Category Archives: Retirement

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.

Read Now ›

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.

Read Now ›

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!

Read Now ›

Medicare, Retirement · September 18, 2024

Medicare News You Need to Know

If you or a loved one is enrolled in Medicare, it’s important to stay on top of developments. Too often, people enroll and then stop paying attention to the plan they are enrolled in, or just accept whatever they are…

Read Now ›

Debt, Roth Accounts, Saving · September 18, 2024

Podcast Episode – Ask KT & Suze Anything: What is the Key to Be Successful?

On this edition of Ask KT and Suze Anything, Suze answers questions about what it means to be successful, saving for young children and getting out of debt.

Read Now ›

IRAs/401(k)s, Retirement · September 4, 2024

Podcast Episode – Ask KT & Suze Anything: Master Class on Pre-Tax Inherited Retirement Accounts – Part II

This episode is part two of the special Suze master class, from Episode 604, about what to do when you inherit a pre-tax retirement account. KT gathered up your questions and you’ll hear Suze answer them.

Read Now ›

IRAs/401(k)s, Retirement · August 31, 2024

Podcast Episode – Suze School Master Class: Pre-Tax Inherited Retirement Accounts

Suze teaches a special master class about what to do when you inherit a pre-tax retirement account. You’ll learn the different benefits if you're an eligible designated beneficiary and a non-eligible designated beneficiary.

Read Now ›

Estate Planning, IRAs/401(k)s, Must Have Documents · August 28, 2024

Podcast Episode – Ask KT & Suze Anything: How Do I Protect My Identity?

On this edition of Ask KT and Suze Anything, Suze answers questions about buying rental property, IRAs, and protecting your identity.  Plus a quizzy about paying for home repairs and more.

Read Now ›

Estate Planning, Retirement · August 24, 2024

Podcast Episode – Suze School: Who Would You Give Your Life For?

Suze shares a heartbreaking story from a listener and recent widower, named Peter. This story opens up a number of questions: How involved are you and your entire family in finances?

Read Now ›