Will
Revocable Living Trust - Do You Need One?
Suze Orman explains why everyone needs a living revocable trust to protect their health and finances.
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!
Trust vs. Will - The Difference Between a Will and Trust
When it comes to protecting your loved ones, having both a will and a trust is essential. The difference between a will and a trust is when they kick into action.
Podcast Episode - What Would You Do?
On this podcast, Suze relates stories from two listeners, who have contrasting opinions about what it really means to hope for the best and prepare for the worst.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Jill, Christine, Leslie, Gina, Jasmine, Marlena and Pamela selected and read by KT.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Tracey, Anne, Deanna, Robert, Sarah, Michael, Mark and more, selected and read by KT.
A Hard Topic for Couples
In its most recent survey of how couples handle household money decisions, Fidelity reports that couples find talking about estate planning to be a very difficult conversation.
Podcast Episode - Ask Suze (and KT) Anything
On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Yamuna, Kristen, Dianne, Amanda, Ruth, Michelle, Clara and more, all selected and read by KT.
Plan Now So You Won't Ever Need to Panic
The past year has been a crash course in the need to plan for life’s What Ifs. A fast and furious bear market for stocks. A global virus that us all more aware of the fragility of life.
Podcast Episode - The What Ifs of LIife
Suze and KT share a deeply personal email from a listener named Sharon, highlighting why it’s so very important to prepare for the worst, while always hoping for the best.
Podcast Episode - Ask Suze (and KT) Anything
On this podcast of Ask Suze (and KT) Anything, Suze gives us an update on the new COBRA law and then answers questions from Women & Money listeners Amanda, Renee, Lauren, Patti, Sarah and others.
Podcast Episode - Dollar Of The Decades
In this podcast, Suze talks about how our financial needs change as we age. She explains and why every dollar counts and why we need to count every dollar in each of our decades.
Podcast Episode - Making The Impossible, Possible
On this podcast, Suze helps us deal with these crazy times. She takes us to Suze School for lessons about dollar-cost averaging,leaving one’s assets to one’s beneficiaries and standing in one’s truth.
Podcast Episode - Three Lessons From Life
On this podcast, Suze shares three powerful stories from people in her life. We get lessons on confirming and clarity, how less can really be more, and why planning is so important.
Podcast Episode - Ask Suze Anything
On this podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners Sandra, Melinda, Millagros, Amy, Angeline, Shelly, and Sheri. Today’s questions are read by a special guest!
Podcast Episode - Ask Suze Anything
On this podcast of Ask Suze Anything, Suze answers questions from Women & Money listeners about last Sunday’s “The Life Of Flowers” episode concerning the Must Have Documents.
More Than Half of Americans Make This Huge Mistake. Are You?
Fifteen year ago a Gallup poll reported that only 40% of American adults had a living will.
How to help calm your fears right now
It’s not exactly news that I have long been recommending/suggesting/begging you to make sure you have protected yourself and your loved ones by creating the must-have documents:
Podcast Episode - Ask Suze Anything
In this podcast of Ask Suze Anything, we hear questions from Women & Money listeners Doris, Denise, Norma, Brent, Lisa, Cynthia, Mary, Ashley and Tyler, Kristie, and Anonymous.
The Best Expression of Love
Okay, I know you love your family. Yet so many of you are absolutely failing at what I consider a very important expression of that love: You haven’t yet created your four Must Have Documents.
Why a Will Is Not Enough
I get asked all the time “If I have a will, why do I need anything else?” So, I want to take this time to tell you why a will is not enough.
Podcast Episode - Ask Suze Anything
In this Ask Suze Anything podcast, Suze talks about mistakes you can’t afford to make. She answers questions from Women & Money listeners Sarah, Jill, Joann, Menni, and Gavaris.
Podcast Episode - Your Future Is In Your Hands
In this episode, Suze tells a fascinating real-life story about choosing death over life and how your life is really in your owns hands.
The Selfish Mistake More than 50% of Americans Make
My friends, you are killing me with your inability to plan for your death. A new survey from caring.com reports that just four in 10 adults has either a will or a revocable living trust. Even more disturbing to me was the news that barely one-third of adults with minor children has either of these essential documents.
Are You Making This Dangerous Retirement Planning Mistake?
I am concerned that many of you are banking on a retirement strategy that may not work out. According to a national survey, more than four in 10 Americans say they plan to keep working past the age of 65.
Take Care of Your Family’s Financial Fears
When it comes to ranking financial fears, worrying about how your family will fare if calamity strikes is probably at the top of your list. Yet for some reason, no amount of fear has pushed you to the point of (finally!) taking the steps to protect yourself and your family from the “what ifs” that can strike at any time. I am not here to scold. Or guilt you. I just want you to get past this excruciating fear once and for all. Here’s how:
Beware: 2015 Prime Time for Credit Card Rates to Rise
You know how much I hate credit card debt, given the astronomical interest rates you are stuck paying. Though the average is around 14% I know plenty of you pay more than 20% interest. And next year could be even more expensive for anyone carrying credit card debt.
