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    Suze Orman
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Must Have Documents


401k, About Suze, FICO, Must Have Documents, Retirement

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!

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Must Have Documents, Retirement, Taxes, Trust, Will

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!

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401k, Debt, Divorce, Home Mortgage, Must Have Documents

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.

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Credit Cards, Debt, FICO, IRA, Must Have Documents, Retirement, Roth

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!

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Must Have Documents, Retirement, Roth, Social Security, Trust

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.

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Life Insurance, Must Have Documents, Roth, Roth IRA, Saving

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.

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IRS, Must Have Documents, Roth, Roth IRA, Taxes

Podcast Episode - Ask KT & Suze Anything

On this podcast of Ask KT & Suze Anything, Suze does a follow-up the the last episode and answers questions about Roths and the Five Year Rule.

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Home Buying, Investing, Life Insurance, Money Management, Must Have Documents, Retirement, Roth IRA, Saving, Social Security, Stocks

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.

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401k, Children, Insurance, Must Have Documents, Retirement, Roth, Roth IRA, Saving, Saving Money

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.

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Family, Must Have Documents

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.

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Emergency Fund, Financial Independence, Must Have Documents, Trust, Will

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.

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Investing, IRA, Must Have Documents, Retirement, Roth IRA

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.

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Credit Cards, Estate Planning, Investing, Marriage, Must Have Documents, Retirement, Roth, Savings, Trust

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.

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Must Have Documents, Roth, Savings Account, Social Security, Stocks, Trust

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.

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Family, Home Buying, Investing, Must Have Documents, Relationships, Saving, Trust, Will

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. 

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Children And Money, Home Buying, Investing, Must Have Documents, Retirement, Roth IRA

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. 

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401k, Must Have Documents, Retirement, Roth, Trust, Will

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. 

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Estate Planning, Family, Marriage, Must Have Documents, Relationships, Trusts, Will

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.

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401k, Emergency Fund, Home Buying, Home Mortgage, IRA, Must Have Documents, Retirement, Roth IRA

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. 

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401k, Emergency Fund, Must Have Documents, Trust, Will

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.

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Family, Must Have Documents, Trust, Will

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.  

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Bankruptcy, Credit Cards, Financial Independence, Home Buying, Must Have Documents, Retirement, Roth IRA

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.  

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Estate Planning, Must Have Documents

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.

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Estate Planning, Financial Planning, Must Have Documents

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

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Home Buying, Insurance, Life Insurance, Must Have Documents, Student Loans

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.

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Health, Must Have Documents, Will

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.

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College, Education, Must Have Documents, Saving

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.

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401k, IRA, Must Have Documents

Podcast Episode - Ask Suze Anything: Become a Suze Ambassador And Earn Money

In this podcast, Suze unveils the new Suze Ambassador Program.

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About Suze, Must Have Documents

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.

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Must Have Documents, Trust, Will

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:

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Credit Cards, Debt, Home Buying, Must Have Documents, Retirement, Social Security, Will

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.

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Estate Planning, Family, Must Have Documents, Trust, Will

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.

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Estate Planning, Investing, Must Have Documents, Social Security, Stocks

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.

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Estate Planning, Must Have Documents, Trust, Will

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.

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Financial Independence, Financial Security, Must Have Documents, Relationships, Women And Money

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.

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Financial Independence, Financial Security, Money Management, Must Have Documents, Personal Growth, Relationships

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.

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Credit Cards, Financial Independence, Interest Rates, Money Management, Must Have Documents, Student Loans

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.

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Family, Health, Long Term Care Insurance, Must Have Documents, Retirement

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

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Estate Planning, Family, Must Have Documents

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.

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Estate Planning, Must Have Documents, Trust, Will

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.

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Estate Planning, Must Have Documents, Personal Growth, Retirement, Saving, Trust, Will

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.

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Estate Planning, Home Loans, Mortgage, Must Have Documents, Saving, Trust, Will

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.

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Suze Orman
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© 2022 Suze Orman Media Inc. All rights reserved.
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