The Moment Paul Realized He Wasn’t Following the Industry (Part 2)

Paul talks about his transition from trying to learn about investment products and starting his own career to learning how to educate investors and understanding what it truly means to work for someone for their own best interests. Paul talks about the Prudent Investor Rule, which is a legal framework that is used when minors or others unable to manage their own assets need to trust someone to enact a financial plan on their behalf. He also tells the story of the first conversations he had with his dad about the proven academic research behind investing that the industry flat-out ignores and how these influenced him over the years. 

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