Category Archives: Wills & Trusts

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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estate planning, insurance, investing, IRAs/401(k)s, Long Term Care, Portfolio Management, retirement, saving · April 26, 2023

Podcast Episode – Ask Suze & KT Anything: Don’t Feel Embarrassed or Scared

On this Ask Suze and KT Anything episode, Suze answers questions about gifted IRAs, I Bonds, long term care insurance, updated wills, logistics of moving away from a financial advisor and more.

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Emergency Funds, must have documents, Stocks/Bonds/ETFs, student loans · March 1, 2023

Podcast Episode – Ask Suze & KT Anything: Overcome Your Fear of Money

On this episode of Ask Suze & KT Anything, Suze answers questions about dollar cost averaging, rebuilding an emergency fund, remaining financially independent, secure and more. 

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credit cards, debt, investing, IRAs/401(k)s, must have documents · October 19, 2022

Podcast Episode – Ask Suze & KT Anything: Series I Bonds, Taxes on IRAs and Doing What’s Right For Your Family

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about taxes on IRAs, freezing your credit reports, Series I Bonds and more.

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Home/Renters Insurance, insurance, must have documents · October 1, 2022

Podcast Episode – Are You Protected?

How protected are you from natural disasters?

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must have documents · September 28, 2022

Podcast Episode – Your Future In Your Hands: Part 2

In this episode, Suze responds to your questions about her last episode.

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