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.
What do 35 years in the wealth planning business teach you?
After over three decades in the wealth planning business, Paul has seen just about everything.
In Part 1 of this special 2-part series, Paul Barreca shares the first five timeless truths he’s learned from decades of helping clients plan, invest, and navigate financial decisions.
This is a candid conversation about the real lessons that matter. The ones that help you protect your freedom, control your outcomes, and keep your financial life aligned with your real goals.
🎙️ You’ll hear:
✔️ Why money = freedom (not happiness)
✔️ Why investing is not gambling
✔️ The danger of overconfidence
✔️ Why a written plan matters more than a market prediction
✔️ The counterintuitive secret to investing success
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Have questions after today's episode? Book a call: https://calendly.com/westendwealth/introcall?month=2025-10
👉 Checkout 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
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.