Shows
Dime to Diamonds PodcastSeason 2 Episode 8: Navigating the Complexities of Second Home OwnershipIn 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.2025-05-0526 minDime to Diamonds PodcastSeason 2 Episode 7: Empowering Women with Financial EducationIn 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...2025-03-1728 minDime to Diamonds PodcastSeason 2 Episode 6: Tax Scams & Identity TheftIn 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...2025-03-0328 minDime to Diamonds PodcastSeason 2 Episode 5: Navigating 401(k) ChallengesIn 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.2025-02-1726 minDime to Diamonds PodcastSeason 2 Episode 4In this Episode we will discuss;10 Things Nobody Tells You About Retirement Understanding the Reality of RetirementThe importance of planning for RetirementFacing the Challenges of RetirementLiving a Retirement with no regrets!2025-01-1926 minDime to Diamonds PodcastSeason 2 Episode 3In this Episode, we discussOvercoming HardshipsThe birth of the Phoenix BrandHolistic Financial ServicesNavigating RetirementFinancial Organization as the first and most important step!2025-01-1928 minDime to Diamonds PodcastSeason 2 Episode 2In 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.2024-12-3031 minDime to Diamonds PodcastSeason 2 Episode 1In this week's Episode of Dime to Diamonds, Suzanne and Rachelle discuss how to donate money to Non-Profits and ensure that it is effectively reducing your taxes.Today's guest is from one of Suzanne's favorite places to visit and hold educational workshops, it is the Historical Museum in Downtown Broken Arrow in the Rose District.2024-12-3025 minDime to Diamonds PodcastMaking a dream a reality..... Interview with Braedon Kruse Founder of Sooner Marketing2024-12-1830 minDime to Diamonds PodcastUnderstanding credit is crucial for potential homebuyersIn this episode, Suzanne Porske and Mark Farquhar from Phoenix Financial Group engage with guests Jason Arn from First United Mortgage and Wayne Royce from Capital Homes Resurrection Group. They discuss the current state of mortgage rates, the importance of pre-approval, and the benefits of new home construction versus resale homes. The conversation highlights the Clean Slate program designed to assist potential homebuyers with credit issues, as well as the various financing options available for new homes. The guests emphasize the significance of understanding individual client needs and the unique challenges faced by self-employed buyers in the mortgage process.2024-12-0235 min
Habits You Love119. Is 'The Mother Wound' Keeping You Stuck In Life? Signs You May Have It.. w/ Suzanne PorskeWas your mother..Overly critical?Shut down or cold?Unavailable emotionally?Constantly critiquing her and your looks?Do you..Take on the "mother" role in the relationship?Struggle to set healthy boundaries?Accept poor treatment from others?Have a hard time asking for help?These are signs you may have The Mother WoundIn this episode, Kayla and Suzanne delve into the...2024-11-2754 minDime to Diamonds PodcastDemystifying Mortgages and Credit ScoresIn this conversation, Suzanne Porske from Dime to Diamonds discusses financial planning and home buying with guests Jason Karn and Wayne R. They explore the importance of getting pre-approved for a mortgage, the role of community in home ownership, understanding mortgage options and credit scores, the correlation between wealth and health, and the steps towards achieving home ownership in the current market.TakeawaysGetting pre-approved is the first step in home buying.Building relationships is key in the home-building industry.Homeownership can significantly impact family trajectories.Not everyone has perfect credit, but options exist.Understanding...2024-11-1829 min
The Transformation Network™Dancing with Money – Co-creating with the Divine with Suzanne K. PorskeIn this episode of Reality Reimagined, I’ve invited financial advisor, Suzanne Porske, as my guest to explore more deeply into our relationship with money and how can we shift our consciousness to actively co-create with the Divine. What is the frequency we are sending into the field? Does it matter? What I have found, in my 40 years of experience helping people step into their brilliance, is that most of us are more comfortable with constriction than with expansion. Most of us have a set point to happiness, which translates to a set point to wealthy wellbeing. Together, Su...2024-11-141h 00
Reality Reimagined with Gale West: Expand Your Mind ~ Elevate Your Spirit ~ Transform Your WorldDancing with Money – Co-creating with the Divine with Suzanne K. PorskeIn this episode of Reality Reimagined, I’ve invited financial advisor, Suzanne Porske, as my guest to explore more deeply into our relationship with money and how can we shift our consciousness to actively co-create with the Divine. What is the frequency we are sending into the field? Does it matter?
What I have found, in my 40 years of experience helping people step into their brilliance, is that most of us are more comfortable with constriction than with expansion. Most of us have a set point to happiness, which translates to a set point to wealthy wellbeing.
