KT (Katie Taylor)

speaker

533 appearances 4 recordings 1 series first heard Jul 2026 last heard 9 Aug

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

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Aug 2026 with 2.

newest first · ▶ plays the moment

You gave me the confidence to manage my money and educated me.

And I want you to know that my Fidelity account, which just tipped one million this year, saved me thousands in fees.

There you go.

So tell everyone.

Well well she kind of said it herself.

Yeah, she did.

She knows what to do.

He was the beneficiary.

Right?

Even that part was like, wait a minute.

This is from Debbie.

Debbie said, Susie and KT, I believe you said an IRA does not belong in a trust.

I don't think you can put one in a trust.

Keep going.

What about an HSA?

Keep going.

Is that it?

Yeah, that's the question.

All right.

So I think you can have an HSA.

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