔔 Like, subscribe, and share! Have questions after today's episode? Let us help. Book a call: https://calendly.com/westendwealth/introcall?month=2025-09 Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Investment Planning Counsel is a fully integrated wealth management company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund. Insurance products available through Tribar Financial Inc. Hosted on Acast. See acast.com/privacy for more information.

    30 分钟

  2. 8月26日

    6 Retirement Risks That Could Derail Your Plans (And How to Avoid Them)

    Retirement isn’t just about saving enough. It’s about avoiding the hidden risks that can quietly undo everything you’ve built. In this episode of Retirement Straight Talk, Paul and William unpack 6 retirement risks most Canadians miss and how to plan smarter so you can protect your freedom and peace of mind. What you’ll learn: • Why taxes may rise, not fall, in retirement - and what you can do about it • Why dividends can mislead you • Market timing almost always backfires • How playing it “safe” too early costs you later • How diversification is resilience • And why purpose is as vital as money 👉 Protect your retirement. Download your free guide here: https://www.westendwealth.com/build-your-retirement 🔔 Like, subscribe, and share! Have questions after today's episode? Book a call: https://calendly.com/westendwealth/introcall?month=2025-08 “Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Investment Planning Counsel is a fully integrated wealth management company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund. Insurance products available through Tribar Financial Inc. Hosted on Acast. See acast.com/privacy for more information.

    33 分钟

  3. 8月12日

    Six Ways Your Business Can Fail

    Businesses rarely fail for lack of ambition. More often, it’s the hidden gaps in strategy that quietly lead to their downfall. In this episode, William and Paul share six strategic reasons even successful businesses fail. Plus, the two often-overlooked personal traits that can make or break you over the long run. You’ll learn: ✅ The 6 most common strategic gaps that quietly put businesses at risk ✅ Why passion and persistence matter just as much as your business plan ✅ How to protect both your company and your personal financial future Don't forget to check out our free guide: How to Build Your Dream Retirement Plan—and Avoid 7 Pitfalls That Can Derail It 📥 Download here: https://www.westendwealth.com/build-your-retirement 🔔 Like, subscribe, and share! Have questions after today's episode? Book a call: https://calendly.com/westendwealth/introcall?month=2025-07 Hosted on Acast. See acast.com/privacy for more information.

    23 分钟

  4. 7月30日

    The Best Age to Take CPP (And What Most Canadians Get Wrong)

    You’ve seen it on your paycheque your whole life - Canada Pension Plan (CPP). But when it comes to actually drawing on it, the decision is far from simple. In this episode of Retirement Straight Talk, William and Paul break down everything you need to know about CPP: • What it is, how it works, and when you can start collecting • How timing affects your monthly income • Why most Canadians take it too early (and what it costs them) • Real-life factors to consider before you make a move • Why deferring might be one of the best financial decisions you can make Tune in for clarity, real talk, and advice that could save you thousands. 👉 Download our free guide: “How to Build Your Dream Retirement Plan—and Avoid 7 Pitfalls That Can Derail It” [https://www.westendwealth.com/build-your-retirement] 📅 Book a call: https://calendly.com/westendwealth/introcall?month=2025-07 🔔 Don’t forget to like, subscribe, and share! “Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Investment Planning Counsel is a fully integrated wealth management company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund. Insurance products available through Tribar Financial Inc. Hosted on Acast. See acast.com/privacy for more information.

    16 分钟

  5. 7月15日

    How Your Brain Can Sabotage Your Portfolio (And What to Do About It)

    Are you your own worst investing enemy? In this episode, Paul and William explore the surprising ways investor behaviour - more than market performance or stock selection - can hurt long-term returns. From caveman instincts to market headlines that trigger emotional decisions, this episode will help you understand: • Why you're wired to react emotionally—and how that costs you. • How major events like COVID-19 and the Ukraine / Russia war triggered poor investor timing. • The top 3 behavioural biases investors fall victim to. • Simple, proven strategies to close the “behaviour gap” and stay on track. 🎯 Want to apply what you heard? We created a whitepaper that builds on this exact topic. Download your free copy: How to Build Your Dream Retirement Plan—and Avoid 7 Pitfalls That Can Derail It → https://www.westendwealth.com/build-your-retirement Connect with Paul & William: Book a free call: https://calendly.com/westendwealth/introcall LinkedIn: Paul Barreca LinkedIn: William Barreca Facebook: West End Wealth Planning X: William Barreca 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. Hosted on Acast. See acast.com/privacy for more information.

