Category Archives: Retirement

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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Retirement, Roth Accounts · April 10, 2024

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

On this edition of Ask KT and Suze Anything, Suze answers questions about interest rates, the 5 Year Rule on Roths, how people live off interest, plus a “Can I Afford It?” quizzy and so much more!

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IRAs/401(k)s · April 3, 2024

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

On this edition of Ask KT and Suze Anything, Suze answers questions about using a legal separation to protect one’s assets, paper I Bonds, plus a “Can I Afford It?” quizzy and so much more!

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Annuities, Investing · March 27, 2024

Podcast Episode – Ask KT & Suze Anything: How Do I Choose a Financial Planner?

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a recent college graduate, buying a new car, helping out parents, plus a “Can I Afford It?” quizzy and so much more!

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Retirement, Social Security · March 20, 2024

Navigating When to Claim Social Security

I so wish your retirement didn’t require you to make big decisions that will have an outsized impact on your financial security throughout your retirement. But that’s not the system we have.

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Annuities, Emergency Funds, Must Have Documents · March 20, 2024

Podcast Episode – Ask KT & Suze Anything: Don’t Feel Doomed With Your Money

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a 90 year old parent, paying for a family emergency, why you need a will and trust and so much more.

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Credit Cards, Investing, Social Security · March 16, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Use my HSA While I’m on Medicare?

On this special Sunday edition of Ask KT and Suze Anything, Suze answers questions about when to collect Social Security, credit cards for teenagers, LIRPs as investments and so much more.

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Investing, Retirement, Roth Accounts · March 6, 2024

Podcast Episode – Ask KT & Suze Anything: We’re in our 50s, should we get married?

For this episode of Ask KT and Suze Anything, Suze answers questions about opening investment accounts for children, catching up on a ROTH, maintaining retirement savings and so much more.

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