Category Archives: Estate Planning

Estate Planning, Investing · September 23, 2023

Podcast Episode – Suze School: What To Do With an Inheritance

Listen to Podcast Episode:>Today’s Suze School is all about what you should do with money you may receive from an inheritance. Podcast Transcript: 00:00:29 Suze: September 24th, 2023 Suze O here and welcome everybody to the Women and Money podcast…

Read Now ›

Estate Planning · September 20, 2023

Podcast Episode – Ask Suze & KT Anything: Own The Power To Control Your Destiny

Listen to Podcast Episode:On this edition of Ask KT & Suze Anything, Suze answers questions about generic beneficiaries, added condo maintenance fees, ‘golden handcuffs’ and more.

Read Now ›

Estate Planning, Must Have Documents · September 9, 2023

Podcast Episode – Suze School: Making Finances a Family Affair

For today’s Suze School, Suze announces a new program designed to help your children learn how to save money and be rewarded for doing so.

Read Now ›

Annuities, Estate Planning, Investing, Retirement · August 30, 2023

Ask Suze & KT Anything: How Do I Do Dollar Cost Averaging? – Podcast Episode

Listen to Podcast Episode:On this edition of Ask KT & Suze Anything, Suze answers questions about the need for revocable trusts, converting IRAs, paper bonds and more.

Read Now ›

Debt, Estate Planning, Portfolio Management · August 23, 2023

Podcast Episode – Ask Suze & KT Anything: Financial Infidelity

On this edition of Ask KT & Suze Anything, Suze answers questions about choosing the right financial advisor, helping grandchildren with debt, wills and more.

Read Now ›

Estate Planning, IRAs/401(k)s, Retirement · August 16, 2023

Inherited IRAs: Important Updates for 2023

Anyone other than a spouse who inherited an IRA in 2020 or later has faced a new set of rules on when they must take distributions (and pay the IRA tax on those distributions if the money was in a…

Read Now ›

Estate Planning, Stocks/Bonds/ETFs · July 15, 2023

Podcast Episode – Suze School: Understanding Trusts

Listen to Podcast Episode:Suze starts off this episode with a quick update on inflation and market conditions. Podcast Transcript: 00:00:02 Music: Music (in). 00:00:28 Suze: July 16th, 2023.

Read Now ›

Estate Planning, Must Have Documents · July 6, 2023

Revocable Living Trust – Do You Need One?

As I often talk about on my Women & Money podcast, having a revocable trust in place is one of the most important things you can do to protect yourself and your family.

Read Now ›

Annuities, Estate Planning, Student Loans · July 5, 2023

Podcast Episode – Ask Suze & KT Anything: Should I Take Money From My Roth to Pay Off My Heloc?

Listen to Podcast Episode:On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts, annuities, taxes and more. Podcast Transcript: p>00:00:01 Music: Music (in).

Read Now ›