Ten Lessons Paul Has Learned in 35 Years (Part Two)
Description
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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United States
