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Tom & Roxy Q&A

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Manage episode 427437575 series 31291
Content provided by Don McDonald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Don McDonald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1570 episodes

Artwork

Tom & Roxy Q&A

Talking Real Money - Investing Talk

197 subscribers

published

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Manage episode 427437575 series 31291
Content provided by Don McDonald. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Don McDonald or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1570 episodes

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