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Dime to Diamonds Podcast

Dime to Diamonds Podcast

Written by: Suzanne Porske
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About this listen

 Dime to Diamonds podcast is a captivating financial podcast designed for everyone, regardless of their current financial knowledge. Whether you're a seasoned investor or just starting out on your financial journey, this podcast offers valuable insights and actionable advice to help you achieve your money goals.

Hosted by seasoned financial experts, each episode provides practical strategies for smart money management and savvy investing, making complex financial concepts accessible to all. Tune in to "Dime to Diamonds" and embark on a journey to financial empowerment, no matter where you are starting from.Dime to Diamonds Economics Personal Finance
Episodes
  • Season 3 Episode 8: Opening Doors: Helping Your Children Without Closing Your Future

    Season 3 Episode 8: Opening Doors: Helping Your Children Without Closing Your Future
    Feb 21 2026
    Suzanne Porske and Rachelle Harp discuss strategic ways to help adult children buy homes and gift down payments, highlighting tax implications, legal considerations, and financial planning strategies.

    Key Topics
    • Gifting strategies for down payments
    • Tax implications of gifting and property ownership
    • Estate planning and documentation for gifts
    • Capital gains considerations when transferring property
    • Strategies to mitigate Medicare and tax impacts
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    25 mins
  • Season 3 Episode 7: Three Numbers Every Woman Should Know

    Season 3 Episode 7: Three Numbers Every Woman Should Know
    Feb 21 2026
    In this episode of Dime to Diamonds, Suzanne Porske and Rachelle Harp discuss the importance of financial education for women, particularly in light of the unique challenges they face regarding longevity, widowhood, and wealth management.

    They emphasize the need for women to be informed and proactive in their financial planning, highlighting three key numbers every woman should know: 5, 45, and 59.

    The conversation also touches on the shift in wealth control towards women and the critical role of financial professionals in guiding clients through emotional transitions. Ultimately, the episode advocates for open financial conversations and planning to ensure clarity and control over one's financial future.
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    28 mins
  • Season 3 Episode 6: Tax Prep vs. Tax Strategy: The Difference Matters More Than You Think

    Season 3 Episode 6: Tax Prep vs. Tax Strategy: The Difference Matters More Than You Think
    Jan 26 2026
    In this episode of Dime to Diamonds, Suzanne Porske, Mark Farquhar, and Rachelle Harp discuss the critical differences between tax preparation and tax strategy. They emphasize the importance of proactive tax planning, understanding tax implications of major life decisions, and optimizing charitable giving. The conversation also covers navigating retirement, required minimum distributions, and strategies for high-income earners. Listeners are encouraged to utilize a year-round tax calendar and seek professional advice to avoid tax surprises and penalties.

    Takeaways
    Tax preparers focus on past decisions, while tax strategists plan for the future.
    Proactive tax planning can lead to better financial outcomes.
    Understanding tax implications is crucial for major life decisions.
    Charitable giving can be optimized to reduce tax burdens.
    Required Minimum Distributions (RMDs) must be taken to avoid penalties.
    High-income earners face unique tax challenges that require strategic planning.
    Roth 401(k) contributions have no income limitations for employers.
    Tax loss harvesting can offset capital gains and manage taxable income.
    A year-round tax calendar helps keep financial planning organized.
    Professional guidance is essential for effective tax strategy implementation.
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    34 mins
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