Podcast Episodes

There Is No Greater Teacher In Life, Than Money - Revisited

Episode 716

KT joins Suze for this best of edition of Suze School.  It’s a conversation inspired by an email from a listener who was feeling guilty about her wealth.  Suze and KT talk about why it’s important to…

Published on 1 month ago

Is Now a Good Time to Refinance My Mortgage?

Episode 715

On this Ask Suze & KT Anything episode, KT asks Suze your questions about funding your trust, the Must-Have Docs, Roths, and so much more.

Watch Suze’s YouTube Channel

Jumpstart financial wellness f…

Published on 1 month, 1 week ago

Is Owning a Home Really a Tax Savings?

Episode 714

Suze reviews the past week in the markets and then we go to Suze School for a lesson about whether you really get a true tax savings, by writing off your mortgage payments.

Watch Suze’s YouTube Chan…

Published on 1 month, 1 week ago

Your Questions About Suze’s Roth Five Year Rule Masterclass

Episode 713

Many of you had some new questions after Suze’s Roth Five Year Rule Masterclass, so KT picked out a great sample and Suze answers them.

Watch Suze’s YouTube Channel

Jumpstart financial wellness for …

Published on 1 month, 2 weeks ago

The Ultimate Roth Five Year Rule Masterclass

Episode 712

This Suze School episode is a Masterclass on the two types of five year rules surrounding Roth retirement accounts.  Knowing which is which, will help you avoid penalties and making mistakes when you…

Published on 1 month, 2 weeks ago

The Key to a Wealthy Life

Episode 711

On this Ask Suze & KT Anything episode, KT asks Suze your questions about avoiding the stress of downsizing, is it too late to invest in the stock market, when to stop contributing to an HSA and so m…

Published on 1 month, 3 weeks ago

Is This The Start of a Bear Market?

Episode 710

Suze starts out by recapping the markets this week and if we are at the start of a Bear market.  Then, we go to Suze School for a lesson about why you should avoid target date mutual funds and what t…

Published on 1 month, 3 weeks ago

Should I Take Money From My IRA to Buy a House?

Episode 709

On this Ask Suze & KT Anything episode, KT asks Suze your questions about 529 Plans, dividend paying stocks, when to take your RMDs and so much more.

Watch Suze’s YouTube Channel

Jumpstart financial…

Published on 1 month, 4 weeks ago

Revisiting: Don’t Become Partners with Uncle Sam

Episode 708

In this episode, we’ll revisit the main lesson of a Suze School explaining why a Roth retirement account ultimately gives you more money than a pre-tax retirement account. 

Watch Suze’s YouTube Chan…

Published on 2 months ago

What Should I Do With my 401(k) When I Retire?

Episode 707

On this Ask Suze & KT Anything episode, KT asks Suze your questions about paying off your mortgage, survivor Social Security benefits, why you need the full suite of Must-Have-Documents and so much m…

Published on 2 months ago