Kat (caller)
Listener and caller to the show seeking financial advice about retirement readiness, real estate and rental income; shares personal financial details including household income, mortgages, and rental property issues.
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Mar 25, 2026 • 28min
Struggling to Even Think of Retirement
Kat, a caller juggling two mortgages and a loss-making rental, seeks clarity on retiring at 70. She discusses household income, negative cash flow from an out-of-state property, and a $50K renovation plan. The conversation covers using retirement-plan loans, repairing units to boost rent, shifting priorities toward retirement savings, and managing college funding expectations.
