Paul and Ira’s First Experiences with Investing

What age did you start investing? Paul teaches a personal finance class at Trevecca, and this was one of many questions he wasn’t able to answer in time. This question starts Paul and Ira on a great conversation about their first experiences with investing and selling investment products. Listen along as Ira shares his first experiences in the industry and Paul shares a guiding philosophy that has helped him in investing. Later in the show, the advisors share about why the American Dream Experience can help people step into conversations about saving, purpose, and investing while avoiding some of the most common mistakes.

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