What happens when the generation that spent decades building wealth starts shifting its focus to preserving, distributing, and passing it on? Suzanne Porske and her Tax Partner Rachelle Harp explores how retiring baby boomers, growing female control of wealth, and longer life expectancies are influencing retirement and investment conversations. The discussion covers generational wealth, charitable giving strategies, inheritance planning, annuities, taxes, and the challenges of turning retirement savings into sustainable income. Suzanne also reflects on the role fear can play in financial decisions and why retirement planning often starts with defining what matters most beyond money.

What happens when the generation that spent decades building wealth starts shifting its focus to preserving, distributing, and passing it on? Suzanne Porske and her Tax Partner Rachelle Harp explores how retiring baby boomers, growing female control of wealth, and longer life expectancies are influencing retirement and investment conversations. The discussion covers generational wealth, charitable giving strategies, inheritance planning, annuities, taxes, and the challenges of turning retirement savings into sustainable income. Suzanne also reflects on the role fear can play in financial decisions and why retirement planning often starts with defining what matters most beyond money.

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!