Retirement Straight Talk With Paul & William
Business & Economics Podcasts
Welcome to Retirement Straight Talk with hosts Paul & William Barreca, the podcast tailored for the unique needs of Generation X.
Paul is an award winning Wealth Advisor at West End Wealth Planning, IPC Securities Corporation, and celebrated radio personality, most recently as host of the Sunday Money Show on Newstalk 1010.
William adds a fresh perspective to Paul's more than 3 decades of experience.
In this podcast, we will break down and simplify complex financial topics relevant to Gen Xers.
Join us as we inform and empower you with real facts so you can avoid common money mistakes and build a worry free retirement.
The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation.
Hosted on Acast. See acast.com/privacy for more information.
Location:
United States
Description:
Welcome to Retirement Straight Talk with hosts Paul & William Barreca, the podcast tailored for the unique needs of Generation X. Paul is an award winning Wealth Advisor at West End Wealth Planning, IPC Securities Corporation, and celebrated radio personality, most recently as host of the Sunday Money Show on Newstalk 1010. William adds a fresh perspective to Paul's more than 3 decades of experience. In this podcast, we will break down and simplify complex financial topics relevant to Gen Xers. Join us as we inform and empower you with real facts so you can avoid common money mistakes and build a worry free retirement. The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. Hosted on Acast. See acast.com/privacy for more information.
Language:
English
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Estate Tax Planning 101: How to Minimize Taxes & Avoid Common Estate Problems
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Why Discussing Stocks With Your Advisor Is Likely Costing You Time & Money
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Why We're Hardwired to Be Terrible Investors
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Lessons from 2023 To Make You A Better Investor
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Lessons from 2023 To Make You A Better Investor
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The 5 Biggest Financial Mistakes Gen Xers Make
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5 Biggest Financial Mistakes Business Owners Make
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Robo-Advisors vs. DIY Investing vs. Full Service Financial Planners: An Honest Comparison
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Year End Tax Planning Tips
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Top 10 Questions Prospective Clients Ask Us
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The Top 10 Questions Clients Ask Us
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Clients We Serve & Problems We Solve
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Why We Are Advisors
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Understanding the Role of the Executor & How to Make the Best Choice for Your Estate
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