Bradley (caller)
Caller and featured guest on this episode seeking retirement planning advice; a 60-year-old New York City resident discussing TIAA savings, debts, and rental plans for a duplex.
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Dec 17, 2025 • 17min
Is Retirement in 2027 a Possibility?
In this discussion, guest Bradley, a 60-year-old New Yorker with plans to retire in 2027, seeks crucial retirement advice. He details his financial landscape, including a significant TIAA balance and various debts. Jill emphasizes the importance of paying off high-interest loans and managing his duplex renovation for potential rental income. They also explore the roadmap Bradley needs to follow before taking the retirement plunge, ensuring he’s well-prepared for the transition ahead.
