Category Archives: Retirement

Estate Planning, Insurance, Investing, IRAs/401(k)s, Long Term Care, Portfolio Management, Retirement, Saving · April 26, 2023

Podcast Episode – Ask Suze & KT Anything: Don’t Feel Embarrassed or Scared

On this Ask Suze and KT Anything episode, Suze answers questions about gifted IRAs, I Bonds, long term care insurance, updated wills, logistics of moving away from a financial advisor and more.

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Home Loans, Investing, Retirement, Roth Accounts · April 22, 2023

Podcast Episode – Ask Suze & KT Anything: Why Did My Credit Score Drop?

Listen to Podcast Episode:On this special Sunday episode of Ask KT and Suze Anything, Suze answers questions about Robo advisors, Roths for minors, the real value of a home, resetting a retirement account, plus a heartfelt quizzie and more.

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Investing, Retirement, Saving · April 19, 2023

Women & Retirement

Recent research from T. Rowe Price was short on good news for the retirement prospects of women.

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Investing, Retirement, Roth Accounts, Saving · April 15, 2023

Podcast Episode – Suze School: Revisiting The Five Year Rule For Roth Retirement Accounts

Since so many listeners are still writing Suze with questions about the Five Year Rule in relation to ROTHs, we’re replaying this Suze School from February 2022, about the rule.

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Annuities, Investing, Retirement, Saving · April 12, 2023

Podcast Episode – Ask Suze & KT Anything: To Remodel or Not To Remodel?

On this episode of Ask Suze & KT Anything, Suze answers questions about waiting to take Social Security, transferring from a ROTH to an annuity, inherited IRAs, RMDs and more!

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Annuities, Investing, Saving · April 8, 2023

Podcast Episode- Suze School: Understanding Annuities

Suze does not hate all annuities. Today’s Suze School is a lesson on the different types of annuities and which ones might be a good option for you and definitely which types to avoid.

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Annuities, Insurance, Investing, Saving, Stocks/Bonds/ETFs · April 5, 2023

Podcast Episode – Ask Suze & KT Anything: When Are Annuities a Good Investment?

Listen to Podcast Episode:On this episode of Ask Suze & KT Anything, Suze answers questions about when to take distributions, insurance, CDs, trusts and more!

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Investing, Roth Accounts · March 29, 2023

Podcast Episode – Ask Suze & KT Anything: I Can’t Save Money

On this episode of Ask Suze & KT Anything, Suze answers questions about dividend paying stocks, inheriting a home, opening a ROTH IRA for a minor, rolling accounts in a trust and more!

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Annuities, Debt, Investing, Saving · March 29, 2023

How to Keep Your Savings Safe

The failure of Silicon Valley Bank a few weeks ago has created plenty of anxiety.

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