Podcast appearances and mentions of Suze Orman

This Classic Suze School is a lesson on choosing the right joint and survivor benefit pension option for you and your spouse. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

This episode is a re-release; it originally aired on October 1, 2018. In a live appearance for the relaunch of her New York Times number one best-selling book "Women & Money," financial expert Suze Orman inspires a sold-out audience at Harlem's historic Apollo Theater. Suze believes the time has never been more right for women to take control of their finances. In this two-part special, Suze offers practical advice on how to financially protect yourself, spend your money more wisely and build a secure future. She stresses that money itself is not the end goal; it's the means to living a full and more meaningful life. In Part 2, Suze introduces the woman whom she credits with giving her a start and ultimately changing millions of women's lives. Get ready to take notes, because it's time to continue down the path to financial freedom! Hosted on Acast. See acast.com/privacy for more information.

Suze Orman is one of the most famous financial advisers in America, and she wakes up at 5 a.m. every single day. While Your Money Briefing is on a break, we're bringing you the first episode of My Monday Morning from our colleagues at The Journal podcast, where Lane Florsheim talks with Orman about when to retire, why she avoids eating out and why she doesn't trust AI. Follow The Journal here. Sign up for the WSJ's free Markets A.M. newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

For this all new Ask KT & Suze Anything, Suze answers your questions about helping adult children with money, caring for parents and so much more. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

For this Classic Suze School, we go back to an episode where Suze examined the difference between passion and meaning in our jobs and which one matters the most. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

This episode is a re-release; it originally aired on October 1, 2018. In a live appearance for the relaunch of her New York Times number one best-selling book "Women & Money," financial expert Suze Orman inspires a sold-out audience at Harlem's historic Apollo Theater. Suze believes the time has never been more right for women to take control of their finances. In this two-part special, Suze will offer practical advice on how to financially protect yourself, spend your money more wisely and build a secure future. She stresses that money itself is not the end goal; it's the means to living a full and more meaningful life. Suze also opens up about her personal journey of growing up on Chicago's South Side, being a waitress until she was 30 and eventually becoming one of the country's most successful financial advisers. Get ready to take notes, because your path to financial freedom starts now! Hosted on Acast. See acast.com/privacy for more information.

For this episode, Suze and Keith Fitz-Gerald sit down for an update from their June 2026 webinar. Together, they address the economy, the stocks they talked about previously, AI and more. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

For this Classic Suze School: Suze discusses why our negative thoughts, fears and actions limit our potential and prevent us from being safe, strong and secure. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

For this all new episode, we start with an update from KT about one of the listeners who was featured on the last Ask KT & Suze Anything. Then we go to Suze School for a master class all about  Qualified Longevity Annuity Contracts, better known as QLACs. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

Suze Orman is one of the most famous financial advisors in America and she wakes up at 5 a.m. every single day. In the first episode of My Monday Morning, a new Journal video series inspired by the longstanding column of the same name, Lane Florsheim sits down with Suze to talk about the right age to retire, why eating out is still one of the biggest wastes of money, and why she doesn't trust AI. Learn more about your ad choices. Visit megaphone.fm/adchoices

For this all new Ask KT & Suze Anything, Suze and KT talk about an email they received from a woman who feels that she let her boyfriend down by not going "all-in" on a particular stock. Who was correct? Plus, KT and Suze share a special Dolly Parton memory. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this episode of Ask KT & Suze Anything, Suze answers questions about Social Security, layoffs and trusts. Plus, the importance of taking care of your elders. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

For this Classic Suze School episode: Suze outlines three important steps we can all take, so that we can have a personal, professional and financial super life. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

