Retirement isn’t just about how much you’ve saved; it’s about turning those savings into the life you want to live. Suzanne Porske and her Tax Partner Rachelle Harp discuss creating a retirement paycheck, planning for taxes and healthcare, deciding when Social Security fits into the picture, and managing investment risk. She also explores why more people are considering retirement earlier, the importance of understanding portfolio fees and concentration, and how organizing old 401(k)s and financial accounts can simplify your overall retirement picture.

Get Your Complimentary Retire Ready Roadmap Today!

Retirement isn&rsquo;t just about how much you&rsquo;ve saved; it&rsquo;s about turning those savings into the life you want to live. Suzanne Porske and her Tax Partner Rachelle Harp discuss creating a retirement paycheck, planning for taxes and healthcare, deciding when Social Security fits into the picture, and managing investment risk. She also explores why more people are considering retirement earlier, the importance of understanding portfolio fees and concentration, and how organizing old 401(k)s and financial accounts can simplify your overall retirement picture.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

Can Your Savings Replace Your Paycheck in Retirement?

What does it take to rebuild financially when life changes everything? Suzanne Porsky shares the personal story behind Dime to Diamonds and how her experiences shaped a passion for financial education and empowerment. Suzanne Porske and her Tax Partner Rachelle Harp discuss navigating major life transitions to helping widows and retirees find clarity, Suzanne discusses the value of honest conversations about spending, retirement goals, taxes, estate planning, Medicare, RMDs, and investment fees. Plus, hear how building a retirement plan starts with understanding where you are today and what you want life to look like tomorrow.

Get Your Complimentary Retire Ready Roadmap Today!

What does it take to rebuild financially when life changes everything? Suzanne Porsky shares the personal story behind Dime to Diamonds and how her experiences shaped a passion for financial education and empowerment. Suzanne Porske and her Tax Partner Rachelle Harp discuss navigating major life transitions to helping widows and retirees find clarity, Suzanne discusses the value of honest conversations about spending, retirement goals, taxes, estate planning, Medicare, RMDs, and investment fees. Plus, hear how building a retirement plan starts with understanding where you are today and what you want life to look like tomorrow.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

From a Dime to Diamonds: The Story Behind the Mission

Is being financially content enough, or should your plan create room for more? Suzanne Porske and her Tax Partner Rachelle Harp discuss building reliable income, spending with confidence, preparing for aging, and navigating long-term care decisions. Drawing from her family’s experience with a life-changing stroke, they explain why understanding your options before a health crisis can provide greater flexibility when care decisions become personal.

Get Your Complimentary Retire Ready Roadmap Today!

Is being financially content enough, or should your plan create room for more? Suzanne Porske and her Tax Partner Rachelle Harp discuss building reliable income, spending with confidence, preparing for aging, and navigating long-term care decisions. Drawing from her family&rsquo;s experience with a life-changing stroke, they explain why understanding your options before a health crisis can provide greater flexibility when care decisions become personal.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

Contentment, Confidence, and the Cost of Care

What happens to your financial plan when life changes in an instant? Suzanne Porske and her Tax Partner Rachelle Harp discuss why both spouses should understand the household financial picture before a crisis occurs. She explores survivor income, Social Security, taxes, probate, and the importance of keeping financial information organized. Plus, the conversation turns to retirement healthcare costs, Medicare premiums, annual coverage reviews, and how Health Savings Accounts can fit into longer-term planning.

Get Your Complimentary Retire Ready Roadmap Today!

What happens to your financial plan when life changes in an instant? Suzanne Porske and her Tax Partner Rachelle Harp discuss why both spouses should understand the household financial picture before a crisis occurs. She explores survivor income, Social Security, taxes, probate, and the importance of keeping financial information organized. Plus, the conversation turns to retirement healthcare costs, Medicare premiums, annual coverage reviews, and how Health Savings Accounts can fit into longer-term planning.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

Would Your Spouse Know What to Do Financially Without You?

What happens when the retirement paycheck you counted on disappears, or an estate plan leaves your family with more questions than answers? Suzanne Porske and her Tax Partner Rachelle Harp explore ways to create predictable retirement income while maintaining control over your money, with a focus on taxes, budgeting, Social Security, and pension decisions. She also discusses estate planning, including the importance of clearly communicating responsibilities, choosing trustees and executors, and keeping beneficiary designations aligned with your wishes to help reduce confusion for loved ones.

Get Your Complimentary Retire Ready Roadmap Today!

