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  • Podcast
  • Newsletter
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    • Resources
    • Retirement
    • Wills & Trusts
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    • Credit/Debt
    • Insurance
    • Saving
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    • Awards
    • TV & Radio
    • Suze Serves
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Yearly Archives: 2022

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  2. 2022

Podcast Episode – Highlights from: Making Peace With The Enemies of Wealth

UncategorizedBy July 9, 2022

While Suze and KT’s podcast studio is being repaired, we’re playing highlights from an episode where Suze outlines the three enemies of wealth: fear, desire, and greed.

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Stock Market Sell-Offs: What to Do

investing, saving, Stocks/Bonds/ETFsBy July 6, 2022

When you open your second quarter investment statements it is not going to be a pretty picture. In mid-June we officially fell into a bear market, as the value of the S&P 500 and other leading indexes have lost more than 20%.

Podcast Episode – Ask Suze & KT Anything: Series I Bond Special

investing, savingBy July 6, 2022

Listen to Podcast Episode:While Suze and KT’s podcast studio is being repaired and since so many listeners had questions after the April 17, 2022 episode about Series I Bonds, we’re playing highlights of an episode in May, where KT compiled a great sampling of questions for Suze to answer all.

Podcast Episode – Fourth of July, with Family

UncategorizedBy July 2, 2022

Listen to Podcast Episode:Suze and KT celebrate Independence Day with Colo and KT’s twin sister, Lynn and have a meaningful conversation about personal independence and family.

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.

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