Category Archives: Retirement

Home Loans, Retirement, Roth Accounts · October 30, 2024

Podcast Episode – Ask KT & Suze Anything: Do Not Live In a Home of Anger

On this Halloween edition of Ask KT & Suze Anything, Suze answers questions that spooked you about mortgages, focusing on retirement savings, ROTHs and more. Plus, listen to find out what Suze’s favorite Halloween candy is!

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Emergency Funds, Life Insurance, Retirement · October 23, 2024

Your Benefit Checkup for 2025

For those of you that receive workplace benefits, you know that we’re heading into the annual ritual of Open Enrollment, the period when you can make changes to your benefits package.

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Debt, Retirement, Roth Accounts, Stocks/Bonds/ETFs · October 23, 2024

Podcast Episode – Ask KT & Suze Anything: I Enjoy Saving, More Than Spending

On this edition of Ask KT & Suze Anything, Suze answers questions about annuities, CD callbacks and medical debt.  Plus, a Roth quizzy and so much more!

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Retirement, Saving · October 16, 2024

How to Start Building for Retirement When You’re Young

Okay my friends, this is for every 20-something you love. I can guarantee you they aren’t thinking about their retirement, but this is exactly the age when they can give themselves a huge leg up on retirement.

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Debt, Must Have Documents, Retirement, Roth Accounts · October 16, 2024

Podcast Episode – Ask KT & Suze Anything: Should I Get a Prenup?

On this edition of Ask KT & Suze Anything, Suze answers more questions about applying for disaster relief, medical bills causing debt, and when (or if) you should stop funding your Roths.

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Retirement · October 9, 2024

Should You Rent in Retirement?

Renting is becoming a more common option for older Americans. A recent analysis shows that the percentage of Americans at least 65 years old who own a home has fallen in the past 20 years from 80% to 74%.

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Investing, Retirement · October 2, 2024

Your Investing Strategy Needs a Check-Up

It’s always a good idea to make important decisions from a position of strength, when your mind is clear and calm. And right now the stock market is delivering on that.

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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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IRAs/401(k)s, Life Insurance, Retirement, Stocks/Bonds/ETFs · September 25, 2024

Podcast Episode: Ask KT & Suze Anything: Can I Afford a Swanky New Apartment?

On this edition of Ask KT and Suze Anything, Suze answers questions about term insurance policies, IRA rollovers, and interest rates. Plus, a quizzie about selling a home with no mortgage to buy a fancy new apartment and more!

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