Category Archives: retirement

Annuities, investing, retirement, Stocks/Bonds/ETFs · October 25, 2022

Podcast Episode – Ask Suze & KT Anything: Owning The Power To Control Your Destiny

Listen to Podcast Episode:On this episode of Ask Suze & KT Anything, Suze answers questions from you all about claiming inherited Series I Bonds, mortgages, moving financial advisors, Social Security being affected by a recession and more.

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retirement, social security · October 19, 2022

Inflation Shows Why it Pays to Delay

The high rate of inflation we are experiencing right now makes a case for why Social Security is so valuable. And it makes a case for why it can be so very smart to figure out a way to delay…

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credit cards, debt, investing, IRAs/401(k)s, must have documents · October 19, 2022

Podcast Episode – Ask Suze & KT Anything: Series I Bonds, Taxes on IRAs and Doing What’s Right For Your Family

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about taxes on IRAs, freezing your credit reports, Series I Bonds and more.

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health insurance, medicare, saving · October 12, 2022

How to Complete an Annual Medicare Check-Up

Between October 15th and December 7th, everyone enrolled in Medicare has the opportunity to protect their financial health for the coming year. I am talking about Medicare’s open enrollment window when current Medicare users have the ability to make changes…

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Annuities, investing, saving · October 12, 2022

Podcast Episode – Ask Suze & KT Anything: A Story of Hope, A Mini Suze School on Mutual Funds, Callable CDs, and Bad Advisors

On this episode of Ask Suze & KT Anything, Suze answers questions from you all, about closing a loaded mutual fund, bad financial advisors, IRAs in bankruptcy, callable CDs and more.

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investing, IRAs/401(k)s, saving · October 7, 2022

Podcast Episode – How Do You Help or Hurt Yourself Financially?

Listen to Podcast Episode:On this Suze School, Suze walks through what happened in the markets this past week and outlines ways we can keep our money safe and secure during this very volatile time.

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budgeting, IRAs/401(k)s, retirement, saving · October 5, 2022

How to Keep Your Savings on Track During Inflation

With so many essential costs, such as groceries, costing a lot more, budgets are being painfully stretched. A recent survey by Morgan Stanley found that more than 6 in 10 employees report they have had to reduce what they are…

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IRAs/401(k)s, Portfolio Management, retirement, saving · October 5, 2022

Podcast Episode – Ask Suze & KT Anything: ID Theft, Financial Advisors and Inheritance

On this episode of Ask Suze & KT Anything, Suze answers questions from you all, about freezing your accounts, diversifying your portfolio, inheriting money, young couples pooling their money and more.

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health insurance, medicare · September 28, 2022

Podcast Episode – Highlights From: Suze School: Medicare & Medicare Advantage

Listen to Podcast Episode:Suze gives us a lesson about the differences between Medicare and Medicare Advantage and why it’s vital we know the difference. Podcast Transcript: 00:00:34 Robert: September 29th, 2022.

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