Category Archives: Portfolio Management

Portfolio Management · July 21, 2021

What Parents Must Do Better

I hope we can agree that sending a young adult out into the world with a solid grounding in how to make smart financial choices is a core requirement of good parenting.

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Portfolio Management · July 3, 2021

Podcast Episode – Are You Financially Free or Independent?

Listen to Podcast Episode: To celebrate the 4th of July, Suze talks about what you need to do, now, to insure your own financial independence.

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Investing, Portfolio Management · April 21, 2021

Your Emergency Fund is Not an Investment

Those of you who tune into the Women & Money Podcast know, I now recommend aiming to have an emergency savings fund that can cover up to 12 months of living costs.

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Health Insurance, Investing, Portfolio Management · March 24, 2021

This Question is the Secret to Financial Success

We all have opinions. Hopefully when we are making money decisions we have informed opinions based on facts, not emotions, or what someone else says.

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Estate Planning, Portfolio Management, Retirement · March 6, 2021

Podcast Episode – Revisiting “Let’s Talk About Money”

Listen to Podcast Episode: Today, KT is taking Suze on a special adventure, so we’re revisiting an episode from November, 2019 called “Let’s Talk About Money.”.

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Portfolio Management, Retirement, Social Security · February 25, 2021

The Retirement Risk You Must Stop Overlooking

After last year’s wild ride in the stock market, I know all of you who are near retirement or in retirement don’t need to be reminded that market risk can create problems for your long-term security.

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Estate Planning, Must Have Documents, Portfolio Management · December 17, 2020

Your Year-End Financial Checklist

I cannot wait to turn the page from 2020. You? But before we embark on what I know we all hope will be a healthier and happier year ahead, right now is a great time to make sure your finances…

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Emergency Funds, Life Insurance, Portfolio Management, Roth Accounts · October 14, 2020

Podcast Episode – Ask Suze Anything

On this podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners (as read by KT) Marcella, Mahala, Kelly Jo, Christi & Steve, the Boyers, Alana, Lori, Amy, and Nicole.

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Annuities, Investing, Portfolio Management, Retirement · October 7, 2020

Portfolio Advice Many of You Need to Hear

Retirement should be a time to relax and live your life on your terms.

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