Angela (caller)

Angela, a listener seeking advice on her retirement plan, discusses her aim to retire in just two to three years. She shares insights about her household finances, including 401(k) balances and Social Security estimates. The conversation dives into options for a pension lump sum and managing appreciated company stock. Jill also highlights the importance of spending needs, flexible income sources, and the impact of taxes on retirement accounts. They wrap up by confirming Angela's estate planning is in place, setting her on a path toward financial freedom.