Kristen (caller)
Listener and caller to the show describing her family's situation of financially supporting her mother and seeking advice on retirement and cashflow planning.
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Mar 5, 2026 • 25min
Financially Supporting a Parent
Kristen, a listener supporting her 65-year-old mother after she sold her home, seeks clarity on retirement and cashflow. They discuss juggling two mortgages, side-business income, liquidity needs, and whether mom should tap her retirement. Short, practical conversations about balancing parental costs with preserving the couple's future savings.
