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  • Podcast
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  • Resources
    • Resources
    • Retirement
    • Wills & Trusts
    • Investing
    • Credit/Debt
    • Insurance
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  • About Suze
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    • Suze’s Story
    • Awards
    • TV & Radio
    • Suze Serves
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Monthly Archives: June 2022

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Podcast Episode – Ask Suze & KT Anything: Mortgages, Annuities, Rollovers and Trusts

must have documents, retirement, Roth AccountsBy June 29, 2022

On this edition of Ask Suze & KT Anything, Suze answers questions about paying off mortgages, closing credit cards, annuities, retirement account rollovers and more.

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How to Avoid This College Mistake That Can Hurt the Entire Family

UncategorizedBy June 29, 2022

The recent rise in interest rates means paying for college is about to get more expensive for households that intend to take out federal student loans.

Podcast Episode – Staying Safe, Strong and Secure in These Tough Times

investing, Stocks/Bonds/ETFsBy June 25, 2022

Listen to Podcast Episode:Suze starts this episode with an update on what’s happening with oil stocks, BitCoin, gold, inflation and tech stocks. Podcast Transcript: 00:00:22Music: (MUSIC IN)00:00:33Suze: June 26, 2022.

Family Financial Planning

Why You Should Be Saving For Retirement Now

retirementBy June 22, 2022

More than 4 in 10 parents who are working say they are reducing what they are saving for retirement because they are also saving for a child’s college education.

Podcast Episode – Ask Suze & KT Anything: Buying A House, Inheriting A Roth & Boosting Your FICO Score

credit cards, debt, must have documents, Roth AccountsBy June 22, 2022

On today’s podcast of Ask Suze & KT Anything, Suze answers questions about filling out the MUST HAVE™ Documents, inheriting a ROTH, boosting a credit score and more.

Podcast Episode – Nothing Is Normal

investing, Portfolio ManagementBy June 18, 2022

Right now, nothing is normal in the economy. Suze explains what’s happening with oil and energy stocks, real estate and Bitcoin, so you can keep your money safe and secure.

Financially Secure While Travelling

Are You Saving or Spending This Summer?

budgetingBy June 15, 2022

In a recent survey, more than 80% of people said they have plans to travel this summer. I totally get the pent-up desire to get back to having fun and adventure, given the confining nature of the past two summers during the pandemic.

Podcast Episode – Inflation Strikes Again

budgeting, social security, Stocks/Bonds/ETFsBy June 11, 2022

On today’s podcast, Suze explains why the rising inflation rates means we have to be more careful with our spending. Conserving now will help us weather the storm, so we can be safe, strong, & secure.

Recession

Are You Prepared for a Recession?

credit cards, debt, Stocks/Bonds/ETFsBy June 8, 2022

You know I am a big believer in “hope for the best, plan for the worst.” And right now you really need to get serious about planning for a recession.

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