Category Archives: Saving

Investing, Saving · April 19, 2023

Podcast Episode – Suze School: To Buy or Not To Buy… I Bonds

Listen to Podcast Episode:Do you invest for dividends or growth? On this special Thursday edition of Suze School, Suze gives us an update on energy stocks and then we get a lesson on whether or not now is a good…

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Investing, Retirement, Roth Accounts, Saving · April 15, 2023

Podcast Episode – Suze School: Revisiting The Five Year Rule For Roth Retirement Accounts

Since so many listeners are still writing Suze with questions about the Five Year Rule in relation to ROTHs, we’re replaying this Suze School from February 2022, about the rule.

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Investing, Saving · April 12, 2023

Investing for Your Long-Term Goals

I am well aware that investing has been quite a challenge lately. We went through a painful bear market for most of 2022. And after an encouraging 7% rally this past January, the S&P 500 gave back more than half…

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Annuities, Investing, Retirement, Saving · April 12, 2023

Podcast Episode – Ask Suze & KT Anything: To Remodel or Not To Remodel?

On this episode of Ask Suze & KT Anything, Suze answers questions about waiting to take Social Security, transferring from a ROTH to an annuity, inherited IRAs, RMDs and more!

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Annuities, Investing, Saving · April 8, 2023

Podcast Episode- Suze School: Understanding Annuities

Suze does not hate all annuities. Today’s Suze School is a lesson on the different types of annuities and which ones might be a good option for you and definitely which types to avoid.

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Debt, Investing, Saving · April 5, 2023

A Smart Financial Strategy for 2023

When it comes to building financial freedom, I’ve always found it so interesting that people tend to put all their energy into figuring out how to make money and don’t give enough attention to protecting their money and their household…

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Annuities, Insurance, Investing, Saving, Stocks/Bonds/ETFs · April 5, 2023

Podcast Episode – Ask Suze & KT Anything: When Are Annuities a Good Investment?

Listen to Podcast Episode:On this episode of Ask Suze & KT Anything, Suze answers questions about when to take distributions, insurance, CDs, trusts and more!

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Home & Renters Insurance, Saving · April 1, 2023

Podcast Episode – Suze School: A Different Way To Think About Your Net Worth

Today’s Suze School podcast is a lesson on how to figure out your real net worth. What happens if a disaster strikes and your home is lost or the Stock Market goes down?

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Annuities, Debt, Investing, Saving · March 29, 2023

How to Keep Your Savings Safe

The failure of Silicon Valley Bank a few weeks ago has created plenty of anxiety.

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