Retirement Straight Talk With Paul & William

This week, Paul & William discuss the five biggest financial mistakes that prevent Gen Xers from reaching their financial goals

They shed light on why these mistakes occur and easy ways that you can avoid them and better secure your financial future

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

Read Paul's blog

Read William's blog

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.

Business owners are unique individuals with unique financial needs.

With a number of business owner clients & being business owners themselves, Paul & William have a unique insight into the financial needs of business owners.

This week, Paul & William discuss the 5 biggest mistakes business owners make & how you can avoid them.

Our discussion is packed with practical advice and strategies to help business owners sidestep these mistakes and pave a smoother path toward financial freedom.

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.

This week, Paul & William break down the main ways that people can access financial services/advice.

They try to provide an unbiased view and discuss the benefits and drawbacks of each service.

The objective is to give you a clearer idea of which service is the best fit for you and your unique situation.

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

Read Paul's blog

Read William's blog

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.

This week, Paul & William are joined by Mario Sgro, Chartered Accountant and Partner at VS LLP Charted Professional Accountants

Paul, William & Mario discuss ways that individuals and business owners can minimize their tax burden

Ideas discussed include:

1. Tax efficient retirement income withdrawals

2. Deferral of capital gains

3. Tax loss harvesting

4. Home office expenses

5. How to qualify for the pension tax credit

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

Read Paul's blog

Read William's blog

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.

This week, Paul & William discuss the top 10 questions they get asked by people who are interested in working with them.

Topics covered include:

1. How much do you cost?
2. What services do you provide?
3. Are you a fiduciary?
4. What will our relationship look like?
5. What is your investment philosophy?

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

Read Paul's blog

Read William's blog

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.

In this episode, Paul & William discuss the top 10 questions they get asked by clients.

Join us as we discuss some of the top concerns on the minds of our clients and help provide actionable insights on these common financial concerns.

Questions covered include:

1. Is it better for me to contribute to an RRSP or TFSA?
2. Do I have enough to retire?
3. How do Registered Education Savings Plans (RESPs) work?
4. When should I take OAS & CPP?
5. Can I use joint ownership to avoid probate?

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

Read Paul's blog

Read William's blog

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.

Financial planning is a personalized journey, and finding the right advisor-client fit is crucial. In this episode, Paul & William explore the qualities and characteristics of clients who benefit most from our services.

They also dive in and explore the most common types of problems they solve for their clients, including:

1. Savings and Investments: Discover the strategies we employ to help clients build wealth, whether it's for major life milestones, education, or retirement.

2. Retirement Planning: Understand the importance of early retirement planning and how we assist clients in creating a secure retirement roadmap.

3. Risk Management: Explore the ways we protect our clients from unexpected financial setbacks

4. Tax Efficiency: Delve into the world of tax planning and how we optimize our client's financial plans to minimize tax liabilities.

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

Read Paul's blog

Read William's blog

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.

Welcome back to Retirement Straight Talk With Paul & William. In today's episode, we're going to pull back the curtain and share the story of who we are and why we chose the path of financial advising.

Join us, as we dive deep into our personal journeys and experiences that led us to become financial advisors.

You'll get an inside look at the passion and dedication that fuels our desire to make a difference in people's lives. Through personal anecdotes and insights gained from years in the industry, we'll discuss the importance of financial literacy, the impact of financial decisions on our lives, and the satisfaction of helping others achieve their financial goals.

Understanding our journey will shed light on the dedication and passion that underpin our commitment to your financial success. We'll reveal the values and principles that guide our every decision as financial advisors.

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

Read Paul's blog

Read William's blog

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.

Join us as we delve into the pivotal responsibilities and profound impact an executor holds in administering the final wishes of a departed loved one.

We explore the multifaceted role of an executor, who acts as a custodian of the deceased's legacy, entrusted with safeguarding their assets and ensuring their intentions are meticulously executed.

You will come away from this episode with a better understanding of:

1. The responsibilities and challenges that face an executor
2. How to choose the best executor to carry out the wishes of your estate
3. Common mistakes made when choosing an executor
4. Solutions for when you don't have an optimal person in your life to act as your executor

If you have any feedback, questions, or topics you'd like us to cover, send us an email at [email protected]

Would you like to chat with Paul or William? Have a question for them? Set up a call by following these links:

Paul: https://calendly.com/westendwealthpla...

William: https://calendly.com/westendwealth/in...

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.

Join hosts Paul and William as they dismantle common misconceptions that hinder financial growth. Through a captivating conversation, they tackle a range of common myths that often lead investors astray, offering clarity and insights to empower listeners on their financial journeys.

They explore topics such as the best approach to choosing investments, the notion of stock market bubble indicators and critically examine "buying the dip" as a strategy.

By unraveling these misconceptions, Paul and William strive to equip listeners with the knowledge and understanding necessary to make informed investment decisions. Each myth they debunk brings investors one step closer to maximizing their financial potential.

If you have any feedback, questions, or topics you'd like us to cover, send us an email at [email protected]

Would you like to chat with Paul or William? Have a question for them? Set up a call by following these links:

Paul: https://calendly.com/westendwealthpla...

William: https://calendly.com/westendwealth/in...

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.