Can Your Savings Replace Your Paycheck in Retirement?

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 ma…

From a Dime to Diamonds: The Story Behind the Mission

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 tr…

Contentment, Confidence, and the Cost of Care

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-…

Would Your Spouse Know What to Do Financially Without You?

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 …

Pensions, Paychecks and Planning for What Comes Next

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 o…

When Healthcare Changes Everything

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 agin…

The Fed Raised Rates. Now What Should Retirees Do?

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 taxe…

The Retirement Decisions You Can’t Undo

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 e…

Is Debt Quietly Draining Your Retirement Paycheck?

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 distingu…

Inheritance Leaves Money. Legacy Leaves Meaning.

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 planni…