Simplifynance Podcast

Investing Young (like really really young)


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In this episode of Simplifynance, host Rachel Stewart, financial advisor, talks to Ava Grace about her expereince of investing young. Ava is only 10 years-old in the fifth grade and already has clear goals for her investments.

Show Notes:

  • 0:40 - Ava Grace is a 10-year old investor with a financial advisor
  • 1:25 - How did Ava decide to get an investment account
  • 1:49 - What does Ava think is the hardest thing about investing
  • 2:34 - What are Ava's plans for her investments
  • 2:56 - What has she learned about investing
  • 3:58 - Why is it important for kids to understand investments

3 Key Points:

  1. You're never to young to learn about investing.
  2. Buy low sell high is Ava's takeaway from her expereince
  3. Accept that investments can fluctuant.

Tweetable Quotes:

- "One of the things I do as a Simplifynance financial advisor is encourage clients to start soon on their plans so they can hopefully finish strong in the end." – Rachel.

- "I have two things I want to do with it (investment account). Donate to charity, specifically Charity Water, and hopefully go to Stanford." – Ava.

- "I have one advisor that I talk to every day, and that is my Dad. And the other one I see about every two months." – Ava

Resources Mentioned:

  • simplyfinance.com
  • Contact Information:
  • Rachel Stewart

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Simplifynance PodcastBy Bill Bush and Rachel Stewart