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 reliably
• Understanding why the economy and the stock market aren't perfectly aligned.
• And more!

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 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.

Running a business is tough—but 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 under—and, 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:

✅The three business owner personalities: Technician, Manager, and Entrepreneur

✅ Why systemizing your business is the key to long-term success

✅ How to create a business that runs without you—not one that runs you

✅ The essential processes every business must have: lead generation, sales conversion, operations, and customer service

✅ How to overcome the fear of delegation and free up your time

🎧 Tune in now to learn how to build a business that works for you—not one that keeps you working all the time.

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:

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.

You might think you have a full financial plan—but do you really? In this episode, we break down why most people don’t have the comprehensive financial plan they believe they’ve paid for. We’ll cover:

1️⃣ Why you likely don’t have the full financial plan you think you do.

2️⃣ What a truly comprehensive financial plan includes.

3️⃣ The cost of missing key elements in your plan—what it could mean for your financial future.

4️⃣ 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.

Are Trump’s 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:

✅ What tariffs are and how they actually work

✅ The potential economic impact on Canada and investor portfolios

✅ 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.

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.

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.

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 market—and 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.

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 make—and 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 sale
• Capturing all the tax advantages available to business owners
• How to determine whether to pay yourself a salary or a dividend
• How to ensure your business doesn't lose value

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.

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.

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. We’ll guide you through the steps you need to take to secure your inheritance and preserve your financial legacy.

In This Episode, You’ll 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.