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

Ask KT & Suze Anything: Am I Too Old to Buy a House?

Sep 12, 2024

32:35

Snipd AI

Suze Orman, a renowned personal finance expert and bestselling author, dives into pressing financial dilemmas. She clarifies the complexities of required minimum distributions for inherited 401ks and emphasizes the benefits of inherited IRAs. Homeownership concerns are also explored, stressing the importance of joint tenancy and life insurance for protection. Suze discusses strategies like dollar cost averaging to navigate stock market fluctuations and offers practical tips on managing retirement savings and inheritance, ensuring financial security for the future.

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Regular savings through an opportunity account can foster financial responsibility and encourage long-term savings growth.

Meaningful gifts and thoughtful gestures in relationships can significantly enhance emotional connections and create lasting memories.

Deep dives

Ultimate Opportunity Savings Account

An opportunity savings account is introduced, requiring a monthly deposit of at least $100 over a year, which earns a $100 bonus from Alliant Credit Union. This account is aimed at encouraging regular saving habits and providing a financial incentive for account holders. Such initiatives can help individuals build a solid financial foundation and encourage long-term savings growth. It emphasizes the importance of financial responsibility and the benefits of engagement with credit unions.

Intro

1min

Anniversary Reflections and Listener Engagement

8min

Navigating Inheritance: Understanding 401k RMDs and Beneficiary Options

2min

Navigating Stock Market Fluctuations with Dollar Cost Averaging

2min

Navigating Joint Tenancy and Financial Security in Home Purchase

5min

Financial Strategies for Retirement and Family

17min

On this edition of Ask KT and Suze Anything, Suze answers questions about RMD calculations, dollar cost averaging, inheritance and capital gains. Plus, home buying, insurance, T-Bills and more.

Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G

Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio

Get Suze’s special offers for podcast listeners at suzeorman.com/offer

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links:

CLICK HERE FOR APPLE: https://apple.co/2KcAHbH

CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI

See omnystudio.com/listener for privacy information.

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