Portfolio Management Archives

must have documents, Portfolio Management, saving · October 4, 2025

Podcast Episode – Do You Have Faith In Who You Are?

On this Sunday Ask Suze & KT Anything episode, KT asks Suze your questions about the best way to start saving money (at any age), handling your financial advisor, leaving real-estate to your child

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Portfolio Management · October 1, 2025

Podcast Episode – How You Can Get Through A Shutdown

On this special episode, Suze gives a step-by-step plan for surviving this government shutdown, with courage. The suggestions Suze makes are not just for those people currently furloughed, it’s for a

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credit cards, Portfolio Management, retirement · July 16, 2025

Podcast Episode – Ask KT & Suze Anything: Should I Take Money From an IRA to Pay Off Credit Card Debt?

On this Ask Suze & KT Anything episode, KT asks Suze questions from you about adding a partner’s name to credit cards and utilities, taxes on retirement accounts and financial advisor fees. Plus, help

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Portfolio Management, retirement · June 18, 2025

3 Retirement Curveballs to Watch Out For

Once you ease past age 55 or so, retirement planning hits a new phase where you are actively thinking about the timing of when you might stop your full-time career work.

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Portfolio Management, Roth Accounts, student loans · June 11, 2025

Podcast Episode – Ask KT & Suze Anything: I Don’t Trust My Husband With Money. What Should I Do?

On this Ask Suze & KT Anything edition, KT ask Suze questions from you about GICs, student loans, and financial advisor fees. Plus, KT’s favorite: Roths and so much 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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investing, Portfolio Management · April 6, 2024

Podcast Episode – Suze School: The Players on Your Financial Team

In this Suze School episode, Suze talks about the types of players you need on your financial team to grow your money and keep it secure. Are you putting everything into one stock, versus having a di

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Portfolio Management · March 12, 2024

Podcast Episode – Suze Stories: Make Some Magic Happen

On this episode, we hear an email conversation between Suze and a listener, who went through a horrible situation. Hear what unfolded, what Suze’s advice was and the steps you can take to ensure the

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Emergency Funds, Portfolio Management, Roth Accounts, saving · January 10, 2024

How You Can Make 2024 Less Stressful

The recent economic news that inflation has now slowed down is indeed great news, but it doesn’t erase all the pain that sharply rising prices in 2021 and 2022 have caused.

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Category Archives: Portfolio Management