

Ask Suze & KT Anything: Do You Think You’re Old?
Jun 29, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
How to Ask Susie Anything You Want
01:33 • 2min
The Importance of Disability Insurance
03:48 • 2min
How to Negotiate a Long Term Plan
05:30 • 2min
The Importance of a Roth IRA
07:38 • 2min
The Importance of Moving Some of Your IRA Money to a Roth
09:13 • 4min
How to Get a CD at a Lion
12:45 • 3min
How to Empower Your Mate to Invest More Money
15:53 • 2min
Should We Have an Irrevocable Trust?
17:37 • 5min
How to Invest in Real Estate
23:03 • 2min
How to Convert a 401k to a Roth IRA
25:30 • 3min
How to Invest in a Non-Ira Same Fund Account
28:03 • 3min
Will I Be Taxed Again When I Take Distributions?
31:01 • 3min
The Importance of Listening and Asking Questions
33:34 • 2min
How to Open Your Certificates of Deposit
35:10 • 3min