Marie (caller)
Caller and featured guest on this episode seeking retirement planning advice at age 61 about retiring at 67, discussing income, assets, and housing.
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Jan 27, 2026 • 21min
Am I on Track to Retire Comfortably at Age 67?
Marie, a 61-year-old caller planning to retire at 67, seeks clarity on income, assets, and housing. Conversation covers her salary, retirement accounts and annuities. They discuss her California home and mortgage, projected income versus expenses, cash allocation and investment strategy. The segment ends with practical next steps like rollovers, consolidation and working with a CFP.
