Category Archives: estate planning

estate planning, insurance, investing, IRAs/401(k)s, Long Term Care, Portfolio Management, retirement, saving · April 26, 2023

Podcast Episode – Ask Suze & KT Anything: Don’t Feel Embarrassed or Scared

On this Ask Suze and KT Anything episode, Suze answers questions about gifted IRAs, I Bonds, long term care insurance, updated wills, logistics of moving away from a financial advisor and more.

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estate planning, investing, Long Term Care, saving, Stocks/Bonds/ETFs · August 24, 2022

Podcast Episode – Ask Suze & KT Anything: Dividends, Savings and Investing

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about where to save your emergency fund, dollar cost averaging, tax credits on a home sale and more.

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estate planning, Portfolio Management · January 5, 2022

Trust vs. Will – The Difference Between a Will and Trust

When it comes to protecting your loved ones, having both a will and a trust is essential. The difference between a will and a trust is when they kick into action.

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credit cards, Crypto, Emergency Funds, estate planning, investing, must have documents, retirement, Roth Accounts · October 6, 2021

Podcast Episode – Ask Suze (and KT) Anything

On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Catherine, Rita, Terri, Jose, Patti, Katie, Julie, Jennifer and Shannon selected and read by KT.

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estate planning, must have documents · August 4, 2021

A Hard Topic for Couples

In its most recent survey of how couples handle household money decisions, Fidelity reports that couples find talking about estate planning to be a very difficult conversation.

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estate planning, Portfolio Management, retirement · March 6, 2021

Podcast Episode – Revisiting “Let’s Talk About Money”

Listen to Podcast Episode: Today, KT is taking Suze on a special adventure, so we’re revisiting an episode from November, 2019 called “Let’s Talk About Money.”.

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estate planning, must have documents · February 18, 2021

Two Key Steps to Protect Yourself

As you know, I am passionate that the most generous gift you owe to yourself is to have a few essential legal documents in place to protect yourself, and your loved ones.

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estate planning, must have documents, Portfolio Management · December 17, 2020

Your Year-End Financial Checklist

I cannot wait to turn the page from 2020. You? But before we embark on what I know we all hope will be a healthier and happier year ahead, right now is a great time to make sure your finances…

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estate planning, Stocks/Bonds/ETFs · May 2, 2020

Podcast Episode – Suze School: Market Madness

In this podcast, Suze explains what is happening with the three markets that affect our lives the most: the real estate market (including interest rates), the stock market, and the job market.

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