Chris (caller)

Chris, a private caller and listener, shares his journey after receiving a $2.2 million inheritance while facing retirement decisions and managing real estate investments. He discusses the balance of a mortgage-free beach house and the financial implications of possibly stopping work at 60. Jill provides insights on health insurance costs, the importance of estate planning, and diversification strategies to mitigate risks. Their conversation highlights the critical need for professional advice in navigating significant wealth and thoughtful planning for a secure future.