

Ask KT & Suze Anything: Can I Afford To Buy A Condo?
Apr 18, 2024
On this podcast, Suze discusses home buying, special needs trusts, and preserving retirement. They also feature a 'Can I Afford It?' quiz and offer savings tips from Alliant Credit Union. Topics include navigating homeownership dreams, estate tax implications of insurance policies, retirement planning for a nurse, and advice on Roth IRAs and real estate investments. The hosts also caution against buying a condo and prioritize relationships over money.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Emotional Anniversary Surprise and Gratitude
02:03 • 4min
Navigating Homeownership Dreams and Financial Realities
06:26 • 4min
Explaining Estate Tax Implications of a Whole Life Insurance Policy
10:49 • 2min
Retirement Planning and Mortgage Dilemma for a 69-Year-Old Nurse
13:09 • 5min
Navigating Roth IRAs, Stock Dividends, and Real Estate Investments
17:40 • 22min
Advice Against Buying a Condo and Prioritizing Relationships Over Money
39:12 • 4min