Ask Suze (and KT) Anything: March 18, 2021

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

Suze Orman Media

Business, Investing

4.6 • 4K Ratings

🗓️ 18 March 2021

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Rosio, Melba, Nicholas, Pam, Anne, Betty, Sharon and more selected and read by KT.

This week’s questions:

What is the best way to allocate funds in a Vanguard IRA?
Should I open an account at Alliant in my name or in the name of my living revocable trust?
What are your thoughts on investing in insurance?
What do you recommend I do with bond investments?
At 90 years old, should I sit and hold my retirement savings account?
I am trying to help a friend learn to budget, but feel I am being taken advantage of. What should I do?
I decided to transfer money from my IRA into a work sponsored 403(b). Is that a good idea to avoid pro-rata taxes?
What is a good way for me to save my Stimulus Check?
If I transfer money from my traditional IRA into my child’s 529 plan, do I have to pay tax for the distribution?

This week’s Quizzie (from Cyndee): Should I buy a home in my name for my daughter and son-in-law, or gift them money for a down payment and expenses?

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Transcript

Click on a timestamp to play from that location

0:00.0	Hi everybody, Susie O'Hare. And I just want to say how proud both KT and I are that once again
0:07.6	a Lyon Credit Union is supporting the Women and Money Podcast. I want all of you to go to my
0:16.4	alliance.com that's amy-al-l-i-a-n-t.com and you will find their high interest rates on your savings
0:26.7	accounts. You're going to find that their CDs are offering great rates and we have a lot of
0:32.4	surprises for you this year so be a member and be a member right now.
1:02.4	Here she is back as she would say by popular demand. I listen everybody. No, everyone missed
1:20.7	me last Thursday for sure. It was Susie school but they missed me and they wrote in,
1:27.5	hey what happened to KT? Did you give her a day off? No. So here's when I'm thinking everybody.
1:34.4	I may just go and change this to Susie and KT both on Thursdays and Sundays and only do Susie
1:43.5	schools when it makes sense or when I want you to know something so that I don't have to sit here
1:48.7	and think about what am I going to do on Sunday all by myself since you all love her. So much KT
1:56.2	White before we begin. The emails are also saying to KT catch. To KT catch a fish. Oh my god,
2:02.8	I caught a 48 pound Wahoo. First of all we want to make this really clear. We do not sport fish.
2:11.6	I only catch fish we eat and consume and share with friends and family and the workers. Oh,
2:18.3	the island we send fish around to everybody. Everyone loved it. Fresh Wahoo. We're at the end of
2:26.8	the season. Kolo and I went out. And then the last one. Yeah, we went out. That's right.
2:31.8	Because Sunday I told everyone I was going to catch 48 pounder. You know what? Can you post that?
2:37.9	I did. KT. I posted the picture. The women and money community app that you can absolutely
2:44.5	download at Apple apps or Google Play and you can see little KT big Kolo. And you can notice
2:53.2	that KT is actually standing on a step that's like five inches high. The Wahoo was last 12.
2:59.7	Wahoo was still bigger than me. And little one over here. It was so good. It was so good. I hope
3:06.6	we can catch a few more. But who helps you catch the fish even though I can't go out on the boat.
	...

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