Category Archives: investing

investing, saving, Stocks/Bonds/ETFs · December 3, 2022

Podcast Episode – Suze School: Preparing For A Financial Winter

Listen to Podcast Episode:On today’s Suze School, we get an update on the markets, what’s happening with how we are saving, and the current state of the economy.

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Crypto, investing, IRAs/401(k)s, life insurance, retirement, saving · November 30, 2022

Podcast Episode – Ask Suze & KT Anything: The Mistakes You Can’t Afford To Make

Listen to Podcast Episode:This episode of Ask KT and Suze Anything is a little different. Podcast Transcript: 00:00:33 Suze: December 1, 2022. Before we begin. Before we say anything.

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investing, saving · November 23, 2022

There is Still So Much to be Thankful For

Financially speaking, this year has been’….a lot.I know it hasn’t been easy for many of you. Even with the recent rebound in the stock market, your portfolio values are likely still showing a loss for the past year.

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health insurance, home loans, investing, retirement, saving · November 23, 2022

Podcast Episode – Ask Suze & KT Anything: A Smart, Strong and Secure Thanksgiving

Listen to Podcast Episode:On this Thanksgiving episode of Ask Suze & KT Anything, Suze answers questions about financing a car, what happens after you pay off your mortgage, rolling over a pension, investing in an HSA and more.

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investing, retirement, saving, social security · November 19, 2022

Podcast Episode – Suze School: The History of Social Security

On today’s Suze School, we get a lesson in the history of Social Security, what proposed changes may happen to the program and why it’s so important for us to start saving for retirement, now.

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investing, Roth Accounts, saving · November 16, 2022

Podcast Episode – Ask Suze & KT Anything: What is The Safest Way To Rollover My Retirement Accounts?

On this episode of Ask Suze & KT Anything, Suze answers questions about the best ways to rollover a retirement account, real estate tax exemptions, life estates and more.

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Crypto, investing, saving, student loans · November 12, 2022

Podcast Episode – Suze School: Get Out A Pen and Paper and Learn How to Win $10,000

Listen to Podcast Episode: This incredibly educational Suze School covers the latest with the Stock Market, the decline of the dollar, treasuries, inflation, bitcoin, student loan forgiveness and more, so make sure you have your Suze notebook ready.

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life insurance, retirement, Roth Accounts, saving, Stocks/Bonds/ETFs · November 8, 2022

Podcast Episode – Ask Suze & KT Anything: How To Start Saving Money and More

On this episode of Ask Suze & KT Anything, Suze answers questions about the best ways to start saving money, designating a beneficiary of an IRA, life insurance, inheriting from overseas and more.

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investing, retirement, Roth Accounts, Stocks/Bonds/ETFs · November 4, 2022

Podcast Episode – Suze School: The Week That Was

This Suze School covers more about Series I Bonds, and since many people are still confused about Treasury bills, bonds and notes, we get a refresher.

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