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Tom & Roxy Q&A

Tom & Roxy Q&A

Talking Real Money - Investing Talk

July 6, 202429m 16s

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Show Notes

In this Q&A episode:


1:49 The Dangers of Following Market Trends


4:27 Making Decisions Based on Future Feelings


4:58 Investing for Yourself, Not the World


5:19 Welcoming Roxy Butner to the Studio


5:31 Question from Jane about Robo-Advisors


10:24 Estate Planning and Trusts


13:35 Exploring Annuities in Retirement Accounts


18:25 Retirement Planning with Thomas from New Jersey


25:39 Importance of Financial Planning in Retirement


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