Ask Suze (and KT) Anything: March 18, 2021
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Rosio, Melba, Nicholas, Pam, Anne, Betty, Sharon and more selected and read by KT.
This week’s questions:
- What is the best way to allocate funds in a Vanguard IRA?
- Should I open an account at Alliant in my name or in the name of my living revocable trust?
- What are your thoughts on investing in insurance?
- What do you recommend I do with bond investments?
- At 90 years old, should I sit and hold my retirement savings account?
- I am trying to help a friend learn to budget, but feel I am being taken advantage of. What should I do?
- I decided to transfer money from my IRA into a work sponsored 403(b). Is that a good idea to avoid pro-rata taxes?
- What is a good way for me to save my Stimulus Check?
- If I transfer money from my traditional IRA into my child’s 529 plan, do I have to pay tax for the distribution?
This week’s Quizzie (from Cyndee): Should I buy a home in my name for my daughter and son-in-law, or gift them money for a down payment and expenses?
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Methods & Frameworks
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Quick Summary
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Action Items
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Sign inA dedicated inventory of concrete resources named in the episode.
Resources Mentioned
Output: Books, Tools and apps, Websites and research
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Sign inA dedicated analysis of warnings, limitations, trade-offs, weak evidence, and uncertainty.
Risks and Caveats
Output: Warnings, Limitations, Trade-offs
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Sign inA concise first-pass summary for understanding the episode quickly.
Quick Summary
Output: Overview, Key takeaways, Chapter outline
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Deep Summary
Output: Compact overview, Core narrative, Detailed walkthrough
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Sign inA navigable map of subjects, topic flow, and suggested chapters.
Topic Map
Output: Main topics, Topic flow, Suggested chapters
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Sign inA comprehensive, source-grounded extraction of the reusable knowledge in an episode.
Deep Knowledge Extract
Output: Big ideas, Methods and protocols, Resources
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Sign inReusable atomic knowledge units extracted from the episode.
Knowledge Blocks
Output: Concept, Explanation, Why it matters
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Health Tips
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Business Ideas
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Science & Research Findings
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Technology & AI Insights
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History & Events
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Politics & Policy
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Career Advice
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Psychology & Behavior
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Economics & Markets
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Leadership & Management
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Marketing & Growth
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Education & Learning
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Philosophy & Ethics
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Relationships & Communication
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Book Recommendations
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Methods & Frameworks
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Action Items
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Quotes and Claims
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Resources Mentioned
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Risks and Caveats
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