1. EachPod

Tom & Roxy Q&A

Author
Don McDonald
Published
Sat 06 Jul 2024
Episode Link
None

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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