Category Archives: Wills & Trusts

estate planning, IRAs/401(k)s, must have documents · August 28, 2024

Podcast Episode – Ask KT & Suze Anything: How Do I Protect My Identity?

On this edition of Ask KT and Suze Anything, Suze answers questions about buying rental property, IRAs, and protecting your identity.  Plus a quizzy about paying for home repairs and more.

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estate planning, retirement · August 24, 2024

Podcast Episode – Suze School: Who Would You Give Your Life For?

Suze shares a heartbreaking story from a listener and recent widower, named Peter. This story opens up a number of questions: How involved are you and your entire family in finances?

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estate planning, investing, retirement · August 21, 2024

Podcast Episode – Ask KT & Suze Anything: Should I Use AI to Play The Market?

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a child, financial security in one’s 50s, bond ladders, funding trusts, using AI to invest and more.

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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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investing, must have documents · June 1, 2024

Podcast Episode – Suze School: VOO or SPY, Which ETF is Best for You?

Suze gives a quick recap of what’s happening with the Must Have Documents and the latest news regarding interest rates. Then, we go to Suze School for a lesson in the difference between the VOO and SPY ETFs and which…

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must have documents · March 27, 2024

A Financial Move That Can Protect Those You Love

I know the last thing you ever want to cause is financial stress for your loved ones. With that in mind, I am going to ask you to take a deep breath and listen to me with an open mind…

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Annuities, Emergency Funds, must have documents · March 20, 2024

Podcast Episode – Ask KT & Suze Anything: Don’t Feel Doomed With Your Money

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a 90 year old parent, paying for a family emergency, why you need a will and trust and so much more.

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must have documents · February 6, 2024

Must Have Documents Online Program

For decades, I have been saying the #1 way to protect your financial future is to create your Must Have Documents.

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credit cards, must have documents, saving · January 17, 2024

Podcast Episode – Ask KT & Suze Anything: How Do I Avoid a Hit to my FICO Score?

For this episode of Ask KT and Suze Anything, Suze answers questions about CD maturities, correcting mistakes, caregiving and so much more. Listen to Podcast Episode: Podcast Transcript: Suze: January 18th, 2024.

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