

Ask Suze & KT Anything: How Should Beneficiaries Be Set Up?
May 25, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 2min
Susie's First Question
01:32 • 2min
How to Talk to Your Kids About Money
03:32 • 2min
How to Buy a Month or Two Month Treasury Bills
05:28 • 2min
How to Sell Your House to Pay for a Memory Care Facility
07:33 • 3min
How to Convince Your Mother to File for Long Term Care Insurance
10:10 • 6min
How to Deduct Money for the Sale of Your Home for Your Husband Who's Passed
15:43 • 3min
Should I Sell My Mutual Fund Just Because It's Up?
18:44 • 2min
Susie's Question and Answer
20:30 • 2min
The Importance of Legal Documentation for My Dad's Estate
22:23 • 5min
How to Set Up Beneficiaries and Trust in Wills
27:27 • 6min
How to Maximize Your Roth 401k
32:59 • 2min
The Importance of a Roth Retirement Account
35:25 • 2min
How to Open Your Certificates of Deposit
37:52 • 2min