Executive Summary An article pitting Bill Bengen's revised 4.7% withdrawal rate against Suze Orman's 3% rule sent Wade Borth down a different road this episode. Rather than picking a side, he asks why anyone would build a retirement plan on a rule that only claims a 90% chance of success. His answer starts with rejecting scarcity thinking and becoming your own fiduciary. Key Takeaways Bill Bengen's updated 4.7% rule and Suze Orman's 3% rule are both opinions, not guarantees, and neither promises a 100% positive outcome. Withdrawal rate rules ask how little you can spend without running out of money. That's a scarcity mindset, and it produces a cycle of sacrifice and fear. Pension plans once gave retirees certainty. The 401(k) that replaced them shifted that risk from the employer to the employee. Locking money away for 30 years is like freezing the best steak you own and never eating it. Becoming your own fiduciary starts with financial education, not with outsourcing the decision to someone else's opinion. Links and Resources http://sagewealthstrategy.com/ Keywords 4% rule, safe withdrawal rate, retirement withdrawal rate, 401(k) alternatives, pension plans, infinite banking concept, be your own banker, become your own fiduciary, guaranteed asset, whole life insurance, cash value, liquidity bucket, family banking, generational wealth, Bill Bengen, Suze Orman, retirement income planning, financial education, Sage Wealth Strategy, Wade Borth Episode Highlights [00:01:00 - 00:02:00]  Wade explains why money should be treated as our second most valuable asset after time. [00:02:00 - 00:03:00]  Bill Bengen, creator of the 4% rule, now says retirees can safely pull 4.7%. [00:03:00 - 00:04:00]  Suze Orman counters with a 3% rule, and Wade explains his skepticism of financial entertainers. [00:04:00 - 00:05:00]  Wade argues both withdrawal rate camps set retirees up to either underspend or run out. [00:05:00 - 00:06:00]  The scarcity mindset behind every withdrawal rate rule, and why it produces sacrifice and fear. [00:06:00 - 00:07:00]  Pension plans once gave retirees guaranteed income. Most have disappeared. [00:07:00 - 00:08:00]  How the 401(k) quietly shifted investment risk from employers to employees. [00:08:00 - 00:09:00]  Why Wade treats every financial opinion, including his own, as an opinion and not a fact. [00:09:00 - 00:10:00]  The frozen steak analogy: why locking money away for 30 years doesn't make sense. [00:11:00 - 00:12:00]  Wade closes on what it means to become your own fiduciary.  

On this Suze School, Suze reviews what's been happening in the stock market and why you need to keep a clear head and not react emotionally to the rise and fall of the stocks you have. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

For this Classic Suze School episode, think about when you invest. Do you focus more on what you lost? Are you investing all at once? Are you investing out of fear? If you answered “yes” to any of these questions, then Suze has the rules of the road you need to avoid making the biggest mistakes you could make, as an investor. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this brand new Ask KT & Suze Anything, Suze answers your questions about retirement accounts, HSAs, caring for your spouse and more. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

For this Classic Suze School episode, Suze reads an email from a listener who wants to retire, but it may not be the right time. Is it too late to change the plan? Listen, as Suze explains the situation and what the potential best move may be. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Suze School, Suze goes over everything that happened in the economy in the last week. She reviews how the market responded to the Fed's rate announcement and why you should not have FOMO about some recent IPOs. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Classic Suze School: A lesson on the language of money in retirement accounts. Learn about rollovers, transfers and conversions. Knowing the meaning of these words may keep you from making a mistake, keep you from paying taxes when you don't have to and keep you from getting into a penalty situation. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this brand new Ask KT & Suze Anything, Suze answers your questions about when you can contribute to your solo 401k, needing an executor, and caring for aging parents. Plus a "Can I Afford It?" question and more. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

In this Classic Suze School, Suze teaches about the key to attaining financial independence and how it starts with a very important question you need to ask yourself. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this brand new Ask KT & Suze Anything, KT asks and Suze answers your questions about last week's SEP IRA and Solo 401k master class. Plus, helping your parents out, protecting your financial future against AI and so much more. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

Richard Rosso & Jonathan McCarty explore some of the biggest retirement and investing questions facing Americans today. We examine how SECURE Act 2.0 is accelerating the "Rothification" of retirement savings, why catch-up Roth contributions remain a powerful planning tool, and what investors need to know about employer Roth matching and the long-term tax implications. We also tackle one of the hottest debates in retirement planning: Are dividend stocks really safer, or are investors being seduced by yield? We examine the arguments popularized by Dave Ramsey and Suze Orman, discuss whether dividends actually provide better retirement income, and explain why total return—not yield alone—should drive long-term investment decisions. Along the way, we'll discuss how today's market environment, disruptive technologies, and changing tax policies could reshape retirement planning for years to come. Plus, we preview our upcoming "Narrative Busters" series, where we challenge some of Wall Street's most widely accepted investment beliefs. 0:00 INTRO 0:19 - Butt stuff & Taxes 3:39 - MAHA & Homeopathy (Health & Wealth are Connected) 5:45 - Secure Act 2.0 & Rothification of America 9:53 - Do Not Stop Catch-up Contributions to Roths 12:58 - Putting Employer Matches in Roth accounts 14:15 - Dealing with Tax Implications (Bending Over) 15:45 - Temperature Technology 19:11 - Take the Pain of Taxes Now vs Later (Will They Tax Our Roths?) 20:23 - The Roth Saga of Peter Thiel 22:48 - The Tax Cascade is Coming 25:05 - Suze Orman, Dave Ramsey Rationale on Dividend Paying Stocks 27:58 - Dividend = Safety? 32:47 - Seduced by Yield 37:00 - If You Want Income... 39:15 - Impact of Disruptive Companies 40:39 - Narrative Busters tease (Which Ghost Buster is Who? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: ------- Watch today's "Before the Bell" premarket commentary, "Is Market Leadership Changing?" https://youtu.be/-NtwWZUvZBA ------- Watch our previous show, "Winning Less, Investing Better" https://youtube.com/live/K-mLdepNr6Y?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #RothIRA #DividendInvesting #TaxPlanning #FinancialPlanning

