Category Archives: Retirement

IRAs/401(k)s, Retirement, Stocks/Bonds/ETFs · October 20, 2021

Save Your 401k, Get a Lower Expense Ratio

Do you have a 401k you left behind at an old job? A new report from Capitalize estimates that there are around 24 million orphaned 401k accounts with combined assets of nearly $1.3 trillion.

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Annuities, Debt, Investing, Portfolio Management, Retirement, Student Loans · October 20, 2021

Podcast Episode – Ask Suze (and KT) Anything

Listen to Podcast Episode: On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Corrine, Pam, Sissy, Dom, Claudia, Sharon, Monique and more selected and read by KT.

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Investing, Must Have Documents, Retirement, Roth Accounts · October 14, 2021

Podcast Episode – Ask Suze (and KT) Anything

On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Sheena, Jodi, Tina, Rosana, Terri, Corey, Eric, Laura and Beth selected and read by KT.

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Medicare, Retirement, Saving · October 14, 2021

Saving for Future Medicare Costs

There’s something everyone decades away from becoming eligible for Medicare needs to know.

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Roth Accounts, Stocks/Bonds/ETFs, Student Loans · October 9, 2021

Podcast Episode – Suze School: What The New Tax Bill Could Mean For You

On this podcast, we go to Suze School for a lesson about the rise of crypto currencies, inflation, student loan forgiveness and what you need to know now about the proposed new tax bill.

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Credit Cards, Crypto, Emergency Funds, Estate Planning, Investing, Must Have Documents, Retirement, Roth Accounts · October 6, 2021

Podcast Episode – Ask Suze (and KT) Anything

On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Catherine, Rita, Terri, Jose, Patti, Katie, Julie, Jennifer and Shannon selected and read by KT.

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Investing, Retirement, Roth Accounts, Stocks/Bonds/ETFs · October 2, 2021

Podcast Episode – Suze School: Revisiting Retirement Accounts

It’s another great Suze School, this time on the important details we need to know about investing in crypto currencies inside of our retirement accounts.

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Health Insurance, Medicare · September 29, 2021

Medicare Savings Opportunity

Help Your Parents by Checking on This If your parents are enrolled in Medicare I want you to help them check if they can pay less for their prescription drug medications.

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Home Loans, Portfolio Management, Retirement · September 22, 2021

Podcast Episode – Revisiting: You’ve Earned It, Don’t Lose It – 296

For this podcast, we’re going to revisit an episode from February 2020, where Suze shared stories of different correspondences she had with listeners about the importance of how to manage our money.

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