retirement, social security, taxes · June 26, 2024
A Taxing Reality of Retirement
Once you start collecting your Social Security benefit, there’s a strong possibility you may owe income tax on a chunk of your benefit.
IRA, marriage, social security, trust · May 1, 2024
Podcast Episode – Ask KT & Suze Anything: At Least Three of the Biggest Mistakes You Can Never Afford To Make
On this edition of Ask KT and Suze Anything, Suze tells you how to avoid some of the biggest mistakes you can never afford to make, plus answers to questions about Social Security, trusts, prenups
retirement, social security · March 20, 2024
Navigating When to Claim Social Security
I so wish your retirement didn’t require you to make big decisions that will have an outsized impact on your financial security throughout your retirement. But that’s not the system we have.
children, children and money, credit cards, investing, Podcast, social security · March 16, 2024
Podcast Episode – Ask KT & Suze Anything: Can I Use my HSA While I’m on Medicare?
On this special Sunday edition of Ask KT and Suze Anything, Suze answers questions about when to collect Social Security, credit cards for teenagers, LIRPs as investments and so much more.
debt, investing, must have documents, Podcast, social security · December 13, 2023
Podcast Episode – Ask KT & Suze Anything: Is It Time To Be Conservative With My Investments?
On this episode of Ask KT & Suze Anything, Suze answers your questions about getting out of debt, collecting a late spouse’s Social Security, funding your trusts and more.
roth, social security, taxes · October 18, 2023
Will You Owe Tax on Your Social Security Benefit?
I know that for many of you nearing retirement, your Social Security benefit will be a significant source of monthly income.
home mortgage, mortgage, social security, stock market, stocks · June 7, 2023
Podcast Episode – Ask Suze & KT Anything: Is Buying a Mobile Home A Good Idea?
On this Ask Suze and KT Anything episode, Suze answers your questions about dividend paying stocks, emergency funds, when to take social security, mortgages and more.
divorce, FICO, fico score, financial independence, retirement, social security · May 17, 2023
Podcast Episode – Ask Suze & KT Anything: Questions From The Community
On this Ask Suze and KT Anything episode, Suze answers questions about financial empowerment, Social Security after divorce, FICO scores, inflation and more.
home buying, home mortgage, mortgage, social security · May 10, 2023
Podcast Episode – Ask Suze & KT Anything: To Pay or Not To Pay
On this Ask Suze and KT Anything episode, Suze answers questions about paying off your mortgage versus taking a tax credit, Social Security after a divorce, the new FICO score rules, moving and more.
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.