Jane (caller)
Caller and guest on this episode who was laid off in 2024 and seeks financial guidance about severance, retirement accounts, and planning a possible return to work.
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Feb 27, 2026 • 20min
Do I Need to Find Another Job?
Jane, recently laid off in 2024, is seeking practical money direction after severance. The conversation covers housing decisions with a low mortgage rate, heavy ESPP stock holdings and liquidity concerns, retirement account choices including a cash-balance pension, tax timing for selling stock, and options for part-time work to bridge expenses.
