Ask Suze (and KT) Anything: January 28, 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 Karen, Deborah, Jackie, John, Bryson, Lisa, Jen, Deb, and Desiree selected and read by KT.
This week’s questions:
- We want to put our retirement account into our Revocable Trust. Is a ROTH IRA a good option?
- I have a big mortgage and a sizable tax bill. How can I fix this mess?
- How can I save for retirement, when my current job doesn’t offer a plan?
- My parents live on Social Security. What is the best way for them to live off that and what they’ll make from the sale of their home, while they rent a smaller condo?
- My mother is being financially abused. What can I do?
- Should I get an annuity to generate income during retirement?
- Should we pay off our mortgage or stay in the market?
- What is the best fund to open for a grandchild?
- How can I save money to afford the dental work I need?
This week’s Quizzie (submitted by Amy): Should I use my savings to pay off my credit cards, ro transfer the balance to a lower interest card?
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Quick Summary
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Action Items
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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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Knowledge Blocks
Output: Concept, Explanation, Why it matters
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Health Tips
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Business Ideas
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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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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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