What if the smartest retirement strategy is simply making better everyday decisions? Suzanne Porske and her Tax Partner Rachelle Harp explore the growing "money maxing" trend and how its core principles apply to retirement planning. The conversation covers proactive tax strategies, spending habits, financial organization, and why consistency often matters more than complexity. Suzanne also shares real-life estate planning lessons, highlighting how overcomplicated beneficiary arrangements, trusts, and account ownership can create challenges for loved ones. Learn why keeping your financial life organized and coordinated may help make retirement and legacy planning easier to manage.

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