Must Have Documents
Podcast Episode - Ask Suze & KT Anything: I Want to Be Financially Independent
On this podcast of Ask Suze & KT Anything, Suze answers questions from listeners about reinvesting divestments, investing after a stock split, special needs trusts, shady employers and much more!
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!
Podcast Episode - Ask Suze & KT Anything: Slap Downs That Will Pick You Up
On this podcast of Ask Suze & KT Anything, Suze answers questions from listeners about what debt to pay down first, interest on crypto, choosing the right funds in a 401(k), and so much more.
Podcast Episode - Two For One Sunday
On this special Sunday podcast of Ask KT & Suze Anything, Suze answers questions from listeners about making changes to your will and trust, is gifting a Roth possible, and so much more!
Podcast Episode - Ask KT & Suze Anything
On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about buying versus renting, inheritance, umbrella insurance, social security after divorce and much more.
Podcast Episode - Ask KT & Suze Anything
On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about paying off mortgages, property tax increases after adding to a trust, life insurance, retirement, and more.
Podcast Episode - Ask KT & Suze Anything
On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about; retirement accounts, saving for a new home, managing investments, caring for special needs relatives and more.
Podcast Episode - Ask KT & Suze Anything
On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners Gabrielle, Tinece, Jessica, Rebecca and more, selected and read by KT.
The Best Holiday Gift is Completing Your Will and Trust
I hope this holiday season finds you and your loved ones in good health and strong spirit.
Podcast Episode - What Would You Do?
On this podcast, Suze relates stories from two listeners, who have contrasting opinions about what it really means to hope for the best and prepare for the worst.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Sheena, Jodi, Tina, Rosana, Terri, Corey, Eric, Laura and Beth selected and read by KT.
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.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Simone, Susan, Estelle, Sean, Mary, Nick, Tonya, Terri and Rita selected and read by KT.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Jill, Christine, Leslie, Gina, Jasmine, Marlena and Pamela selected and read by KT.
Podcast Episode - Ask Suze (and KT) Anything
On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Terry, Mare, Suzy, Eric, Michael, Becky, Deanna, Barbara, Aga and Seretha, selected and read by KT.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Tracey, Anne, Deanna, Robert, Sarah, Michael, Mark and more, 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 - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Jen, Scotti, Jason, Inuti, Wilson, Suzanne, Silvia, Analli, and Roma, all selected and read by KT.
Plan Now So You Won't Ever Need to Panic
The past year has been a crash course in the need to plan for life’s What Ifs. A fast and furious bear market for stocks. A global virus that us all more aware of the fragility of life.
Podcast Episode - The What Ifs of LIife
Suze and KT share a deeply personal email from a listener named Sharon, highlighting why it’s so very important to prepare for the worst, while always hoping for the best.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Michael, Laura, Anita, Taxi Cat, Carmen, Nicole and Tycee, selected and read by KT.
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 - Best Of: Ask Suze Anything Live From The Apollo Theater
For this Ask Suze Anything, we present the question and answer part of Suze’s appearance at the legendary Apollo Theater in Harlem, NY, as part of the Women of The World Festival on March 16, 2019.
More Than Half of Americans Make This Huge Mistake. Are You?
Fifteen year ago a Gallup poll reported that only 40% of American adults had a living will.
Podcast Episode - Ask Suze Anything
In this Paying for College edition of Ask Suze Anything, Suze answers questions from Women & Money listeners Jodi, Scott, Miriam, Grace, and Jean.
Podcast Episode - Ask Suze Anything: Become a Suze Ambassador And Earn Money
In this podcast, Suze unveils the new Suze Ambassador Program.
Podcast Episode - What Is The True Source Of Power
In this podcast, Suze shares a story about losing electricity at her home before an important remote speaking engagement.
How to help calm your fears right now
It’s not exactly news that I have long been recommending/suggesting/begging you to make sure you have protected yourself and your loved ones by creating the must-have documents:
Podcast Episode - Ask Suze Anything
In this podcast of Ask Suze Anything, we hear questions from Women & Money listeners Doris, Denise, Norma, Brent, Lisa, Cynthia, Mary, Ashley and Tyler, Kristie, and Anonymous.
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.
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 - Survivors of Financial Abuse: A Conversation With Vicky May
The Women and Money Podcast is shining the light on financial abuse. In 2018, The National Domestic Abuse Hotline teamed up with Avon and asked Suze to speak with several survivors.
Podcast Episode - Ask Suze Anything
Suze shakes things up a little bit on this podcast of Ask Suze Anything. Today, she shares four emails from Women and Money listeners that she found profound.
Podcast Episode - Pride
Pride. In the wrong setting, too much pride can ruin us. In this podcast, Suze shares three stories about how pride lead to severe financial set-backs for people in her life.
The Talk (and Planning) Every Parent Owes Their Adult Kids
Nearly two thirds of participants in a recent survey said they think it is the job of an adult child to provide care for an aging parent. And about half of participants said that extends to the
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.
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.
Why Everyone Needs a Living Revocable Trust
Everyone needs a living revocable trust, says Suze Orman on this week's episode of "The Suze Orman Show." In response to several emails and tweets asking why a trust is so mandatory, Orman spells it out. "A living revocable trust serves as far more than just where assets are to go upon your death and it does that in an efficient way," she said. Unlike a will, a living trust also covers you while you are still alive, Orman noted.
