Pensions, Paychecks and Planning for What Comes Next

What happens when the retirement paycheck you counted on disappears, or an estate plan leaves your family with more questions than answers? Suzanne Porske and her Tax Partner Rachelle Harp explore ways to create predictable retirement income while maintaining control over your money, with a focus o…

When Healthcare Changes Everything

What if a health crisis, family caregiving responsibility, or unexpected retirement changed your financial future overnight? Suzanne Porske and her Tax Partner Rachelle Harp explore the hidden costs of healthcare in retirement, from long-term care expenses to the financial impact of supporting agin…

The Fed Raised Rates. Now What Should Retirees Do?

A surprise Fed rate hike has investors asking the same question: should retirees make changes or stay the course? Suzanne Porske and her Tax Partner Rachelle Harp break down why one interest rate decision should not derail a long-term retirement strategy, how higher rates can affect income and taxe…

The Retirement Decisions You Can’t Undo

What happens when one retirement decision creates a costly ripple effect? On this episode, Suzanne Porske and her Tax Partner Rachelle Harp examine irreversible planning mistakes, including poorly timed income, tax consequences, Medicare costs, and Social Security elections. The conversation also e…

Is Debt Quietly Draining Your Retirement Paycheck?

What happens when retirement income collides with rising prices, costly debt, and unpredictable markets? Suzanne Porske and her Tax Partner Rachelle Harp examine how debt, inflation, taxes, required minimum distributions, and market volatility can affect a retirement strategy. They discuss distingu…

Inheritance Leaves Money. Legacy Leaves Meaning.

What if your legacy was measured by the lives, you impact rather than the assets you leave behind? Inspired by the life and generosity of Dolly Parton, Suzanne Porske and her Tax Partner Rachelle Harp explore the difference between inheritance and legacy, charitable giving strategies, estate planni…

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

Why do some retirees hesitate to spend money they've spent decades saving? On this episode, Suzanne Porske and her Tax Partner Rachelle Harp explore the emotional side of retirement income, the difference between paycheck-style income and investment withdrawals and why having a clear retirement str…

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…