Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Should I Take Money From My IRA to Buy a House?
Sep 4, 2025
In this lively discussion, Suze and KT tackle a range of financial dilemmas. They explore the ins and outs of 529 Plans and the merits of dividend-paying stocks. The duo emphasizes the importance of essential legal documents and their role in estate planning, particularly for blended families. Listeners learn when to withdraw from retirement accounts like IRAs and strategies for navigating investment choices, including ETFs. Tips for maximizing savings and making sound financial decisions post-life changes round out this informative session.
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Money's Goal Is Security
- The primary goal of money is to make you secure through an emergency savings account.
- Suze Orman recommends the Ultimate Opportunity Savings Account at Alliant Credit Union for that purpose.
Being Present For A Loved One
- Suze and KT commemorate Suze's mother, who passed 13 years earlier at age 97.
- They stress being present with a loved one during their final moments as an honor.
Choose ETFs By Holdings And Costs
- Suze still endorses VTI but switched to VOO for slightly better performance due to heavier top-10 weighting.
- She advises considering holdings and expense ratios when choosing broad-market ETFs.
