meta_pixel
Tapesearch Logo
Log in
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

Ask Suze Anything: August 29, 2019

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

Suze Orman Media

Investing, Business

4.84.2K Ratings

🗓️ 29 August 2019

⏱️ 26 minutes

🧾️ Download transcript

Summary

In this episode of Ask Suze Anything, Suze answers questions from Women & Money listeners: Robin, Claudia, Jonathan, Irene, and Alexis. They ask:

  • Is whole life insurance a good investment, or should one continue to save to buy a home?
  • What are the financial obligations for a separated spouse, when one partner dies and there was no formal divorce?
  • Should you cash in savings and a 401(k) to buy a condo, when one partner has just quit his job?
  • When is the right time period to convert to a Roth IRA?
  • How does one convert their Roth IRA into a living revocable trust?

JUST LAUNCHED! 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

Want to begin your Will & Trust? CLICK HERE for Suze’s $99 podcast special offer of her "Must Have Documents.”

To find the right Credit Union for you, CLICK HERE

Help spread the word about the Women & Money podcast by telling your friends and giving a star rating on Apple Podcasts.

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, everybody. I want you all to take advantage of the incredible interest rates that a

0:05.7

Lyon Credit Union is currently offering 4.5% for a three-month certificate, 4.75% for a six-month

0:15.2

certificate. But best of all, in my opinion, is 5% for a one-year certificate of deposit.

0:24.4

You can also purchase these in a retirement account. So go to myeliantaliant.com,

0:34.5

slash ultimate, and check it out now.

0:38.4

Suzy Orman here and you are listening to the Women in Money Podcast. Now, this is not your

0:55.2

ordinary money podcast, for there is nothing that I do that is ordinary. So if you want to be the

1:00.9

powerful woman that you were born to be in every aspect of your life, then you have come to the

1:08.0

right place.

1:30.9

We will rise. We will rise.

1:38.5

Oh, there. Welcome to another Ask Suzy. Anything. So before we begin, just going to give you a

1:45.7

reminder on September 29th at 1 a.m. East Coast time, it will be live, tune into HSN and I'm going

1:55.3

to do an Ask Suzy Anything show where you can call in and ask me your questions and I will respond

2:04.5

to you. So just do me a favor. I've told you if you want, you can write your question now and then

2:10.4

I'll tell you when to call in or whatever it may be. Or you can just watch that show at 1 a.m. East

2:18.8

Coast time adjusted for whatever time zone you're on. And therefore, you can just call in and they'll

2:26.1

probably take it right then and there. All right, let's begin now. Loving the questions that are

2:32.7

coming in quite varied, quite interesting. Here we go from Robin. Hi, Suzy, I would love your advice.

2:41.9

I am single, relatively successful at a professional services firm. I am fortunate enough to have a

2:48.3

pension for life and I max out my 401k. I do not own a home yet. I live in Santa Monica, California,

2:59.2

which is ridiculous 1.5 million plus for an okay to bedroom to bath. I need the tax break, but I am

3:07.7

reluctant. It has been suggested. This is where I start to get mad. Just sit back everybody. All right,

...

Please login to see the full transcript.

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.

Copyright © Tapesearch 2026.