What if the biggest risk to your retirement isn’t your savings balance, but waiting too long to enjoy the life you’ve worked for? Suzanne Porske and her Tax Partner Rachelle Harp discuss why retirement success is about having a plan, not chasing a magic number. They share personal stories about unexpected life events, the importance of financial organization, and how market volatility, inflation, and emotional investing can impact retirement. The conversation highlights stress-testing retirement strategies, simplifying accounts, and creating a plan that can adapt when life changes.

Get Your Complimentary Retire Ready Roadmap Today!

What if the biggest risk to your retirement isn&rsquo;t your savings balance, but waiting too long to enjoy the life you&rsquo;ve worked for? Suzanne Porske and her Tax Partner Rachelle Harp discuss why retirement success is about having a plan, not chasing a magic number. They share personal stories about unexpected life events, the importance of financial organization, and how market volatility, inflation, and emotional investing can impact retirement. The conversation highlights stress-testing retirement strategies, simplifying accounts, and creating a plan that can adapt when life changes.
<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

Tomorrow Isn’t Promised: Are You Waiting Too Long for Retirement?

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.

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>

Tomorrow Isn’t Promised: Are You Waiting Too Long for Retirement?

In 1 playlist(s)

Dime to Diamonds

Social links

Follow podcast

Recent clips