Category Archives: estate planning

estate planning, must have documents · September 9, 2023

Podcast Episode – Suze School: Making Finances a Family Affair

For today’s Suze School, Suze announces a new program designed to help your children learn how to save money and be rewarded for doing so.

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Annuities, estate planning, investing, retirement · August 30, 2023

Ask Suze & KT Anything: How Do I Do Dollar Cost Averaging? – Podcast Episode

On this edition of Ask KT & Suze Anything, Suze answers questions about the need for revocable trusts, converting IRAs, paper bonds and more.

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debt, estate planning, Portfolio Management · August 23, 2023

Podcast Episode – Ask Suze & KT Anything: Financial Infidelity

On this edition of Ask KT & Suze Anything, Suze answers questions about choosing the right financial advisor, helping grandchildren with debt, wills and more.

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estate planning, IRAs/401(k)s, retirement · August 16, 2023

Inherited IRAs: Important Updates for 2023

Anyone other than a spouse who inherited an IRA in 2020 or later has faced a new set of rules on when they must take distributions (and pay the IRA tax on those distributions if the money was in a…

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estate planning, Stocks/Bonds/ETFs · July 15, 2023

Podcast Episode – Suze School: Understanding Trusts

Suze starts off this episode with a quick update on inflation and market conditions.

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estate planning, must have documents · July 6, 2023

Revocable Living Trust – Do You Need One?

Suze Orman explains why everyone needs a living revocable trust to protect their health and finances.

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Annuities, estate planning, student loans · July 5, 2023

Podcast Episode – Ask Suze & KT Anything: Should I Take Money From My Roth to Pay Off My Heloc?

On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts, annuities, taxes and more.

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Annuities, estate planning, investing, life insurance · June 14, 2023

Ask Suze & KT Anything: How Can I Learn About Investing? – Podcast Episode

On this Ask Suze and KT Anything episode, Suze answers your questions about whole life insurance, money from annuities, estate planning, popcorn, investing and more.

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estate planning, investing, retirement, social security · May 3, 2023

Podcast Episode – Ask Suze & KT Anything: I Have A Dilemma

On this Ask Suze and KT Anything episode, Suze answers questions about ex-spouses and Social Security, investing, gifts with strings attached, leaving money to a pet and more.

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