Suze Orman's Women & Money (And Everyone Smart Enough To Listen) A Mixed Money Bag - Something For Everyone!
Mar 5, 2026
Listeners hear questions on post-nuptial clauses, trusts and when to use beneficiary designations. Discussion covers Roth conversions and tax treatment, plus whether to prioritize Roth or retirement plan contributions. Practical tips pop up about starting investing as a teen, handling credit limit cuts, and avoiding retirement withdrawals to pay taxes.
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Money's Goal Is Security Through Emergency Savings
- The primary goal of money is to create security through an emergency savings account.
- Suze highlights the Ultimate Opportunity Savings Account at Alliant Credit Union as an essential financial foundation with high liquidity.
Choose Your Happiness Over A House For Kids
- Do not sacrifice your long-term happiness to preserve a house for your children when trust is irreparably broken.
- Suze advises prioritizing your own legacy and life over staying in a marriage solely to keep property for kids.
Leave IRAs To Beneficiaries Unless Minors Are Involved
- Prefer naming individual beneficiaries on IRAs rather than a revocable trust unless you need to protect minors.
- Suze says trusts are appropriate as IRA beneficiaries only when minors are involved and the trust is a see-through trust.