Category Archives: Retirement

Estate Planning, IRAs/401(k)s, Podcast, Retirement, Roth Accounts, Social Security, Wills & Trusts · January 15, 2026

Podcast Episode – Can My Spouse Fund My Roth?

On this episode of Ask KT & Suze Anything, Suze answers your questions about being an executor, collecting ex-spouses social security, accessing your Roth 401k, while living abroad and so much more. This episode has been updated and corrected since…

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Financial Planning, Investing, Podcast, Portfolio Management, Retirement, Stocks/Bonds/ETFs · January 11, 2026

Podcast Episode – Suze’s Projections for 2026

On Suze School, we get Suze’s take on what may happen in the markets this year, how healthy they are, as well as a deep dive on why financial decisions aren’t based on how old you are, but on your…

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Podcast, Retirement, Roth Accounts · January 8, 2026

Podcast Episode – Suze Answers Your Mega Retirement Plan Strategy Questions

On this episode of Ask KT & Suze Anything, Suze answers your questions about the previous episode’s mega backdoor Roth strategy. Listen to Podcast Episode:   Podcast Transcript: KT: Good morning, Suze. Are we recording? Suze: Why are you asking…

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Retirement, Roth Accounts · January 3, 2026

Podcast Episode – Suze’s Mega Retirement Plan Strategy For 2026

On this Suze School, we get a review on the basics of Roth retirement accounts and Suze goes over the new 2026 contribution limits.  Then, Suze explains how a new rule around employer sponsored Roths can help you build up…

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Emergency Funds, IRAs/401(k)s, Roth Accounts · December 31, 2025

3 Money Moves to Kick-Off 2026

I am sending big, heartfelt wishes that the coming year brings you health and (more) happiness. And the time to spend with those you love. That is what matters most.

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Podcast, Social Security · December 24, 2025

Podcast Episode – There is Something I Want to Say to You Older Folks

For this special Christmas Day episode, Suze and KT reveal a major change in their lives and pass along some great advice about getting older.

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Podcast, Retirement · December 17, 2025

Podcast Episode – What Happens When Trust Is Lost

On this edition of Ask KT & Suze Anything, Suze answers your questions about spouses who won’t communicate about money, title theft, inherited IRAs and so much more!

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Retirement · December 17, 2025

A Simple Step for a Stronger Retirement

I spend a lot of time helping you make the right savings and spending decisions to build financial security. And I plan on doing more of that in 2026.

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Podcast, Retirement · December 13, 2025

Podcast Episode – Take The Courage Challenge

Today’s Suze School challenges you to break the habit of financial fear.  Suze explains how even making one small positive change can build up your confidence and help you realize your own power.

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