Confused by TSPs, Medicare, and hidden fees quietly draining your retirement? Suzanne Porske and her Tax Partner Rachelle Harp break down how to better manage TSP funds, simplify Social Security and Medicare decisions, and uncover the true cost of investment fees. They discuss why many investors feel stuck in workplace plans, how to approach rollovers and Roth strategies, and the importance of a clear, holistic financial plan. With real-world examples and straightforward explanations, this episode highlights how clarity, education, and personalized guidance can help make complex retirement decisions easier to understand.

Confused by TSPs, Medicare, and hidden fees quietly draining your retirement? Suzanne Porske and her Tax Partner Rachelle Harp break down how to better manage TSP funds, simplify Social Security and Medicare decisions, and uncover the true cost of investment fees. They discuss why many investors feel stuck in workplace plans, how to approach rollovers and Roth strategies, and the importance of a clear, holistic financial plan. With real-world examples and straightforward explanations, this episode highlights how clarity, education, and personalized guidance can help make complex retirement decisions easier to understand.

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

TSPs, Medicare, and Fees—What’s Really Going On?

Could a "one-size-fits-all" retirement strategy leave important gaps in your income and healthcare planning? In this episode, Suzanne Porske and her Tax Partner Rachelle Harp examines target date funds, retirement income options, and the importance of building a personalized plan around longevity, taxes, healthcare costs, and lifestyle goals. The conversation also explores Medicare enrollment decisions, differences between Medicare Advantage and supplemental coverage, and how healthcare expenses can impact retirement cash flow. Plus, Suzanne shares why retirees should focus on giving every dollar a specific purpose and preparing for the realities of life after work.

Could a "one-size-fits-all" retirement strategy leave important gaps in your income and healthcare planning? In this episode, Suzanne Porske and her Tax Partner Rachelle Harp examines target date funds, retirement income options, and the importance of building a personalized plan around longevity, taxes, healthcare costs, and lifestyle goals. The conversation also explores Medicare enrollment decisions, differences between Medicare Advantage and supplemental coverage, and how healthcare expenses can impact retirement cash flow. Plus, Suzanne shares why retirees should focus on giving every dollar a specific purpose and preparing for the realities of life after work.

The Retirement Planning Gaps Hidden Inside Target Date Funds

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.

The Great Wealth Shift: What Happens After the Baby Boom?

What if the biggest threat to your retirement isn’t market volatility, but relying on systems you can’t control? Suzanne Porske and her Tax Partner Rachelle Harp discusses concerns about the future of Social Security, why retirement confidence starts with focusing on factors within your control, and the importance of planning for taxes, healthcare, income, and housing costs. The conversation also explores Medicare pitfalls, the financial impact of inheritance and home sales, and why major life decisions require a comprehensive strategy. Plus, Suzanne shares her perspective on the growing use of AI in financial planning and where human guidance still matters most.

What if the biggest threat to your retirement isn&rsquo;t market volatility, but relying on systems you can&rsquo;t control? Suzanne Porske and her Tax Partner Rachelle Harp discusses concerns about the future of Social Security, why retirement confidence starts with focusing on factors within your control, and the importance of planning for taxes, healthcare, income, and housing costs. The conversation also explores Medicare pitfalls, the financial impact of inheritance and home sales, and why major life decisions require a comprehensive strategy. Plus, Suzanne shares her perspective on the growing use of AI in financial planning and where human guidance still matters most.

TSPs, Medicare, and Fees—What’s Really Going On?

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