How to Make the Most of Your Tax Refund
You may have a welcome surprise when you file your federal tax return for the 2025 tax year: a refund, even if you don’t typically get one, or a bigger refund if you tend to overpay your taxes and get…
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Suze's Blog & Podcast Episodes
Search Suze’s Blog and Podcast Episodes
How to Make a Family Financial Fraud Plan
Older adults have become a favorite target for financial scammers. The Federal Trade Commission recently reported that adults at least 60 years old reported losing $2.4 billion to scammers in 2024. And that’s just people who knew—and took the time—…
How to Tackle Credit Card Debt in 2026
As we settle into the new year, I want to make sure that those of you with credit card debt are not falling into a hurtful cycle of shame and blame.
Podcast Episode – Suze’s Mega Retirement Plan Strategy For 2026
On this Suze School, we get a review on the basics of Roth retirement accounts and Suze goes over the new 2026 contribution limits. Then, Suze explains how a new rule around employer sponsored Roths can help you build up…
3 Money Moves to Kick-Off 2026
I am sending big, heartfelt wishes that the coming year brings you health and (more) happiness. And the time to spend with those you love. That is what matters most.
Podcast Episode – There is Something I Want to Say to You Older Folks
For this special Christmas Day episode, Suze and KT reveal a major change in their lives and pass along some great advice about getting older.