Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

Ask Suze & KT Anything: How Should Beneficiaries Be Set Up?

May 25, 2023

37:12

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Episode notes

Introduction

2min

Susie's First Question

2min

How to Talk to Your Kids About Money

2min

How to Buy a Month or Two Month Treasury Bills

2min

How to Sell Your House to Pay for a Memory Care Facility

3min

How to Convince Your Mother to File for Long Term Care Insurance

6min

How to Deduct Money for the Sale of Your Home for Your Husband Who's Passed

3min

Should I Sell My Mutual Fund Just Because It's Up?

2min

Susie's Question and Answer

2min

10.

The Importance of Legal Documentation for My Dad's Estate

5min

11.

How to Set Up Beneficiaries and Trust in Wills

6min

12.

How to Maximize Your Roth 401k

2min

13.

The Importance of a Roth Retirement Account

2min

14.

How to Open Your Certificates of Deposit

2min

On this Ask Suze and KT Anything episode, Suze answers questions about buying T-Bills, paying for a parent’s health care, maxing out ROTHs and more.

Take advantage of the Ultimate Certificates with Alliant Credit Union at: bit.ly/3kwMcjR

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