Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Do You Have Faith In Who You Are?
Oct 5, 2025
This episode tackles essential financial questions from listeners. Suze shares insights on balancing spending with financial security, especially after major life changes. She clarifies how to evaluate 401(k) advisors and explains the intricacies of leaving property to heirs. The conversation also covers IRA rules, stock order types, and the benefits of critical illness insurance. For those starting saving later in life, Suze emphasizes the importance of addressing debts first and making gradual contributions. Tune in for empowering financial guidance!
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Trust Your Financial Judgement
- Stop letting your parents' outcomes dictate your financial choices and trust your own judgment.
- If you know a purchase is right, spend; if you know it's wrong, don't spend, and stand in your truth.
Compare Stock Returns To The S&P Only
- When evaluating an advisor, compare only the stock portion of your portfolio to the S&P 500 if that portion is invested in equities.
- Also weigh how much the advisor is charging for returns versus what you could get passively.
Fix Joint Ownership To Protect Inheritance
- If you jointly own a home and want your share to pass to your child, change from joint tenancy with right of survivorship to tenants in common.
- Then hold your half in a living revocable trust so your share follows your estate plan and bypasses probate as you intend.
