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

On this edition of Ask KT and Suze Anything, Suze answers questions about term insurance policies and IRA rollovers, plus, a quizzie about selling a home with no mortgage to buy a fancy new apartment and more! Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Try your hand at Can I Afford It on Suze’s YouTube Channel Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

This episode dives into creating a secure financial future with essential steps like setting up emergency savings and reviewing insurance. It emphasizes evaluating financial health, managing debts, and getting important documents in order. The discussion also highlights the importance of financial literacy and personal empowerment. Listeners learn to prioritize health and knowledge for real independence and discover a unique savings account option that promotes responsible habits!

This discussion dives into the nuances of home buying while in a long-term partnership, spotlighting legal implications and financial security. Strategies for managing retirement finances, including the complexities of inherited IRAs and 401(k) distributions, are also emphasized. Listeners learn about enhancing credit scores through smart card use, and the importance of merging financial education with family dynamics. Plus, hear insights on emergency savings and securing your financial future, no matter your age!

For this Suze School, we go back to part of an episode where Suze told the heartbreaking story of a recent widow and how a financial advisor took advantage of her grief for their own financial gain.  Listen for Suze’s advice on how you can avoid a similar situation. Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Try your hand at Can I Afford It on Suze’s YouTube Channel Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

Explore the intricacies of family finances and the emotional weight of gifting money, especially regarding tax implications. Discover the benefits of transferring retirement funds to IRAs for better diversification. Learn about the importance of trusts, including an incapacity clause to manage bills. Uncover the impact of short-term capital gains on Roth IRA contributions and gain insights on affordable dental care options. Ultimately, the discussion promotes values prioritizing people and thoughtful financial planning.

This episode prompts a heartfelt reflection on what truly matters in life, especially after experiencing loss. Listeners are encouraged to focus on irreplaceable relationships rather than finances. It also introduces smart saving strategies to empower financial wellness and resilience. A spotlight on an ultimate opportunity savings account showcases strong investment returns, reminding everyone that while some things can be replaced, the importance of unity and support is priceless.

Discover insights on navigating today's economic uncertainty with practical strategies to manage your finances during turbulent times. Learn about the importance of diversification and safe investments like bonds and gold. Suze emphasizes a steady approach to financial decision-making, helping listeners tackle financial anxiety head-on. Plus, explore how to jumpstart your financial wellness and protect your future.

This engaging discussion dives into the complexities of 529 plans and the intricacies of rolling funds into a Roth IRA. Current market trends and potential tariff impacts are also analyzed, helping listeners navigate financial volatility. The conversation highlights retirement choices, including the difference between lump sums and annuities and the implications of Social Security contributions on future benefits. Listeners gain insights on personalized strategies while exploring the emotional aspects of making financial decisions.

Amid rising inflation and market volatility, practical financial strategies take center stage. Emphasizing the importance of an emergency savings account, the discussion urges listeners to reevaluate their spending habits. Diversifying investments is highlighted as a way to safeguard financial stability. With rising costs on the horizon, making timely financial decisions becomes crucial. This resourceful dialogue equips everyone with essential steps to enhance financial readiness and seize growth opportunities.

Dive into financial insights as Suze tackles listener questions on RMDs and Roth conversions, revealing long-term benefits. Explore Mike's journey from debt to an impressive $6 million retirement fund, showcasing achievable wealth-building. Get the scoop on new RMD laws and the importance of early planning. Plus, find out whether investing in art and wine is a smart move or just a luxury. With practical advice and personal anecdotes, this discussion aims to transform your financial future!