Category Archives: Saving

Investing, Saving, Stocks/Bonds/ETFs · October 14, 2022

Podcast Episode – A Safe Alternative To Get You Where You Want To Go

Listen to Podcast Episode:In this episode, Suze starts with a story about almost being stuck at sea. Podcast Transcript: 00:00:32 Suze: Saturday October 15th, 2022. Suze O here.

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Health Insurance, Medicare, Saving · October 12, 2022

How to Complete an Annual Medicare Check-Up

Between October 15th and December 7th, everyone enrolled in Medicare has the opportunity to protect their financial health for the coming year. I am talking about Medicare’s open enrollment window when current Medicare users have the ability to make changes…

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Annuities, Investing, Saving · October 12, 2022

Podcast Episode – Ask Suze & KT Anything: A Story of Hope, A Mini Suze School on Mutual Funds, Callable CDs, and Bad Advisors

On this episode of Ask Suze & KT Anything, Suze answers questions from you all, about closing a loaded mutual fund, bad financial advisors, IRAs in bankruptcy, callable CDs and more.

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Investing, IRAs/401(k)s, Saving · October 7, 2022

Podcast Episode – How Do You Help or Hurt Yourself Financially?

Listen to Podcast Episode:On this Suze School, Suze walks through what happened in the markets this past week and outlines ways we can keep our money safe and secure during this very volatile time.

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Budgeting, IRAs/401(k)s, Retirement, Saving · October 5, 2022

How to Keep Your Savings on Track During Inflation

With so many essential costs, such as groceries, costing a lot more, budgets are being painfully stretched. A recent survey by Morgan Stanley found that more than 6 in 10 employees report they have had to reduce what they are…

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IRAs/401(k)s, Portfolio Management, Retirement, Saving · October 5, 2022

Podcast Episode – Ask Suze & KT Anything: ID Theft, Financial Advisors and Inheritance

On this episode of Ask Suze & KT Anything, Suze answers questions from you all, about freezing your accounts, diversifying your portfolio, inheriting money, young couples pooling their money and more.

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Car Loans, Investing, Saving · September 28, 2022

Remember This The Next Time You Buy a Car

One of the most important financial concepts’—and often the most overlooked’—is opportunity cost. Calculating the opportunity cost of a financial move can help you make the smartest choices for your long-term security.

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Investing, Saving, Stocks/Bonds/ETFs · September 24, 2022

Podcast Episode – When It Happens… How Will You React?

Listen to Podcast Episode:In this Suze School episode, Suze reviews this past week in the markets and gives you the guidance for the next year or two and why bonds are coming back in favor.

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Emergency Funds, Medicare, Retirement · September 7, 2022

The Good News for (Future) Retirees

There is some very good news out of Washington for Medicare enrollees. The Inflation Reduction Act that President Biden signed into law last month has a series of new rules that will reduce the cost of prescription drugs for many…

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