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.
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We break down the most common mistakes, such as outdated wills, joint accounts gone wrong, poor executor choices, and unequal inheritances that create family tension.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
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.