Tag Archives: trust

Annuities, Emergency Funds, must have documents · March 20, 2024

Podcast Episode – Ask KT & Suze Anything: Don’t Feel Doomed With Your Money

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a 90 year old parent, paying for a family emergency, why you need a will and trust and so much more.

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Stocks/Bonds/ETFs · February 14, 2024

Podcast Episode – Ask KT & Suze Anything: Why Don’t I Feel Empowered By My Money?

For this episode of Ask KT and Suze Anything, Suze answers questions about feeling secure in financial decisions, homes in trusts, leasing a car and so much more.

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must have documents · February 6, 2024

Must Have Documents Online Program

For decades, I have been saying the #1 way to protect your financial future is to create your Must Have Documents.

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life insurance, Stocks/Bonds/ETFs, student loans · January 3, 2024

Podcast Episode – Ask KT & Suze Anything: What Should I Do With My Dividend?

For this episode of Ask KT and Suze Anything, Suze answers questions about student loans, callable CDs, what to put in your trusts, whole life insurance and more.

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estate planning, Stocks/Bonds/ETFs · July 15, 2023

Podcast Episode – Suze School: Understanding Trusts

Listen to Podcast Episode:Suze starts off this episode with a quick update on inflation and market conditions. Podcast Transcript: 00:00:02 Music: Music (in). 00:00:28 Suze: July 16th, 2023.

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estate planning, must have documents · July 6, 2023

Revocable Living Trust – Do You Need One?

As I often talk about on my Women & Money podcast, having a revocable trust in place is one of the most important things you can do to protect yourself and your family.

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Annuities · May 31, 2023

Podcast Episode – Ask Suze & KT Anything: What is The Most Important Lesson to Teach Your Kids?

Listen to Podcast Episode:On this Ask Suze and KT Anything episode, Suze answers your questions about trusts, winning the lottery, 529 plans, pre-nups and more.Podcast Transcript:00:00:00 Music: Music (In).

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Annuities, insurance, investing, saving, Stocks/Bonds/ETFs · April 5, 2023

Podcast Episode – Ask Suze & KT Anything: When Are Annuities a Good Investment?

Listen to Podcast Episode:On this episode of Ask Suze & KT Anything, Suze answers questions about when to take distributions, insurance, CDs, trusts and more!

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investing, Roth Accounts · March 29, 2023

Podcast Episode – Ask Suze & KT Anything: I Can’t Save Money

On this episode of Ask Suze & KT Anything, Suze answers questions about dividend paying stocks, inheriting a home, opening a ROTH IRA for a minor, rolling accounts in a trust and more!

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