Richard Rosso & Jonathan McCarty explore some of the biggest retirement and investing questions facing Americans today. We examine how SECURE Act 2.0 is accelerating the "Rothification" of retirement savings, why catch-up Roth contributions remain a powerful planning tool, and what investors need to know about employer Roth matching and the long-term tax implications. We also tackle one of the hottest debates in retirement planning: Are dividend stocks really safer, or are investors being seduced by yield? We examine the arguments popularized by Dave Ramsey and Suze Orman, discuss whether dividends actually provide better retirement income, and explain why total return—not yield alone—should drive long-term investment decisions. Along the way, we'll discuss how today's market environment, disruptive technologies, and changing tax policies could reshape retirement planning for years to come. Plus, we preview our upcoming "Narrative Busters" series, where we challenge some of Wall Street's most widely accepted investment beliefs. 0:00 INTRO 0:19 - Butt stuff & Taxes 3:39 - MAHA & Homeopathy (Health & Wealth are Connected) 5:45 - Secure Act 2.0 & Rothification of America 9:53 - Do Not Stop Catch-up Contributions to Roths 12:58 - Putting Employer Matches in Roth accounts 14:15 - Dealing with Tax Implications (Bending Over) 15:45 - Temperature Technology 19:11 - Take the Pain of Taxes Now vs Later (Will They Tax Our Roths?) 20:23 - The Roth Saga of Peter Thiel 22:48 - The Tax Cascade is Coming 25:05 - Suze Orman, Dave Ramsey Rationale on Dividend Paying Stocks 27:58 - Dividend = Safety? 32:47 - Seduced by Yield 37:00 - If You Want Income... 39:15 - Impact of Disruptive Companies 40:39 - Narrative Busters tease (Which Ghost Buster is Who? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: ------- Watch today's "Before the Bell" premarket commentary, "Is Market Leadership Changing?" https://youtu.be/-NtwWZUvZBA ------- Watch our previous show, "Winning Less, Investing Better" https://youtube.com/live/K-mLdepNr6Y?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #RothIRA #DividendInvesting #TaxPlanning #FinancialPlanning

In this Classic Suze School, Suze addresses special concerns from two nurses, who were misled into investing in an insurance policy. If you don’t stand up and ask the right questions, you could get ripped off too! Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this new Suze School, Suze teaches a lesson about the differences between a SEP IRA and a Solo Roth 401K. For those of you who are self-employed, know someone who is or think that you may become self-employed down the road, this is for you. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this highlight episode of Ask KT and Suze Anything, Suze answered your questions about beneficiaries of IRAs, student loans, filing taxes as a married couple and so much more. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Sunday Summer School with KT & Suze, Suze answers your questions about online scams, annuities, trusts and Roths. Plus, a fun story about how Suze shook up the status quo early in her career and more. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Ask KT & Suze Anything Summer Schedule highlight show, KT asks Suze your questions about what to do with money you don’t need for five years or longer, selling property, advice for getting young people educated about personal finance and more. Brand new podcast episodes come out on Sundays, during the summer. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Summer School with KT & Suze episode, Suze answers your questions about trusts, annuities, and planning for retirement. Plus, find out why that lunch you were invited to isn't really free and more! Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this edition of Ask KT and Suze Anything, Suze answers your questions about Roth conversions, advice from financial advisors, and investing based on personal values. Plus, you won't believe how many ex-wives are entitled to one man's social security benefits and so much more. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email:support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

