Tag Archives: retirement

Portfolio Management, Retirement · April 20, 2022

Build Your Financial Security Before It Is Too Late

When you’re busy raising kids, it’s all too common to fall into a financial trap. While everyone knows it is best to prioritize saving for retirement, many parents struggle with that strategy.

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Credit Cards, IRAs/401(k)s, Must Have Documents, Retirement · April 20, 2022

Podcast Episode – Ask Suze & KT Anything: I Want to Be Financially Independent

On this podcast of Ask Suze & KT Anything, Suze answers questions from listeners about reinvesting divestments, investing after a stock split, special needs trusts, shady employers and much more!

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Must Have Documents, Retirement · April 13, 2022

Podcast Episode – Ask Suze & KT Anything: I Want Permission To Retire

On this podcast of Ask Suze & KT Anything, Suze answers questions from listeners about TSPs, wills and trusts, pausing funding retirement accounts, taxes, imputed income and much more!

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Investing, IRAs/401(k)s, Retirement · April 6, 2022

An Important IRA Rule You Should Know About

We all know that through the pandemic many women made the hard choice to quit jobs and focus on the hard work of supporting their kids at home, and often simultaneously their parents.

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Retirement, Roth Accounts · April 6, 2022

Podcast Episode – Ask Suze & KT Anything: Are Millennials Doomed?

On this podcast of Ask Suze & KT Anything, Suze answers questions from listeners about selling stocks to fund home repairs, rising home costs, 403’s, annuities, and much more!

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Emergency Funds, Home Loans, Retirement, Roth Accounts · March 23, 2022

Podcast Episode – Ask KT & Suze Anything: Pressing Suze’s Buttons

On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about loaning money to friends and relatives, paying for college, a special “Can I Afford It” quizzie and much more.

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Credit Cards, Debt, Must Have Documents, Retirement, Roth Accounts · March 19, 2022

Podcast Episode – Two For One Sunday

On this special Sunday podcast of Ask KT & Suze Anything, Suze answers questions from listeners about making changes to your will and trust, is gifting a Roth possible, and so much more!

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Credit Cards, Debt, Investing, Retirement, Saving, Stocks/Bonds/ETFs · March 16, 2022

Podcast Episode – Suze School: Stay Calm

Suze is back and after a brief update on her health, she weighs in on everything happening in the world right now and how it impacts your money. Are you in a “financial” hospital?

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Must Have Documents, Retirement, Social Security · March 9, 2022

Podcast Episode – Ask KT & Suze Anything

On this podcast of Ask KT & Suze Anything, Suze answers questions from listeners about buying versus renting, inheritance, umbrella insurance, social security after divorce and much more.

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