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>

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!