Catherine (caller/guest)
Caller and featured guest on this episode who started saving for retirement later in life and discusses her savings, investments, and plans for retirement and travel.
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Feb 11, 2026 • 14min
I Got a Late Start, Am I Okay for Retirement?
Catherine, a 58-year-old renter who started saving later, shares her retirement savings, investments and plans for travel. She discusses balances across retirement accounts, a large brokerage position and an expected foreign property sale. The conversation covers spending goals, working a few more years, risk reduction and estate planning.
