Category Archives: Wills & Trusts

Must Have Documents, Roth Accounts · September 24, 2025

Podcast Episode – Is Now a Good Time to Refinance My Mortgage?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about funding your trust, the Must Have Docs, Roths, and so much more.

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Home Loans, Must Have Documents, Social Security · August 27, 2025

Podcast Episode – What Should I Do With my 401(k) When I Retire?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about paying off your mortgage, survivor Social Security benefits, why you need the full suite of Must-Have-Documents and so much more.

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Annuities, Must Have Documents · August 20, 2025

Podcast Episode – Don’t Take Investment Advice From a Friend

On this Ask Suze & KT Anything episode, KT asks Suze your questions about preparing for the what-if’s of life, what happens with your trust when you move, protecting your identity and so much more.

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Annuities, Must Have Documents, Retirement · July 23, 2025

Podcast Episode – Ask KT & Suze Anything: How Can I Get A “Mega” Retirement Account?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about Roths, the must-have documents and teaching your adult children money lessons and so much more.

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Home Loans, IRAs/401(k)s, Must Have Documents · June 28, 2025

Podcast Episode: Ask KT & Suze Anything: Throwing Money At a Problem Does Not Always Solve It.

On this Sunday edition of Ask Suze & KT Anything, KT asks Suze questions from you about paying off a HELOC, rolling over a 401(k) and where you should keep your Must Have Docs.

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Home Loans, IRAs/401(k)s, Must Have Documents · June 18, 2025

Podcast Episode – Ask KT & Suze Anything: How Much Should I Charge My Child In Rent?

On this edition of Ask Suze & KT Anything, KT asks Suze questions from you about 401(k) contributions, paying down a mortgage, and sharing the Must Have Docs.

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Debt, IRAs/401(k)s, Must Have Documents, Student Loans · April 30, 2025

Podcast Episode – Ask KT & Suze Anything: How Do I Settle A Deceased Parent’s Credit Card Debt?

On this episode of Ask KT and Suze Anything, Suze answers questions about beneficiaries of IRAs, student loans, filing taxes as a married couple and so much more.

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Annuities, Investing, Must Have Documents, Stocks/Bonds/ETFs · February 1, 2025

Podcast Episode – Ask KT & Suze Anything: Do The Trump Tariffs Mean It’s Time to Buy or Sell?

For this Ask KT & Suze Anything episode, Suze answers your questions about selling or buying stocks of companies affected by the new tariffs, dental insurance, putting a home in trust 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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