Portfolio Management Archives

family, Podcast, retirement, trust · October 25, 2025

Podcast Episode – Can I Retire Next Year?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about trusts, the right investment options, giving money to children and so much more.

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investing, Podcast, stock market, trust · October 18, 2025

Podcast Episode – Don’t Sell The House To Get Out of Debt

On this Sunday Ask Suze & KT Anything episode, KT asks Suze your questions about smart investing, trusts for children, worrying about a financial crash and so much more.

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investing, Podcast, saving · October 15, 2025

Podcast Episode – How Can I Learn About Personal Finance?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about what to do with money you don’t need for five years or longer, selling property, advice for getting young people educated abou

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Podcast, stock market · October 11, 2025

Podcast Episode – The Certainty of Uncertainty

This Suze School episode dives into how uncertainty drives volatility in the stock market. Despite what’s happening now, you don’t need to panic about market dips, especially if you are dollar-cost a

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financial advisor, must have documents, Podcast, saving, trust · 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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financial planning, Podcast · 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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Podcast, retirement, roth · September 17, 2025

Podcast Episode – Your Questions About Suze’s Roth Five Year Rule Masterclass

Many of you had some new questions after Suze’s Roth Five Year Rule Masterclass, so KT picked out a great sample and Suze answers them.

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investing, stock market · September 17, 2025

How Your Emotions Can Reduce Your Investment Returns

Building a solid, diversified portfolio of investments is a big part of retirement planning. But there’s another key step you need to master: controlling your emotions.

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investing, Podcast, stock market, stocks · September 6, 2025

Podcast Episode – Is This The Start of a Bear Market?

Suze starts out by recapping the markets this week and if we are at the start of a Bear market. Then, we go to Suze School for a lesson about why you should avoid target date mutual funds and what…

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Podcast, retirement, stocks · September 3, 2025

Podcast Episode – Should I Take Money From My IRA to Buy a House?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about 529 Plans, dividend paying stocks, when to take your RMDs and so much more.

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