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>

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!