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

Ask KT & Suze Anything: Should We Stay in the Stock Market?

Dec 5, 2024

In this engaging discussion, financial experts tackle everything from the importance of emergency savings to navigating the complexities of funeral expenses and insurance. Listeners learn about tax implications related to custodian transfers and how to rectify withholding issues. Annuities are dissected, offering insight into key questions for evaluating investments. The hosts also share their joy over upcoming family-related content and stress the empowerment that comes with sound financial planning.

28:41

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Quick takeaways

Building an emergency savings account is crucial for financial security, enabling individuals to manage unexpected expenses without incurring debt.

Choosing the right investment or annuity, particularly in retirement, requires careful alignment with personal financial goals and risk tolerance.

Deep dives

The Importance of Emergency Savings

Building an emergency savings account is essential for financial security. It serves as a financial foundation that can help individuals navigate unexpected expenses without falling into debt. The recommendation to open an Ultimate Opportunity Savings Account at Alliant Credit Union highlights how effective savings can yield growth, as it offers a competitive interest rate. Regular contributions to this account can empower individuals to create a safety net that enhances their overall financial wellness.

Intro

2min

Navigating Funeral Expenses and Insurance Concerns

4min

Navigating Custodian Transfers and Tax Implications

4min

Navigating Annuities and Investments

18min

Celebrating Family and Financial Empowerment

3min

On this Ask KT and Suze Anything, Suze answers questions about annuities, capital gains tax, and IRA transfers. Plus, a ROTH quizzy and so much 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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