Episodes

  • Season 2 Episode 9: Proactive Tax Planning Strategies

    Season 2 Episode 9: Proactive Tax Planning Strategies
    May 19 2025
    In this episode of Dime to Diamonds, Suzanne Porske and Mark Farquhar discuss the importance of financial literacy, especially for women, and share insights from tax season. They emphasize proactive tax planning, effective record keeping, and the significance of understanding tax returns. The conversation also covers how to maximize tax refunds, the importance of fraud awareness, and the need for regular insurance and beneficiary checkups. They encourage automating savings and having open financial discussions within families, especially during Financial Literacy Month, and conclude with actionable steps for listeners to improve their financial health.
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    28 mins
  • Season 2 Episode 8: Navigating the Complexities of Second Home Ownership

    Season 2 Episode 8: Navigating the Complexities of Second Home Ownership
    May 5 2025
    In this episode of Dime to Diamonds, Suzanne Porsky, Mark Farquhar, and Rachelle Harp discuss the complexities of owning a second home, including tax implications, management challenges, and financial risks. They explore the nuances of rental properties, the importance of understanding capital gains, and the mental burden of property management. The conversation also touches on family dynamics in rental income, personal experiences with vacation homes, and agricultural considerations for potential buyers. The episode concludes with insights on financial planning and the importance of informed decision-making.
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    26 mins
  • Season 2 Episode 7: Empowering Women with Financial Education

    Season 2 Episode 7: Empowering Women with Financial Education
    Mar 17 2025
    In this episode of Dime to Diamonds, Suzanne Porsky and Mark Farquhar discuss the evolving role of women in financial decision-making, particularly in light of Women's History Month. They explore historical barriers women faced in finance, the importance of financial education, and the unique challenges women encounter in achieving financial independence. The conversation also highlights the significant wealth transfer expected to occur as baby boomers pass down their assets, emphasizing the need for women to be prepared to manage this influx of wealth. Throughout the discussion, the hosts advocate for collaboration between partners in financial planning and the importance of seeking professional guidance to navigate financial complexities.
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    28 mins
  • Season 2 Episode 6: Tax Scams & Identity Theft

    Season 2 Episode 6: Tax Scams & Identity Theft
    Mar 3 2025
    In this episode of Dime to Diamonds, Suzanne Porske, Mark Farquhar, and Rachelle Harp discuss the importance of understanding tax scams, identity theft, and how to navigate IRS communication. They emphasize the need for early tax filing to avoid scams, the legitimacy of IRS communication, and the importance of being cautious with personal information. The conversation also highlights the various types of scams targeting individuals, especially the elderly, and provides practical advice on how to recognize and avoid these scams. The hosts share personal experiences and encourage listeners to seek help from tax professionals and utilize available resources for financial security.
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    29 mins
  • Season 2 Episode 5: Navigating 401(k) Challenges

    Season 2 Episode 5: Navigating 401(k) Challenges
    Feb 17 2025
    In this episode of Dime to Diamonds, Suzanne Porske, Mark Farquhar, and Rachelle Harp discuss the importance of tracking 401(k) accounts, especially when changing jobs. They highlight the challenges individuals face in locating lost retirement funds and the upcoming Secure 2.0 Act that aims to create a database for these funds. The conversation also covers the tax implications of retirement accounts, strategies for managing retirement income, and the importance of financial organization. They emphasize the need for individuals to be proactive in managing their finances and offer community support for those seeking assistance.
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    26 mins
  • Season 2 Episode 4

    Season 2 Episode 4
    Jan 19 2025
    In this Episode we will discuss;10 Things Nobody Tells You About Retirement

    Understanding the Reality of Retirement
    The importance of planning for Retirement
    Facing the Challenges of Retirement
    Living a Retirement with no regrets!
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    26 mins
  • Season 2 Episode 3

    Season 2 Episode 3
    Jan 19 2025
    In this Episode, we discuss
    Overcoming Hardships
    The birth of the Phoenix Brand
    Holistic Financial Services
    Navigating Retirement
    Financial Organization as the first and most important step!
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    29 mins
  • Season 2 Episode 2

    Season 2 Episode 2
    Dec 30 2024
    In this episode of Dime to Diamonds, Suzanne Porske discusses the intersection of financial planning and grief recovery with her guest Steve Moeller. They explore the importance of being financially prepared for life's transitions, the emotional impact of loss, and practical steps for end-of-life planning. The conversation emphasizes the need for open discussions about financial and emotional preparedness, as well as the resources available for those navigating grief.
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    32 mins