The Retirement Planning Gaps Hidden Inside Target Date Funds

Could a "one-size-fits-all" retirement strategy leave important gaps in your income and healthcare planning? In this episode, Suzanne Porske and her Tax Partner Rachelle Harp examines target date funds, retirement income options, and the importance of building a personalized plan around longevity, …

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

What happens when the generation that spent decades building wealth starts shifting its focus to preserving, distributing, and passing it on? Suzanne Porske and her Tax Partner Rachelle Harp explores how retiring baby boomers, growing female control of wealth, and longer life expectancies are influ…

Can You Afford to Rely on Social Security Alone?

What if the biggest threat to your retirement isn’t market volatility, but relying on systems you can’t control? Suzanne Porske and her Tax Partner Rachelle Harp discusses concerns about the future of Social Security, why retirement confidence starts with focusing on factors within your control, an…

Can You Trust Your Savings Enough to Leave the Workforce?

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 …

Tomorrow Isn’t Promised: Are You Waiting Too Long for Retirement?

What if the biggest risk to your retirement isn’t your savings balance, but waiting too long to enjoy the life you’ve worked for? Suzanne Porske and her Tax Partner Rachelle Harp discuss why retirement success is about having a plan, not chasing a magic number. They share personal stories about une…

The Birth Rate Problem Nobody Is Connecting to Social Security

Could a declining birth rate reshape the future of Social Security faster than most people realize? Suzanne Porske and her Tax Partner Rachelle Harp explores how demographic trends may impact Social Security, why relying on a single retirement income source can create risk, and the importance of bu…

Retirement Isn’t a Sprint—So Why Are So Many Running Without a Plan?

Retirement feels like a race—but many reach the starting line without a plan for the pace. This episode explores how income planning turns savings into a steady paycheck while addressing sequence of returns, inflation, and tax strategy. Suzanne Porske and her Tax Partner Rachelle Harp discuss early…

Is Your 401(k) Setting You Up—or Letting You Down?

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…

TSPs, Medicare, and Fees—What’s Really Going On?

Confused by TSPs, Medicare, and hidden fees quietly draining your retirement? Suzanne Porske and her Tax Partner Rachelle Harp break down how to better manage TSP funds, simplify Social Security and Medicare decisions, and uncover the true cost of investment fees. They discuss why many investors fe…

What Mar-a-Lago Taught Us About Financial Planning

Retirement planning takes center stage after a high-profile conversation with Donald Trump Jr. sparks a deeper look at what really drives financial security. Suzanne Porske and her Tax Partner Rachelle Harp unpack how income strategy, tax efficiency, and longevity assumptions can shape outcomes, es…