Improve Your Financial Well-Being with an Emergency Fund
You know I am passionate about how important it is to build an emergency savings fund. It is not just a vital financial move; it is a quality-of-life move as well.
Podcast Episode – Is Now a Good Time to Refinance My Mortgage?
On this Ask Suze & KT Anything episode, KT asks Suze your questions about funding your trust, the Must Have Docs, Roths, and so much more.
Podcast Episode – Is Owning a Home Really a Tax Savings?
Suze reviews the past week in the markets and then we go to Suze School for a lesson about whether you really get a true tax savings, by writing off your mortgage payments.
How Your Emotions Can Reduce Your Investment Returns
Building a solid, diversified portfolio of investments is a big part of retirement planning. But there’s another key step you need to master: controlling your emotions.
Podcast Episode – Your Questions About Suze’s Roth Five Year Rule Masterclass
Many of you had some new questions after Suze’s Roth Five Year Rule Masterclass, so KT picked out a great sample and Suze answers them.
Podcast Episode – The Ultimate Roth Five Year Rule Masterclass
This Suze School episode is a Masterclass on the two types of five year rules surrounding Roth retirement accounts. Knowing which is which, will help you avoid penalties and making mistakes when you need to take money from a Roth retirement account.
How to Spot and Stop Financial Scams
The number of Americans at least 60 years old who filed a report that they had been a victim of a financial scam has increased fourfold since 2020.
Podcast Episode – The Key to a Wealthy Life
On this Ask Suze & KT Anything episode, KT asks Suze your questions about avoiding the stress of downsizing, is it too late to invest in the stock market, when to stop contributing to an HSA and so much more.
Podcast Episode – Is This The Start of a Bear Market?
Suze starts out by recapping the markets this week and if we are at the start of a Bear market. Then, we go to Suze School for a lesson about why you should avoid target date mutual funds and what the better investing option may be, for you.