

Ask KT & Suze Anything: Do I Need a Will and a Trust?
Jul 25, 2024
In this podcast, topics range from managing home ownership after a breakup, understanding CDs and callable CDs, to financial planning for disability, social security, and divorce. The hosts also share amusing anecdotes about birthday celebrations and express gratitude for Alliant Credit Union.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Celebrating birthdays, gratitude, and love for Alliant Credit Union
02:33 • 3min
Financial Advice on Surrendering Paid-Up Life Insurance & Removing Ex-Fiance's Name from Mortgage Deed
05:10 • 9min
Understanding Workout Dates in Certificates of Deposit (CDs)
14:31 • 2min
Discussion on Callable CDs, Money Market Accounts, and Deferred Annuities
16:14 • 5min
Financial Planning for Disability, Social Security, and Divorce
21:33 • 19min