Dave (Caller)

Listener and caller seeking retirement and tax planning guidance; provided detailed personal financial information about incomes, investments, properties, and 529 accounts.

Best podcasts with Dave (Caller)

Ranked by the Snipd community

10 snips

Dec 23, 2025 • 24min

Maximize Our Assets and Optimize Our Taxes

Dave, a listener from North Carolina, seeks advice on retirement timing and tax strategies. He discusses household income, plans to retire soon, and a significant concentration in company stock. Jill dives into his 401(k) and after-tax conversion strategies while emphasizing the importance of diversification. They explore his real estate holdings, healthcare options, and the potential of 529 funds for his son. Jill encourages simplifying investments and reassures Dave he's on track for an early retirement.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app