Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Ask KT & Suze Anything: Why I Quit My CPA
Mar 13, 2025
Current market volatility has everyone concerned, but staying informed is crucial for making sound financial decisions. A listener's refinancing journey sheds light on evaluating mortgage terms carefully. Misconceptions about Roth IRAs are tackled, emphasizing the need for financial literacy. Spousal Social Security benefits get clarified, focusing on the timing of claims for better income. The intricacies of retirement accounts, including backdoor Roth conversions, are explored, alongside a heartfelt reminder to prioritize relationships and health.
26:09
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Quick takeaways
- Holding quality investments during market uncertainty can prevent hasty financial decisions driven by fear and confusion.
- Understanding Roth IRA contributions allows individuals to confidently navigate withdrawal rules and utilize backdoor strategies effectively.
Deep dives
Navigating Market Uncertainty
Current market conditions are characterized by significant uncertainty, which can lead to confusion among investors and businesses alike. This confusion often results in inaction, as fear becomes a barrier to making informed financial decisions. It's emphasized that during such times, it may be more prudent to hold onto quality investments rather than taking hasty actions that are not fully understood. This perspective encourages individuals to remain calm and avoid the pitfalls of fear when managing their finances.
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