Episode Mentions
Suze Orman's Women & Money (And Everyone Smart Enough To Listen) · Jan 8, 2026
Suze Answers Your Mega Retirement Plan Strategy Questions
“Employee benefits company co-founded by Suze Orman offering workplace financial wellness solutions”
Mega Backdoor Roth Conversion Strategies415(c) After-Tax ContributionsPro Rata Rule and IRA Conversions
View AnalysisSuze Orman's Women & Money (And Everyone Smart Enough To Listen) · Jan 4, 2026
Suze's Mega Retirement Plan Strategy For 2026
“Co-founded by Suze Orman, offers employee and employer benefits for retirement savings solutions.”
2026 Roth IRA contribution limits and income phase-outsRoth 401(k) vs. Traditional 401(k) strategyCatch-up contributions for ages 50+
View AnalysisSuze Orman's Women & Money (And Everyone Smart Enough To Listen) · Jan 1, 2026
What is Your Emotional Money Score, The Highlights
“Co-founded by Suze Orman; offers employee and employer benefits for financial wellness”
Emotional Money Score AssessmentFear, Shame, and Anger as Financial ObstaclesEmergency Savings Accounts
View Analysis