Bill (guest)

This time around, Bill, a 58-year-old saver's financial journey takes center stage as he grapples with his pre-tax retirement savings. Jill and the team dive into Bill's income and generous employer match, recommending a shift towards brokerage accounts for better liquidity. With insights from Mark, they also discuss the advantages of Roth contributions, emphasizing long-term tax benefits as Bill nears retirement. A lively conversation ensues about balancing immediate needs with future planning, making financial decisions that truly impact Bill's golden years!