Ask KT & Suze Anything: Am I Too Old to Buy a House?

On this edition of Ask KT and Suze Anything, Suze answers questions about RMD calculations, dollar cost averaging, inheritance and capital gains.  Plus, home buying, insurance, T-Bills and more. Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Get your savings going w…

Suze School: The Keys to a Successful Relationship (Financially Speaking)

This Suze School came out the day of Suze and KT’s 14th Wedding Anniversary, so KT joined Suze to share their keys to making a successful relationship, not only with each other but with their money as well.   Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Get your…

Ask KT & Suze Anything: Master Class on Pre-Tax Inherited Retirement Accounts - Part II

This episode is part two of the special Suze master class, from Episode 604, about what to do when you inherit a pre-tax retirement account. KT gathered up your questions and you’ll hear Suze answer them.  Plus, the definition of critically ill and disabled as it relates to qualifications of being …

Suze School Master Class: Pre-Tax Inherited Retirement Accounts

Suze teaches a special master class about what to do when you inherit a pre-tax retirement account. You’ll learn the different benefits if you're an eligible designated beneficiary and a non-eligible designated beneficiary.  Did the decedent die on or after the required beginning date? Get out your…

Ask KT & Suze Anything: How Do I Protect My Identity?

On this edition of Ask KT and Suze Anything, Suze answers questions about buying rental property, IRAs, and protecting your identity.  Plus a quizzy about paying for home repairs and more. Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Get your savings going with …

Suze School: Who Would You Give Your Life For?

Suze shares a heartbreaking story from a listener and recent widower, named Peter.  This story opens up a number of questions: How involved are you and your entire family in finances?  Have you thought through all possible scenarios to insure your financial security after your partner passes?  Are …

Ask KT & Suze Anything: Should I Use AI to Play The Market?

On this edition of Ask KT and Suze Anything, Suze answers questions about investing for a child, financial security in one’s 50s, bond ladders, funding trusts, using AI to invest and more. Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Get your savings going with Al…

Suze School: Let Go

Do you hold onto things, even when they are not working out for you? Maybe you’re holding onto clothes or belongings that you don’t need.  Maybe you’re holding on to a relationship that is not good for you. Maybe you’re even holding onto a little money, when you need it to pay off debt.  Today’s Su…

Ask KT & Suze Anything: How Do I Avoid a Social Security Tax Torpedo?

On this edition of Ask KT and Suze Anything, Suze answers questions about RMDs, funding trusts and avoiding a “Social Security Tax Torpedo.” Plus, a quick reminder about why dollar cost averaging is so important and more. Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1…

Suze School: The Biggest Mistakes You Make as an Investor

When you invest, do you focus more on what you lost? Are you investing all at once? Are you investing out of fear?  If you answered “yes” to any of these questions, then Suze has the rules of the road you need to avoid making the biggest mistakes you could make as an investor. Protect your financi…