Category Archives: Investing

Crypto, Investing · January 18, 2025

Podcast Episode – Suze School: Don’t Be In A Rush To Have Regrets

For this Suze School, we get a lesson on why you shouldn’t have all your money invested in one single asset category - especially real estate.

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Crypto, Estate Planning, Life Insurance, Retirement · January 8, 2025

Podcast Episode – Ask KT & Suze Anything: Don’t Make the Biggest Mistake You Can Make With IRA Conversions

On this episode of Ask KT and Suze Anything, Suze answers questions about must-have documents, life insurance policies on children, calculating RMDs and more. Listen to Podcast Episode: Podcast Transcript: Suze: January 9, 2025.

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Investing, Stocks/Bonds/ETFs · January 4, 2025

Podcast Episode – Make Your Money Make More Money

For this Suze School, Suze gives us some updates on a few things, plus her projections on the stock market, bonds, real estate as well as the theme for 2025: "Make your money make more money."

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Investing · January 1, 2025

The Best Money Move for 2025

Okay my friends, here we are in a new year! I send heartfelt wishes for health and happiness. For you, and for your loved ones. Let’s always remember that is what matters most.

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Crypto · December 21, 2024

Podcast Episode – Suze School: Avoid the Biggest Downfall to Your Investing Habits

Suze reviews the past week in the stock market, BitCoin and more. Then Suze teaches a lesson on how to have better investment habits. Listen to Podcast Episode: Podcast Transcript: December 22, 2024.

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Crypto · December 14, 2024

Podcast Episode – Suze School: Are You In Financial Panic Mode?

With just days left in the holiday gift giving season, are you staying financially strong, or are you going into panic mode and buying gifts that maybe your family and friends don’t really need?

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Investing, Roth Accounts · December 1, 2024

Podcast Episode – Ask KT & Suze Anything: Should We Stay in the Stock Market?

On this Ask KT and Suze Anything, Suze answers questions about annuities, capital gains tax, and IRA transfers.  Plus, a ROTH quizzy and so much more.

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Stocks/Bonds/ETFs · November 9, 2024

Podcast Episode – Stay The Course and Make Money

Suze explains why it’s important to stay grounded in what’s happening right now with ourselves, our families and our money. She reviews current stock market trends, real estate, interest rates and so much more.

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Debt, Retirement, Roth Accounts, Stocks/Bonds/ETFs · October 23, 2024

Podcast Episode – Ask KT & Suze Anything: I Enjoy Saving, More Than Spending

On this edition of Ask KT & Suze Anything, Suze answers questions about annuities, CD callbacks and medical debt.  Plus, a Roth quizzy and so much more!

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