Tom & Roxy Q&A
Jul 06, 2024•30 min•Transcript available on Metacast Episode description
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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