Відео

Leaving your job? Don’t forget about your 401(k)! 💼 Learn what to do with your 401(k) from a former employer and make the best decision for your financial future. Watch now for tips on rolling it over, cashing out, or keeping it with your old plan! #401kTips #RetirementPlanning #FinancialFuture

In 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 ...

In 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 wit...

In 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' ...

In 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. Takeaways: -Establish a durabl...

In this episode of Dime to Diamonds, Suzanne Porske and 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 Michaela, a photographer and virtual assistant. The conversation covers topics such as instilling financial responsibility in children, the basics of money management, and ...

Mark PHOENIX FINANCIAL GROUP, LLC

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Tax Planning for Underserved Women Starting a Business: Financial Organization and Tax Strategies

Second Act

To My Survivors

How Will You Be Remembered