Category Archives: Retirement

Annuities · May 31, 2023

Podcast Episode – Ask Suze & KT Anything: What is The Most Important Lesson to Teach Your Kids?

Listen to Podcast Episode:On this Ask Suze and KT Anything episode, Suze answers your questions about trusts, winning the lottery, 529 plans, pre-nups and more.Podcast Transcript:00:00:00 Music: Music (In).

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Investing, Retirement, Roth Accounts, Saving · May 24, 2023

Podcast Episode – Ask Suze & KT Anything: How Should Beneficiaries Be Set Up?

On this Ask Suze and KT Anything episode, Suze answers questions about buying T-Bills, paying for a parent’s health care, maxing out ROTHs and more.

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Credit Cards, Retirement, Social Security · May 17, 2023

Podcast Episode – Ask Suze & KT Anything: Questions From The Community

Listen to Podcast Episode:On this Ask Suze and KT Anything episode, Suze answers questions about financial empowerment, Social Security after divorce, FICO scores, inflation and more.

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Home Loans, Social Security · May 10, 2023

Podcast Episode – Ask Suze & KT Anything: To Pay or Not To Pay

On this Ask Suze and KT Anything episode, Suze answers questions about paying off your mortgage versus taking a tax credit, Social Security after a divorce, the new FICO score rules, moving and more.

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Investing, Retirement, Saving · May 3, 2023

Earn More on Your Savings in Retirement

As I explain in detail in The Ultimate Retirement Guide for 50+, once you are living off retirement income, my recommendation is to keep three to five years of living expenses in a money market account or a high-yielding savings account.

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Estate Planning, Investing, Retirement, Social Security · May 3, 2023

Podcast Episode – Ask Suze & KT Anything: I Have A Dilemma

On this Ask Suze and KT Anything episode, Suze answers questions about ex-spouses and Social Security, investing, gifts with strings attached, leaving money to a pet and more.

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Estate Planning, Insurance, Investing, IRAs/401(k)s, Long Term Care, Portfolio Management, Retirement, Saving · April 26, 2023

Podcast Episode – Ask Suze & KT Anything: Don’t Feel Embarrassed or Scared

On this Ask Suze and KT Anything episode, Suze answers questions about gifted IRAs, I Bonds, long term care insurance, updated wills, logistics of moving away from a financial advisor and more.

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Home Loans, Investing, Retirement, Roth Accounts · April 22, 2023

Podcast Episode – Ask Suze & KT Anything: Why Did My Credit Score Drop?

Listen to Podcast Episode:On this special Sunday episode of Ask KT and Suze Anything, Suze answers questions about Robo advisors, Roths for minors, the real value of a home, resetting a retirement account, plus a heartfelt quizzie and more.

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Investing, Retirement, Saving · April 19, 2023

Women & Retirement

Recent research from T. Rowe Price was short on good news for the retirement prospects of women.

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