Tag Archives: trust

investing, podcast, Wills & Trusts · November 5, 2025

Podcast Episode – How Can Non-Married Couples Build a Shared Financial Life?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about the best way for couples to split bills, honoring the final wishes of a parent, paying off debt and so much more.

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investing, podcast, retirement, Wills & Trusts · October 25, 2025

Podcast Episode – Can I Retire Next Year?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about trusts, the right investment options, giving money to children and so much more.

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retirement · October 25, 2025

Podcast Episode – Can I Retire Next Year?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about trusts, the right investment options, giving money to children 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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investing, Stocks/Bonds/ETFs · October 18, 2025

Podcast Episode – Don’t Sell The House To Get Out of Debt

On this Sunday Ask Suze & KT Anything episode, KT asks Suze your questions about smart investing, trusts for children, worrying about a financial crash and so much more.

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must have documents, Portfolio Management, saving · October 4, 2025

Podcast Episode – Do You Have Faith In Who You Are?

On this Sunday Ask Suze & KT Anything episode, KT asks Suze your questions about the best way to start saving money (at any age), handling your financial advisor, leaving real-estate to your children, and so much more.

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must have documents, Roth Accounts · September 24, 2025

Podcast Episode – Is Now a Good Time to Refinance My Mortgage?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about funding your trust, the Must Have Docs, Roths, and so much more.

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Annuities, must have documents · August 20, 2025

Podcast Episode – Don’t Take Investment Advice From a Friend

On this Ask Suze & KT Anything episode, KT asks Suze your questions about preparing for the what-if’s of life, what happens with your trust when you move, protecting your identity and so much more.

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Long Term Care, Roth Accounts · March 19, 2025

Podcast Episode – Ask KT & Suze Anything: Do You Know The Difference Between Aristocrat and King Stocks?

For this Ask KT & Suze Anything edition, Suze answers your questions about the Pro-Rata Rule, long term care insurance, and transfer on death deeds. Plus, learn the difference between Aristocrat and King stocks and more!

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