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.
You saved, invested, and planned, but now comes the real question: How do you actually use your money in retirement?
In this episode of Retirement Straight Talk, William and Paul break down the often-overlooked - but critical - concept of income sequencing: the order you draw from accounts like RRSPs, CPP, TFSAs, pensions, and corporate assets in retirement.
You’ll learn:
• A 5-step framework to build your personalized drawdown plan
• The risks of generic advice (like “always delay CPP”)
• Why RRIF shocks and OAS clawbacks catch retirees off guard
• When the “RRSP meltdown” strategy makes sense - and when it backfires
ª Real-world case studies that show how timing changes everything
Whether you’re 5 years from retirement or already drawing income, this episode will help you avoid costly mistakes and give you more peace of mind.
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Have questions after today's episode? Let us help. Book a call: https://calendly.com/westendwealth/introcall?month=2025-10
👉 Check out 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.