David McKnight discusses the Woman's World article Suze Orman Reveals When to Buy an Annuity - and the One Question You Must Answer First. For years, Orman has warned investors away from annuities, often lumping them into the category of expensive financial products that enrich salespeople at the expense of consumers. David has been surprised by what the current views of Orman appear to be, completely in line with what David has been preaching for years. Orman's analysis begins with a key consideration: annuities can be a helpful tool in retirement, but whether they make sense for you depends on one key factor: your income needs. In the Woman's World article, Orman writes that the first step is to figure out how much money you need each month to cover your essential expenses. Next, you should look at your guaranteed income sources like Social Security, a pension, rental properties, interest, or dividends. David paints out the scenario in which you get permission to take more risk in the stock market portion of your portfolio. A recent BlackRock study showed that people whose living expenses are guaranteed spend 22% more than those who rely on their stock market portfolio alone in retirement. David talks about what he refers to as a "piecemeal internal Roth conversion feature" and why it may be a beneficial asset. David sees Orman's approach as short-sided for the fact that guaranteed lifetime income isn't the only mathematically appropriate use of annuities. True, most retirees own bonds because they want stability, but bonds do come with reinvestment risks, interest rate risks, inflation risks, and often low long-term returns. David explains what would happen if you reached into your portfolio, removed bonds, and replaced them with an annuity. According to David, the conversation needs more nuance because "not all annuities are created equal". Remember: retirement planning isn't about one-size-fits-all financial advice; it's about creating a customized approach that will help you wring the most efficiency out of your retirement savings.     Mentioned in this episode: David's new book: The Secret Order of Millionaires David's national bestselling book: The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement by David McKnight DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com Suze Orman Woman's World article - Suze Orman Reveals When to Buy an Annuity - and the One Question You Must Answer First  BlackRock Ken Fisher

For our very first guest on the The Live Like a Girl podcast, I sat down with the woman who taught generations of us how to take back our financial power: Suze Orman.Here's why I had to start here. I spend my life helping women with hormones, weight loss, menopause, and underneath almost all of it sits one thing – cortisol. And when you scratch beneath the “cortisol surface,” so often what you find is money stress. So I brought in the icon herself to talk about what's really keeping women sick and stuck, and what to do about it.We get into self-worth and net worth, why women hand over their financial power, the spender-to-saver shift, divorce and the sandwich generation, the truth about your home and your car, what AI is about to do to all of us, and the money moves that matter most in 2026. Suze also shares her origin story – from waitress to financial icon and I know it will light a fire in you.This one is a masterclass. So bring a notebook and get ready. If you're wanting the deeper dive on exactly how to invest now, we're giving you a special offer of Suze's Masterclass: suzeorman.com/drmindyFor more resources related to today's episode, visit the podcast episode page: https://www.drmindypelz.com/ep345/  More on Suze Orman:Website: suzeorman.comInstagram: @therealsuzeormanYouTube: @suzeormanFacebook: Suze OrmanLinkedIn: Suze OrmanConnect with Dr. Mindy:Join Reset AcademyWatch the episodes on YouTubeFollow Dr. Mindy on InstagramSubscribe to Dr. Mindy's newsletter for tools and research on fasting, hormones, and metabolic healthDisclaimer: This podcast is intended for educational and informational purposes only and is not a substitute for professional medical advice. Always consult a qualified healthcare professional before making changes to your diet, fasting routine, or lifestyle.

In this Suze School, Suze explains what a healthy stock market looks like and gives us things to think about when we want to sell a stock or ETF. She also shares the ETFs, sectors, and dividend strategies Suze believes we should be watching now. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Help with the Must Have Docs: Email: support@musthavedocuments.zendesk.com Phone: 888-510-0510 Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Ask KT and Suze Anything episode, Suze answers your questions about where to start investing, online scams, Roths and so much more. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3G Get your savings going with Alliant Credit Union: https://bit.ly/3rg0Yio Get Suze’s special offers for podcast listeners at suzeorman.com/offer 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

