What if your legacy was measured by the lives, you impact rather than the assets you leave behind? Inspired by the life and generosity of Dolly Parton, Suzanne Porske and her Tax Partner Rachelle Harp explore the difference between inheritance and legacy, charitable giving strategies, estate planning essentials, and the importance of having difficult family conversations before they become urgent. They also share a real-life story of uncovering hidden financial opportunities and explain how thoughtful planning can help families gain clarity, confidence, and direction for the future.

Get Your Complimentary Retire Ready Roadmap Today!

What if your legacy was measured by the lives, you impact rather than the assets you leave behind? Inspired by the life and generosity of Dolly Parton, Suzanne Porske and her Tax Partner Rachelle Harp explore the difference between inheritance and legacy, charitable giving strategies, estate planning essentials, and the importance of having difficult family conversations before they become urgent. They also share a real-life story of uncovering hidden financial opportunities and explain how thoughtful planning can help families gain clarity, confidence, and direction for the future.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

Unlock the secrets to financial success, generosity, and making impactful decisions with the Dime to Diamonds podcast.

Hosted by Suzanne Porske, this show is your go-to resource for navigating the world of holistic financial planning, charitable giving, financial organization, and the power of smart decision-making. Whether you’re an individual or a business owner, Suzanne shares valuable insights on how to build a secure financial future while staying true to your mission and purpose. If you’re looking to maximize your wealth, plan for the future, or create lasting change in your community, you’re in the right place!

Unlock the secrets to financial success, generosity, and making impactful decisions with the Dime to Diamonds podcast.
Hosted by Suzanne Porske, this show is your go-to resource for navigating the world of holistic financial planning, charitable giving, financial organization, and the power of smart decision-making. Whether you&rsquo;re an individual or a business owner, Suzanne shares valuable insights on how to build a secure financial future while staying true to your mission and purpose. If you&rsquo;re looking to maximize your wealth, plan for the future, or create lasting change in your community, you&rsquo;re in the right place!

Dime to Diamonds

Inheritance Leaves Money. Legacy Leaves Meaning.

What if the smartest retirement strategy is simply making better everyday decisions? Suzanne Porske and her Tax Partner Rachelle Harp explore the growing "money maxing" trend and how its core principles apply to retirement planning. The conversation covers proactive tax strategies, spending habits, financial organization, and why consistency often matters more than complexity. Suzanne also shares real-life estate planning lessons, highlighting how overcomplicated beneficiary arrangements, trusts, and account ownership can create challenges for loved ones. Learn why keeping your financial life organized and coordinated may help make retirement and legacy planning easier to manage.

Get Your Complimentary Retire Ready Roadmap Today!

What if the smartest retirement strategy is simply making better everyday decisions? Suzanne Porske and her Tax Partner Rachelle Harp explore the growing "money maxing" trend and how its core principles apply to retirement planning. The conversation covers proactive tax strategies, spending habits, financial organization, and why consistency often matters more than complexity. Suzanne also shares real-life estate planning lessons, highlighting how overcomplicated beneficiary arrangements, trusts, and account ownership can create challenges for loved ones. Learn why keeping your financial life organized and coordinated may help make retirement and legacy planning easier to manage.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

Moneymaxxing for Retirement: Small Choices, Big Impact

Why do some retirees hesitate to spend money they've spent decades saving? On this episode, Suzanne Porske and her Tax Partner Rachelle Harp explore the emotional side of retirement income, the difference between paycheck-style income and investment withdrawals and why having a clear retirement strategy can bring confidence to spending. They discuss retirement planning, taxes, Medicare considerations, required minimum distributions, and the importance of aligning your finances with the lifestyle you want to enjoy. It's a conversation about turning years of saving into a retirement plan designed around real life.

Get Your Complimentary Retire Ready Roadmap Today!

Why do some retirees hesitate to spend money they've spent decades saving? On this episode, Suzanne Porske and her Tax Partner Rachelle Harp explore the emotional side of retirement income, the difference between paycheck-style income and investment withdrawals and why having a clear retirement strategy can bring confidence to spending. They discuss retirement planning, taxes, Medicare considerations, required minimum distributions, and the importance of aligning your finances with the lifestyle you want to enjoy. It's a conversation about turning years of saving into a retirement plan designed around real life.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

You Saved a Million Dollars. Why Are You Still Afraid to Spend It?

Could a "one-size-fits-all" retirement strategy leave important gaps in your income and healthcare planning? In this episode, Suzanne Porske and her Tax Partner Rachelle Harp examines target date funds, retirement income options, and the importance of building a personalized plan around longevity, taxes, healthcare costs, and lifestyle goals. The conversation also explores Medicare enrollment decisions, differences between Medicare Advantage and supplemental coverage, and how healthcare expenses can impact retirement cash flow. Plus, Suzanne shares why retirees should focus on giving every dollar a specific purpose and preparing for the realities of life after work.

Could a "one-size-fits-all" retirement strategy leave important gaps in your income and healthcare planning? In this episode, Suzanne Porske and her Tax Partner Rachelle Harp examines target date funds, retirement income options, and the importance of building a personalized plan around longevity, taxes, healthcare costs, and lifestyle goals. The conversation also explores Medicare enrollment decisions, differences between Medicare Advantage and supplemental coverage, and how healthcare expenses can impact retirement cash flow. Plus, Suzanne shares why retirees should focus on giving every dollar a specific purpose and preparing for the realities of life after work.

Inheritance Leaves Money. Legacy Leaves Meaning.

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