Category Archives: retirement

estate planning, podcast, retirement, Roth Accounts, Wills & Trusts · December 3, 2025

Podcast Episode – If You Take Social Security at 62, What Will You Do at 92?

On this edition of Ask KT & Suze Anything, Suze answers your questions about when to take Social Security, annuities, retirement accounts at your job and so much more!

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podcast, retirement, Wills & Trusts · November 26, 2025

Podcast Episode – Is Your Adult Child Financially Clueless?

On this edition of Ask KT & Suze Anything, Suze answers your questions about Roths in higher tax bracket, going from two incomes down to one, lack of financial education and so much more!

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retirement, saving · November 19, 2025

A Smart Tax Move for Charitable Giving

If you have money in a traditional IRA and regularly give to charity, there's a little-known tax strategy that could save you money while supporting causes you care about.

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medicare, retirement · November 5, 2025

What Every Medicare Advantage Enrollee Must Do ASAP

If you, or someone you know, is enrolled in a Medicare Advantage plan, it is incredibly important to carefully review what is in store for 2026.

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life insurance, medicare · October 30, 2025

Skip This Workplace Benefit

If you, or someone you know, is enrolled in a Medicare Advantage plan, it is incredibly important to carefully review what is in store for 2026.

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retirement · October 25, 2025

Podcast Episode – Can I Retire Next Year?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about trusts, the right investment options, giving money to children and so much more.

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investing, podcast, retirement, Wills & Trusts · October 25, 2025

Podcast Episode – Can I Retire Next Year?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about trusts, the right investment options, giving money to children and so much more.

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retirement, Roth Accounts · October 22, 2025

Don’t Skip This Great Retirement Benefit

If you have a retirement plan through work, chances are your employer offers a great option. Yet, for reasons I can’t understand, you aren’t signing up for this great option.

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debt, social security · October 22, 2025

Podcast Episode – Your Fear of The Unknown Keeps You From The Truth of The Known

On this Ask Suze & KT Anything episode, KT asks Suze your questions about when to take Social Security, financial protection, Roth contributions and so much more.

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