Tag Archives: Podcast

Financial Planning, Investing, Podcast, Portfolio Management, Retirement, Stocks/Bonds/ETFs · January 11, 2026

Podcast Episode – Suze’s Projections for 2026

On Suze School, we get Suze’s take on what may happen in the markets this year, how healthy they are, as well as a deep dive on why financial decisions aren’t based on how old you are, but on your…

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Podcast, Retirement, Roth Accounts · January 8, 2026

Podcast Episode – Suze Answers Your Mega Retirement Plan Strategy Questions

On this episode of Ask KT & Suze Anything, Suze answers your questions about the previous episode’s mega backdoor Roth strategy. Listen to Podcast Episode:   Podcast Transcript: KT: Good morning, Suze. Are we recording? Suze: Why are you asking…

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Retirement, Roth Accounts · January 3, 2026

Podcast Episode – Suze’s Mega Retirement Plan Strategy For 2026

On this Suze School, we get a review on the basics of Roth retirement accounts and Suze goes over the new 2026 contribution limits. Then, Suze explains how a new rule around employer sponsored Roths can help you build up…

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Podcast, Social Security · December 24, 2025

Podcast Episode – There is Something I Want to Say to You Older Folks

For this special Christmas Day episode, Suze and KT reveal a major change in their lives and pass along some great advice about getting older.

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Podcast, Retirement · December 17, 2025

Podcast Episode – What Happens When Trust Is Lost

On this edition of Ask KT & Suze Anything, Suze answers your questions about spouses who won’t communicate about money, title theft, inherited IRAs and so much more!

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Podcast, Retirement · December 13, 2025

Podcast Episode – Take The Courage Challenge

Today’s Suze School challenges you to break the habit of financial fear. Suze explains how even making one small positive change can build up your confidence and help you realize your own power.

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Credit & Debt, Podcast, Retirement, Roth Accounts · December 10, 2025

Podcast Episode – How Not To Pay Taxes On An Inherited Retirement Account

On this edition of Ask KT & Suze Anything, Suze answers your questions about borrowing against an insurance policy, medicare, is an expensive car really worth it and so much more!

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Credit & Debt, Debt, Podcast, Saving · December 6, 2025

Podcast Episode – Friendship Isn’t A Financial Plan

This Suze School episode is packed with three very important lessons, starting with why one of the biggest mistakes you can make is basing financial decisions on friendship.

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Estate Planning, Podcast, Retirement, Roth Accounts, Wills & Trusts · December 3, 2025

Podcast Episode – If You Take Social Security at 62, What Will You Do at 92?

On this edition of Ask KT & Suze Anything, Suze answers your questions about when to take Social Security, annuities, retirement accounts at your job and so much more!

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