During an episode of “Ask KT and Suze Anything,” personal finance expert Suze Orman criticized a 72-year-old caller’s financial advisor for bad advice about switching insurance policies. Here’s what happened during the podcast.
Orman is a celebrated author and financial advisor known for her blunt but fair advice. During an episode of the “Ask KT and Suze Anything” podcast, which deals with all things money, Orman received a call from a 72-year-old woman named Judy, who has been retired for two years.
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Judy revealed that she’s doing OK financially and is paying her bills without problems. Just recently, she met with her financial advisor. Judy told her financial advisor that she had paid up her MetLife policy, valued at $16,000, with a death benefit of $26,000. Judy explained that she told her financial advisor that she had no long-term insurance. In response, her financial…
