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Financial Advisor


401k, Financial Advisor, Mortgage, Retirement, Roth, Saving, Social Security

Podcast Episode - Ask Suze (and KT) Anything

On this episode of Ask KT & Suze Anything, Suze answers questions from listeners about Series I Bonds, Collecting Social Security, 401(k) matches, refinancing mortgages, finding the right financial ad

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Credit Union, Financial Advisor, Home Buying, Home Mortgage, Stock Market, Taxes

Podcast Episode - To Pay Off or Not To Pay Off

In this podcast, we go to Suze School about when is the best time to pay off a mortgage.  Are you trusting your gut or believing people who really do not have your best interest in mind?

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Financial Advisor, Financial Independence, Financial Security

Podcast Episode - Three Steps To A Super Life

In this podcast, Suze outlines three important steps you need to take, so that you can have a personal, professional and financial Super Life.

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ETFs, Finacial Planning, Financial Advisor, Financial Security, Investing, Stock Market

Podcast Episode - Don't Panic Yet

On this podcast, Suze explains why the Stock Market dropped this past Friday and what the impacts of the new variants might mean to the economy.

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ETFs, Financial Advisor, Investing, Loans, Mutual Funds, Retirement, Stocks, Student Loans

Podcast Episode - Ask Suze (and KT) Anything

On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Corrine, Pam, Sissy, Dom, Claudia, Sharon, Monique and more selected and read by KT. 

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Credit Union, ETFs, Financial Advisor, Financial Planning, Mortgage, Retirement, Stock Market

Podcast Episode - Revisiting: You've Earned It, Don't Lose It - 296

For this podcast, we’re going to revisit an episode from February 2020, where Suze shared stories of different correspondences she had with listeners about the importance of how to manage our money.

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Financial Advisor, Financial Security, Investing, Retirement

Portfolio Advice Many of You Need to Hear

Retirement should be a time to relax and live your life on your terms. But I know for many of you it can be stressful to figure out a strategy for how to invest and how much you can safely withdraw fr

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Financial Advisor

Finding the Best Financial Advisor

More than nine in 10 Americans think it is important for financial advisors who dispense retirement advice to act in the clients’ best interest.

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About Suze, Financial Advisor

Podcast Episode - Ask Suze Anything

In this podcast, Suze answers the questions you asked about why she decided to write her book, The Ultimate Retirement Guide for 50+: Winning Strategies to Make Your Money Last A Lifetime.

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401k, Financial Advisor, Retirement, Stock Market

Podcast Episode - Ask Suze Anything Special: Responding To The Market

In this special March 19 podcast of Ask Suze Anything, Suze groups together questions coming in from Women & Money listeners about this volatile time in the stock market.

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Debt, Emergency Fund, Financial Advisor, Retirement, Tax Refund, Taxes

Getting a Tax Refund? Don’t Blow It.

Over the next few weeks plenty of you will receive a refund on your federal tax return, and for those of you in states that charge income tax, you may get money back from your state treasurer as well.

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Credit Cards, Debt, Divorce, FICO, Financial Advisor, Marriage

Podcast Episode - Ask Suze Anything

In this podcast of Ask Suze Anything, we’ll hear from Women and Money listeners Terry, Lauren, and Anonymous.

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401k, Car Buying, Debt, Divorce, Financial Advisor, Home Buying, IRA, Life Insurance

Podcast Episode - Ask Suze Anything

In this Ask Suze Anything podcast, we hear questions from Women & Money listeners Tiffany, Chris, Nancy, Pamela, Kim, Mary, and Ann.

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Financial Advisor, Home Buying, Home Loans

The Low Down on Home Down Payments

It’s finally Spring…and that means the start of the busiest season for home buying. If you are considering buying your first home—or love someone who is ready to own – I want you to be smart about...

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Financial Advisor, Saving Money, Savings

What Everyone Should Learn from the Federal Government Shutdown

Whether you identify as Republican, Democrat, or Independent, there is a unifying message in the fallout from the federal government shutdown: every one of us must prepare for the unexpected...

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Credit Cards, Debt, Financial Advisor, Savings

The Procrastinator’s Guide to Dealing with Credit Card Debt

As much as I wish that no one overspent during the holidays, I know that many of you are facing January credit card statements that are going to set off some stress. You realize there’s...

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Financial Advisor, Investing

My Three Wishes for You in 2019…and Beyond

I am not a big believer in making New Year’s resolutions. I think it puts too much focus on making goals at a specific time of year. Most resolutions that start in January tend to be...

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Charity, Donations, Family, Financial Advisor, Gift Giving

A Gift That Gives Even More

As we head into the heart of the holiday season, I know many of you are focused on finding the right gift for loved ones, friends, and colleagues. I have a shopping tip that is guaranteed to make your

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Financial Advisor, Investing, Women And Money

Is Your Advisor Really Looking Out for You?

I have always said that if you are looking for the best financial advisor, just look into the mirror. You have everything it takes to manage your financial life, and there is no one more motivated

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Financial Advisor, Investing

Where to Find the Best Financial Advisor

More than nine in 10 Americans think it is important for financial advisors who dispense retirement advice to act in the clients’ best interest. And more than half of Americans think this logical assumption is in fact legally required within the financial service industry.

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People First | Then Money | Then Things
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© 2022 Suze Orman Media Inc. All rights reserved.
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