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-retirementTrademarks 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.

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