After five years as The Resetter Podcast, everything changes. Welcome to Live Like a Girl.In this first episode, Dr. Mindy Pelz explains why she retired a name she loved and what she's building in its place. The truth driving it all: women aren't thriving, and most of the health advice out there was never written for us to begin with.She opens with the numbers on Alzheimer's, depression, anxiety, cancer, and heart disease, then digs into why the science behind "evidence-based" wellness has left women out, and why fifteen-minute doctor visits and almost no nutrition training can't fix it. From there she lays out the five principles that shape this whole new season: mindset matters, regulate first, honor your rhythms, everything is health, and collaboration over competition.It's a conversation about the body, but also about culture, conditioning, and finally taking up space. A preview of what's coming this season, including Suze Orman on money and wellbeing and Frank Anderson on trauma and metabolism.If it resonates, share it with a woman who needs to hear it, and subscribe so you don't miss what's next.For more resources related to today's episode, visit the podcast episode page: drmindypelz.com/ep344Resources Mentioned in this Episode:Fast Like a Girl: https://www.drmindypelz.com/booksThe Obesity Code by Jason FungIn a Different Voice by Carol GilliganThe Body Keeps the Score by Bessel van der KolkBurn Fat Like a Girl: Your Natural GLP-1 Reset: https://bit.ly/4eUUB8yNervous System Reset Guide: https://bit.ly/3QOcQEWConnect with Dr. Mindy:Join Reset AcademyWatch the episodes on YouTubeFollow Dr. Mindy on InstagramSubscribe to Dr. Mindy's newsletterDisclaimer: This podcast is intended for educational and informational purposes only and is not a substitute for professional medical advice. Always consult a qualified healthcare professional before making changes to your diet, fasting routine, or lifestyle.

In this episode, David McKnight addresses one of the biggest myths in retirement planning: once you retire, you need to dramatically reduce your exposure to stocks. The reason why most financial advisors recommend reducing stock exposure in retirement has very little to do with stocks and everything to do with sequence of returns risk. Sequence of returns risk is what happens when you're forced to withdraw money from your investment portfolio during a market downturn. If the market falls 30% and you're simultaneously taking withdrawals to pay for your living expenses, you're locking in losses and permanently impairing your portfolio's ability to recover. According to David, the way to solve this problem is by ensuring that your essential expenses are covered before you ever retire. When you're at least five years out from retirement, David believes that one of the most important decisions you can make is to create the so-called income floor. An income floor is a guaranteed stream of income that covers your basic living expenses regardless of what the stock market is doing. The volatility shield adds a second layer of protection that has to do with discretionary expenses (e.g., a trip around the world, taking the grandchildren to Disney World, etc.). Suze Orman has controversially recommended that retirees keep 3-5 years' worth of living expenses in a savings account, so they don't have to sell investments during a market downturn. While David agrees with the concept, he doesn't see savings accounts as the most efficient place to put that money in. Instead, he'd rather have retirees accumulate that money in a completely separate account (a volatility shield) – which, unlike a savings account, has the potential to grow 5-7% net fees over time. Looking for an alternative volatility shield? Look at cash value life insurance in the form of indexed universal life (IUL), says David. An Ernst & Young study found that retirees who included the volatility shield strategy and a guaranteed lifetime income annuity in the retirement plan were able to dramatically increase the sustainable withdrawal rate on their investment portfolio. Since the early 1990s, the gold standard on sustainable withdrawal rates has been 4%. The 4% Rule says that if you withdraw approximately 4% of your portfolio each year, there's a reasonably high chance that your money will last a full 30-year retirement. However, when retirees had access to a volatility buffer and could avoid taking distributions following market downturns, sustainable withdrawal rates increased dramatically (in some scenarios, up to 8%). David is a believer of the fact that the portfolio that got you into retirement can also take you through retirement – with a recommended 70% in U.S. stock market index funds and 30% in international stock market index funds. For David, the reason why this approach works well is that, with it, you solve the two biggest issues in retirement: income and volatility. Moreover, if you can position these assets inside tax-free accounts through strategic Roth contributions and Roth conversions, you gain protection against yet another threat, tax rate risk. David concludes by stressing that it is not that the buy-and-hold strategy doesn't work, it's that most retirees don't have the protection tools necessary to stay committed to the strategy when markets become turbulent.     Mentioned in this episode: David's new book: The Secret Order of Millionaires David's national bestselling book: The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement by David McKnight DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com Suze Orman Ernst & Young

On this Suze School Highlight episode, Suze challenges us to break the habit of financial fear. Suze explains how even making one small positive change can build up confidence and help us realize our own power. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Ask KT and Suze Anything episode, Suze answers your questions about the must-have docs and special circumstances, retirement accounts, smart ways to invest and so much more. Learn more about the Ultimate Scam Protection here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

