Category Archives: Estate Planning

Credit & Debt, Debt, Estate Planning, Home Loans, Must Have Documents, Podcast, Wills & Trusts · February 5, 2026

Podcast Episode – Advice For Buying Your First Home, Late in Life

In this episode of Ask KT and Suze Anything, Suze answers your questions about inheritance, debt collections, buying a home when one is in their 50s and so much more! Listen to Podcast Episode:   Podcast Transcript: KT: OK, everybody,…

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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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Estate Planning, Podcast, Retirement, Roth Accounts, Wills & Trusts · December 3, 2025

Podcast Episode – If You Take Social Security at 62, What Will You Do at 92?

On this edition of Ask KT & Suze Anything, Suze answers your questions about when to take Social Security, annuities, retirement accounts at your job and so much more!

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Crypto, Estate Planning, Life Insurance, Retirement · January 8, 2025

Podcast Episode – Ask KT & Suze Anything: Don’t Make the Biggest Mistake You Can Make With IRA Conversions

On this episode of Ask KT and Suze Anything, Suze answers questions about must-have documents, life insurance policies on children, calculating RMDs and more. Listen to Podcast Episode: Podcast Transcript: Suze: January 9, 2025.

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Estate Planning, Must Have Documents · September 14, 2024

Podcast Episode – Protect Your Tomorrows Today

Suze reflects on what she and KT were doing on September 11, 2001 and how she helped families in the aftermath of the national tragedy.

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Estate Planning, IRAs/401(k)s, Must Have Documents · August 28, 2024

Podcast Episode – Ask KT & Suze Anything: How Do I Protect My Identity?

On this edition of Ask KT and Suze Anything, Suze answers questions about buying rental property, IRAs, and protecting your identity.  Plus a quizzy about paying for home repairs and more.

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Estate Planning, Retirement · August 24, 2024

Podcast Episode – Suze School: Who Would You Give Your Life For?

Suze shares a heartbreaking story from a listener and recent widower, named Peter. This story opens up a number of questions: How involved are you and your entire family in finances?

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Estate Planning, Investing, Retirement · August 21, 2024

Podcast Episode – Ask KT & Suze Anything: Should I Use AI to Play The Market?

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a child, financial security in one’s 50s, bond ladders, funding trusts, using AI to invest and more.

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Estate Planning, Must Have Documents · July 17, 2024

A Quick Task to Ease Your Mind

A lot of the financial advice I share with you involves a long-term commitment. It takes time to build up retirement savings, or pay down debt.

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