Kate (caller)
Recent divorcee and caller to the show seeking guidance on rebuilding finances, retirement savings, and managing a house and family responsibilities at age 50.
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Nov 5, 2025 • 22min
Next Financial Steps After Divorce
In this engaging discussion, recent divorcee Kate seeks financial guidance, focusing on rebuilding her finances at 50. She dives into her income situation, including bonuses and RSU vesting. The conversation covers the complexities of home buyouts, mortgage details, and managing college savings while addressing retirement shortfalls. Jill emphasizes the importance of liquidity over aggressive mortgage payments and suggests strategic allocation of upcoming windfall funds. They wrap up with practical steps for improving budgeting and boosting retirement contributions.
Mar 5, 2026 • 11min
"He Borrowed $250,000 And Lost It In A Scam"
Kate, a caller whose husband borrowed $250,000 on a HELOC and lost it in crypto trading. The conversation digs into how the loss supposedly happened, whether the money can be recovered, and what to ask the crypto platform for proof. It also covers household exposure from leveraged properties and the need for tough financial decisions and accountability to rebuild trust.
