Category Archives: Roth Accounts

retirement, Roth Accounts · April 20, 2024

Podcast Episode – Suze School: Don’t Become Partners with Uncle Sam

In this Suze School episode, Suze explains why a Roth retirement account ultimately gives you more money than a pre-tax retirement account. Listen to Podcast Episode: Podcast Transcript: Welcome everybody to the Women and Money podcast, as well as everybody…

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retirement, Roth Accounts · April 10, 2024

Podcast Episode – Ask KT & Suze Anything: Can I Afford To Buy A Ring?

On this edition of Ask KT and Suze Anything, Suze answers questions about interest rates, the 5 Year Rule on Roths, how people live off interest, plus a “Can I Afford It?” quizzy and so much more!

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investing, retirement, Roth Accounts · March 6, 2024

Podcast Episode – Ask KT & Suze Anything: We’re in our 50s, should we get married?

For this episode of Ask KT and Suze Anything, Suze answers questions about opening investment accounts for children, catching up on a ROTH, maintaining retirement savings and so much more.

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credit cards, retirement, Roth Accounts · February 21, 2024

Podcast Episode – Ask KT & Suze Anything: How Should I Prioritize My Spending Buckets?

For this episode of Ask KT and Suze Anything, Suze answers questions about 401ks, Roths, elder care, when to start a 529 plan and so much more.

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retirement, Roth Accounts · February 17, 2024

Podcast Episode – Suze School: Clearing Up Your Backdoor Roth Confusion

This Suze School episode is once again on what you need to know about Back Door Roth’s and how the pro-rata rule works. Listen to Podcast Episode: Podcast Transcript: February 18th, 2024.

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retirement, Roth Accounts, saving, Stocks/Bonds/ETFs · February 7, 2024

Podcast Episode – Ask KT & Suze Anything: Moved By Intuition

For this episode of Ask KT and Suze Anything, Suze answers questions about investing for the first time, taking money out for retirement, how CD rates are set, starting over saving money, and so much more.

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retirement, Roth Accounts · February 3, 2024

Podcast Episode – Suze School: Clearing Up The Roth 5 Year Rule

On this Suze School, Suze responds to the multitude of emails she’s received asking for a deeper diver into the five year rule for Roth IRAs.

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Emergency Funds, retirement, Roth Accounts · January 27, 2024

Podcast Episode – Suze School: What You Need To Know About The 55 or Older Rule

On this Suze School, we get a lesson on how to stay financially healthy by accessing money in our retirement accounts, if we are under 59 and a half.

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life insurance, Roth Accounts · January 20, 2024

Podcast Episode: Suze School: What I Really, Really Want You To Know

In this episode of Suze School, Suze reviews why you need a Roth retirement account, why you don’t need whole life insurance and she shares a personal story about the importance of dental savings plans.

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