Tag Archives: saving

Saving · October 26, 2022

Smart Holiday Spending Strategies

I know it’s still early fall, but I hope you will hear me out on why it is essential to figure out your holiday spending strategy ASAP.

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Debt, Investing, Saving, Student Loans · October 21, 2022

Podcast Episode – Suze’s Weekend Review: I Bonds, Student Loan Forgiveness and Social Security

Listen to Podcast Episode:For this Suze School, Suze talks about gifting Series I Bonds, and then gives an update on the federal student loan debt forgiveness program.

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Credit Cards, Debt, Investing, IRAs/401(k)s, Must Have Documents · October 19, 2022

Podcast Episode – Ask Suze & KT Anything: Series I Bonds, Taxes on IRAs and Doing What’s Right For Your Family

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about taxes on IRAs, freezing your credit reports, Series I Bonds and more.

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Investing, Saving, Stocks/Bonds/ETFs · October 14, 2022

Podcast Episode – A Safe Alternative To Get You Where You Want To Go

Listen to Podcast Episode:In this episode, Suze starts with a story about almost being stuck at sea. Podcast Transcript: 00:00:32 Suze: Saturday October 15th, 2022. Suze O here.

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Health Insurance, Medicare, Saving · October 12, 2022

How to Complete an Annual Medicare Check-Up

Between October 15th and December 7th, everyone enrolled in Medicare has the opportunity to protect their financial health for the coming year. I am talking about Medicare’s open enrollment window when current Medicare users have the ability to make changes…

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Annuities, Investing, Saving · October 12, 2022

Podcast Episode – Ask Suze & KT Anything: A Story of Hope, A Mini Suze School on Mutual Funds, Callable CDs, and Bad Advisors

On this episode of Ask Suze & KT Anything, Suze answers questions from you all, about closing a loaded mutual fund, bad financial advisors, IRAs in bankruptcy, callable CDs and more.

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Investing, IRAs/401(k)s, Saving · October 7, 2022

Podcast Episode – How Do You Help or Hurt Yourself Financially?

Listen to Podcast Episode:On this Suze School, Suze walks through what happened in the markets this past week and outlines ways we can keep our money safe and secure during this very volatile time.

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Budgeting, IRAs/401(k)s, Retirement, Saving · October 5, 2022

How to Keep Your Savings on Track During Inflation

With so many essential costs, such as groceries, costing a lot more, budgets are being painfully stretched. A recent survey by Morgan Stanley found that more than 6 in 10 employees report they have had to reduce what they are…

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IRAs/401(k)s, Portfolio Management, Retirement, Saving · October 5, 2022

Podcast Episode – Ask Suze & KT Anything: ID Theft, Financial Advisors and Inheritance

On this episode of Ask Suze & KT Anything, Suze answers questions from you all, about freezing your accounts, diversifying your portfolio, inheriting money, young couples pooling their money and more.

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