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>

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

You Saved a Million Dollars. Why Are You Still Afraid to Spend It?

A surprise Fed rate hike has investors asking the same question: should retirees make changes or stay the course? Suzanne Porske and her Tax Partner Rachelle Harp break down why one interest rate decision should not derail a long-term retirement strategy, how higher rates can affect income and taxes, and why diversification matters more than reacting to headlines. They also share insights on market valuations, finding opportunities during pullbacks, and organizing your financial life so you can approach retirement with greater clarity and confidence. Plus, learn why preparation and strategy often matter more than market predictions.

Get Your Complimentary Retire Ready Roadmap Today!

A surprise Fed rate hike has investors asking the same question: should retirees make changes or stay the course? Suzanne Porske and her Tax Partner Rachelle Harp break down why one interest rate decision should not derail a long-term retirement strategy, how higher rates can affect income and taxes, and why diversification matters more than reacting to headlines. They also share insights on market valuations, finding opportunities during pullbacks, and organizing your financial life so you can approach retirement with greater clarity and confidence. Plus, learn why preparation and strategy often matter more than market predictions.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

The Fed Raised Rates. Now What Should Retirees Do?

What happens when one retirement decision creates a costly ripple effect? On this episode, Suzanne Porske and her Tax Partner Rachelle Harp examine irreversible planning mistakes, including poorly timed income, tax consequences, Medicare costs, and Social Security elections. The conversation also explores how unexpected health changes can reshape expenses, housing, transportation, and everyday life. Hear why liquidity, flexibility, and purpose-driven financial resources can help retirees adapt when circumstances change.

Get Your Complimentary Retire Ready Roadmap Today!

What happens when one retirement decision creates a costly ripple effect? On this episode, Suzanne Porske and her Tax Partner Rachelle Harp examine irreversible planning mistakes, including poorly timed income, tax consequences, Medicare costs, and Social Security elections. The conversation also explores how unexpected health changes can reshape expenses, housing, transportation, and everyday life. Hear why liquidity, flexibility, and purpose-driven financial resources can help retirees adapt when circumstances change.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

The Retirement Decisions You Can’t Undo

What happens when retirement income collides with rising prices, costly debt, and unpredictable markets? Suzanne Porske and her Tax Partner Rachelle Harp examine how debt, inflation, taxes, required minimum distributions, and market volatility can affect a retirement strategy. They discuss distinguishing inexpensive debt from high-interest balances, maintaining a cash cushion, evaluating Roth conversions and tax-loss harvesting, and selecting annuities based on their purpose within a broader income plan.

Get Your Complimentary Retire Ready Roadmap Today!

What happens when retirement income collides with rising prices, costly debt, and unpredictable markets? Suzanne Porske and her Tax Partner Rachelle Harp examine how debt, inflation, taxes, required minimum distributions, and market volatility can affect a retirement strategy. They discuss distinguishing inexpensive debt from high-interest balances, maintaining a cash cushion, evaluating Roth conversions and tax-loss harvesting, and selecting annuities based on their purpose within a broader income plan.
<a href="https://phx.financial/contact/">Get Your Complimentary Retire Ready Roadmap Today!</a>

You Saved a Million Dollars. Why Are You Still Afraid to Spend It?

In 1 playlist(s)

Dime to Diamonds

Social links

Follow podcast

Recent clips