Category Archives: Retirement

Retirement, Social Security · March 20, 2024

Navigating When to Claim Social Security

I so wish your retirement didn’t require you to make big decisions that will have an outsized impact on your financial security throughout your retirement. But that’s not the system we have.

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Annuities, Emergency Funds, Must Have Documents · March 20, 2024

Podcast Episode – Ask KT & Suze Anything: Don’t Feel Doomed With Your Money

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a 90 year old parent, paying for a family emergency, why you need a will and trust and so much more.

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Credit Cards, Investing, Social Security · March 16, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Use my HSA While I’m on Medicare?

On this special Sunday edition of Ask KT and Suze Anything, Suze answers questions about when to collect Social Security, credit cards for teenagers, LIRPs as investments and so much more.

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Investing, Retirement, Roth Accounts · March 6, 2024

Podcast Episode – Ask KT & Suze Anything: We’re in our 50s, should we get married?

For this episode of Ask KT and Suze Anything, Suze answers questions about opening investment accounts for children, catching up on a ROTH, maintaining retirement savings and so much more.

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Retirement, Saving · March 2, 2024

Podcast Episode – Suze School: How an HSA Can Help You In Retirement

On this Suze School, we get a lesson about why, if you qualify, an HSA can help you with your medical expenses when you retire.

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IRAs/401(k)s, Retirement · February 28, 2024

Podcast Episode – Ask KT & Suze Anything: Avoid Emotional Poverty

For this episode of Ask KT and Suze Anything, Suze answers questions about IRA contributions, what happens when only one spouse works, selling a home  and so much more.

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IRAs/401(k)s, Retirement · February 24, 2024

Podcast Episode – Suze School: The Language of Money in Retirement Accounts

On this Suze School, we get a lesson on the language of money in retirement accounts.  We’ll learn about rollovers, transfers and conversions.

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Credit Cards, Retirement, Roth Accounts · February 21, 2024

Podcast Episode – Ask KT & Suze Anything: How Should I Prioritize My Spending Buckets?

For this episode of Ask KT and Suze Anything, Suze answers questions about 401ks, Roths, elder care, when to start a 529 plan and so much more.

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Retirement, Roth Accounts · February 17, 2024

Podcast Episode – Suze School: Clearing Up Your Backdoor Roth Confusion

This Suze School episode is once again on what you need to know about Back Door Roth’s and how the pro-rata rule works. Listen to Podcast Episode: Podcast Transcript: February 18th, 2024.

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