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Tom & Roxy Q&A
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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Published on 1 year, 5 months ago