Category Archives: Retirement

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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Medicare · March 19, 2025

Watch Out for This When Starting a New Job

I bet if you work in the private sector you’ve likely changed jobs from time to time, right? A fact of our modern day economy is that most workers don’t work for one employer their entire life.

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Long Term Care, Roth Accounts · March 19, 2025

Podcast Episode – Ask KT & Suze Anything: Do You Know The Difference Between Aristocrat and King Stocks?

For this Ask KT & Suze Anything edition, Suze answers your questions about the Pro-Rata Rule, long term care insurance, and transfer on death deeds. Plus, learn the difference between Aristocrat and King stocks and more!

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