Tag Archives: Podcast

Retirement, Roth Accounts · September 13, 2025

Podcast Episode – The Ultimate Roth Five Year Rule Masterclass

This Suze School episode is a Masterclass on the two types of five year rules surrounding Roth retirement accounts. Knowing which is which, will help you avoid penalties and making mistakes when you need to take money from a Roth…

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Annuities, Investing, Stocks/Bonds/ETFs · September 10, 2025

Podcast Episode – The Key to a Wealthy Life

On this Ask Suze & KT Anything episode, KT asks Suze your questions about avoiding the stress of downsizing, is it too late to invest in the stock market, when to stop contributing to an HSA and so much more.

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Investing, Stocks/Bonds/ETFs · September 6, 2025

Podcast Episode – Is This The Start of a Bear Market?

Suze starts out by recapping the markets this week and if we are at the start of a Bear market. Then, we go to Suze School for a lesson about why you should avoid target date mutual funds and what…

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Annuities, Retirement, Stocks/Bonds/ETFs · September 3, 2025

Podcast Episode – Should I Take Money From My IRA to Buy a House?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about 529 Plans, dividend paying stocks, when to take your RMDs and so much more.

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Home Loans, Must Have Documents, Social Security · August 27, 2025

Podcast Episode – What Should I Do With my 401(k) When I Retire?

On this Ask Suze & KT Anything episode, KT asks Suze your questions about paying off your mortgage, survivor Social Security benefits, why you need the full suite of Must-Have-Documents and so much more.

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Investing, Stocks/Bonds/ETFs · August 23, 2025

Podcast Episode – When You Should Sell A Stock

Are you making mistakes when you buy a stock? On this Suze School, Suze explains why a stock's price isn't the only indicator of its value and why investing in a company you don't understand could keep you up at…

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Annuities, Must Have Documents · August 20, 2025

Podcast Episode – Don’t Take Investment Advice From a Friend

On this Ask Suze & KT Anything episode, KT asks Suze your questions about preparing for the what-if’s of life, what happens with your trust when you move, protecting your identity and so much more.

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Crypto, Investing · August 16, 2025

Podcast Episode – Nooo! Don’t Do That!

For Suze School today, Suze talks about why it’s so important to not just invest in a single category and why having a diverse portfolio will help you be more financially secure.

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Crypto, Home Loans, Roth Accounts · August 13, 2025

Podcast Episode – Roth Conversions: What You Need to Know

On this Ask Suze & KT Anything episode, KT asks Suze your questions about Roth Conversions, Bitcoin, and home titles. Plus, the correct way couples should split expenses and so much more.

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