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.
Could your estate plan cost your family money and stress?
This week, Paul and William talk with Jandy John, Estate and Trust Director at Concentra Trust, about common estate planning errors.
You’ll learn:
- How to properly choose your executor
- The hidden traps of joint accounts and beneficiary designations
- Why clear communication can save your family from conflict
- Essential estate planning strategies for business owners
- How to manage digital assets in your estate
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
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.