401k, retirement, roth · October 22, 2025
Don’t Skip This Great Retirement Benefit
If you have a retirement plan through work, chances are your employer offers a great option.
debt, Podcast, roth, social security, trust · October 22, 2025
Podcast Episode – Your Fear of The Unknown Keeps You From The Truth of The Known
On this Ask Suze & KT Anything episode, KT asks Suze your questions about when to take Social Security, financial protection, Roth contributions and so much more.
must have documents, Podcast, roth, trust · September 24, 2025
Podcast Episode – Is Now a Good Time to Refinance My Mortgage?
On this Ask Suze & KT Anything episode, KT asks Suze your questions about funding your trust, the Must Have Docs, Roths, and so much more.
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.
Podcast, retirement, roth · September 13, 2025
Podcast Episode – The Ultimate Roth Five Year Rule Masterclass
This Suze School episode is a Masterclass on the two types of five year rules surrounding Roth retirement accounts. Knowing which is which, will help you avoid penalties and making mistakes when
home loans, Podcast, roth · August 13, 2025
Podcast Episode – Roth Conversions: What You Need to Know
On this Ask Suze & KT Anything episode, KT asks Suze your questions about Roth Conversions, Bitcoin, and home titles. Plus, the correct way couples should split expenses and so much more.
IRA, retirement, roth · July 30, 2025
Boost Retirement with a Spousal IRA
You know that a Roth IRA is a fantastic way to save for retirement. But one catch is that you must have earned income to be able to contribute to any type of IRA.
financial advisor, Podcast, roth, 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!
401k, IRA, Podcast, roth · May 14, 2025
Podcast Episode – Ask KT & Suze Anything: Should I Stop Paying Into My IRA to Get Out of Debt?
On this new edition of Ask KT and Suze Anything, Suze answers questions about sharing inherited IRAs, traditional 401(k)’s versus ROTHs and so much more.
401k, retirement, roth · April 9, 2025
The Best Investing Move for Your Retirement
Regardless of what happens in the stock market over the short term, I have a surefire investment move to make right now that is going to be a big win for you in retirement.