Afleveringen
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This week, Paul & William break down ten essential truths about investing, simplifying complex financial concepts into clear, actionable insights.
This episode cuts through common myths and misunderstandings to deliver strategies that help investors make smarter, rational decisions about their money.
In this Episode You'll Discover:
How the concept of average returns often misleads investors.The fundamental drivers behind stock market growth.Why valuation metrics don't predict short-term market movements reliablyUnderstanding why the economy and the stock market aren't perfectly aligned.And more!Resources:
đ„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 call with William: https://calendly.com/westendwealth/introcall?back=1&month=2025-03
LinkedIn: Paul Barreca
LinkedIn: William Barreca
Facebook: West End Wealth Planning
X: William Barreca
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.
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Running a business is toughâbut why do so many fail within 5-10 years? In this episode of Retirement Straight Talk, Paul and William break down the key reasons most business owners struggle, burnout, or go underâand, more importantly, how to avoid becoming a statistic.
Whether you're a sole practitioner or managing a team of 50, this episode will help you shift from working in your business to working on your business.
Inspired by The E-Myth Revisited by Michael Gerber, they explore:
â The three business owner personalities: Technician, Manager, and Entrepreneur
â Why systemizing your business is the key to long-term success
â How to create a business that runs without youânot one that runs you
â The essential processes every business must have: lead generation, sales conversion, operations, and customer service
â How to overcome the fear of delegation and free up your time
đ§ Tune in now to learn how to build a business that works for youânot one that keeps you working all the time.
Resources:
đ„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:
LinkedIn: Paul Barreca
LinkedIn: William Barreca
Facebook: West End Wealth Planning
X: William Barreca
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.
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Zijn er afleveringen die ontbreken?
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You might think you have a full financial planâbut do you really? In this episode, we break down why most people donât have the comprehensive financial plan they believe theyâve paid for. Weâll cover:
1ïžâŁ Why you likely donât have the full financial plan you think you do.
2ïžâŁ What a truly comprehensive financial plan includes.
3ïžâŁ The cost of missing key elements in your planâwhat it could mean for your financial future.
4ïžâŁ How to determine whether your financial plan is complete or missing critical pieces.
Download our FREE whitepaper: "How to Build Your Dream Retirement. And Avoid 7 Common Mistakes That Can Completely Derail It!"- https://www.westendwealth.com/build-your-retirement
Connect with Paul & William:
Book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2025-03
Book a call with William: https://calendly.com/westendwealth/introcall
Subscribe to our newsletter: https://www.westendwealth.com/newsletter
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Are Trumpâs proposed tariffs about to shake up the stock market? In this episode, Paul & William break down the latest tariff proposals, their potential impact on the economy, and what investors should do to prepare.
They break down:
â What tariffs are and how they actually work
â The potential economic impact on Canada and investor portfolios
â Lessons from past tariff wars and what history tells us
Download our FREE whitepaper: "How to Build Your Dream Retirement. And Avoid 7 Common Mistakes That Can Completely Derail It!"- https://www.westendwealth.com/build-your-retirement
Connect with Paul & William:
Book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2025-02
Book a call with William: https://calendly.com/westendwealth/introcall
Subscribe to our newsletter: https://www.westendwealth.com/newsletter
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Does investing in an RRSP make sense as a business owner?
Or are you better off keeping your money in your corporate holding company or reinvesting in your business?
In this episode, we discuss the pros and cons of each approach, tax implications, and the diversification benefits of different strategies.
Connect with Paul & William:
Book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2025-02
Book a call with William: https://calendly.com/westendwealth/introcall
Subscribe to our newsletter: https://www.westendwealth.com/newsletter
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Confused about whether to invest in an RRSP or TFSA?
In this episode, we break down the key differences between these two accounts and help you determine which one aligns best with your financial goals.
Connect with Paul & William:
Book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2025-01
Book a call with William: https://calendly.com/westendwealth/introcall
Subscribe to our newsletter: https://www.westendwealth.com/newsletter
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2025-01
Book a call with William: https://calendly.com/westendwealth/introcall
In this episode, we dive into the key financial lessons from 2024 that will help investors in 2025 & beyond.
