What if the biggest challenge in retirement isn’t money, but trusting yourself to make the transition? Suzanne Porske and her Tax Partner Rachelle Harp explore the emotional and financial realities of moving from a paycheck to retirement income. The conversation covers retirement readiness, Social Security concerns, Medicare costs, tax implications, and why retirement planning should be customized to each family’s goals. Suzanne also explains how organizing finances, evaluating different income sources, and understanding long-term consequences can help individuals make informed decisions about when and how to retire.

Inheritance Leaves Money. Legacy Leaves Meaning.
19:27

Moneymaxxing for Retirement: Small Choices, Big Impact
14:52

You Saved a Million Dollars. Why Are You Still Afraid to Spend It?
17:29