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!

Dime to Diamonds

Would Your Spouse Know What to Do Financially Without You?

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 managing investment risk. She also explores why more people are considering retirement earlier, the importance of understanding portfolio fees and concentration, and how organizing old 401(k)s and financial accounts can simplify your overall retirement picture.

Get Your Complimentary Retire Ready Roadmap Today!

Retirement isn&rsquo;t just about how much you&rsquo;ve saved; it&rsquo;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 managing investment risk. She also explores why more people are considering retirement earlier, the importance of understanding portfolio fees and concentration, and how organizing old 401(k)s and financial accounts can simplify your overall retirement picture.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

Can Your Savings Replace Your Paycheck in Retirement?

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 transitions to helping widows and retirees find clarity, Suzanne discusses the value of honest conversations about spending, retirement goals, taxes, estate planning, Medicare, RMDs, and investment fees. Plus, hear how building a retirement plan starts with understanding where you are today and what you want life to look like tomorrow.

Get Your Complimentary Retire Ready Roadmap Today!

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 transitions to helping widows and retirees find clarity, Suzanne discusses the value of honest conversations about spending, retirement goals, taxes, estate planning, Medicare, RMDs, and investment fees. Plus, hear how building a retirement plan starts with understanding where you are today and what you want life to look like tomorrow.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

From a Dime to Diamonds: The Story Behind the Mission

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-changing stroke, they explain why understanding your options before a health crisis can provide greater flexibility when care decisions become personal.

Get Your Complimentary Retire Ready Roadmap Today!

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&rsquo;s experience with a life-changing stroke, they explain why understanding your options before a health crisis can provide greater flexibility when care decisions become personal.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

Would Your Spouse Know What to Do Financially Without You?

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