Category Archives: Social Security

Retirement, Social Security · June 11, 2026

What the Latest Social Security Buzz Gets Wrong

There’s been some chatter on social media lately about Social Security that I think is bad advice. The message is that you are better off claiming as early as possible — at age 62 — rather than waiting to collect…

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Investing, Podcast, Retirement, Roth Accounts, Social Security, Stocks/Bonds/ETFs · January 29, 2026

Podcast Episode – Is It Better To Own Actual Gold In My IRA Or In An ETF?

On this episode of Ask KT & Suze Anything, Suze answers your questions about Roth conversions, where the best place to own gold might be and leaving property to children.  Plus, Social Security benefits after an annulment and more. Listen…

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Estate Planning, IRAs/401(k)s, Podcast, Retirement, Roth Accounts, Social Security, Wills & Trusts · January 15, 2026

Podcast Episode – Can My Spouse Fund My Roth?

On this episode of Ask KT & Suze Anything, Suze answers your questions about being an executor, collecting ex-spouses social security, accessing your Roth 401k, while living abroad and so much more. This episode has been updated and corrected since…

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Podcast, Social Security · December 24, 2025

Podcast Episode – There is Something I Want to Say to You Older Folks

For this special Christmas Day episode, Suze and KT reveal a major change in their lives and pass along some great advice about getting older.

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Retirement, Social Security · December 10, 2025

What to Know About The 2026 Social Security Increase

Let’s start with some good news about Social Security that I think too many people don’t appreciate: Your payout is adjusted for inflation. That is, your earned benefit increases by a certain percentage each year, based on the rate of…

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Debt, Social Security · October 22, 2025

Podcast Episode – Your Fear of The Unknown Keeps You From The Truth of The Known

On this Ask Suze & KT Anything episode, KT asks Suze your questions about when to take Social Security, financial protection, Roth contributions and so much more.

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Home Loans, Must Have Documents, Social Security · August 27, 2025

Podcast Episode – What Should I Do With my 401(k) When I Retire?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about paying off your mortgage, survivor Social Security benefits, why you need the full suite of Must-Have-Documents and so much more.

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Crypto, Retirement, Social Security · August 4, 2025

Podcast Episode – Suze School: What The “Big Beautiful Bill” Means for Your Social Security Benefit

Since so many of you have written to Suze asking about the new “Big Beautiful Bill” and what it will mean for your money, today’s Suze School addresses one of the new law’s aspects: Social Security Benefits.

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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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