Suze School: Revisiting Recognizing Financial Advisor Abuse
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Suze Orman Media
4.6 • 4K Ratings
🗓️ 13 April 2025
⏱️ 27 minutes
🧾️ Download transcript
Summary
For this Suze School, we go back to part of an episode where Suze told the heartbreaking story of a recent widow and how a financial advisor took advantage of her grief for their own financial gain. Listen for Suze’s advice on how you can avoid a similar situation.
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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. |
| 0:06.3 | And there is no better way for you to be secure than having an emergency savings account. |
| 0:13.3 | 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. |
| 0:32.6 | We are strong, we are wise, we will not apologize. |
| 0:38.8 | We are here, we will thrive. |
| 0:41.9 | Together we will rise. |
| 0:44.3 | With a little bit of faith and everything it takes, we are strong, we are wise. |
| 0:52.8 | Together we are wise. Together we will rise. |
| 0:56.6 | April 13th, 2025, welcome to the Women and Money podcast, as well as everyone smart enough to listen. |
| 1:07.2 | Hi, everybody. |
| 1:07.9 | This is Robert the producer, and as I said on the last episode, |
| 1:11.9 | Susie and KT are taking some time off from new shows to attend to Family Matters. |
| 1:18.9 | And again, Susie knows that you are equipped with the actions to take and not take right now. |
| 1:24.9 | And she is giving some advice on what's happening in the economy on the |
| 1:28.8 | women and money community app when she can. You can get that app, by the way, for free by going |
| 1:35.1 | to Apple Apps or Google Play. Now, for those of you who are brand new to the podcast, |
| 1:42.1 | when Susie and KT take time off, we sometimes revisit an older episode |
| 1:47.2 | that you may not have heard or we feel it's worth bringing to the top of your feed again. |
| 1:52.9 | And today is no exception. We're going to play part of an episode from last spring all about |
| 1:59.0 | knowing the signs of financial advisor abuse. |
... |
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