Estate Planning
Podcast Episode - Ask KT & Suze Anything: Don’t Make the Biggest Mistake You Can Make With IRA Conversions
On this episode of Ask KT and Suze Anything, Suze answers questions about must-have documents, life insurance policies on children, calculating RMDs and more.
Podcast Episode - Protect Your Tomorrows Today
Suze reflects on what she and KT were doing on September 11, 2001 and how she helped families in the aftermath of the national tragedy. This Suze story remind us of why we absolutely need to prep
Podcast Episode - Ask KT & Suze Anything: How Do I Protect My Identity?
On this edition of Ask KT and Suze Anything, Suze answers questions about buying rental property, IRAs, and protecting your identity. Plus a quizzy about paying for home repairs and more.
Podcast Episode - Suze School: Who Would You Give Your Life For?
Suze shares a heartbreaking story from a listener and recent widower, named Peter. This story opens up a number of questions: How involved are you and your entire family in finances? Have you th
Podcast Episode - Ask KT & Suze Anything: Should I Use AI to Play The Market?
On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a child, financial security in one’s 50s, bond ladders, funding trusts, using AI to invest and more.
A Quick Task to Ease Your Mind
A lot of the financial advice I share with you involves a long-term commitment. It takes time to build up retirement savings, or pay down debt.
Podcast Episode - Suze School: What To Do With an Inheritance
Today’s Suze School is all about what you should do with money you may receive from an inheritance.
Podcast Episode - Ask Suze & KT Anything: Own The Power To Control Your Destiny
On this edition of Ask KT & Suze Anything, Suze answers questions about generic beneficiaries, added condo maintenance fees, ‘golden handcuffs’ and more.
Podcast Episode - Suze School: Making Finances a Family Affair
For today’s Suze School, Suze announces a new program designed to help your children learn how to save money and be rewarded for doing so.
Ask Suze & KT Anything: How Do I Do Dollar Cost Averaging? - Podcast Episode
On this edition of Ask KT & Suze Anything, Suze answers questions about the need for revocable trusts, converting IRAs, paper bonds and more.
Podcast Episode - Ask Suze & KT Anything: Financial Infidelity
On this edition of Ask KT & Suze Anything, Suze answers questions about choosing the right financial advisor, helping grandchildren with debt, wills and more.
Inherited IRAs: Important Updates for 2023
Anyone other than a spouse who inherited an IRA in 2020 or later has faced a new set of rules on when they must take distributions (and pay the IRA tax on those distributions if the money was in a tra
Podcast Episode - Suze School: Understanding Trusts
Suze starts off this episode with a quick update on inflation and market conditions.
Revocable Living Trust - Do You Need One?
Suze Orman explains why everyone needs a living revocable trust to protect their health and finances.
Podcast Episode - Ask Suze & KT Anything: Should I Take Money From My Roth to Pay Off My Heloc?
On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts, annuities, taxes and more.
Ask Suze & KT Anything: How Can I Learn About Investing? - Podcast Episode
On this Ask Suze and KT Anything episode, Suze answers your questions about whole life insurance, money from annuities, estate planning, popcorn, investing and more.
Podcast Episode - Ask Suze & KT Anything: I Have A Dilemma
On this Ask Suze and KT Anything episode, Suze answers questions about ex-spouses and Social Security, investing, gifts with strings attached, leaving money to a pet and more.
Podcast Episode - Ask Suze & KT Anything: Don’t Feel Embarrassed or Scared
On this Ask Suze and KT Anything episode, Suze answers questions about gifted IRAs, I Bonds, long term care insurance, updated wills, logistics of moving away from a financial advisor and more.
Podcast Episode - Ask Suze & KT Anything: Dividends, Savings and Investing
On this episode of Ask Suze & KT Anything, Suze answers questions from you all about where to save your emergency fund, dollar cost averaging, tax credits on a home sale and more.
Trust vs. Will - The Difference Between a Will and Trust
When it comes to protecting your loved ones, having both a will and a trust is essential. The difference between a will and a trust is when they kick into action.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Catherine, Rita, Terri, Jose, Patti, Katie, Julie, Jennifer and Shannon selected and read by KT.
A Hard Topic for Couples
In its most recent survey of how couples handle household money decisions, Fidelity reports that couples find talking about estate planning to be a very difficult conversation.
Podcast Episode - Revisiting "Let's Talk About Money"
Today, KT is taking Suze on a special adventure, so we’re revisiting an episode from November, 2019 called “Let’s Talk About Money.”
Two Key Steps to Protect Yourself
As you know, I am passionate that the most generous gift you owe to yourself is to have a few essential legal documents in place to protect yourself, and your loved ones.
Your Year-End Financial Checklist
I cannot wait to turn the page from 2020. You? But before we embark on what I know we all hope will be a healthier and happier year ahead, right now is a great time to make sure your finances are in
Podcast Episode - Suze School: Market Madness
In this podcast, Suze explains what is happening with the three markets that affect our lives the most: the real estate market (including interest rates), the stock market, and the job market.
The Best Expression of Love
Okay, I know you love your family. Yet so many of you are absolutely failing at what I consider a very important expression of that love: You haven’t yet created your four Must Have Documents.
Here's How to Plan For a Longer Life
One of the reasons I was eager to write The Ultimate Retirement Guide for 50+ is because today’s retirement is so very challenging.
Podcast Episode - Ask Suze Anything
In this real estate podcast of Ask Suze Anything, we hear questions from Women & Money listeners Suzanne, Emily, and Kate.
Why a Will Is Not Enough
I get asked all the time “If I have a will, why do I need anything else?” So, I want to take this time to tell you why a will is not enough.
Podcast Episode - Suze & KT's Formula For Financial Harmony
In this special episode of Women & Money, Suze introduces you to a very special person, her spouse, KT! Suze and KT share how they live together and make their financial decisions.
Podcast Episode - How To Truly Honor Your Money
On this Memorial Day Weekend, Suze offers a priceless message of gratitude and a new way to think about the money that you inherit as well as the money that one day will be inherited from you.
Financial Caregiving: How Every Parent Must Help Their Adult Children
More than 90 percent of people who provide caregiving support to a loved one help out with the financial stuff, according to a recent survey.
PROOF: The Estate Tax May Be On The Chopping Block. But Estate Planning Remains As Critical As Ever.
If you’ve been following the Washington push for tax reform, you may have heard that the federal estate tax could be eliminated.
The Selfish Mistake More than 50% of Americans Make
My friends, you are killing me with your inability to plan for your death. A new survey from caring.com reports that just four in 10 adults has either a will or a revocable living trust. Even more disturbing to me was the news that barely one-third of adults with minor children has either of these essential documents.
Are You Making This Dangerous Retirement Planning Mistake?
I am concerned that many of you are banking on a retirement strategy that may not work out. According to a national survey, more than four in 10 Americans say they plan to keep working past the age of 65.
