Dave (Caller)
Listener and caller on this episode who shares his and his partner's financial situation and retirement/downshifting questions to seek guidance about early retirement and spending down savings.
Best podcasts with Dave (Caller)
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10 snips
Dec 23, 2025 • 24min
Maximize Our Assets and Optimize Our Taxes
Dave, a listener from North Carolina, seeks advice on retirement timing and tax strategies. He discusses household income, plans to retire soon, and a significant concentration in company stock. Jill dives into his 401(k) and after-tax conversion strategies while emphasizing the importance of diversification. They explore his real estate holdings, healthcare options, and the potential of 529 funds for his son. Jill encourages simplifying investments and reassures Dave he's on track for an early retirement.
8 snips
Mar 12, 2026 • 19min
Is Early Retirement a Possibility?
Dave, a listener planning to downshift from high-stress work with his partner, seeks clarity on retiring at about $3 million. They discuss timelines, part-time pay options, spending versus saving, housing choices, and portfolio mix. The conversation focuses on whether to work a few more years, how much part-time income would help, and strategies for spending down savings.
