Category Archives: investing

insurance, investing · September 11, 2024

Podcast Episode – Ask KT & Suze Anything: Am I Too Old to Buy a House?

On this edition of Ask KT and Suze Anything, Suze answers questions about RMD calculations, dollar cost averaging, inheritance and capital gains.  Plus, home buying, insurance, T-Bills and more.

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investing · September 7, 2024

Podcast Episode – Suze School: The Keys to a Successful Relationship (Financially Speaking)

This Suze School came out the day of Suze and KT’s 14th Wedding Anniversary, so KT joined Suze to share their keys to making a successful relationship, not only with each other but with their mone

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estate planning, investing, retirement · August 21, 2024

Podcast Episode – Ask KT & Suze Anything: Should I Use AI to Play The Market?

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a child, financial security in one’s 50s, bond ladders, funding trusts, using AI to invest and more.

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investing, must have documents · June 1, 2024

Podcast Episode – Suze School: VOO or SPY, Which ETF is Best for You?

Suze gives a quick recap of what’s happening with the Must Have Documents and the latest news regarding interest rates.  Then, we go to Suze School for a lesson in the difference between the VOO a

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Emergency Funds, Stocks/Bonds/ETFs · May 29, 2024

Does Buying a Home Still Make Sense?

With the interest rate on a 30-year mortgage more than doubling over the past few years—to more than 7% today—buying a home has become an even more challenging financial move.

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investing, retirement, Roth Accounts · May 29, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford to Have a Baby?

On this edition of Ask KT and Suze Anything, Suze answers questions about RMDs, ROTHs, investing in art and wine. Plus, a “Can I Afford It?”  quizzy and so much more!

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investing, retirement · May 22, 2024

Podcast Episode – Ask KT & Suze Anything: Is It Too Late to Buy a Home?

On this edition of Ask KT and Suze Anything, Suze answers questions about buying and cashing in bonds, choosing an ETF home buying, plus a “Should I Do It?”  quizzy and so much more!

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saving, Stocks/Bonds/ETFs · April 17, 2024

Locking In a Guaranteed High Return

I need to repeat the advice I gave you recently because it is so important I want to make sure you follow it!

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investing, Stocks/Bonds/ETFs · April 13, 2024

Podcast Episode – Suze School: Suze’s April ‘24 Outlook

In this Suze School episode, Suze talks about Tax Day, why people are running out to buy gold at Costco, what’s going on in the stock market, Treasuries vs. CDs and more.

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