How Not To Pay Taxes On An Inherited Retirement Account
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Suze Orman Media
4.8 • 4.2K Ratings
🗓️ 11 December 2025
⏱️ 37 minutes
🧾️ Download transcript
Summary
On this edition of Ask KT & Suze Anything, Suze answers your questions about borrowing against an insurance policy, medicare, is an expensive car really worth it and so much more!
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Transcript
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| 0:00.0 | Hi everybody, Susio here now. What is the goal of money? The goal of money is for you to be secure. |
| 0:06.6 | And there is no better way for you to be secure than having an emergency savings account. |
| 0:13.2 | It is essential for your financial foundation. So all of you should be participating in |
| 0:19.2 | the ultimate opportunity savings account at Alliant Credit Union. |
| 0:23.9 | Go to myalliant.com to find out more and be secure. |
| 0:36.5 | December 11, 2025. Welcome, 2025. |
| 0:41.2 | Welcome everybody to the Women and Money podcast. |
| 0:43.5 | And what KT? |
| 0:44.6 | And everyone's smart enough to listen. |
| 0:47.9 | And if they don't listen, does that mean they're not smart enough? |
| 0:50.5 | Yes. |
| 0:53.4 | For sure. This is the Ask KT and Susie Anything edition. If you have a question, |
| 0:59.4 | write into Ask Suzy, SUZE podcast at gmail.com. And if KT chooses it, oh, we will answer it on this |
| 1:08.7 | podcast. All right. Should we just get into it? Let's get right into it. |
| 1:13.9 | My first question is from Susan. And she said, hi, Susie and KT. My father, who is 75, watches these people on |
| 1:23.4 | Facebook, and they told him that he could get a life insurance policy and borrow against |
| 1:28.7 | it that he can put the stocks into a trust and borrow against them as well for a house |
| 1:35.5 | I think it's a scam what are your thoughts on this it's not a scam Susan it's |
| 1:40.1 | absolutely just stupid how is it possible that your father at 75 is not intelligent |
| 1:46.8 | enough to know, not to listen to somebody on Facebook that he knows nothing about? |
| 1:52.3 | Why are they telling him this? It's just stupid, okay? First of all, when you see that you can borrow |
| 1:59.5 | against something, what does that say to you? It says that |
... |
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