Category Archives: retirement

investing, Roth Accounts, Stocks/Bonds/ETFs · April 4, 2020

Podcast Episode – Getting Through The Crisis

Listen to Podcast Episode: In this podcast, Suze talks about many aspects of the ongoing COVID-19 crisis. Podcast Transcript: April 5, 2020. So, here's what I want to say.

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retirement, Roth Accounts, Stocks/Bonds/ETFs · April 2, 2020

A Bear Market Can Be a Smart Time to Do a Roth Conversion

There is a tax-smart retirement move that just became less expensive due to the fact that the bear market for stocks has reduced your portfolio values.

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Emergency Funds, Long Term Care, retirement, saving, social security · April 1, 2020

Podcast Episode – Ask Suze Anything

In this podcast of Ask Suze Anything, we hear questions and stories from Women & Money listeners Judy, Steve, Stephanie, Joan, Trish, Jim, Sophia, Suzy, and Patricia.

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credit cards, Emergency Funds, insurance, investing, retirement · March 28, 2020

Podcast Episode – Suze School: The COVID-19 Stimulus

Listen to Podcast Episode: In this podcast, Suze explains what you need to know about the COVID-19 Stimulus Package passed by Congress on March 27, 2020.

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budgeting, investing, retirement · March 19, 2020

How to Navigate A Financial Crisis

The rapid meltdown in global investments as the economic severity of the coronavirus takes hold is indeed unsettling. For those of you nearing retirement, or already retired, watching your portfolio values drop is especially nerve-rattling.

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IRAs/401(k)s, Portfolio Management, retirement · March 18, 2020

Podcast Episode – Ask Suze Anything Special: Responding To The Market

In this special March 19 podcast of Ask Suze Anything, Suze groups together questions coming in from Women & Money listeners about this volatile time in the stock market.

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debt, Emergency Funds, Portfolio Management, retirement · March 12, 2020

Getting a Tax Refund? Don’t Blow It.

Over the next few weeks plenty of you will receive a refund on your federal tax return, and for those of you in states that charge income tax, you may get money back from your state treasurer as well.

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car loans, Emergency Funds, insurance, investing, Portfolio Management, social security · March 11, 2020

Podcast Episode – Ask Suze Anything – 136

In this podcast of Ask Suze Anything, we hear questions and stories from Women & Money listeners Kathleen, Tina, Sonja, Leigh, Margaret, Joan, Margaret, Sally, Kiana, Allison, and Anonymous.

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budgeting, retirement, Stocks/Bonds/ETFs · March 7, 2020

Podcast Episode – Stock Market Frenzy II – Protect Yourself

Listen to Podcast Episode: In today’s podcast, Suze explains what happened with the stock market this past week and why it’s still so important to stay calm.

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