Category Archives: Wills & Trusts

Estate Planning, Investing, Long Term Care, Saving, Stocks/Bonds/ETFs · August 24, 2022

Podcast Episode – Ask Suze & KT Anything: Dividends, Savings and Investing

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about where to save your emergency fund, dollar cost averaging, tax credits on a home sale and more.

Read Now ›

Must Have Documents, Retirement, Roth Accounts · June 29, 2022

Podcast Episode – Ask Suze & KT Anything: Mortgages, Annuities, Rollovers and Trusts

On this edition of Ask Suze & KT Anything, Suze answers questions about paying off mortgages, closing credit cards, annuities, retirement account rollovers and more.

Read Now ›

Credit Cards, Debt, Must Have Documents, Roth Accounts · June 22, 2022

Podcast Episode – Ask Suze & KT Anything: Buying A House, Inheriting A Roth & Boosting Your FICO Score

On today’s podcast of Ask Suze & KT Anything, Suze answers questions about filling out the MUST HAVE™ Documents, inheriting a ROTH, boosting a credit score and more.

Read Now ›

Credit Cards, IRAs/401(k)s, Must Have Documents, Retirement · April 20, 2022

Podcast Episode – Ask Suze & KT Anything: I Want to Be Financially Independent

On this podcast of Ask Suze & KT Anything, Suze answers questions from listeners about reinvesting divestments, investing after a stock split, special needs trusts, shady employers and much more!

Read Now ›

Must Have Documents, Retirement · April 13, 2022

Podcast Episode – Ask Suze & KT Anything: I Want Permission To Retire

On this podcast of Ask Suze & KT Anything, Suze answers questions from listeners about TSPs, wills and trusts, pausing funding retirement accounts, taxes, imputed income and much more!

Read Now ›

Crypto, Debt, Home Loans, IRAs/401(k)s, Must Have Documents · March 30, 2022

Podcast Episode – Ask Suze & KT Anything: Slap Downs That Will Pick You Up

On this podcast of Ask Suze & KT Anything, Suze answers questions from listeners about what debt to pay down first, interest on crypto, choosing the right funds in a 401(k), and so much more.

Read Now ›

Credit Cards, Debt, Must Have Documents, Retirement, Roth Accounts · March 19, 2022

Podcast Episode – Two For One Sunday

On this special Sunday podcast of Ask KT & Suze Anything, Suze answers questions from listeners about making changes to your will and trust, is gifting a Roth possible, and so much more!

Read Now ›

Must Have Documents, Retirement, Social Security · March 9, 2022

Podcast Episode – Ask KT & Suze Anything

On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about buying versus renting, inheritance, umbrella insurance, social security after divorce and much more.

Read Now ›

Life Insurance, Must Have Documents, Roth Accounts, Saving · February 16, 2022

Podcast Episode – Ask KT & Suze Anything

On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about paying off mortgages, property tax increases after adding to a trust, life insurance, retirement, and more.

Read Now ›