Category Archives: Estate Planning

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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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…

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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.

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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.

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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.

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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.

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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…

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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.

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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.

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