Q&A with Tom & Roxy

Written By Don McDonald

In this Question and Answer Episode:

  • 0:04 The Gold Rush: Physical vs. Financial

  • 1:18 The Speculation of Gold

  • 3:05 Investing Insights: Stocks vs. Gold

  • 4:36 Q&A with Roxy Butner

  • 5:06 Roth IRA Dilemma: Lump Sum or Dollar Cost Average?

  • 8:06 Portfolio Makeover: Fund Reallocation

  • 11:17 Retirement Planning: Managing 403b and 401k Funds

  • 14:45 Understanding Fund Gains: Net vs. Gross

  • 16:41 Financial Evolution: Trends in Investor Questions

  • 18:23 Special Announcement: Retirement Reprise Event

Don McDonald
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