What does 35 years in financial planning really teach you?

In Part 2 of this special Retirement Straight Talk series, Paul and William Barreca share the final five lessons from Paul’s 35-year career helping Canadians plan smarter, invest better, and avoid the mistakes that derail financial freedom.

🎯 In this episode, you'll learn:

• Why the basics of wealth-building still work (but most people ignore them)
• The real reason you need insurance, and how to view it differently
• Why your portfolio is not your plan
• How procrastination quietly kills your dreams
• Why great financial advice might be your best investment

📘 PLUS - Free Resource

9 Tax & Retirement Strategies Every Business Owner Needs to Know

Learn nine smart ways to protect your family, reduce tax, and make better long-term decisions for your business.

👉 Download your copy: https://www.westendwealth.com/free-whitepapers

📞 Want to talk through your plan?

Book a no-pressure conversation at: https://calendly.com/westendwealth/introcall?month=2025-11

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