family, IRA, IRS, retirement, saving, taxes · August 3, 2022
Important Rule Changes for Inherited IRAs
I’ve been receiving a lot of questions about inherited IRAs from my Women & Money podcast listeners.
financial independence, financial planning, financial security, Podcast, retirement, saving, student loans, tax return, taxes · July 31, 2022
Podcast Episode – Ask Suze Anything : May 9, 2019
In this episode of Ask Suze Anything, we hear updates from two Women & Money listeners, plus Suze offers advice to Julia, Judy, Terry, and Chris.
bills, social security, stock market, taxes · June 11, 2022
Podcast Episode – Inflation Strikes Again
On today’s podcast, Suze explains why the rising inflation rates means we have to be more careful with our spending. Conserving now will help us weather the storm, so we can be safe, strong, & secure.
401k, home buying, roth, student loans, taxes · June 1, 2022
Podcast Episode – Ask Suze & KT Anything: Are Forgiven Student Loans Taxable?
On today’s podcast Ask Suze & KT Anything, Suze answers questions about Series I Bonds and probate, Roth 401(k)s, real estate and so much more!
must have documents, retirement, taxes, trust, will · April 13, 2022
Podcast Episode – Ask Suze & KT Anything: I Want Permission To Retire
On this podcast of Ask Suze & KT Anything, Suze answers questions from listeners about TSPs, wills and trusts, pausing funding retirement accounts, taxes, imputed income and much more!
credit union, financial advisor, home buying, home mortgage, stock market, taxes · February 26, 2022
Podcast Episode – To Pay Off or Not To Pay Off
In this podcast, we go to Suze School about when is the best time to pay off a mortgage. Are you trusting your gut or believing people who really do not have your best interest in mind?
IRS, must have documents, roth, roth IRA, taxes · February 9, 2022
Podcast Episode – Ask KT & Suze Anything
On this podcast of Ask KT & Suze Anything, Suze does a follow-up the the last episode and answers questions about Roths and the Five Year Rule.
401k, retirement, roth, roth IRA, taxes · February 5, 2022
Podcast Episode – Suze School: What You Need to Know About The Five Year Rule for Roth
Since so many listeners have been writing Suze with questions about the Five Year Rule in relation to ROTHs, she decided to do a Suze School about it.
ETFs, investing, stocks, taxes · December 16, 2021
Tips to Boost Your Investing Confidence
For years I have been telling every woman they can (and should!) be confident investors.
ETFs, investing, mutual funds, taxes · December 11, 2021
Podcast Episode – Suze School: Don’t Get Stuck With A Heavy Load
On this episode, we go to Suze School for a lesson on the importance of having a diversified portfolio and why you should never buy a loaded mutual fund.