Ask Suze (and KT) Anything: March 25, 2021

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

Suze Orman Media

Business, Investing

4.6 • 4K Ratings

🗓️ 25 March 2021

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Holly, June, Katie, Craig, Steve, Mark and more selected and read by KT.

This week’s questions:

What should I do with the small amount of money I have in a Vanguard account?
Should I contribute to a 403(b) or a ROTH IRA?
My husband passed away while we were in the process of selling our home. Once it sells, how can still get a $500,000 tax exemption?
I am going through a divorce and want to transfer from a 403(b) into a ROTH by April 15. Can I do that?
What is your advice on helping an elderly parent, who has debt, to do refinance a mortgage?
My friend borrowed money from me on a credit card and is very slow to pay me back. What can I do?
Should I move my investments from Bonds to REITs?

This week’s Quizzie (from Rachelle): I’ve maxed out my 401(k) and ROTH IRA contributions for 2020. Can I also “catch-up” for the years I missed?

Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here!

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast!

To ask Suze a question, download by following one of these links:

CLICK HERE FOR APPLE

CLICK HERE FOR GOOGLE PLAY

See omnystudio.com/listener for privacy information.

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	March 25th 2021. I love my dear KT. Hi Susie. This is Ask Susie and KT Anything. You know what?
1:19.2	I have to tell you something funny that I realized because I was listening to the podcast
1:26.3	which went a lot of them. I was listening because you told everybody that the podcast all about
1:34.7	Bitcoin was the January 31st podcast but it was February 7th. Well the big lesson was in February
1:42.0	but you're right I made a mistake but January there was a little bit. I had to listen to all of
1:47.0	them to find what I was looking for however. But January was a good place to start. Do you know what I
1:54.8	realized is I was listening to them all? We have not said in many many months if you want to write
2:03.2	in and ask a question to Susie and KT where to do so. You know we haven't said that. They go to the
2:09.6	app. Well they can go to the app, the community app that you can download on Apple Apps or Google Play.
2:15.5	Or just go to Ask Susie podcast to gmail.com. Yes but we haven't said that.
2:22.1	And we better tell everybody but we just told them. We have so many questions but we're happy to get
2:28.1	more short ones. If you send me short ones I'll pick them out and put them right on top of the list.
2:35.7	I watch her when she's doing this. She hasn't no I'm watching her. She's going through the questions
2:40.8	and all of a sudden I see her with her little finger on her iPhone going scrolling and I see
2:45.8	short short short short and then all of a sudden all of a sudden she goes goes to another one.
2:50.6	And then when it's a short one she hits print and I hear it printing out so that she has all
2:56.4	these questions in front of her go for it girl friend. Okay my first question is from Holly.
	...

Please login to see the full transcript.

Previous episode | Next episode

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.