Topics discussed include:
Why listening to the financial media will make you a worse investor The rise of AI as the next big revolution and why investors should approach it with caution. The crucial distinction between the economy and the stock marketâand what it means for your portfolio. What it means when the stock market hits all-time highs and how to interpret it.Join us as we break down these insights to help you simplify your financial decisions and stay on the path to creating and protecting your wealth.
Connect With Paul & William:
Subscribe to our newsletter: https://www.westendwealth.com/newsletter
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Book a call with Paul: https://calendly.com/westendwealthpla...
Book a call with William: https://calendly.com/westendwealth/in...
On this episode of Retirement Straight Talk, Paul and William Barreca shed light on the financial planning mistakes that business owners often makeâand how to avoid them. We discuss practical steps to help you maximize your wealth while planning for the future.
Business owners will hear about the following + much more:
Preparing your business for a successful saleCapturing all the tax advantages available to business ownersHow to determine whether to pay yourself a salary or a dividendHow to ensure your business doesn't lose valueConnect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2024-11
Book a call with William: https://calendly.com/westendwealth/introcall
In this episode of Retirement Straight Talk, Paul & William take a deep dive into the growing trend of turning to social media for financial advice.
With more people relying on influencers and online content to guide their financial decisions, Paul and William review some of the worst financial advice they've encountered on platforms like X, Instagram, and YouTube.
From misleading investment strategies to unrealistic retirement tips, the hosts highlight the risks of following advice from unqualified sources.
Tune in to learn how to spot red flags in online financial advice and protect yourself from costly mistakes.
Connect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2024-11
Book a call with William: https://calendly.com/westendwealth/introcall
In this episode, we dive into practical strategies and legal insights to help you protect your inheritance during a divorce.
Inheritances are often a significant part of family wealth, but without the right precautions, they can become vulnerable to division in a divorce settlement. Weâll guide you through the steps you need to take to secure your inheritance and preserve your financial legacy.
In This Episode, Youâll Learn:
- How divorce impacts inherited assets and why they may be at risk
- Legal protections you can put in place to safeguard your inheritance from divorce claims
- Key financial planning strategies, including prenups, postnups, and asset separation tactics
- What to consider when managing inheritance funds, such as keeping them separate from marital assets
- Common mistakes people make that jeopardize their inheritance and how to avoid them
Connect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2024-10
Book a call with William: https://calendly.com/westendwealth/introcall?back=1
Avoiding costly financial mistakes is key to building lasting wealth and reaching your goals.
Are you making the most of tax planning, protecting yourself against lifestyle inflation, or staying disciplined with your investments?
In this episode of Retirement Straight Talk, Paul & William delve into the nine critical financial missteps that can disrupt your financial journeyâand how to sidestep them.
We explore real-life scenarios and proven strategies, helping you avoid common pitfalls like market timing and emotional investing while setting yourself up for long-term success.
We discuss:
The hidden dangers of market timing and missing key investment daysHow effective tax planning can significantly grow your wealthThe impact of lifestyle inflation and how to keep your spending in checkReal-world examples showing the power of consistency in investingThe importance of having the right insurance to protect your financial planWe share practical strategies and real-life scenarios to help you sidestep these mistakes, setting you up for a more secure financial future.
Connect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2024-10
Book a call with William: https://calendly.com/westendwealth/introcall?back=1
Paul and William dive into the effects of the recent interest rate cuts on your financial lives.
We explore how lower rates impact fixed income investments and what that means for retirees relying on stable income streams. We also discuss whether interest rate cuts influence stock and bond prices, and the potential shifts in the real estate market you should watch for.
Throughout the episode, we break down these complex topics to help you better understand the influence of rate cuts on your investments and financial planning and more.
Connect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2024-09
Book a call with William: https://calendly.com/westendwealth/introcall
Paul and William discuss what everyone should consider before buying a vacation home.
This includes the purpose of the purchase, understanding the full costs involved, and weighing the costs of buying vs. renting.
The conversation also touches on the tax implications of purchasing properties and the importance of considering estate planning and different ownership structures.
Connect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Click here to book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2024-09
Click here to book a call with William: https://calendly.com/westendwealth/introcall
In this episode, we dive into one of the most critical yet often overlooked decisions in estate planning: choosing the right executor.
