Katie Taylor

speaker

343 appearances 2 recordings 1 series first heard Sep 2026 last heard 2d ago

Katie Taylor’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 2.

Appearances

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Suze Orman's Women & Money (And Everyone Smart Enough To Listen) · When Do You Let Your Adult Child, Be An Adult? · 13 Sep 2026 podcast

She said, in this box are bonds.

They have a maturity date.

You need to know if something were to happen to me,

what to do with these.

And she wanted me to know where everything

Wait, so we're getting a little, so Becky wrote to us about how she's helping her mom.

She stepped in and like Susie said, if her mother didn't have her, who would do this?

So her question is Susie, now that she needs a lot of help after dad's death, if I remember correctly, you said my mom should select my dad's Roth and IRA accounts as if they were her accounts.

so she doesn't have to liquidate the IRA within 10 years.

And then she said, will my mom be able to continue converting my dad's IRA into a Roth as I had my dad do each year?

So there you go.

Susie, this is- Where'd you

I looked up family, family, family.

I don't mind.

Anything that had to do with our family questions.

So this, and we get so many, so it's not hard to select these.

The next one says, please help us.

Hi, Katie and Susie.

I'm writing to get advice on my mother's behalf.

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