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 you sure your children will help you, if you need it?  Suze’s advice in this episode could help you avoid making a serious mistake.

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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 Alliant Credit Union: https://bit.ly/3rg0Yio

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Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links:

CLICK HERE FOR APPLE: https://apple.co/2KcAHbH

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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 Suze School is all about how and why it’s important to “let go.”

Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio

Get Suze’s special offers for podcast listeners at suzeorman.com/offer

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links:

CLICK HERE FOR APPLE: https://apple.co/2KcAHbH

CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI

See omnystudio.com/listener for privacy information.

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/3Vq1V3G

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio

Get Suze’s special offers for podcast listeners at suzeorman.com/offer

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links:

CLICK HERE FOR APPLE: https://apple.co/2KcAHbH

CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI

See omnystudio.com/listener for privacy information.

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 financial future with the Must Have Docs: https://bit.ly/3Vq1V3G

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio

Get Suze’s special offers for podcast listeners at suzeorman.com/offer

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links:

CLICK HERE FOR APPLE: https://apple.co/2KcAHbH

CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI

See omnystudio.com/listener for privacy information.

On this highlight edition of Ask KT and Suze Anything, Suze answers questions about IRA contributions, what happens when only one spouse works and selling a home.  Plus, a quizzy about changing how a gift is used, and so much more.

Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio

Get Suze’s special offers for podcast listeners at suzeorman.com/offer

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links:

CLICK HERE FOR APPLE: https://apple.co/2KcAHbH

CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI

See omnystudio.com/listener for privacy information.

For this Suze School, we get a lesson about being prepared.  Just like you would prepare your home for a hurricane, you need to plan ahead with your investments, so you can ride out financial storms.  

Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio

Get Suze’s special offers for podcast listeners at suzeorman.com/offer

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links:

CLICK HERE FOR APPLE: https://apple.co/2KcAHbH

CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI

See omnystudio.com/listener for privacy information.

On this edition of Ask KT and Suze Anything, Suze answers some more of your questions about what you can and can’t do with inherited IRAs, debt relief programs, worries about the banking system and more.

Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio

Get Suze’s special offers for podcast listeners at suzeorman.com/offer

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links:

CLICK HERE FOR APPLE: https://apple.co/2KcAHbH

CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI

See omnystudio.com/listener for privacy information.

For this Suze School, we get a detailed lesson about the new rules from the IRS. Specifically, what you now are allowed to do when you inherit money in an IRA.  We’ll learn about how the new regulations determine when you have to start withdrawing money.  Plus, Suze shares how she was inspired by Celine Dion’s performance at the opening ceremony for the 2024 Olympic Games in Paris.

Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio

Get Suze’s special offers for podcast listeners at suzeorman.com/offer

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links:

CLICK HERE FOR APPLE: https://apple.co/2KcAHbH

CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI

See omnystudio.com/listener for privacy information.

On this edition of Ask KT and Suze Anything, Suze answers questions about what to do when a couple splits up and owns a home, work out dates for CDs, and when to take Social Security.  Plus a quizzy about wills and trust and more! 

Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio

Get Suze’s special offers for podcast listeners at suzeorman.com/offer

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links:

CLICK HERE FOR APPLE: https://apple.co/2KcAHbH

CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI

See omnystudio.com/listener for privacy information.