Retirement Straight Talk With Paul & William: Recent Episodes
West End Wealth Planning
Retirement Straight Talk with Paul & William is designed to cut through confusing and contradictory financial advice, getting you the real facts to help you build a worry free retirement, invest with confidence and avoid common money mistakes Paul Barreca is an award-winning Wealth Advisor at West End Wealth Planning, IPC Securities. Corp and celebrated radio personality, most recently host of the Sunday Money Show on Newstalk 1010. William, his son and Associate Advisor, adds a fresh perspective to Paul’s more than 3 decades of wealth planning experience. We’ll talk about financial markets, wealth management, personal finance, and much more. Our aim to simplify the complex, inform, and educate so you can make better financial decisions and maximize your retirement. Email us at info@westendwealth.com with your feedback, and topics you would like Paul and William to discuss on the show. The views and opinions expressed in this video may not necessarily reflect those of IPC Securities Corporation.
This week, Paul & William discuss the unprecedented year that was 2022.
2022 was one of the worst years for the stock & bond markets in history. Why did this happen? And how does this affect your portfolio and long-term planning?
Paul & William also look forward on what to expect in 2023, and what investors should be doing to position themselves for success.
If you have any feedback, questions, or topics you'd like us to cover, send us an email at info@westendwealth.com
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/ph...
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 review different ownership structures for joint assets like real estate and investment accounts.
With proper planning, the right ownership structure could save you huge amounts of taxes and time.
Before implementation, there are important considerations to factor in based on your specific situation.
Please note that this a high level discussion and should not be considered legal advice. A lawyer should be consulted before implementing any of the discussed strategies & structures.
If you have any feedback, questions, or topics you'd like us to cover, send us an email at info@westendwealth.com
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/ph...
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.
On this week's episode, Paul & William break down dividend investing and how it affects the return of your portfolio.
Dividend investing is one of the most popular styles out there. People love the feeling of getting cash for seemingly no work.
A single-minded focus on dividends can lead to lower total returns for your portfolio and unnecessary taxation problems.
If you have any feedback, questions, or topics you'd like us to cover, send us an email at info@westendwealth.com
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/ph...
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.
Want to have continued clarity, and confidence in your financial situation? Do you want freedom and the ability to withstand all the unforeseen speedbumps that life inevitably throws at you?
Retirement planning can help provide for all of this. But the work doesn't begin a couple of years before retirement.
On this week's episode, Paul & William discuss how retirement planning is a process that should encompass your entire adult life.
They review what you should be doing to set yourself up for continued success, and the perils of waiting too long or not planning and leaving it up to chance.
If you have any feedback, questions, or topics you'd like us to cover, send us an email at info@westendwealth.com
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/westendwealthplanning/15min
William: https://calendly.com/westendwealth/phone-call?back=1&month=2022-12
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 GICs as an investment.
Today, GICs are being marketed with much more alluring sounding rates than in recent years. But there, are important factors to consider making GICs, not as attractive an investment as they appear on the surface.
Paul & William analyze this and review what type of investor GICs make sense for and in what circumstances.
If you have any feedback, questions, or topics you'd like us to cover, send us an email at info@westendwealth.com
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/westendwealthplanning/advisor-call
William: https://calendly.com/westendwealth/phone-call-clone?back=1&month=2022-12
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.
2022 has been a terrible year for investors. Stocks, bonds and real estate have all seen significant declines.
Years like this can lead to very expensive and emotionally driven mistakes.
In this week's episode, Paul & William review what you should do to ensure you remain on track.
If you have any feedback, questions, or topics you'd like us to cover, send us an email at info@westendwealth.com.
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.
In this week's episode, Paul & William review different tax planning strategies you should consider as we approach the end of the year.
Tax planning is one of the most overlooked aspects of financial planning. Ignoring it can mean massive amounts of money needlessly lost to taxes.
Feel free to email us at info@westendwealth.com with any questions, feedback, or topics you'd like us to discuss in the future.
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.
On this week's episode, we outline and discuss four questions you need to ask before hiring a Financial Advisor.
Hiring an Advisor is a big decision. You need someone with the right skills, and temperament, and who shares similar values.
Asking these questions will help you find the right Advisor, and provide the basis for a successful relationship.
Feel free to email us at info@westendwealth.com with any questions, feedback, or topics you'd like us to cover in the future.
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.
This week, Paul & William discuss the concept of market timing. Is it possible to execute successfully? And how much of a difference can market timing make to your long-term financial well-being?
If you have any feedback, questions, or topics you'd like us to cover, send us an email at info@westendwealth.com
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.
This week, Paul & William discuss the volatile year in the markets. Normally, bonds are able to reduce some of the volatility in a balanced portfolio when stock markets decline, but that hasn't been the case this year.
Paul & William explain why this has happened, and also look ahead at the outlook for fixed-income investments, and how you should be positioning yourself moving forward.
If you have any feedback, questions, or topics you'd like us to cover, send us an email at info@westendwealth.com
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.