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Retirement Straight Talk With Paul & William
West End Wealth Planning
89 episodes
5 days ago

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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All content for Retirement Straight Talk With Paul & William is the property of West End Wealth Planning and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...
Business News
Business,
Investing,
News
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How to Choose A Financial Advisor And Not Get Burned
Retirement Straight Talk With Paul & William
30 minutes 13 seconds
2 months ago
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.

Retirement Straight Talk With Paul & William

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.