Is the 401(k) failing the very retirees it was meant to support? Suzanne Porske and her Tax Partner Rachelle Harp examine why traditional strategies like the 60/40 portfolio and heavy bond allocations may fall short in today’s environment. She highlights the importance of shifting from accumulation to distribution, building income plans, managing tax exposure, and understanding Medicare costs. Real-life scenarios reveal how overlooked details—from unused annuity fees to coverage gaps—can create ripple effects on retirement outcomes. The conversation centers on education, proactive planning, and aligning financial decisions with real-life needs as retirement approaches.

Is the 401(k) failing the very retirees it was meant to support? Suzanne Porske and her Tax Partner Rachelle Harp examine why traditional strategies like the 60/40 portfolio and heavy bond allocations may fall short in today&rsquo;s environment. She highlights the importance of shifting from accumulation to distribution, building income plans, managing tax exposure, and understanding Medicare costs. Real-life scenarios reveal how overlooked details&mdash;from unused annuity fees to coverage gaps&mdash;can create ripple effects on retirement outcomes. The conversation centers on education, proactive planning, and aligning financial decisions with real-life needs as retirement approaches.

Unlock the secrets to financial success, generosity, and making impactful decisions with the Dime to Diamonds podcast.

Hosted by Suzanne Porske, this show is your go-to resource for navigating the world of holistic financial planning, charitable giving, financial organization, and the power of smart decision-making. Whether you’re an individual or a business owner, Suzanne shares valuable insights on how to build a secure financial future while staying true to your mission and purpose. If you’re looking to maximize your wealth, plan for the future, or create lasting change in your community, you’re in the right place!

Unlock the secrets to financial success, generosity, and making impactful decisions with the Dime to Diamonds podcast.
Hosted by Suzanne Porske, this show is your go-to resource for navigating the world of holistic financial planning, charitable giving, financial organization, and the power of smart decision-making. Whether you&rsquo;re an individual or a business owner, Suzanne shares valuable insights on how to build a secure financial future while staying true to your mission and purpose. If you&rsquo;re looking to maximize your wealth, plan for the future, or create lasting change in your community, you&rsquo;re in the right place!