Category Archives: Wills & Trusts

Must Have Documents · December 8, 2021

The Best Holiday Gift is Completing Your Will and Trust

I hope this holiday season finds you and your loved ones in good health and strong spirit. I imagine you already have your holiday gift list in hand.

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Crypto, Emergency Funds, Must Have Documents · October 16, 2021

Podcast Episode – What Would You Do?

On this podcast, Suze relates stories from two listeners, who have contrasting opinions about what it really means to hope for the best and prepare for the worst.

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Investing, Must Have Documents, Retirement, Roth Accounts · October 14, 2021

Podcast Episode – Ask Suze (and KT) Anything

On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Sheena, Jodi, Tina, Rosana, Terri, Corey, Eric, Laura and Beth selected and read by KT.

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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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Emergency Funds, Must Have Documents, Social Security, Stocks/Bonds/ETFs · September 15, 2021

Podcast Episode – Ask Suze (and KT) Anything

On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Simone, Susan, Estelle, Sean, Mary, Nick, Tonya, Terri and Rita selected and read by KT.

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Investing, Must Have Documents, Saving · September 8, 2021

Podcast Episode – Ask Suze (and KT) Anything

Listen to Podcast Episode: On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Jill, Christine, Leslie, Gina, Jasmine, Marlena and Pamela selected and read by KT.

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Investing, Must Have Documents, Retirement, Roth Accounts · August 18, 2021

Podcast Episode – Ask Suze (and KT) Anything

Listen to Podcast Episode: On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Terry, Mare, Suzy, Eric, Michael, Becky, Deanna, Barbara, Aga and Seretha, selected and read by KT.

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Must Have Documents, Retirement, Roth Accounts · August 11, 2021

Podcast Episode – Ask Suze (and KT) Anything

Listen to Podcast Episode: On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Tracey, Anne, Deanna, Robert, Sarah, Michael, Mark and more, 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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