Category Archives: investing

investing, Portfolio Management · April 6, 2024

Podcast Episode – Suze School: The Players on Your Financial Team

In this Suze School episode, Suze talks about the types of players you need on your financial team to grow your money and keep it secure.

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Annuities, investing · March 27, 2024

Podcast Episode – Ask KT & Suze Anything: How Do I Choose a Financial Planner?

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a recent college graduate, buying a new car, helping out parents, plus a “Can I Afford It?” quizzy and so much more!

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investing, Stocks/Bonds/ETFs · March 23, 2024

Podcast Episode – Suze School: Everything You Need To Know at the Close of Q1

Today’s Suze School is a special podcast only exclusive. Suze turned down several TV appearances this past week and is only sharing her quarter-end perspective on what’s happening in the Stock Market, Bitcoin, real estate and more, just for you.

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credit cards, investing, social security · March 16, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Use my HSA While I’m on Medicare?

On this special Sunday edition of Ask KT and Suze Anything, Suze answers questions about when to collect Social Security, credit cards for teenagers, LIRPs as investments and so much more.

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Portfolio Management · March 12, 2024

Podcast Episode – Suze Stories: Make Some Magic Happen

On this episode, we hear an email conversation between Suze and a listener, who went through a horrible situation. Hear what unfolded, what Suze’s advice was and the steps you can take to ensure the same thing doesn't happen to…

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investing, retirement, Roth Accounts · March 6, 2024

Podcast Episode – Ask KT & Suze Anything: We’re in our 50s, should we get married?

For this episode of Ask KT and Suze Anything, Suze answers questions about opening investment accounts for children, catching up on a ROTH, maintaining retirement savings and so much more.

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Stocks/Bonds/ETFs · February 14, 2024

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.

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investing, Stocks/Bonds/ETFs · February 10, 2024

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…

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retirement, Roth Accounts, saving, Stocks/Bonds/ETFs · February 7, 2024

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.

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