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

Ask Suze (and KT) Anything: August 26, 2021

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

Suze Orman Media

Business, Investing

4.64K Ratings

🗓️ 26 August 2021

⏱️ 38 minutes

🧾️ Download transcript

Summary

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Brent, Beth, Lena, Dereck, Mo, Rena and Tiffany, selected and read by KT.  Plus, a quizzie for KT and the rest of us, provided by Sally.

If you want a chance to be on NBC’s Today with Hoda and Jenna on September 16, 2021 go here:  https://www.today.com/money/can-you-can-afford-your-next-special-purchase-t219808 


Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union at:  https://bit.ly/3vEUTZW

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Transcript

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0:00.0

Hi everybody, Suzy Orman here and Katie and welcome to the Women in Money Podcast and everyone's

0:06.0

smart enough to listen. And both of us are so proud to have this podcast sponsored by a

0:12.5

Lyand Credit Union, the home of the ultimate opportunity savings account. This is where if you

0:19.4

simply go to myalliant.com and why a L L I A N T dot com open an account and deposit $100 a

0:31.1

month every month for 12 consecutive months. What's going to happen Katie? A lion is going to pay you a

0:36.9

bonus of $100. That is the place that both of us want you to save. So go to myalliant.com and do

0:46.2

what Katie? Look for Suzy and start saving now.

1:16.2

August 26th, 2021. Just a few more days. Hi Suzy. Hi Katie, but just a few more days until our

1:32.3

co-lo comes home to us. I'm so happy he finally got to see his family and girlfriend and he

1:39.9

don't have to leave. Oh, I do. No, he would have told us. Yes. Suzy keeps thinking that he was missing

1:49.5

his girlfriend so much that he went and got married, but I don't think so. Well, we'll see what

1:54.4

happens. But co-lo, in case you're somewhere and you hear this podcast, we miss you so, so, so much,

2:01.1

but we're so happy for you. All right. Come home. Come home. Come home to us. He will.

2:07.6

All right. So Suzy, I have a really great mixed bag of questions. You say that every single time I

2:13.2

try to theme some of them. I try to make them thematic like real estate or my favorite Roth topic.

2:21.1

I try to make them thematic, but this is these are kind of interesting and I pick them because

2:26.6

they're timely. And the first one is from Brent. Suzy and Katie, my name is Brent. I'm from Kentucky.

2:33.7

I'm 37 and married with two small children that are five and two. Currently, we have a will created

2:40.3

by a lawyer that we have through a legal service plan at my employer. I pay about eight dollars

2:47.8

a pay period for the service. Only one child is included on the will and we need to update it.

2:55.2

If I get your must have documents for the will, do I need to cancel the old will or does any new

3:02.4

will created takeover for the old one? I'd like to get your must have documents and cancel my legal

...

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