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
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.
32:35
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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.
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