Together, Su...2024-11-1400 min
Reality Reimagined with Gale West: Expand Your Mind ~ Elevate Your Spirit ~ Transform Your WorldDancing with Money – Co-creating with the Divine with Suzanne K. PorskeIn this episode of Reality Reimagined, I’ve invited financial advisor, Suzanne Porske, as my guest to explore more deeply into our relationship with money and how can we shift our consciousness to actively co-create with the Divine. What is the frequency we are sending into the field? Does it matter? What I have found, in my 40 years of experience helping people step into their brilliance, is that most of us are more comfortable with constriction than with expansion. Most of us have a set point to happiness, which translates to a set point to wealthy wellbeing. Together, Su...2024-11-141h 00Dime to Diamonds PodcastTax Implications of Medicare: What You Should KnowIn this episode of Dime to Diamonds, Suzanne Porske discusses Medicare with experts Rochelle Harp and Vanessa Tillman. They cover the essentials of Medicare, including the open enrollment period, the different parts of Medicare (A, B, D), and the differences between Medicare Advantage and Medigap plans. The conversation emphasizes the importance of understanding prescription drug coverage, the financial implications of Medicare costs, and the role of financial advisors in navigating these complex decisions. They also touch on tax considerations for Medicare beneficiaries and the importance of education and empowerment in making informed choices about healthcare in retirement....2024-11-0432 minDime to Diamonds PodcastAdvantages of AI in analyzing large amounts of data in real-time and making informed decisionsIn this episode, the hosts discuss the impact of AI on investments and the world. They highlight the advantages of AI in analyzing large amounts of data in real time and making informed decisions. They also discuss the importance of the human element in financial planning and the need for emotional aspects and personal touch. The conversation then shifts to long-term care and the challenges with traditional long-term care policies. The hosts explore new ways to approach long-term care, such as incorporating it into life insurance and annuities. They also discuss the benefits of supplemental benefits and how they can...2024-10-2832 minDime to Diamonds PodcastPartnerships and community involvement can lead to great teamwork and supportIn this episode of Dime to Diamonds, the hosts discuss various topics including their partnership, community involvement, upcoming events, and personal interests. They also touch on the impact of elections on the stock market and the importance of estate planning and tax strategies. The conversation covers a wide range of subjects, providing insights and advice for listeners.Takeaways:Partnerships and community involvement can lead to great teamwork and supportThe impact of elections on the stock market is not as significant as expectedEstate planning and tax strategies are important for financial planningHaving a diverse portfolio and...2024-10-1433 minDime to Diamonds PodcastThe importance of financial planning, the impact of taxes on retirement, and the benefits of supplemental insurance plansIn this conversation, the hosts discuss various financial topics, including the importance of financial planning, the impact of taxes on retirement, and the benefits of supplemental insurance plans. They also touch on the upcoming open enrollment period for healthcare plans and the importance of choosing the right coverage. The conversation concludes with a discussion on the NFL and the hosts' favorite football teams.Takeaways:Having a financial team with different perspectives can lead to better outcomes for clients.It's important to be aware of the tax implications of financial decisions, especially in retirement.Supplemental...2024-09-3034 minDime to Diamonds PodcastSet Up Power of Attorney and Healthcare Directives for Your Child Before CollegeIn this episode, Suzanne Porske, Mark Farquhar, and Rachelle Harp discuss important topics related to sending a child off to college. They cover subjects such as establishing a durable power of attorney, healthcare directives, budgeting, taxes, insurance, and estate planning. They emphasize the importance of being financially organized and prepared for the future.TakeawaysEstablish a durable power of attorney and healthcare directives for your child before they go off to collegeCreate a budget and teach your child about financial responsibility.Consider the tax implications of sending a child to college and take advantage...2024-09-1638 minDime to Diamonds PodcastFollowing Your Passion and Taking Risks with Mason Farquhar and Mekala StiekIn this episode of Dime to Diamonds, Suzanne Porske and Mark Farquhar discuss the importance of teaching children financial literacy. They are joined by Mason Farquhar, who has published a book on college football recruiting, and Mekala Stiek, a photographer and virtual assistant. The conversation covers topics such as instilling financial responsibility in children, the basics of money management, and the importance of following one's passion. The guests share their personal experiences and offer advice for aspiring entrepreneurs. The episode concludes with a discussion of the challenges and rewards of pursuing one's dreams.TakeawaysTeaching...2024-09-0237 minDime to Diamonds PodcastThe Value of a Financial Advisor in Your CornerIn this conversation, Mark and Suzanne discuss various topics related to personal finance and small business ownership. They touch on the importance of estate planning, the role of a financial advisor, the benefits of maxing out 401(k) contributions, and the need for small business owners to file a beneficial ownership report. They also emphasize the value of summer jobs and internships for young people, the strategic use of credit, and the importance of networking. The conversation concludes with a reminder to visit their website for more resources and information.TakeawaysEstate planning is crucial...2024-08-1940 minDime to Diamonds PodcastTax Planning for Underserved Women Starting a Business: Financial Organization and Tax StrategiesIn this conversation, Suzanne Porske and Mark Farquhar discuss the importance of tax planning, especially for women who may be underserved in the financial world. They highlight the need for women to have a trusted source to turn to for financial advice and the importance of incorporating women's goals and perspectives into financial planning. They also discuss the impact of the Tax Cut and Jobs Act, the potential changes in tax laws, and the importance of planning for taxes in retirement. The conversation covers topics such as required minimum distributions, tax deductions, social security taxation, and estate planning. In this...2024-08-0648 minDime to Diamonds PodcastDebt Management and Saving for the FutureThe conversation covers various topics related to financial planning and organization. The main themes include estate planning, financial organization, marriage and finances, and the importance of early financial planning. The conversation also touches on topics such as retirement planning, debt management, and the role of a financial professional. The hosts emphasize the importance of communication, budgeting, and making informed financial decisions. In this conversation, Mark Farquhar and Suzanne Porske discuss various financial topics, including long-term care strategies, estate planning, Medicare trust, social security planning, and taxes in retirement. They also mention upcoming speaking engagements and workshops. The conversation ends with...2024-07-2246 min