Brian (caller)

In this insightful discussion, Brian—a tech-savvy IT professional in his early 50s—shares his surprise at retirement calculators suggesting he could retire soon. With a solid income of $140k, low monthly expenses, and over $1.7M in savings, he’s positioned for a career shift. Jill guides him through options, emphasizing part-time work for health coverage and the importance of emotional readiness. They explore strategies to manage the transition smoothly, ensuring he stays financially secure while seeking fulfilling new opportunities.