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

Ask KT & Suze Anything: Avoid Emotional Poverty

Feb 29, 2024

Suze Orman answers questions on IRA contributions, selling a home, and more. Topics include managing retirement account funds, family real estate disputes, and navigating financial challenges with prioritizing relationships.

33:47

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Episode notes

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Quick takeaways

Transparency and open dialogue are essential when considering selling a condo gifted by a relative.

Calculating potential gains and offering to return the original sum fosters fairness in shared financial decisions.

Deep dives

Consider selling the condo with relative's input

Given the financial strain experienced by the listener owning a condo with a high mortgage, it is advisable to contemplate selling the property, especially after discussing with the relative who gifted the down payment. Transparency and open dialogue about the decision to sell and return the money will help in reaching a fair resolution.

Introduction

2min

Navigating Asset Storage and Communication with Beneficiaries

3min

Managing Contributions and Funds in Retirement Accounts

6min

Family Real Estate Dispute and Emotional Complexities

22min

Navigating Financial Challenges and Prioritizing Relationships

3min

For this episode of Ask KT and Suze Anything, Suze answers questions about IRA contributions, what happens when only one spouse works, selling a home and so much more.

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

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