4.6 • 4K Ratings
🗓️ 17 April 2025
⏱️ 25 minutes
🧾️ Download transcript
On this edition of Ask KT and Suze Anything, Suze answers questions about RMD calculations, inheritance and capital gains. Plus, home buying, insurance, 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/3Vq1V3G
Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio
Get Suze’s special offers for podcast listeners at suzeorman.com/offer
Join 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/3curfMI
See omnystudio.com/listener for privacy information.
Click on a timestamp to play from that location
0:00.0 | Hi everybody, Susio here now. What is the goal of money? The goal of money is for you to be secure. |
0:06.3 | And there is no better way for you to be secure than having an emergency savings account. |
0:13.3 | It is essential for your financial foundation. So all of you should be participating in |
0:19.2 | the ultimate opportunity savings account at Alliant Credit Union. |
0:23.9 | Go to myalliant.com to find out more and be secure. |
0:32.8 | We are strong, we are wise, we will not apologize. |
0:38.8 | We are here, we will thrive. |
0:41.9 | Together we will rise. |
0:44.3 | With a little bit of faith and everything it takes, we are strong, we are wise. |
0:52.8 | Together we will rise. |
1:00.0 | April 17th, 2025. Welcome to the Women and Money podcast, as well as everyone's smart enough to listen. |
1:07.7 | Hello again, Robert, the producer here. And while Susie and KT are taking some time off, |
1:12.7 | we're presenting parts of episodes that are good to be the top of your feet again. Today, we'll hear |
1:18.5 | part of an Ask KT and Susie Anything from last fall. And well, let's just get right into it with KT, |
1:24.8 | reading a comment. I have such a great, great selection of short emails that I |
1:31.1 | think this might be a rapid fire because I'd love to get through them. But the first one, |
1:36.0 | I'm starting with Susie, is from Mike. And this isn't a question. It's a thank you, but let me share |
1:41.3 | it with all of you. I like these. Thank you. So Mike said, |
1:45.2 | Susie, I'm studying for my Series 65 exam. Tell everyone what. When you study to be a stock |
1:52.2 | broker, a financial advisor, there are certain exams you have to pass so you can do stocks and all |
1:57.7 | of that. Series 65, I believe, is for mutual funds. So you have to do all those things. |
2:03.7 | And they're not easy. They're very, very difficult. So he said, I'm reading the book and listening to |
... |
Transcript will be available on the free plan in 6 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Suze Orman Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Suze Orman Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.