Take control of your retirement & get started with a complimentary retirement assessment: https://calendly.com/westendwealth/introcall?back=1&month=2026-01

In Part 2 of our “Investing Myths” series, William and Paul Barreca return to tackle seven more common (and costly) investing myths — this time focused on portfolio construction, diversification, and so-called “safe” investments.

These are the myths that trip people up after they’ve started investing — often without realizing it.

💡 In this episode, we debunk:

❌ “Fallen stocks always bounce back”

❌ “More holdings = more diversification”

❌ “Successful investors are big risk takers”

❌ “50% loss + 50% gain = break-even”

❌ “Gold is a safe haven”

❌ “High dividend = safe stock”

❌ “Bonds are risk-free”

📊 Backed by data from YCharts, Hartford Funds, and real-world client experience, this episode is a masterclass in long-term investing clarity.

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.

Take control of your retirement & get started with a complimentary retirement assessment: https://calendly.com/westendwealth/introcall

In this first episode of a special 2-part series, Paul and William Barreca debunk the most persistent investing myths. From market timing and volatility fears to the belief that cash is "safer," they break down 6 out of 13 myths using real numbers, client stories, and behavioural finance insights.

If you’ve ever felt uncertain about when or how to invest… this episode is for you.

💡 What You’ll Learn:

• Why trying to time the market almost always backfires

• How “safe” cash quietly loses you money over time

• Why volatility ≠ risk

• What makes investing totally different from gambling

• The truth about “Sell in May and Go Away”

• Why the “right time to invest” is probably now

📈 Featuring insights from YCharts, Hartford Funds, and Wells Fargo.

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.

What do 35 years in the wealth planning business teach you?

After over three decades in the wealth planning business, Paul has seen just about everything.

In Part 1 of this special 2-part series, Paul Barreca shares the first five timeless truths he’s learned from decades of helping clients plan, invest, and navigate financial decisions.

This is a candid conversation about the real lessons that matter. The ones that help you protect your freedom, control your outcomes, and keep your financial life aligned with your real goals.

🎙️ You’ll hear:

✔️ Why money = freedom (not happiness)

✔️ Why investing is not gambling

✔️ The danger of overconfidence

✔️ Why a written plan matters more than a market prediction

✔️ The counterintuitive secret to investing success

🔔 Like, subscribe, and share!

Have questions after today's episode? Book a call: https://calendly.com/westendwealth/introcall?month=2025-10

👉 Checkout Our Free guide: “How to Build Your Dream Retirement Plan—and Avoid 7 Pitfalls That Can Derail It”: https://www.westendwealth.com/build-your-retirement

Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Investment Planning Counsel is a fully integrated wealth management company. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation. Securities available through IPC Securities Corporation, a member of the Canadian Investor Protection Fund. Insurance products available through Tribar Financial Inc.

Hosted on Acast. See acast.com/privacy for more information.