This week, Paul & William reflect on their careers thus far. Drawing from their wealth of experience in wealth management and financial planning, they share 14 invaluable lessons they've learned that can empower listeners to take control of their financial futures.

Throughout the show, Paul & William share personal anecdotes and real-world examples that illustrate the impact of sound financial decision-making.

Topics discussed include:

• How experiences shape your perception of risk
• Intelligence doesn't guarantee investment success
• The benefits of being an optimist
• How overthinking can be just as bad as not thinking at all
• And much more!

Links From Today's Episode:

Ben Carlson "20 Lessons From 20 Years of Managing Money" https://awealthofcommonsense.com/2024/03/20-lessons-from-20-years-of-managing-money/

Connect With Paul & William:

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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.

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