Category Archives: retirement

medicare · March 19, 2025

Watch Out for This When Starting a New Job

I bet if you work in the private sector you’ve likely changed jobs from time to time, right?

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Long Term Care, Roth Accounts · March 19, 2025

Podcast Episode – Ask KT & Suze Anything: Do You Know The Difference Between Aristocrat and King Stocks?

For this Ask KT & Suze Anything edition, Suze answers your questions about the Pro-Rata Rule, long term care insurance, and transfer on death deeds.  Plus, learn the difference between Aristocrat

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Emergency Funds, investing, retirement · March 15, 2025

Podcast Episode – Suze School: Don’t Let Fear Make Financial Decisions For You

How do you feel when it comes to the economy? On this episode, Suze responds to the fears you’ve been sharing with her and tells you what you need to do now, to prepare yourself for the future.

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Long Term Care, retirement · March 12, 2025

Are You Underestimating This Key Retirement Need?

Dreaming about your future is one thing. But planning for it is an entirely different matter. One is about hopes and wishes, the other is about making smart decisions today that will give you the

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retirement, social security · March 12, 2025

Podcast Episode – Ask KT & Suze Anything: Why I Quit My CPA

For this Ask KT & Suze Anything edition, Suze answers more questions about Roths, RMDs, Social Security spousal benefits and more!

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Annuities, investing, Portfolio Management · February 12, 2025

Podcast Episode – Ask KT & Suze Anything: Why Am I Anxious About Retiring?

For this Ask KT & Suze Anything episode, Suze answers your questions about couples combining finances, capital gains tax, staying financially secure and so much more!

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IRAs/401(k)s, retirement, Stocks/Bonds/ETFs · February 5, 2025

Podcast Episode – Ask KT & Suze Anything: When Is The Right Time To Self Insure?

For this Ask KT & Suze Anything episode, Suze answers your questions about withdrawing from an IRA, fear of the markets, renting versus buying and so much more!

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Annuities, investing, must have documents, Stocks/Bonds/ETFs · February 1, 2025

Podcast Episode – Ask KT & Suze Anything: Do The Trump Tariffs Mean It’s Time to Buy or Sell?

For this Ask KT & Suze Anything episode, Suze answers your questions about selling or buying stocks of companies affected by the new tariffs, dental insurance, putting a home in trust and so much

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Roth Accounts · January 29, 2025

Inherited IRA Must Do in 2025

If you inherited an IRA from someone who passed away in 2020 or later, an important new IRS rule has kicked in beginning in 2025 that you need to pay attention to.

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