Category Archives: Roth Accounts

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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investing, retirement, Roth Accounts, Stocks/Bonds/ETFs · February 29, 2020

Podcast Episode – Stock Market Frenzy – What Now

Listen to Podcast Episode: In today’s podcast, Suze explains the recent downturn in the stock market and why it’s important to stay calm right now.

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credit cards, debt, Emergency Funds, home loans, Long Term Care, Roth Accounts · February 13, 2020

Top Priorities for Funding your Ultimate Retirement

In my previous newsletter I made the case for how you can refine your spending choices today so you have more money to put toward retirement goals.

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Portfolio Management, Roth Accounts · January 29, 2020

Podcast Episode – Ask Suze Anything

Listen to Podcast Episode: In this podcast of Ask Suze Anything, we hear questions from Women & Money listeners Nadine, Linda, Jocelyn, and Maria. Podcast Transcript: Hi, everybody, Suze O.

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health insurance, Long Term Care, retirement, Roth Accounts, Stocks/Bonds/ETFs · January 15, 2020

Podcast Episode – Ask Suze Anything

Listen to Podcast Episode: In this podcast of Ask Suze Anything, we hear questions from Women & Money listeners Robert, Liz, Patricia, Julie, Dawn, and Olga.

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debt, retirement, Roth Accounts · January 8, 2020

Podcast Episode – Ask Suze Anything

Listen to Podcast Episode: In this podcast of Ask Suze Anything, we hear questions from Women & Money listeners Diane, Anthony, Lune, Christina, Allie, Julie, Roseline, and Shelia.

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insurance, Roth Accounts · January 4, 2020

Podcast Episode – It’s Better To Do Nothing Than Something You Do Not Understand

In this podcast, Suze revisits whole life and variable life insurance and shares the story of a Women & Money listener who received bad financial advice.

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retirement, Roth Accounts, Stocks/Bonds/ETFs · January 1, 2020

Podcast Episode – Suze School: The SECURE Act

On this podcast, we go to Suze School for an education on how the new SECURE Act will affect retirement accounts and what you need to know to make the right adjustments for your financial future.

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retirement, Roth Accounts · December 28, 2019

Podcast Episode – Happy New Year From Suze & KT

In this special New Year’s podcast, Suze is once again joined by her spouse, KT. Together, they share a story about a memorable trip from 2019.

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