Ann (caller)

In this engaging discussion, Ann, a caller focused on retirement and estate planning, seeks advice for her family's future, especially regarding care for her adult child with special needs. Ken and Jade provide insights on the emotional adjustments after reaching financial milestones, emphasizing the shift from intensity to intentionality. They explore projected savings and discuss strategies like increasing her husband’s earnings and tax-efficient Roth conversions, ensuring Ann's family can secure long-term care and stability.