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.
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.
Thinking about selling your business?
Passing it on to the kids?
Or just want to make sure you’re not leaving money (or a giant tax bill) on the table?
This week, Paul and William walk through the smart steps every business owner should take before exiting their business.
They cover:
- Why most family business transitions fail (and how to avoid it)
- How to use the lifetime capital gains exemption and potentially save millions in tax
- What an “estate freeze” is and how it helps pass the business to your kids
- Why planning years in advance can save you a fortune
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:
Connect with Paul & William:
Book a free call: https://calendly.com/westendwealth/introcall
Facebook: West End Wealth Planning
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.