Kay (Caller)
Listener and featured caller on this episode who is a 55-year-old marketing professional discussing retirement plans, savings, and family responsibilities while seeking retirement guidance.
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Mar 31, 2026 • 14min
10 Years Until Retirement, Can I Do It?
Kay, a 55-year-old marketing professional planning retirement at 65 while supporting an aging parent. They cover her income, savings, IRA and Roth balances, mortgage with a low rate, Social Security timing, and realistic projections. Conversation also explores lifestyle choices, side income options like thrifting and reselling, and care considerations for her 92-year-old mother.
