Take it Seriously

In this episode:

  • 1:19 The Game of Investing

  • 4:02 The Roller Coaster of ARK Innovation

  • 5:21 Thematic Funds Explained

  • 8:11 International Perspective on Financial Leadership

  • 11:32 The Importance of Financial Backgrounds

  • 19:33 Listener Call: Investing Strategies

  • 22:15 Understanding Roth IRA Conversions

  • 24:59 Starting Over with Investments

  • 34:07 The Complexity of Financial Planning

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Tom & Roxy Day

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Short Sweeps