"I said to my wife literally yesterday: for the first time in 60 years — I just turned 60 — I feel like I've found my true calling."Welcome back to The Speaker Lab Podcast! In this episode, host Dan Irvin kicks off a new format — sitting down with real speakers who are a step or two ahead of you, because the fastest way to figure out your next move is to connect with someone living it right now. First up: Danny Karon, a "lovable lawyer" who spent 35 years succeeding at traditional law before walking away from it to build something nobody else is building.Danny calls it legal wellness — the unaddressed fourth pillar alongside physical, emotional, and financial wellness. There's a Dr. Phil for your mind and a Suze Orman for your money, but nobody teaching everyday people how to stay out of legal trouble before it starts. Danny is betting his next chapter on that open lane: a new book, a TEDx talk written for the stage, and teaching gigs at Ohio State and the University of Michigan (yes, both — they can coexist).But this conversation doesn't sugarcoat the pivot. Danny is candid about the part nobody warned him about: he thought that because he could speak, the business side would slide right into place. Instead he got the cold-outreach runaround — bounced between university offices, told "the students organize their own events," hearing crickets. He and Dan get tactical about where the breakdown is, why recurring events like orientation week are a goldmine hiding in plain sight, and how to make people care about a topic they've never heard of.Whether you're sitting in a safe career feeling pulled toward a message you can't shake, or you're mid-pivot and hitting the same walls Danny is, this episode is a masterclass in committing to a new lane before the world understands it!You'll learn:What "legal wellness" actually is — and why the lane is wide openThe two observations from 35 years of law practice that triggered Danny's pivotHow playing the long game with relationships landed him teaching gigs at Columbia, Ohio State, and MichiganWhat writing a TEDx talk taught Danny about his real message (hint: it's not the law — it's agency, ownership, and control)The honest financial reality check you need before leaping from a stable careerWhy "men and women ages 18 to 65" is not an audience — and how Danny niched down to college studentsWhere cold outreach to large institutions actually breaks down, and how to find the real decision makerWhy a missed orientation week isn't a missed opportunity — it's next year's pitchHow to frame a brand-new topic so prospects care about something they've never heard ofThe "Trojan horse" strategy: pitching where event planners already book speakers on adjacent themesAnd much, much more!"You never know what you're gonna find, but I do know that the only certainty is in doing nothing. And that means I have no choice but to succeed."Feeling pulled toward a message you can't shake? Don't spend another year sitting on it. Grab a free 15-minute Speaker Business Assessment at thespeakerlab.com/SBA and get a real look at how to turn your expertise into paid speaking.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This Suze School features the audio from the webinar on June 4, 2026, where Suze sat down with Keith Fitz-Gerald, for a timely, no-nonsense conversation about today’s markets and where they believe opportunity may be hiding. Together, they talked about: stocks, ETFs, bonds, real estate, gold and so much more. Learn more about the Ultimate Scam Protection program here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Ask KT and Suze Anything episode, Suze answers your questions about where to prioritize your savings, dental insurance and what debt to pay off first. Plus, a ‘Can I Afford It?’ question and so much more. Learn more about the Ultimate Scam Protection program and sign up for Part II of the webinar here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Suze School, Suze explains how ETFs are created and how they really work, using Keith Fitz-Gerald’s new ETF FITZ as an example. Learn more about the Ultimate Scam Protection program and sign up for Part II of the webinar here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Ask KT and Suze Anything episode, Suze answers your questions about life insurance, getting a car for your child, becoming more involved with your money and so much more. Learn more about the Ultimate Scam Protection program and sign up for Part II of the webinar here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Suze School episode, Suze tells us why she doesn't like target date mutual funds. She starts by explaining what is happening in the bond market, why oil is a major factor and why you need to be an active investor, even in your retirement accounts. Learn more about the Ultimate Scam Protection program and sign up for Part II of the webinar here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this all new Ask KT and Suze Anything episode, we get an update on Suze and KT’s trip to Japan. Then, Suze answers your questions about 410(k)s, Lady Bird Deeds, credit card debt and so much more. Learn more about the Ultimate Scam Protection program and sign up for Part II of the webinar here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

This re-listen Suze School episode has two very important lessons, starting with why one of the biggest mistakes you can make is basing financial decisions on friendship. Then, Suze explains the correct way to do tax-loss harvesting. Learn more about the Ultimate Scam Protection program and sign up for Part II of the webinar here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this Ask KT & Suze Anything episode, Suze answers your questions about when is a good time to pivot from a business opportunity, 401(k)s and getting out of credit card debt. Plus, a really interesting “Can I Afford it?” segment. Learn more about the Ultimate Scam Protection program and sign up for Part II of the webinar here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

On this special Mother’s Day Suze School, Suze and KT read an email that really touched their hearts and talk about the special role mothers play in our lives. Learn more about the Ultimate Scam Protection program and sign up for Part II of the webinar here: SuzeOrman.com Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin 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: CLICK HERE FOR APPLE: https://apple.co/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.