Category Archives: Stocks/Bonds/ETFs

Investing, Podcast, Retirement, Roth Accounts, Social Security, Stocks/Bonds/ETFs · January 29, 2026

Podcast Episode – Is It Better To Own Actual Gold In My IRA Or In An ETF?

On this episode of Ask KT & Suze Anything, Suze answers your questions about Roth conversions, where the best place to own gold might be and leaving property to children.  Plus, Social Security benefits after an annulment and more. Listen…

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Financial Planning, Investing, Podcast, Portfolio Management, Retirement, Stocks/Bonds/ETFs · January 11, 2026

Podcast Episode – Suze’s Projections for 2026

On Suze School, we get Suze’s take on what may happen in the markets this year, how healthy they are, as well as a deep dive on why financial decisions aren’t based on how old you are, but on your…

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Investing, Stocks/Bonds/ETFs · November 23, 2025

Podcast Episode – Don’t Get On The Financial Roller Coaster

On this Suze School episode, Suze explains more about the concept of a “free trade”.  Plus, why it’s vitality important to know exactly what you’re invested in, how to figure year end tax strategies and what your cost basis will…

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Investing, Podcast, Stocks/Bonds/ETFs · November 15, 2025

Podcast Episode – The Number One Piece of Advice for Investors Today

Did last week’s stock market sell off scare you?  On this Suze School episode, Suze and Keith Fitz-Gerald get to the bottom of what happened and tell you what you need to know, right now.

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Investing, Stocks/Bonds/ETFs · October 18, 2025

Podcast Episode – Don’t Sell The House To Get Out of Debt

On this Sunday Ask Suze & KT Anything episode, KT asks Suze your questions about smart investing, trusts for children, worrying about a financial crash and so much more.

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Stocks/Bonds/ETFs · October 11, 2025

Podcast Episode – The Certainty of Uncertainty

This Suze School episode dives into how uncertainty drives volatility in the stock market. Despite what’s happening now, you don’t need to panic about market dips, especially if you are  dollar-cost averaging into quality stocks.

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Investing, Stocks/Bonds/ETFs · September 17, 2025

How Your Emotions Can Reduce Your Investment Returns

Building a solid, diversified portfolio of investments is a big part of retirement planning. But there’s another key step you need to master: controlling your emotions.

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Annuities, Investing, Stocks/Bonds/ETFs · September 10, 2025

Podcast Episode – The Key to a Wealthy Life

On this Ask Suze & KT Anything episode, KT asks Suze your questions about avoiding the stress of downsizing, is it too late to invest in the stock market, when to stop contributing to an HSA and so much more.

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Investing, Stocks/Bonds/ETFs · September 6, 2025

Podcast Episode – Is This The Start of a Bear Market?

Suze starts out by recapping the markets this week and if we are at the start of a Bear market. Then, we go to Suze School for a lesson about why you should avoid target date mutual funds and what…

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