Category Archives: Retirement

Retirement, Social Security · March 12, 2025

Podcast Episode – Ask KT & Suze Anything: Why I Quit My CPA

For this Ask KT & Suze Anything edition, Suze answers more questions about Roths, RMDs, Social Security spousal benefits and more! Listen to Podcast Episode: Podcast Transcript: KT: Hi everybody.

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Annuities, Investing, Portfolio Management · February 12, 2025

Podcast Episode – Ask KT & Suze Anything: Why Am I Anxious About Retiring?

For this Ask KT & Suze Anything episode, Suze answers your questions about couples combining finances, capital gains tax, staying financially secure and so much more!

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IRAs/401(k)s, Retirement, Stocks/Bonds/ETFs · February 5, 2025

Podcast Episode – Ask KT & Suze Anything: When Is The Right Time To Self Insure?

For this Ask KT & Suze Anything episode, Suze answers your questions about withdrawing from an IRA, fear of the markets, renting versus buying and so much more!

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Annuities, Investing, Must Have Documents, Stocks/Bonds/ETFs · February 1, 2025

Podcast Episode – Ask KT & Suze Anything: Do The Trump Tariffs Mean It’s Time to Buy or Sell?

For this Ask KT & Suze Anything episode, Suze answers your questions about selling or buying stocks of companies affected by the new tariffs, dental insurance, putting a home in trust and so much more!

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Roth Accounts · January 29, 2025

Inherited IRA Must Do in 2025

If you inherited an IRA from someone who passed away in 2020 or later, an important new IRS rule has kicked in beginning in 2025 that you need to pay attention to.

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Retirement · January 22, 2025

Building Community Around Women and Money

If you are reading this I know you are someone who is motivated to make smart decisions that will build financial security.

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Annuities, Investing · January 22, 2025

Podcast Episode – Ask KT & Suze Anything: Is My Daughter a Miser?

On this episode of Ask KT and Suze Anything, Suze answers questions about fixed annuities, callable CDs, and teaching your child to save money.  Plus, learn what a margin account is and more.

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Emergency Funds, IRAs/401(k)s, Retirement · January 15, 2025

Can Your Retirement Plan Pass This Stress Test?

If you are nearing retirement, you have decades of experience dealing with the unexpected. When things don’t go exactly as planned or hoped, you have the muscle memory of what it takes to work through adversity.

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Crypto, Estate Planning, Life Insurance, Retirement · January 8, 2025

Podcast Episode – Ask KT & Suze Anything: Don’t Make the Biggest Mistake You Can Make With IRA Conversions

On this episode of Ask KT and Suze Anything, Suze answers questions about must-have documents, life insurance policies on children, calculating RMDs and more. Listen to Podcast Episode: Podcast Transcript: Suze: January 9, 2025.

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