Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Is Your Adult Child Financially Clueless?
Nov 27, 2025
Explore the ins and outs of Roth 401(k) contributions, even for those in higher tax brackets. Learn why it's crucial to avoid lending out securities and the potential risks involved. Suze shares tips on living on one income and the importance of emergency funds. Renting is highlighted as a valid choice amidst rising housing costs. Plus, hear advice on handling financially clueless adults by cutting enabling behavior. The conversation rounds out with insights on marriage benefits and the necessity of prenups.
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Roth 401(k) Is Usually The Right Move
- Do contribute to a Roth 401(k) even if you are in a high tax bracket or near retirement.
- Suze Orman finds it hard to find situations where a Roth doesn't make sense, with some Medicare caveats.
Be Trustee Of Your Revocable Trust
- Name yourself as settlor/trustor and trustee when you create a revocable living trust.
- Keep the trust, will, advance directive, and powers of attorney updated as part of 'must-have documents.'
Don't Lend Out Your Stocks
- Avoid lending out your brokerage securities to earn small extra income.
- Suze warns you lose SIPC protection, voting rights, and may face worse tax treatment for minimal gain.