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.

The Retirement Planning Gaps Hidden Inside Target Date Funds
18:51

The Great Wealth Shift: What Happens After the Baby Boom?
17:32

Can You Afford to Rely on Social Security Alone?
16:49