Category Archives: Retirement

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…

Read Now ›

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.

Read Now ›

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…

Read Now ›

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.

Read Now ›

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.

Read Now ›

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…

Read Now ›

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.

Read Now ›

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.

Read Now ›

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.

Read Now ›