Selecting the wrong person for this role can lead to unnecessary delays, family conflict, and costly legal battles.
Weâll break down the essential qualities to look for in an executor, explore the common mistakes people make when choosing one, and provide practical tips to ensure your estate is handled smoothly and efficiently.
Whether you're updating your own estate plan or advising someone else, this episode will help you make a thoughtful, informed choice.
Connect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Click here to book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2024-09
Click here to book a call with William: https://calendly.com/westendwealth/introcall?month=2024-08
It's election season in the US.
How much of an impact does the president have on the stock market?
What has historically happened in the stock market during presidential election years?
Has the stock market performed better under Republican or Democrat presidents?
Paul & William discuss all these questions & dive into the data so that you can better understand how this election will impact your portfolio.
Connect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Click here to book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2024-07
Click here to book a call with William: https://calendly.com/westendwealth/introcall
According to a recent study, Canadian investors have allocated 50% of their stock portfolios to Canada.
This week, Paul & William discuss the concept of home bias and its implications for Canadian investors.
They compare the performance of Canadian investments to global ones and explore the risks and benefits associated with concentrating in Canadian stocks.
Key takeaways include:
- Diversifying investments globally can help to increase returns and lower volatility over long time periods
- The reasons for why a certain level of home bias is sensible for Canadian investors
Connect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Click here to book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2024-07
Click here to book a call with William: https://calendly.com/westendwealth/introcall
This week, Paul & William look at the different ways in which splitting income with your spouse can help save you big on taxes.
They explore various approaches applicable to different situations, including those for both business
owners and salaried employees, emphasizing the potential benefits and legal considerations of each strategy.
The key takeaways from this episode include:
Income splitting is an effective strategy for couples to reduce their overall tax burden by taking advantageof each spouse's differing income levels and tax rates.
The importance of understanding the rules and requirements for each strategy to ensure they areimplemented correctly and effectively, avoiding potential legal and tax penalties.
Connect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Click here to book a call with Paul: https://calendly.com/westendwealthplanning/introcall?preview_source=et_card&month=2024-07
Click here to book a call with William: https://calendly.com/westendwealth/introcall
This week, Paul & William discuss the importance of personal finance for children and the benefits of instilling good money habits from a young age.
After listening, you will better understand:
- Why early financial education is essential for creating lasting wealth and preventing future financial dependencies
- How practical experiences with money, such as managing a bank account and making informed purchase decisions, are key to learning financial responsibility
- Strengthening the habit of saving from a young age sets the groundwork for a financially secure adulthood.
- Introducing children to the concept of investing early on helps them understand the value of money and the importance of
growing their savings over time.
Connect With Paul & William:
Connect with William on LinkedIn:
/ williambarreca
Connect with Paul on LinkedIn:
/ paulbarreca
Follow William on X:
/ willbarreca
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.
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Proper financial planning is more than investment management.
This week, Paul & William review everything an advisor should be doing to provide full value to you
They tackle the essential elements of an effective financial plan, the misconceptions surrounding financial advisors' roles, and the real value advisors should bring to their clients.
Listeners will come away with better expectations of what to expect from an advisor and the different ways they can help to improve financial outcomes.
Connect With Paul & William:
Click here to book a call with Paul
Click here to book a call with William
Connect with Paul on Linkedin
Connect with William on Linkedin
Follow William on Twitter
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.
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This week, Paul and William delve into the most pressing question in
retirement planning: "How much is enough?"
They explore the complexities of financial planning, the psychological impact
of not knowing your financial future and practical strategies to ensure a comfortable retirement.
The episode is packed with insights on avoiding common pitfalls, understanding the importance of a dynamic plan, and balancing lifestyle desires against financial realities.
After listening, listeners will have a better understanding of:
- The psychological impact of not knowing your financial future
- Practical steps people can take, including establishing clear income goals and understanding the costs associated with their retirement lifestyle and goals
- The need for flexibility to accommodate life's unpredictability
- How market volatility can impact your retirement
Connect With Paul & William:
Click here to book a call with Paul
Click here to book a call with William
Connect with Paul on Linkedin
Connect with William on Linkedin
Follow William on Twitter
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.
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