Investing, Retirement, Saving

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…

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Investing, Retirement, Saving

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…

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Investing, Retirement, Saving

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…

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Investing, Retirement, Saving

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…

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Investing, Saving

Remember This The Next Time You Buy a Car

One of the most important financial concepts’—and often the most overlooked’—is opportunity cost. Calculating the opportunity cost of a financial move can help you make the smartest choices…

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Investing, Retirement, Saving

Podcast Episode – When It Happens… How Will You React?

Listen to Podcast Episode:In this Suze School episode, Suze reviews this past week in the markets and gives you the guidance for the next year or two and…

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Home Ownership, Investing, Retirement, Saving

Podcast Episode – Ask Suze & KT Anything: Reverse Mortgages, Extra Mortgage Payments And Taxes

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about buying employer’s stock, mortgages, retiring outside the US and more.

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Home Ownership, Investing, Retirement, Saving

Podcast Episode – Ask Suze & KT Anything: Diversification, The 5 Year Rule and IRMAA

On this episode of Ask Suze & KT Anything, Suze answers questions from you all about a retirement withdrawal strategy, tax savings in a trust, just what IRMAA…

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Retirement, Saving

The Good News for (Future) Retirees

There is some very good news out of Washington for Medicare enrollees. The Inflation Reduction Act that President Biden signed into law last month has a series of…

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