We are strong, we are wise, we will not apologize.

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Together we will rise.

With a little bit of faith and everything it takes, we are strong, we are wise.

Together we will rise.

March 27th, 2025.

Welcome to the Women and Money podcast, as well as everyone's smart enough to listen.

Hi, everybody.

Robert, the producer here.

So it turns out there was a major electrical

failure on the island where Susie and KT live. And of course you know that one needs electricity

in order to record a podcast. And you should know by now that we don't like to leave you

without a show. So what we're going to do today is revisit part

of an Ask KT and Susie Anything episode from a while back. And we're going to jump right into it

with KT asking the first question. This question's from Ed. He writes, I'll keep it short. I'm 51.

I have 10,000 in a bank account. Would Susie suggest investing it in a low-cost

brokerage account or using it to pay the taxes on converting some of my somewhat hefty balance,

$600,000 in a traditional 403B to a Roth 403B. Now, Susie, remember Ed's 51.

If it were me, Ed, I would absolutely take that $10,000. Since you want to take it and invest it

anyway in a brokerage account, I think that your money would be far better

converting money to a Roth 403B where you will be also investing it, but you're going to be

investing it tax-free. So yes, I would be doing that if I were you, but I would be checking it

...