Ask Suze (and KT) Anything: March 4, 2021

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

Suze Orman Media

Business, Investing

4.6 • 4K Ratings

🗓️ 4 March 2021

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Jaime, Monika, Mora, Simone, Ellen, Jessica, and Sharon selected and read by KT.

This week’s questions:

Should I invest my stock dividends or transfer them to my settlement fund?
How can I afford to fix my teeth?
Because I don’t work, due to a disability, am I allowed to withdraw from my IRA penalty free?
I messed up when doing an IRA Rollover and had the check sent to me, then I deposited it into the new account. Is it too late for me to avoid taxes and penalties?
Should I do a 15 or 20 year mortgage?
Should we file our taxes separately or jointly after we get married?
What are your thoughts on bonds and TLT ETFs?
Is there any way a legal guardian can be usurped from an executed trust, by a nursing home?

This week’s Quizzie (from Miss K): I’m 46 and my children are grown, what sort of life insurance should I have?

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Transcript

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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 4th 2021. Do you know what today is KT? March 4th. Don't be. No really. Do know what today is.
1:18.5	March 4th. Stop it. Today is my friend Roxanne's birthday Rocky. Oh my love Roxanne. Happy birthday
1:28.9	Roxanne. I hope you feel better. She just had a big surgery. Yeah serious one on her back.
1:34.4	Major back surgery. Happy birthday Rocky. Hi Roxanne. KT met Roxanne when she went we went to
1:42.8	high school together. I'm still friends. Susie is the only person I know that's best friends with her
1:48.1	kindergarten and grammar school girlfriends in high school. I mean they all went weren't Chicago.
1:55.4	They all want to get together. Sometimes if it's a nice evening and we don't have work the next day
2:01.2	we take a ride to the old neighborhood which is not very safe these days. Well wasn't safe then.
2:08.0	Well and they love to be together and all they do they actually talk about the same thing
2:16.2	every time they reunite and they have the best time talking about the same memories and stories
2:23.8	and restaurants and things they used to do. All right KT this is Asusie and KT. No.
2:30.2	No no no it's KT asks Susie and KT say that but you know sometimes you do answer questions go
2:38.0	for it girlfriend. All right this is from Jamie. Hello Susie. I've been having some fun with stocks
2:45.0	but I have a question now that I'm pretty diversified. Should I reinvest my stock dividends or
2:51.6	transfer them to my settlement fund. I reinvested my Roth IRA but I did not know if I should be doing
2:59.5	the same with my individual stocks. Also I got married in 2020. I was 42 at the time and I've been
3:07.4	working diligently to save money in my Roth IRA and contribute the max. I made just under 42,000
	...

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