Category Archives: investing

Portfolio Management, retirement, saving · August 17, 2022

How to Create a Four-Part Financial Plan

According to a recent survey by Northwestern Mutual, people who invest time in financial planning are happier than those who don’t.

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Annuities, home loans, investing, saving · August 17, 2022

Podcast Episode – Ask Suze & KT Anything: HELOCs, Trusts and Loans

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about reinvesting dividends, adding children to a house title, paying for dental work, trusts loans, HELOCs and more.

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investing, saving, Stocks/Bonds/ETFs · August 13, 2022

Podcast Episode – Suze School: Clearing Up A Few Things

On today’s episode, Suze goes over the importance of dollar cost averaging, what the difference is between interest and dividends, the Vanguard Total Stock Market fund, and more.

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investing, Long Term Care, retirement, Roth Accounts, saving · August 10, 2022

How to Approach Retirement Planning

Retirement planning is a juggling act where you’re dealing with multiple risks all at the same time.

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investing, Stocks/Bonds/ETFs · August 6, 2022

Podcast Episode – Suze’s View of the World and How It Affects Your Money

On today’s episode, Suze talks about why our country's issues with China and Russia are among the factors contributing to inflation, and why a recession may be on the horizon.

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investing, retirement, Stocks/Bonds/ETFs · August 3, 2022

Podcast Episode – Ask Suze & KT Anything: CDs, Saving for Retirement and Trusts

Back from their fishing vacation, this episode of Ask Suze & KT Anything, finds Suze answering questions about CDs, whole life insurance, figuring out if you can afford a home and more.

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Portfolio Management, retirement, saving, student loans · July 31, 2022

Podcast Episode – Ask Suze Anything : May 9, 2019

In this episode of Ask Suze Anything, we hear updates from two Women & Money listeners, plus Suze offers advice to Julia, Judy, Terry, and Chris.

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Emergency Funds, investing, saving · July 27, 2022

Podcast Episode – Ask Suze & KT Anything: Real Estate Mixed Bag

While Suze and KT are on their way back from KT’s birthday fishing trip, this episode contains questions from this past year, all about real estate. 

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Portfolio Management, retirement · July 24, 2022

Podcast Episode – Don’t Turn Your Back on Yourself

On today’s episode, Suze discusses why our negative thoughts, fears and actions limit our potential and prevent us from being safe, strong and secure.

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