Tom & Roxy Q&A

Written By Don McDonald

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

Don McDonald
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