Category Archives: retirement

home loans, Roth Accounts · September 21, 2022

Podcast Episode – Ask Suze & KT Anything: Reverse Mortgages, Extra Mortgage Payments And Taxes

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about buying employer’s stock, mortgages, retiring outside the US and more.

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home loans, retirement, Roth Accounts, Stocks/Bonds/ETFs · September 17, 2022

Podcast Episode – If You Don’t Have A Plan, You Plan To Fail

Listen to Podcast Episode:How can we avoid planning to fail in our financial life? Podcast Transcript: 00:00:31 Suze: September 18th, 2022 . Welcome everybody to the Women & Money Podcast and everyone smart enough to listen.

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home loans, investing, Roth Accounts, student loans · September 14, 2022

Podcast Episode – Ask Suze & KT Anything: Diversification, The 5 Year Rule and IRMAA

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about a retirement withdrawal strategy, tax savings in a trust, just what IRMAA is and more.

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Emergency Funds, medicare, retirement · September 7, 2022

The Good News for (Future) Retirees

There is some very good news out of Washington for Medicare enrollees. The Inflation Reduction Act that President Biden signed into law last month has a series of new rules that will reduce the cost of prescription drugs for many…

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retirement, Roth Accounts · September 7, 2022

Podcast Episode – Ask Suze & KT Anything: Downsizing, Down Payments and Rollovers

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about FFEL loans, taxes on retirement accounts, a special “Can I Afford It” quizzie and more.

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investing, retirement, Roth Accounts, saving · September 5, 2022

Podcast Episode – Ask Suze Anything: March 28, 2019

Listen to Podcast Episode:In this week’s Ask Suze Anything, Suze answers questions from Mary Jane, Kari, Linda, Donna, Ann, and a very special listener in need.

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investing, retirement · August 31, 2022

Podcast Episode – Ask Suze & KT Anything: Insurance, Warranties and Security

Listen to Podcast Episode:On this episode of Ask Suze & KT Anything, Suze answers questions from you all about the right monetary gifts for grandchildren, car warranties, term insurance, partners with significant debt and more Podcast Transcript: 00:00:35 KT: Okay…

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Emergency Funds, IRAs/401(k)s, retirement · August 24, 2022

Why Your 401k Statement Got Updated

Your latest quarterly 401k statement likely includes some new information that can be quite an eye-opener. For eons, your 401k statement has shown the total value of your investments.

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Portfolio Management, retirement, saving · August 17, 2022

How to Create a Four-Part Financial Plan

According to a recent survey by Northwestern Mutual, people who invest time in financial planning are happier than those who don’t. And they sleep better.

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