Category Archives: Roth Accounts

investing, retirement, Roth Accounts, Stocks/Bonds/ETFs · November 4, 2022

Podcast Episode – Suze School: The Week That Was

This Suze School covers more about Series I Bonds, and since many people are still confused about Treasury bills, bonds and notes, we get a refresher.

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investing, Roth Accounts · November 1, 2022

Podcast Episode – Ask Suze & KT Anything: Worried About Taxes and FICO Scores

Listen to Podcast Episode:On this episode of Ask Suze & KT Anything, Suze answers questions about dollar cost averaging, schemes to pay less tax, reducing volatility in investments, staying budget friendly when starting a business and more.

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home loans, Roth Accounts · September 21, 2022

Podcast Episode – Ask Suze & KT Anything: Reverse Mortgages, Extra Mortgage Payments And Taxes

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about buying employer’s stock, mortgages, retiring outside the US and more.

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home loans, retirement, Roth Accounts, Stocks/Bonds/ETFs · September 17, 2022

Podcast Episode – If You Don’t Have A Plan, You Plan To Fail

Listen to Podcast Episode:How can we avoid planning to fail in our financial life? Podcast Transcript: 00:00:31 Suze: September 18th, 2022 . Welcome everybody to the Women & Money Podcast and everyone smart enough to listen.

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home loans, investing, Roth Accounts, student loans · September 14, 2022

Podcast Episode – Ask Suze & KT Anything: Diversification, The 5 Year Rule and IRMAA

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about a retirement withdrawal strategy, tax savings in a trust, just what IRMAA is and more.

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retirement, Roth Accounts · September 7, 2022

Podcast Episode – Ask Suze & KT Anything: Downsizing, Down Payments and Rollovers

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about FFEL loans, taxes on retirement accounts, a special “Can I Afford It” quizzie and more.

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investing, retirement, Roth Accounts, saving · September 5, 2022

Podcast Episode – Ask Suze Anything: March 28, 2019

Listen to Podcast Episode:In this week’s Ask Suze Anything, Suze answers questions from Mary Jane, Kari, Linda, Donna, Ann, and a very special listener in need.

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investing, Long Term Care, retirement, Roth Accounts, saving · August 10, 2022

How to Approach Retirement Planning

Retirement planning is a juggling act where you’re dealing with multiple risks all at the same time. How long will you live? Will the markets tumble early in your retirement?

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Emergency Funds, retirement, Roth Accounts, saving · July 13, 2022

How to Teach Your Teen a Valuable Summer Money Lesson

The summer school break just might be serving up the best opportunity for you to step up and deliver one of the most valuable money lessons.

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