Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Eternally Grateful
Oct 9, 2025
This conversation dives into maximizing retirement contributions with strategic advice on choosing between Roth and traditional plans. It explores smart investment options to replace rental income after selling property while focusing on secure financial futures for adult children. They discuss whether to pay off a low-rate mortgage or invest extra cash, offering insights on how to handle significant sums and the importance of proper trust funding. These engaging topics provide valuable tips for anyone looking to enhance their financial wellness.
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Money's Primary Goal Is Security
- The goal of money is to create security through an emergency savings account.
- Suze Orman recommends the Ultimate Opportunity Savings Account at Alliant for foundational security.
Get The Match Then Move To Roth
- Stop contributing to a traditional 403(b) once you've received the employer match for that portion of pay.
- Then shift new contributions to the Roth 403(b) and later convert traditional balances to Roth if desired.
Replace Rental Income With Diversified Income Mix
- Invest sale proceeds into a mix of treasuries, munis, CDs, dividend stocks or REITs to replace rental income.
- Expect roughly 3–5% income depending on allocation and balance income needs vs growth preference.