estate planning Archives

estate planning, life insurance, Podcast, retirement, will · January 8, 2025

Podcast Episode – Ask KT & Suze Anything: Don’t Make the Biggest Mistake You Can Make With IRA Conversions

On this episode of Ask KT and Suze Anything, Suze answers questions about must-have documents, life insurance policies on children, calculating RMDs and more.

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estate planning, must have documents, Podcast, trust, will · September 14, 2024

Podcast Episode – Protect Your Tomorrows Today

Suze reflects on what she and KT were doing on September 11, 2001 and how she helped families in the aftermath of the national tragedy. This Suze story remind us of why we absolutely need to prep

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estate planning, home buying, IRA, must have documents, trust · August 28, 2024

Podcast Episode – Ask KT & Suze Anything: How Do I Protect My Identity?

On this edition of Ask KT and Suze Anything, Suze answers questions about buying rental property, IRAs, and protecting your identity. Plus a quizzy about paying for home repairs and more.

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estate planning, family, retirement, trust · August 24, 2024

Podcast Episode – Suze School: Who Would You Give Your Life For?

Suze shares a heartbreaking story from a listener and recent widower, named Peter. This story opens up a number of questions: How involved are you and your entire family in finances? Have you th

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children, estate planning, investing, retirement, trust · August 21, 2024

Podcast Episode – Ask KT & Suze Anything: Should I Use AI to Play The Market?

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a child, financial security in one’s 50s, bond ladders, funding trusts, using AI to invest and more.

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estate planning, must have documents · July 17, 2024

A Quick Task to Ease Your Mind

A lot of the financial advice I share with you involves a long-term commitment. It takes time to build up retirement savings, or pay down debt.

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estate planning, investing · September 23, 2023

Podcast Episode – Suze School: What To Do With an Inheritance

Today’s Suze School is all about what you should do with money you may receive from an inheritance.

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estate planning, home buying · September 20, 2023

Podcast Episode – Ask Suze & KT Anything: Own The Power To Control Your Destiny

On this edition of Ask KT & Suze Anything, Suze answers questions about generic beneficiaries, added condo maintenance fees, ‘golden handcuffs’ and more.

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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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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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Category Archives: estate planning