Category Archives: retirement

investing, Roth Accounts, Stocks/Bonds/ETFs · April 4, 2020

Podcast Episode – Getting Through The Crisis

In this podcast, Suze talks about many aspects of the ongoing COVID-19 crisis.

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retirement, Roth Accounts, Stocks/Bonds/ETFs · April 2, 2020

A Bear Market Can Be a Smart Time to Do a Roth Conversion

There is a tax-smart retirement move that just became less expensive due to the fact that the bear market for stocks has reduced your portfolio values.

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Emergency Funds, Long Term Care, retirement, saving, social security · April 1, 2020

Podcast Episode – Ask Suze Anything

In this podcast of Ask Suze Anything, we hear questions and stories from Women & Money listeners Judy, Steve, Stephanie, Joan, Trish, Jim, Sophia, Suzy, and Patricia.

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credit cards, Emergency Funds, insurance, investing, retirement · March 28, 2020

Podcast Episode – Suze School: The COVID-19 Stimulus

In this podcast, Suze explains what you need to know about the COVID-19 Stimulus Package passed by Congress on March 27, 2020.

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budgeting, investing, retirement · March 19, 2020

How to Navigate A Financial Crisis

The rapid meltdown in global investments as the economic severity of the coronavirus takes hold is indeed unsettling.

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IRAs/401(k)s, Portfolio Management, retirement · March 18, 2020

Podcast Episode – Ask Suze Anything Special: Responding To The Market

In this special March 19 podcast of Ask Suze Anything, Suze groups together questions coming in from Women & Money listeners about this volatile time in the stock market.

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debt, Emergency Funds, Portfolio Management, retirement · March 12, 2020

Getting a Tax Refund? Don’t Blow It.

Over the next few weeks plenty of you will receive a refund on your federal tax return, and for those of you in states that charge income tax, you may get money back from your state treasurer as well.

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car loans, Emergency Funds, insurance, investing, Portfolio Management, social security · March 11, 2020

Podcast Episode – Ask Suze Anything – 136

In this podcast of Ask Suze Anything, we hear questions and stories from Women & Money listeners Kathleen, Tina, Sonja, Leigh, Margaret, Joan, Margaret, Sally, Kiana, Allison, and Anonymous.

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budgeting, retirement, Stocks/Bonds/ETFs · March 7, 2020

Podcast Episode – Stock Market Frenzy II – Protect Yourself

In today’s podcast, Suze explains what happened with the stock market this past week and why it’s still so important to stay calm. 

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