Why are more retirees reconsidering annuities after years of skepticism? On this episode, the conversation centers on how fear has shifted from market volatility to the risk of outliving income. The discussion explores why annuities are being reexamined, how modern options differ from outdated perceptions, and where income timing, taxes, Medicare IRMAA, and long-term care considerations can intersect. Suzanne Porske and her Tax Partner Rachelle Harp, break down common mistakes tied to emotional financial decisions, mismatched income streams, and overlooked retirement assets, while emphasizing education, clarity, and personalized planning rather than one-size-fits-all solutions.

The Retirement Planning Gaps Hidden Inside Target Date Funds
18:51

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

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