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Author Archives: admin

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Podcast Episode – Take The Courage Challenge

podcast, retirementBy adminDecember 13, 2025

Today’s Suze School challenges you to break the habit of financial fear.  Suze explains how even making one small positive change can build up your confidence and help you realize your own power.

Podcast Episode – How Not To Pay Taxes On An Inherited Retirement Account

Credit & Debt, podcast, retirement, Roth AccountsBy adminDecember 10, 2025

On this edition of Ask KT & Suze Anything, Suze answers your questions about borrowing against an insurance policy, medicare, is an expensive car really worth it and so much more!

What to Know About The 2026 Social Security Increase

retirement, social securityBy adminDecember 10, 2025

Let’s start with some good news about Social Security that I think too many people don’t appreciate: Your payout is adjusted for inflation. That is, your earned benefit increases by a certain percentage each year, based on the rate of inflation the Social Security Administration tracks.

Podcast Episode – Friendship Isn’t A Financial Plan

Credit & Debt, debt, podcast, savingBy adminDecember 6, 2025

This Suze School episode is packed with three very important lessons, starting with why one of the biggest mistakes you can make is basing financial decisions on friendship.

Podcast Episode – If You Take Social Security at 62, What Will You Do at 92?

estate planning, podcast, retirement, Roth Accounts, Wills & TrustsBy adminDecember 3, 2025

On this edition of Ask KT & Suze Anything, Suze answers your questions about when to take Social Security, annuities, retirement accounts at your job and so much more!

Prepare for the Rising Cost of Medicare

medicare, retirementBy adminDecember 3, 2025

Nearly everyone enrolled in Medicare pays a monthly premium for Part B coverage, which helps pay the expense of doctor visits, lab tests, and other care that occurs outside of the hospital.

Podcast Episode – Is Your Adult Child Financially Clueless?

podcast, retirement, Wills & TrustsBy adminNovember 26, 2025

On this edition of Ask KT & Suze Anything, Suze answers your questions about Roths in higher tax bracket, going from two incomes down to one, lack of financial education and so much more!

Gifting Financial Security to Your Adult Children

budgeting, Credit & Debt, savingBy adminNovember 26, 2025

This Thanksgiving, as we gather with loved ones to celebrate gratitude and connection, it’s also a wonderful time to reflect on the ways we can support the people we care about most.

Podcast Episode – Don’t Get On The Financial Roller Coaster

investing, Stocks/Bonds/ETFsBy adminNovember 23, 2025

On this Suze School episode, Suze explains more about the concept of a “free trade”.  Plus, why it’s vitality important to know exactly what you’re invested in, how to figure year end tax strategies and what your cost basis will be, so you know what your plan is and how you can stick with it.…

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