Category Archives: Investing

Investing, Must Have Documents · June 1, 2024

Podcast Episode – Suze School: VOO or SPY, Which ETF is Best for You?

Suze gives a quick recap of what’s happening with the Must Have Documents and the latest news regarding interest rates. Then, we go to Suze School for a lesson in the difference between the VOO and SPY ETFs and which…

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Investing, Retirement, Roth Accounts · May 29, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford to Have a Baby?

On this edition of Ask KT and Suze Anything, Suze answers questions about RMDs, ROTHs, investing in art and wine. Plus, a “Can I Afford It?”  quizzy and so much more!

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Emergency Funds, Stocks/Bonds/ETFs · May 29, 2024

Does Buying a Home Still Make Sense?

With the interest rate on a 30-year mortgage more than doubling over the past few years—to more than 7% today—buying a home has become an even more challenging financial move.

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Investing, Retirement · May 22, 2024

Podcast Episode – Ask KT & Suze Anything: Is It Too Late to Buy a Home?

On this edition of Ask KT and Suze Anything, Suze answers questions about buying and cashing in bonds, choosing an ETF home buying, plus a “Should I Do It?”  quizzy and so much more!

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Saving, Stocks/Bonds/ETFs · April 17, 2024

Locking In a Guaranteed High Return

I need to repeat the advice I gave you recently because it is so important I want to make sure you follow it! Right now, the smartest move you can make is to lock in a safe return of 5%…

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Investing, Stocks/Bonds/ETFs · April 13, 2024

Podcast Episode – Suze School: Suze’s April ‘24 Outlook

In this Suze School episode, Suze talks about Tax Day, why people are running out to buy gold at Costco, what’s going on in the stock market, Treasuries vs. CDs and more.

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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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