Category Archives: Retirement

Retirement, Roth Accounts, Saving, Stocks/Bonds/ETFs · February 7, 2024

Podcast Episode – Ask KT & Suze Anything: Moved By Intuition

For this episode of Ask KT and Suze Anything, Suze answers questions about investing for the first time, taking money out for retirement, how CD rates are set, starting over saving money, and so much more.

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Retirement, Roth Accounts · February 3, 2024

Podcast Episode – Suze School: Clearing Up The Roth 5 Year Rule

On this Suze School, Suze responds to the multitude of emails she’s received asking for a deeper diver into the five year rule for Roth IRAs.

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IRAs/401(k)s, Life Insurance, Retirement · January 31, 2024

Podcast Episode – Ask KT & Suze Anything: Everything is Relevant at Some Point

For this episode of Ask KT and Suze Anything, Suze answers questions about planning your retirement, long term care insurance, home buying, and so much more.

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Emergency Funds, Retirement, Roth Accounts · January 27, 2024

Podcast Episode – Suze School: What You Need To Know About The 55 or Older Rule

On this Suze School, we get a lesson on how to stay financially healthy by accessing money in our retirement accounts, if we are under 59 and a half.

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Retirement, Student Loans · January 24, 2024

A New Workplace Benefit For Those With Student Loans

I have some very good news for anyone who is finding it hard to juggle paying back federal student loans and simultaneously saving for retirement.

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Credit Cards, Retirement · January 24, 2024

Podcast Episode: Ask KT & Suze Anything: Create The Life You Want and Deserve

For this episode of Ask KT and Suze Anything, Suze answers questions about retirement accounts, securing your information, keeping or selling a car and much more.

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Life Insurance, Roth Accounts · January 20, 2024

Podcast Episode: Suze School: What I Really, Really Want You To Know

In this episode of Suze School, Suze reviews why you need a Roth retirement account, why you don’t need whole life insurance and she shares a personal story about the importance of dental savings plans.

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Retirement, Roth Accounts · January 13, 2024

Podcast Episode – Suze School: A Different Way To Think About Your Future

On this episode, Suze teaches a lesson on a different way to think about your retirement accounts.  What are the pros and cons of a 401k, versus an investment account?

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Emergency Funds, Portfolio Management, Roth Accounts, Saving · January 10, 2024

How You Can Make 2024 Less Stressful

The recent economic news that inflation has now slowed down is indeed great news, but it doesn’t erase all the pain that sharply rising prices in 2021 and 2022 have caused.

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