Retirement Straight Talk With Paul & William
By West End Wealth Planning
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Episodes: 51
Description
Welcome to Retirement Straight Talk with hosts Paul & William Barreca, the podcast tailored for the unique needs of Generation X.
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.
| Episode | Date |
|---|---|
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How Family Trusts Can Reduce Taxes for Business Owners
|
Apr 30, 2024 |
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Estate Tax Planning 101: How to Minimize Taxes & Avoid Common Estate Problems
|
Apr 16, 2024 |
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14 Lessons About Money Everyone Should Know
|
Apr 02, 2024 |
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Why Discussing Stocks With Your Advisor Is Likely Costing You Time & Money
|
Mar 19, 2024 |
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6 Underappreciated Risks of Retirement
|
Mar 05, 2024 |
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Strategies to Reduce What You Pay in Taxes
|
Feb 20, 2024 |
|
Why We're Hardwired to Be Terrible Investors
|
Feb 06, 2024 |
|
Mastering Your RRSP: What You Should and Shouldn't Do
|
Jan 23, 2024 |
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Lessons from 2023 To Make You A Better Investor
|
Jan 09, 2024 |
|
The 5 Biggest Financial Mistakes Gen Xers Make
|
Dec 19, 2023 |
|
5 Biggest Financial Mistakes Business Owners Make
|
Dec 05, 2023 |
|
Robo-Advisors vs. DIY Investing vs. Full Service Financial Planners: An Honest Comparison
|
Nov 21, 2023 |
|
Year End Tax Planning Tips
|
Nov 07, 2023 |
|
Top 10 Questions Prospective Clients Ask Us
|
Oct 24, 2023 |
|
The Top 10 Questions Clients Ask Us
|
Oct 10, 2023 |
|
Clients We Serve & Problems We Solve
|
Sep 26, 2023 |
|
Why We Are Advisors
|
Sep 12, 2023 |
|
Understanding the Role of the Executor & How to Make the Best Choice for Your Estate
|
Jul 04, 2023 |
|
5 Investment Misconceptions You Need to Avoid
|
Jun 27, 2023 |
|
5 Ways You Can Pay Less Taxes On Your Investments
|
Jun 20, 2023 |
|
Should You Change Your Portfolio At Retirement?
|
Jun 13, 2023 |
|
Why Investors Flock to the Loudest & Least Skilled Voices on Social Media
|
Jun 06, 2023 |
|
10 Ways to Ruin Your Financial Future Part 2
|
May 30, 2023 |
|
10 Surefire Ways to Ruin Your Financial Future Part 1
|
May 23, 2023 |
|
Exploring the Pros & Cons of Investing in Stocks vs Real Estate
|
May 16, 2023 |
|
How to Know If Your Financial Planner Is Earning Their Fees
|
May 09, 2023 |
|
Protecting Your Loved Ones: Why Life Insurance Matters
|
May 02, 2023 |
|
Don't Make These 3 Expensive CPP & OAS Mistakes
|
Apr 25, 2023 |
|
5 Things About Investing You Probably Haven't Thought About
|
Apr 18, 2023 |
|
5 Common Estate Planning Mistakes You Need to Avoid
|
Apr 11, 2023 |
|
What You Should Consider Before Early Retirement
|
Apr 04, 2023 |
|
Why Listening to the Media Is Bad For Your Investing
|
Mar 28, 2023 |
|
How Much Do You Need to Retire?
|
Mar 21, 2023 |
|
Should You Own Individual Stocks?
|
Mar 14, 2023 |
|
Tax Planning Part 2: How You Can Pay Less in Taxes
|
Mar 07, 2023 |
|
5 Common High Level Tax Planning Mistakes
|
Feb 28, 2023 |
|
How Your Brain Tricks You Into Making Dumb Decisions With Your Money
|
Feb 21, 2023 |
|
Individual Pension Plans: The Super RRSP for Business Owners
|
Feb 13, 2023 |
|
5 Lessons From 2022
|
Feb 07, 2023 |
|
Avoid These Common Business Owner Retirement Planning Mistakes
|
Feb 01, 2023 |
|
The Complete RRSP Breakdown
|
Jan 25, 2023 |
|
2022 Year In Review & What to Expect Moving Forward
|
Jan 17, 2023 |
|
The Risks of Joint Tenancy
|
Jan 09, 2023 |
|
Does Dividend Investing Help Your Investment Returns?
|
Jan 03, 2023 |
|
When Should You Start Planning Your Retirement?
|
Dec 12, 2022 |
|
Are GICs Right For You?
|
Dec 07, 2022 |
|
How to Stay On Track During Market Declines
|
Nov 28, 2022 |
|
Year End Tax Planning
|
Nov 17, 2022 |
|
Four Questions to Ask Before Hiring A Financial Advisor
|
Nov 09, 2022 |
|
Should You Try & Time The Market?
|
Nov 04, 2022 |
|
Bonds, Interest Rates, & Your Portfolio
|
Oct 21, 2022 |