social security Archives

Retirement, Social Security · December 10, 2025

What to Know About The 2026 Social Security Increase

Let’s start with some good news about Social Security that I think too many people don’t appreciate: Your payout is adjusted for inflation. That is, your earned benefit increases by a certain percentage each year, based on the rate of…

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Estate Planning, Podcast, Retirement, Roth Accounts, Wills & Trusts · December 3, 2025

Podcast Episode – If You Take Social Security at 62, What Will You Do at 92?

On this edition of Ask KT & Suze Anything, Suze answers your questions about when to take Social Security, annuities, retirement accounts at your job and so much more!

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Debt, Social Security · 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.

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Home Loans, Must Have Documents, Social Security · August 27, 2025

Podcast Episode – What Should I Do With my 401(k) When I Retire?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about paying off your mortgage, survivor Social Security benefits, why you need the full suite of Must-Have-Documents and so much more.

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Crypto, Retirement, Social Security · August 4, 2025

Podcast Episode – Suze School: What The “Big Beautiful Bill” Means for Your Social Security Benefit

Since so many of you have written to Suze asking about the new “Big Beautiful Bill” and what it will mean for your money, today’s Suze School addresses one of the new law’s aspects: Social Security Benefits.

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Social Security, Stocks/Bonds/ETFs · April 2, 2025

Podcast Episode – Ask KT & Suze Anything: Can I Start a Roth for My 3 Year Old?

On this episode of Ask KT and Suze Anything, Suze answers questions about 529 plans, Social Security and IRA rollovers. Plus, a quick word about the markets and tariffs and more.

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Investing, Social Security · March 29, 2025

Podcast Episode – Suze School: Your “Must Do’s” (For Right Now)

Right now, a lot of us are worried about inflation, and what the result of the coming tariffs will be on our lives. In this episode, Suze walks through the steps we need to take now, in order to safe.

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Social Security · March 22, 2025

Podcast Episode – Suze School: How Much Do You Know About Social Security?

Since this podcast is designed to help you tackle your fears and put you in control of your financial future, this Suze School is a pop quizzy all about Social Security.

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Retirement, Social Security · March 12, 2025

Podcast Episode – Ask KT & Suze Anything: Why I Quit My CPA

For this Ask KT & Suze Anything edition, Suze answers more questions about Roths, RMDs, Social Security spousal benefits and more! Listen to Podcast Episode: Podcast Transcript: KT: Hi everybody.

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