    26 分钟

  6. 7月3日

    Will Your Retirement Plan Survive a Market Crash? How to Stress Test It

    In this episode of Retirement Straight Talk, Paul and William unpack the one question every retiree and near-retiree should be asking: Is your retirement income plan built to withstand market volatility, inflation, and unexpected life events? They break down why most plans fall short: linear assumptions, outdated numbers, and lack of stress testing. Plus, dive in to how tools like Monte Carlo analysis can help you build a plan that’s actually resilient. From understanding the sequence of returns risk to the power of scenario planning, this is a must-listen if you want real clarity and control over your financial future. Resources: 📥Free Download: How to Build Your Dream Retirement & Avoid 7 Common Mistakes That Can Derail It: https://www.westendwealth.com/build-your-retirement Connect with Paul & William: Book a free call: https://calendly.com/westendwealth/introcall LinkedIn: Paul Barreca LinkedIn: William Barreca Facebook: West End Wealth Planning X: William Barreca 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. Hosted on Acast. See acast.com/privacy for more information.

    20 分钟

  7. 6月17日

    The Silent Threat to Your Family’s Financial Future

    Most people avoid the topic of estate planning until it is too late, especially when it comes to their parents' affairs. But failing to have this conversation can lead to family conflict, avoidable taxes, and costly legal messes. In this episode, we tackle one of the most overlooked responsibilities of Gen X: helping your parents get their estate plan in order. We break down the most common mistakes, such as outdated wills, joint accounts gone wrong, poor executor choices, and unequal inheritances that create family tension. We also share practical steps for starting the conversation and helping your parents avoid the pitfalls that can unravel even the best-laid plans. Resources: 📥Free Download: How to Build Your Dream Retirement & Avoid 7 Common Mistakes That Can Derail It: https://www.westendwealth.com/build-your-retirement Connect with Paul & William: Book a free call: https://calendly.com/westendwealth/introcall LinkedIn: Paul Barreca LinkedIn: William Barreca Facebook: West End Wealth Planning X: William Barreca 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. Hosted on Acast. See acast.com/privacy for more information.

    22 分钟

  8. 6月3日

    The Ultimate RESP Guide

    Funding a child’s education is one of the biggest financial goals for Canadian families. And the Registered Education Savings Plan (RESP) is best tool to get there. In this episode, Paul and William break down everything you need to know about RESPs. This episode will help you avoid costly RESP mistakes and take full advantage of this powerful, tax-efficient account. What You’ll Learn: ✔️ The amazing tax benefits of RESPs ✔️ How to earn $7,200 in free government grants ✔️ Why group or scholarship RESPs are a bad idea ✔️ Smart RESP contribution strategies ✔️ What to do if your child doesn’t go to college or university ✔️ The best way to draw down the RESP and minimize taxes ✔️ Family vs. individual RESPs Resources: 📥Free Download: How to Build Your Dream Retirement & Avoid 7 Common Mistakes That Can Derail It: https://www.westendwealth.com/build-your-retirement Connect with Paul & William: Book a free call: https://calendly.com/westendwealth/introcall LinkedIn: Paul Barreca LinkedIn: William Barreca Facebook: West End Wealth Planning X: William Barreca 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. Hosted on Acast. See acast.com/privacy for more information.

    24 分钟
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Welcome to Retirement Straight Talk with hosts Paul & William Barreca, the podcast tailored for the unique needs of Canadian Gen Xers.   Paul is an award winning Wealth Advisor at West End Wealth Planning, IPC Securities Corporation, and celebrated radio personality, most recently as host of the Sunday Money Show on Newstalk 1010.   William adds a fresh perspective to Paul's more than 3 decades of experience.   In this podcast, we will break down and simplify complex financial topics relevant to Gen Xers.   Join us as we inform and empower you with real facts so you can avoid common money mistakes and build a worry-free retirement.   The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation.  Hosted on Acast. See acast.com/privacy for more information.

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