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

Today is Suze's 70th Birthday and to help her celebrate, her niece, Sophia and her nephew, Travis put together a special bonus episode.See omnystudio.com/listener for privacy information.

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Jen, Scotti, Jason, Inuti, Wilson, Suzanne, Silvia, Analli, and Roma, all selected and read by KT.  Plus, a Quizzie sent in by Amy. Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union at:  https://bit.ly/3vEUTZW Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download 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.

Suze has an amazing connection with a member of the US Army.  This Memorial Day Weekend, Suze and KT replay part of an episode where Suze shared the story of that friendship and the deeply personal gift this friend bestowed.  Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union at:  https://bit.ly/3vEUTZW Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download 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.

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Ralph, Gigi, Lisa, Melanie, Beth, Juanita, Denise, Kathleen and Taiko, all selected and read by KT.   This week’s questions: What can we do to keep our children's inheritance from their spend-thrift spouses? Can you verify what my financial advisor is telling me regarding annuities? My Co-Op board won’t allow me to put my Co-Op shares in my living revocable trust.  What can I do? My children are 12 and 14. Should I freeze their credit to protect them from ID theft? How can I explain the risks of day trading and impulsive investing, to my 18 year old son? If I fund a ROTH with cash, what are the tax implications? Should I keep three credit cards open, that have zero balances but annual fees? I’m about to retire and my financial advisor wants me to transfer my 401(k)s into one account.  What should I do? Are unemployment benefits considered “earned income?”   This week’s Quizzie, from Roxanne: If a ROTH IRA can be used as an emergency fund, why would I need a separate account? Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here! Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE   CLICK HERE FOR GOOGLE PLAYSee omnystudio.com/listener for privacy information.

Suze and KT share a deeply personal email from a listener named Sharon, highlighting why it’s so very important to prepare for the worst, while always hoping for the best.     Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here! Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE   CLICK HERE FOR GOOGLE PLAYSee omnystudio.com/listener for privacy information.

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Kristen, Nancy, Denise, Tamara, Holly, Becky, Penelope and Jeanie, selected and read by KT.   This week’s questions: I mistakenly fully funded my ROTH IRA and regular IRA.  What is my best option to pay the least in penalties and taxes? If I won money in the lottery, what should I do with it? What are some good funds to invest in? What is the best way for me to utilize my deferred compensation? I am 70, should I move money from an old 401(k) and invest in a ROTH? How do I take my late husband’s 401(k) money before it disappears? I’m 35 and have quite a bit of money in BitCoin.  Should I use some of that to pay off my mortgage? Does it ever make sense to lease a car? This week’s Quizzie, from Ed: What defines “earned income” with respect to a ROTH? Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here! Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE   CLICK HERE FOR GOOGLE PLAYSee omnystudio.com/listener for privacy information.

Today we go to Suze School on what to expect in the stock market, so you can invest wisely for the long term.  Plus, lessons on mortgage rates and what types of real estate to take advantage of, crypto currency fluctuations and when to take a pension lump sum. Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here! Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE   CLICK HERE FOR GOOGLE PLAYSee omnystudio.com/listener for privacy information.

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Anne, Norma, Deanna, Derrick, Camile, Miura, Nicole, Vanessa and Marcia, selected and read by KT.   This week’s questions: I’m worried that my mother-in-law is in a great deal of debt.  Will that debt pass to my husband when she dies? Why is having a financial power of attorney so important? Should I cash out my 401(k)s to pay off my mortgage and start saving again in a new ROTH IRA? In order to protect myself from identity theft, should I freeze my credit? Does it matter where I open a ROTH IRA? Should we roll part of the money from my husband's 401(k) and put it into a ROTH IRA? Should I buy out the lease on my car, or get a lease on a new car? Can my fiance be listed on our trust, even if we have a prenup? I’m debt free and I own four properties straight out.  Should I get a reverse mortgage to cover the cost of repairs I need to make to one of my homes? This week’s Quizzie, from Donna: I am basically debt free and about to retire.  What should I do with the money from selling my primary home? Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here! Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE   CLICK HERE FOR GOOGLE PLAYSee omnystudio.com/listener for privacy information.

For our annual Mother’s Day podcast, Suze and KT revisits a podcast episode from May 12, 2019 where Suze shared a very personal letter she wrote to her mother. In order for you to be a strong, smart, and secure woman, you also have to stand in your truth. We hope this podcast will inspire you to do just that. Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here! Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE   CLICK HERE FOR GOOGLE PLAYSee omnystudio.com/listener for privacy information.

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Lisa, Allisa, Beau, Catherine, Gabriel, Tammy, Kim, Ruth and Erin, selected and read by KT.   This week’s questions: What is the best way to start buying stocks? With a potential market downturn, should I move my money into a savings account? What is the best way for me to buy out my soon to be ex’s half of our condo? Can you explain the modified AGI limit for traditional IRAs in 2020? Can I withdraw my original contributions from a ROTH IRA? If one of our beneficiaries gets married, do we need to update her name in our will and trust? Does adding my husband’s name to our home title, reset the clock for how long we have lived there? I live below my means and am thinking of buying a home.  With some of the money that I have saved, should I put that towards a down payment, take my daughter and grandchildren on a cruise or keep the money safe and sound? We are in our mid 50s and our parents are in their mid 80s.  Should we stay in the market? This week’s Quizzie: Does the Five Year Rule apply only to ROTHs or all IRAs? Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here! Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE   CLICK HERE FOR GOOGLE PLAYSee omnystudio.com/listener for privacy information.