Category Archives: retirement

Annuities, Stocks/Bonds/ETFs · May 21, 2025

Podcast Episode – Ask KT & Suze Anything: Will I Really Be Able To Retire?

On this new edition of Ask KT and Suze Anything, Suze answers questions about Bitcoin, annuities, finding balance and so much more. Listen to Podcast Episode: Podcast Transcript: Suze: May 22, 2025.

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Annuities, budgeting, saving, Stocks/Bonds/ETFs · May 17, 2025

Podcast Episode – Suze School: Savings vs. Consumption

In this episode, Suze talks about how savings versus consumption will help you feel secure, which leads to true wealth. She’ll cover what’s happening in the Stock Market and outline why compounding in your investments and having focus will get…

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Roth Accounts · May 14, 2025

Podcast Episode – Ask KT & Suze Anything: Should I Stop Paying Into My IRA to Get Out of Debt?

On this new edition of Ask KT and Suze Anything, Suze answers questions about sharing inherited IRAs, traditional 401(k)’s versus ROTHs and so much more.

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credit cards, debt, investing, retirement · May 3, 2025

Podcast Episode – Suze School: The Actions You Need To Take Now, With Your Money

In this Suze School, Suze asks, “What should you be doing with your money in your situation?”  She goes through several categories that you need to examine and take action on, in order to protect your money and make sure…

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debt, IRAs/401(k)s, must have documents, student loans · April 30, 2025

Podcast Episode – Ask KT & Suze Anything: How Do I Settle A Deceased Parent’s Credit Card Debt?

On this episode of Ask KT and Suze Anything, Suze answers questions about beneficiaries of IRAs, student loans, filing taxes as a married couple and so much more.

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retirement, Roth Accounts · April 9, 2025

The Best Investing Move for Your Retirement

Regardless of what happens in the stock market over the short term, I have a surefire investment move to make right now that is going to be a big win for you in retirement.

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social security, Stocks/Bonds/ETFs · April 2, 2025

Podcast Episode – Ask KT & Suze Anything: Can I Start a Roth for My 3 Year Old?

On this episode of Ask KT and Suze Anything, Suze answers questions about 529 plans, Social Security and IRA rollovers.  Plus, a quick word about the markets and tariffs and more.

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investing, social security · March 29, 2025

Podcast Episode – Suze School: Your “Must Do’s” (For Right Now)

Right now, a lot of us are worried about inflation, and what the result of the coming tariffs will be on our lives. In this episode, Suze walks through the steps we need to take now, in order to safe.

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social security · March 22, 2025

Podcast Episode – Suze School: How Much Do You Know About Social Security?

Since this podcast is designed  to help you tackle your fears and put you in control of your financial future, this Suze School is a pop quizzy all about Social Security.

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