Category Archives: Wills & Trusts

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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debt, must have documents, retirement, Roth Accounts · October 16, 2024

Podcast Episode – Ask KT & Suze Anything: Should I Get a Prenup?

On this edition of Ask KT & Suze Anything, Suze answers more questions about applying for disaster relief, medical bills causing debt, and when (or if) you should stop funding your Roths.

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Home/Renters Insurance, insurance, must have documents · October 12, 2024

Podcast Episode – Suze School: Make A Date With Your Money

Suze starts with information about FEMA and what resources are available to you, if you are in a disaster area. Then we get a lesson on making a date with your money, which is spending a day reviewing every aspect…

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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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