Ask Suze (and KT) Anything: May 20, 2021
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Suze Orman Media
4.6 • 4K Ratings
🗓️ 20 May 2021
⏱️ 38 minutes
🧾️ Download transcript
Summary
On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Kristen, Nancy, Denise, Tamara, Holly, Becky, Penelope and Jeanie, selected and read by KT.
This week’s questions:
- I mistakenly fully funded my ROTH IRA and regular IRA. What is my best option to pay the least in penalties and taxes?
- If I won money in the lottery, what should I do with it?
- What are some good funds to invest in?
- What is the best way for me to utilize my deferred compensation?
- I am 70, should I move money from an old 401(k) and invest in a ROTH?
- How do I take my late husband’s 401(k) money before it disappears?
- I’m 35 and have quite a bit of money in BitCoin. Should I use some of that to pay off my mortgage?
- Does it ever make sense to lease a car?
This week’s Quizzie, from Ed: What defines “earned income” with respect to a ROTH?
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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 all L I A and T dot com open an account and deposit $100 |
| 0:30.9 | a month every month for 12 consecutive months. What's going to happen Katie? Alliant is going to pay |
| 0:36.5 | you a bonus of $100. That is the place that both of us want you to save. So go to myalliant.com |
| 0:45.8 | and do what Katie? Look for Suzy and start saving now. |
| 1:15.9 | Live with love. |
| 1:23.8 | May 20th 2021. I guess who's back? Katie, did everyone miss me two Sundays in a row? You didn't get me, |
| 1:33.0 | but I had a great time with my sister. We're still having a great time. Today is Barbara's 60th |
| 1:40.8 | birthday. Happy birthday, little sis. Happy birthday, Bubalo. Bubalo. Also my friend Grover. |
| 1:50.2 | Today is Grover's birthday. That's right. Happy birthday, Grover. One, you know what's funny, |
| 1:55.6 | everybody? We look at our calendar and all of a sudden Katie says to me, Suzy, we have more dates |
| 2:05.2 | in our calendar, designated people's birthdays than anything else in our calendar. |
| 2:11.9 | I said, that's what happens when you get old. You accumulate all these birthday friends. |
| 2:17.5 | But we just want to wish my sister the best, best year ahead, best decade ahead. It's a good one. |
| 2:25.0 | It's a good one. Welcome. So I have to tell you, people are loving the Suzy schools without you. |
| 2:30.7 | Just joking. Just see my face. I can't believe I'm heartbroken to hear that. That's not true. |
| 2:38.6 | I was just, but it's better for you to all concentrate on Suzy and Suzy school without |
| 2:44.8 | makes. I know I add a lot of distraction. Yeah. All right. Anyway, everybody, wait, Katie. This is |
| 2:52.4 | Ask Suzy and Katie and anything. And this is essentially where you write in. And if your question is |
| 3:00.7 | chosen, then we will answer it on the podcast. And the best way to do that is simply by doing what? |
... |
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