Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Suze School: Fortifying Your Financial Freedom and (Again) Understanding Annuities
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May 25, 2025 This discussion highlights the importance of financial security while reflecting on Memorial Day. It examines the various types of annuities, advising on which to choose and which to avoid based on individual needs. Listeners are encouraged to celebrate relationships over financial gains and reminded of the benefits of regular saving habits with the Ultimate Opportunity Savings Account, where an attractive interest rate awaits. Generosity is also emphasized as a meaningful way to honor those who have served.
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Honor Freedom with Financial Actions
- Reflect on the personal freedoms you value most and write down why they motivate you.
- Commit to one empowering financial action this Memorial Day as a tribute to those who sacrificed for our freedom.
Annuities Aren't All Bad
- Not all annuities are bad; Suze Orman has one worth almost $1 million from consistent saving over 40 years.
- Situations vary, so some annuities work well for certain people and circumstances.
Choose Annuities with Guaranteed Rates
- Avoid annuities with surrender charges that lock your money for many years with uncertain interest rates.
- Choose single premium deferred annuities that guarantee a fixed interest rate for the entire surrender period.
