Suze Orman explains why everyone needs a living revocable trust to protect their health and finances.
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!
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.
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.
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.
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.
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.
On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Yamuna, Kristen, Dianne, Amanda, Ruth, Michelle, Clara and more, all selected and read by KT.
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.
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.
On this podcast of Ask Suze (and KT) Anything, Suze gives us an update on the new COBRA law and then answers questions from Women & Money listeners Amanda, Renee, Lauren, Patti, Sarah and others.
In this podcast, Suze talks about how our financial needs change as we age. She explains and why every dollar counts and why we need to count every dollar in each of our decades.
On this podcast, Suze helps us deal with these crazy times. She takes us to Suze School for lessons about dollar-cost averaging,leaving one’s assets to one’s beneficiaries and standing in one’s truth.
On this podcast, Suze shares three powerful stories from people in her life. We get lessons on confirming and clarity, how less can really be more, and why planning is so important.
On this podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners Sandra, Melinda, Millagros, Amy, Angeline, Shelly, and Sheri. Today’s questions are read by a special guest!
On this podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners about last Sunday’s “The Life Of Flowers” episode concerning the Must Have Documents.
Fifteen year ago a Gallup poll reported that only 40% of American adults had a living will.
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:
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.
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.
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.
In this Ask Suze Anything podcast, Suze talks about mistakes you can’t afford to make. She answers questions from Women & Money listeners Sarah, Jill, Joann, Menni, and Gavaris.
In this episode, Suze tells a fascinating real-life story about choosing death over life and how your life is really in your owns hands.
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.
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.
When it comes to ranking financial fears, worrying about how your family will fare if calamity strikes is probably at the top of your list. Yet for some reason, no amount of fear has pushed you to the point of (finally!) taking the steps to protect yourself and your family from the “what ifs” that can strike at any time. I am not here to scold. Or guilt you. I just want you to get past this excruciating fear once and for all. Here’s how:
You know how much I hate credit card debt, given the astronomical interest rates you are stuck paying. Though the average is around 14% I know plenty of you pay more than 20% interest. And next year could be even more expensive for anyone carrying credit card debt.