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Podcast: Talking Real Money - Investing Talk
Episode: T&R Q&A
Description: Questions? Comments?Tom Cock and Apella Wealth advisor Roxy Butner team up for a lively listener Q&A episode covering everything from the new wave of penny-stock IPOs to retirement readiness and tax traps. Tom opens with a warning about the surge in risky penny-stock offerings, then the two dive into listener questions about annuity sales pressure at Fidelity, portfolio diversification mistakes, CD taxation myths, Roth conversions, and one standout 21-year-old listener getting her financial life off to a stellar start.0:05 Tom opens with a warning about the explosion in penny-stock IPOs1:26 Why “lottery-ticket” stoc...