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

How To Avoid Tax Penalties on Roth Conversion

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

Suze Orman Media

Investing, Business

4.84.2K Ratings

🗓️ 19 February 2026

⏱️ 34 minutes

🧾️ Download transcript

Summary

In this Ask KT & Suze Anything episode, Suze answers your questions about Roth conversions, being on multiple mortgages, home loans and so much more.


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Jumpstart financial wellness for your employees: https://bit.ly/SecureSave

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Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links:

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See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

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.

0:35.2

February 19, 2020,

0:42.1

welcome everybody to the Women and Money podcast, and everybody smart enough to listen.

0:46.7

This is the Katie and Susie, where you ask us anything.

0:50.9

You write into AskSusie Podcast at gmail.com.

0:55.4

Send in your question.

0:56.9

And if KT chooses it, oh, we'll answer it on this podcast.

1:01.7

So, Miss Travis, she's being silent.

1:05.5

Want to know why?

1:06.8

I'll tell you why.

1:08.5

Because I heard her feelings last Sunday, because I asked Robert to ask the questions

1:14.4

and not her. Robert, I love you, but she should have asked me to do that job. That's her job.

1:20.7

She takes it very serious. But there was no way for us to video us. We couldn't do it in the same

1:27.3

little studio. Well, we just couldn't do it in the same little studio. It didn't work.

1:30.8

We don't have all those cameras. But trust me, everybody. If we do it again, I'm going somewhere,

1:36.7

renting a big studio for me, leave Susie in this little itty-bitty studio, and we're going to do it

1:42.8

where I will ask the questions.

1:45.3

So that.

...

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