Investing, Retirement, Saving

Podcast Episode – Ask Suze & KT Anything: Money Matters of The Heart

Listen to Podcast Episode:Today’s episode features two questions you have to ask yourself, about money matters of the heart; what is the best way to buy a former…

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Investing, Saving

Podcast Episode – Suze School: Preparing For A Financial Winter

Listen to Podcast Episode:On today’s Suze School, we get an update on the markets, what’s happening with how we are saving, and the current state of the economy.

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Home Ownership, Investing, Saving

Tapping Your Home Equity in 2022

With investment portfolio values down and the price of everything up, I am not surprised that homeowners are increasingly turning to home equity loans (HELs) and home equity…

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Investing, Retirement, Saving

Podcast Episode – Ask Suze & KT Anything: The Mistakes You Can’t Afford To Make

Listen to Podcast Episode:This episode of Ask KT and Suze Anything is a little different. Podcast Transcript: 00:00:33 Suze: December 1, 2022. Before we begin. Before we say…

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Investing, Retirement, Saving

Podcast Episode – Suze School: How To Calculate Your Roth IRA Contributions for 2023

Listen to Podcast EpisodeToday’s episode is a Suze School packed with everything you need to know about the changes to contribution limits in Roth IRAs and how you…

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Investing, Saving

There is Still So Much to be Thankful For

Financially speaking, this year has been’….a lot.I know it hasn’t been easy for many of you. Even with the recent rebound in the stock market, your portfolio values…

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Home Ownership, Investing, Retirement, Saving

Podcast Episode – Ask Suze & KT Anything: A Smart, Strong and Secure Thanksgiving

Listen to Podcast Episode:On this Thanksgiving episode of Ask Suze & KT Anything, Suze answers questions about financing a car, what happens after you pay off your mortgage,…

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Investing, Retirement, Saving

Podcast Episode – Suze School: The History of Social Security

On today’s Suze School, we get a lesson in the history of Social Security, what proposed changes may happen to the program and why it’s so important for…

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Credit & Debt, Home Ownership, Investing, Retirement, Saving

Podcast Episode – Ask Suze & KT Anything: What is The Safest Way To Rollover My Retirement Accounts?

On this episode of Ask Suze & KT Anything, Suze answers questions about the best ways to rollover a retirement account, real estate tax exemptions, life estates and…

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