Category Archives: Podcast

Must Have Documents, Podcast, Saving, Wills & Trusts · February 12, 2026

Podcast Episode – My Husband Wants To, But I Don’t

In this Ask KT & Suze Anything episode, Suze answers your questions about fraud at TreasuryDirect.gov, investing in the company you work for, when it’s time to get a financial advisor and so much more. Listen to Podcast Episode:  …

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Investing, Podcast, Portfolio Management · February 8, 2026

Podcast Episode – Impatience Is The Downfall To Wealth

In this Suze School, Suze explains why it’s better to be patient and wait out the stock market, versus getting out when dips occur.  By being patient, the long term benefits really come through and your wealth can increase.  Plus,…

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Credit & Debt, Debt, Estate Planning, Home Loans, Must Have Documents, Podcast, Wills & Trusts · February 5, 2026

Podcast Episode – Advice For Buying Your First Home, Late in Life

In this episode of Ask KT and Suze Anything, Suze answers your questions about inheritance, debt collections, buying a home when one is in their 50s and so much more! Listen to Podcast Episode:   Podcast Transcript: KT: OK, everybody,…

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Investing, Podcast, Portfolio Management · February 1, 2026

Podcast Episode – Don’t Be Afraid of The Future

In this Suze School, Suze talks about how uncertainty and confusion, from volatile markets, questions about interest rates and general unease about what’s happening around us, may lead to making bad decisions with our money. Suze breaks down why AI…

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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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Emergency Funds, Financial Planning, Investing, Podcast, Saving · January 25, 2026

Podcast Episode – How To Stabilize Your Financial Situation

On this Suze School, Suze explains the difference between a V-shaped, U-shaped and K-shaped recovery.  She teaches us what to do if we’re on either of the K arms and what steps we can take to either stabilize or improve…

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IRAs/401(k)s, Podcast, Retirement, Roth Accounts, Saving · January 22, 2026

Podcast Episode – Three Rules That Beat Budgeting

On this episode of Ask KT & Suze Anything, Suze answers your questions about giving to charity, pensions and back door Roths.  Plus three rules to make better financial decisions and so much more. Listen to Podcast Episode:   Podcast…

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Investing, Podcast, Retirement · January 18, 2026

Podcast Episode – How To Make Wise Financial Decisions

On this Suze School, we’ll learn how fear sometimes drives many of our financial decisions, especially for those in or near retirement.  Suze explains several steps we can take to overcome that fear and make better choices with our money.…

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Estate Planning, IRAs/401(k)s, Podcast, Retirement, Roth Accounts, Social Security, Wills & Trusts · January 15, 2026

Podcast Episode – Can My Spouse Fund My Roth?

On this episode of Ask KT & Suze Anything, Suze answers your questions about being an executor, collecting ex-spouses social security, accessing your Roth 401k, while living abroad and so much more. This episode has been updated and corrected since…

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