 

What happens when the retirement paycheck you counted on disappears, or an estate plan leaves your family with more questions than answers? Suzanne Porske and her Tax Partner Rachelle Harp explore ways to create predictable retirement income while maintaining control over your money, with a focus on taxes, budgeting, Social Security, and pension decisions. She also discusses estate planning, including the importance of clearly communicating responsibilities, choosing trustees and executors, and keeping beneficiary designations aligned with your wishes to help reduce confusion for loved ones.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>
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Pensions, Paychecks and Planning for What Comes Next

What if a health crisis, family caregiving responsibility, or unexpected retirement changed your financial future overnight? Suzanne Porske and her Tax Partner Rachelle Harp explore the hidden costs of healthcare in retirement, from long-term care expenses to the financial impact of supporting aging parents or a spouse. The conversation highlights why retirement readiness is more than a savings balance, covering cash flow, healthcare planning, market volatility, and the emotional side of retirement. Plus, a touching story about a pilot's final flight sparks a discussion on preparing for both planned and unexpected life transitions.

Get Your Complimentary Retire Ready Roadmap Today!

What if a health crisis, family caregiving responsibility, or unexpected retirement changed your financial future overnight? Suzanne Porske and her Tax Partner Rachelle Harp explore the hidden costs of healthcare in retirement, from long-term care expenses to the financial impact of supporting aging parents or a spouse. The conversation highlights why retirement readiness is more than a savings balance, covering cash flow, healthcare planning, market volatility, and the emotional side of retirement. Plus, a touching story about a pilot's final flight sparks a discussion on preparing for both planned and unexpected life transitions.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

When Healthcare Changes Everything

A surprise Fed rate hike has investors asking the same question: should retirees make changes or stay the course? Suzanne Porske and her Tax Partner Rachelle Harp break down why one interest rate decision should not derail a long-term retirement strategy, how higher rates can affect income and taxes, and why diversification matters more than reacting to headlines. They also share insights on market valuations, finding opportunities during pullbacks, and organizing your financial life so you can approach retirement with greater clarity and confidence. Plus, learn why preparation and strategy often matter more than market predictions.

Get Your Complimentary Retire Ready Roadmap Today!

A surprise Fed rate hike has investors asking the same question: should retirees make changes or stay the course? Suzanne Porske and her Tax Partner Rachelle Harp break down why one interest rate decision should not derail a long-term retirement strategy, how higher rates can affect income and taxes, and why diversification matters more than reacting to headlines. They also share insights on market valuations, finding opportunities during pullbacks, and organizing your financial life so you can approach retirement with greater clarity and confidence. Plus, learn why preparation and strategy often matter more than market predictions.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

The Fed Raised Rates. Now What Should Retirees Do?

What happens when one retirement decision creates a costly ripple effect? On this episode, Suzanne Porske and her Tax Partner Rachelle Harp examine irreversible planning mistakes, including poorly timed income, tax consequences, Medicare costs, and Social Security elections. The conversation also explores how unexpected health changes can reshape expenses, housing, transportation, and everyday life. Hear why liquidity, flexibility, and purpose-driven financial resources can help retirees adapt when circumstances change.

Get Your Complimentary Retire Ready Roadmap Today!

What happens when one retirement decision creates a costly ripple effect? On this episode, Suzanne Porske and her Tax Partner Rachelle Harp examine irreversible planning mistakes, including poorly timed income, tax consequences, Medicare costs, and Social Security elections. The conversation also explores how unexpected health changes can reshape expenses, housing, transportation, and everyday life. Hear why liquidity, flexibility, and purpose-driven financial resources can help retirees adapt when circumstances change.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

The Retirement Decisions You Can’t Undo

What happens when retirement income collides with rising prices, costly debt, and unpredictable markets? Suzanne Porske and her Tax Partner Rachelle Harp examine how debt, inflation, taxes, required minimum distributions, and market volatility can affect a retirement strategy. They discuss distinguishing inexpensive debt from high-interest balances, maintaining a cash cushion, evaluating Roth conversions and tax-loss harvesting, and selecting annuities based on their purpose within a broader income plan.

Get Your Complimentary Retire Ready Roadmap Today!

What happens when retirement income collides with rising prices, costly debt, and unpredictable markets? Suzanne Porske and her Tax Partner Rachelle Harp examine how debt, inflation, taxes, required minimum distributions, and market volatility can affect a retirement strategy. They discuss distinguishing inexpensive debt from high-interest balances, maintaining a cash cushion, evaluating Roth conversions and tax-loss harvesting, and selecting annuities based on their purpose within a broader income plan.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

Is Debt Quietly Draining Your Retirement Paycheck?

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>

Inheritance Leaves Money. Legacy Leaves Meaning.

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

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