Ask Suze (and KT) Anything: December 17, 2020
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Suze Orman Media
4.8 • 4.2K Ratings
🗓️ 17 December 2020
⏱️ 38 minutes
🧾️ Download transcript
Summary
On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners selected and read by KT.
This week’s questions:
- When is the best time to take Social Security?
- If I want to retire in five years, should I pay down my mortgage faster, or fund my 401(k)?
- If my husband and I file our taxes, “married filing separately,” can he still contribute to his ROTH?
- What should I do with a rollover ROTH IRA?
- How can I get over feelings that I wasn’t fully aware of our financial situation?
- Does “UAD” mean I have a revocable or irrevocable trust?
- Should I open a new discount brokerage account and get a VTI ETF?
- Can you put your home into a trust if you have a mortgage?
This week’s Quizzie: Do you have to pay income tax when you cash in a life insurance policy?
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Transcript
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| 0:00.0 | See you arm in here and you are listening to the Women in Money podcast. |
| 0:30.0 | We will rise above the liberal life we love. |
| 0:40.0 | December 17th, 2020. Welcome to the Women in Money podcast as well as the men's smart enough to listen. |
| 0:49.0 | Susieau here and Katie. There she is everybody here because this is, asks Susie and Katie and Nitheng podcast. |
| 0:59.0 | Katie asks Susie anything podcast because you can't ask me, I don't know the answer. |
| 1:06.0 | You think they don't know that but she reads the questions that you send in and picks them and select them. |
| 1:13.0 | So I'm always surprised as to what she doesn't show them to me before we do this. |
| 1:17.0 | You're going to love the first one, is everyone ready? |
| 1:20.0 | Are we just starting that fast? Are you ready? |
| 1:23.0 | What do I always say when people say, are you ready? |
| 1:26.0 | What's my favorite comment on that? I was born ready. That's right baby. |
| 1:30.0 | Okay, so hello Susie and Katie. |
| 1:33.0 | I saw this TikTok video of what is the right age to collect social security. |
| 1:40.0 | I've heard you say many times that 70 is the best age to collect. |
| 1:45.0 | Can you please watch this 30 second video and let us know of its accuracy. |
| 1:51.0 | So obviously we're on a podcast, no one can watch this little TikTok but... |
| 1:56.0 | Let me pause the podcast for a second. |
| 1:59.0 | I'm going to go and look at the video and then I will come right back. |
| 2:04.0 | Okay. |
| 2:05.0 | So hold on a second. |
| 2:06.0 | All right and this particular person that I just watched has over 800,000 views |
| 2:14.0 | and Richard who wrote in, wanted me to let him know. |
... |
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