Podcast Episode – Suze School: The Language of Money in Retirement Accounts
On this Suze School, we get a lesson on the language of money in retirement accounts. We’ll learn about rollovers, transfers and conversions.
How to Help Your Kids Without Hurting Yourself Financially
According to a new survey from the Pew Research Center, many young adults are still reliant on a parent for financial help. Just 45% of young adults between the ages of 18-34 say they are completely financially independent.
Podcast Episode – Ask KT & Suze Anything: How Should I Prioritize My Spending Buckets?
For this episode of Ask KT and Suze Anything, Suze answers questions about 401ks, Roths, elder care, when to start a 529 plan and so much more.
Podcast Episode – Suze School: Clearing Up Your Backdoor Roth Confusion
This Suze School episode is once again on what you need to know about Back Door Roth’s and how the pro-rata rule works. Listen to Podcast Episode: Podcast Transcript: February 18th, 2024.
Smart Steps When You Have Credit Card Debt
A recent report found that unpaid credit card balances grew 9% over the past year, and another survey estimates that many households have had an unpaid credit card balance for at least one year.
Podcast Episode – Ask KT & Suze Anything: Why Don’t I Feel Empowered By My Money?
For this episode of Ask KT and Suze Anything, Suze answers questions about feeling secure in financial decisions, homes in trusts, leasing a car and so much more.
Podcast Episode – Suze School: Your Super Financial Playbook
Since this Suze School dropped on Super Bowl Sunday, Suze wants you to be as prepared as her favorite Quarterback (Patrick Mahomes) is. This episode is a financial playbook for you, made up of balance and maturity to hopefully bring you financial success.
What to Do If You Don’t Downsize Ahead of Retirement
The housing market is a challenge for everyone right now. Higher mortgage rates make it even harder for younger potential buyers who need to borrow to buy a home.
Podcast Episode – Ask KT & Suze Anything: Moved By Intuition
For this episode of Ask KT and Suze Anything, Suze answers questions about investing for the first time, taking money out for retirement, how CD rates are set, starting over saving money, and so much more.