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, taxes, healthcare costs, and lifestyle goals. The conversation also explores Medicare enrollment decisions, differences between Medicare Advantage and supplemental coverage, and how healthcare expenses can impact retirement cash flow. Plus, Suzanne shares why retirees should focus on giving every dollar a specific purpose and preparing for the realities of life after work.

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

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

Can You Trust Your Savings Enough to Leave the Workforce?
17:13