Family & Estate Planning, Home Ownership

Podcast Episode – Ask Suze & KT Anything: Do I Need Life Insurance?

On this edition of Ask KT & Suze Anything, Suze answers questions about escrow accounts, real estate, caring for parents, the “Taylor Swift Economy Bump” and more.

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Family & Estate Planning

Podcast Episode – Suze School: Making Finances a Family Affair

For today’s Suze School, Suze announces a new program designed to help your children learn how to save money and be rewarded for doing so.

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Family & Estate Planning, Investing, Retirement, Saving

Ask Suze & KT Anything: How Do I Do Dollar Cost Averaging? – Podcast Episode

Listen to Podcast Episode:On this edition of Ask KT & Suze Anything, Suze answers questions about the need for revocable trusts, converting IRAs, paper bonds and more.

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Credit & Debt, Family & Estate Planning

Podcast Episode – Ask Suze & KT Anything: Financial Infidelity

On this edition of Ask KT & Suze Anything, Suze answers questions about choosing the right financial advisor, helping grandchildren with debt, wills and more.

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Family & Estate Planning, Retirement

Inherited IRAs: Important Updates for 2023

Anyone other than a spouse who inherited an IRA in 2020 or later has faced a new set of rules on when they must take distributions (and pay…

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Family & Estate Planning, Saving

Podcast Episode – Ask Suze & KT Anything: Do You Love What You Do?

On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts and probate, finding your passion, ROTHs at an older age and more.

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Family & Estate Planning, Investing, Saving

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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Family & Estate Planning, Retirement

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…

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Family & Estate Planning, Student Loans

Podcast Episode – Ask Suze & KT Anything: Should I Take Money From My Roth to Pay Off My Heloc?

Listen to Podcast Episode:On this Ask Suze and KT Anything episode, Suze answers your questions about student loans, trusts, annuities, taxes and more. Podcast Transcript: p>00:00:01 Music: Music…

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