Category Archives: Annuities

Annuities, investing · January 22, 2025

Podcast Episode – Ask KT & Suze Anything: Is My Daughter a Miser?

On this episode of Ask KT and Suze Anything, Suze answers questions about fixed annuities, callable CDs, and teaching your child to save money.  Plus, learn what a margin account is and more.

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Annuities, home loans · December 25, 2024

Podcast Episode – Ask KT and Suze Anything: Why Buying a Condo Can End Up As Your Biggest Nightmare

On this episode of Ask KT and Suze Anything, Suze answers questions about car loans, getting rid of annuities, selling inherited property and more. Listen to Podcast Episode: Podcast Transcript: KT: Hi everybody.

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Annuities, retirement · December 11, 2024

Podcast Episode – Ask KT & Suze Anything: If You Don’t Like It, Don’t Do It

On this Ask KT and Suze Anything, Suze answers questions about annuities, planning for retirement, buying property and so much more. Listen to Podcast Episode: Podcast Transcript: Suze: December 12, 2024.

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Annuities, investing · October 2, 2024

Podcast Episode – Ask KT & Suze Anything: I Want to Move On

On this edition of Ask KT and Suze Anything, Suze answers questions about pensions, trusts, marriage and co-owning a home with a new partner. Plus, a quizzy about the stock market and so much more.

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Annuities · July 10, 2024

3 Easy Financial Housekeeping Tasks with a Big Payoff

The slowed-down pace of summer for many of us makes it an ideal time to tackle some important financial housekeeping tasks. No heavy lifting, but rather, some quick check-ins on your financial life to make sure everything is as you…

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Annuities, retirement · May 25, 2024

Podcast Episode – Suze School: Understanding Variable Annuities

For this Suze School episode, Suze explains the intricacies of variable annuities why you should think twice before you purchase one inside of a retirement account.

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Annuities, credit cards, debt, Emergency Funds, home loans · May 8, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford to go on Vacation?

On this edition of Ask KT and Suze Anything, Suze answers questions about emergency funds, credit card debt, leaving assets to children, reverse mortgages, plus a “Can I Afford It?” quizzy and so much more!

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Annuities, retirement · April 17, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford To Buy A Condo?

On this edition of Ask KT and Suze Anything, Suze answers questions about home buying, special needs trusts, preserving retirement, plus a “Can I Afford It?” quizzy and so much more!

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Annuities, retirement · April 10, 2024

Even Big Retirement Savers Are at Risk

As fantastic as it is to have saved a lot for retirement, just because you’ve got a high balance doesn’t mean you’re set.

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