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, especially when converting savings into reliable income. They explore why focusing only on accumulation falls short, how evolving tax laws impact retirees, and where DIY approaches often break down. The discussion highlights the importance of coordination—income, healthcare, and taxes working together—while addressing common fears like running out of money or underspending during retirement.