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  • Podcast
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    • Wills & Trusts
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Yearly Archives: 2022

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  2. 2022

Podcast Episode – Ask KT & Suze Anything

must have documents, Roth AccountsBy February 9, 2022

On this podcast of Ask KT & Suze Anything, Suze does a follow-up the the last episode and answers questions about Roths and the Five Year Rule.

Podcast Episode – Suze School: What You Need to Know About The Five Year Rule for Roth

retirement, Roth AccountsBy February 5, 2022

Since so many listeners have been writing Suze with questions about the Five Year Rule in relation to ROTHs, she decided to do a Suze School about it.

Podcast Episode – Ask KT & Suze Anything

investing, life insurance, must have documents, retirement, saving, social security, Stocks/Bonds/ETFsBy February 2, 2022

On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about; retirement accounts, saving for a new home, managing investments, caring for special needs relatives and more.

Stocks

Improve Your Investments for the New Year

investing, IRAs/401(k)s, Stocks/Bonds/ETFsBy February 2, 2022

The new year has been a rough one for stocks. And it hasn’t been great for bonds either. Just about everything lost value in January. So how you are feeling about what has happened?

Podcast Episode – 10 Changes That Are New in 2022

health insurance, retirement, saving, social security, Stocks/Bonds/ETFsBy January 29, 2022

Listen to Podcast Episode: Suze starts this episode with another recap of what happened in the stock market this week.

Podcast Episode – Ask KT & Suze Anything

investing, retirement, social security, Stocks/Bonds/ETFsBy January 26, 2022

On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners Sarah, Susan, Jenny, Marcia, Cindy, Albert and Diane, selected and read by KT.  Plus, a Quizzie from Melissa.

Your Credit Card is Hurting You

credit cards, debtBy January 26, 2022

More than 1 in 4 Americans surveyed in October said they had applied for a new credit card in the last 12 months. Yikes. That has me very worried.

Podcast Episode – The False Wealth Syndrome

credit cards, Emergency Funds, investing, retirement, Roth Accounts, saving, Stocks/Bonds/ETFsBy January 22, 2022

Suze starts this podcast with a recap of what happened in the stock market last week. Then, we get a lesson on why it’s so important to stay the course with our investments.

Podcast Episode – Ask KT & Suze Anything

investing, retirement, Roth Accounts, Stocks/Bonds/ETFsBy January 19, 2022

On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners Anita, Stephanie, Bill, Johanna, Maila, Ted, Terry, Samantha, May, Mika and more, selected and read by KT.

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