Kate (caller)

In this engaging discussion, recent divorcee Kate seeks financial guidance, focusing on rebuilding her finances at 50. She dives into her income situation, including bonuses and RSU vesting. The conversation covers the complexities of home buyouts, mortgage details, and managing college savings while addressing retirement shortfalls. Jill emphasizes the importance of liquidity over aggressive mortgage payments and suggests strategic allocation of upcoming windfall funds. They wrap up with practical steps for improving budgeting and boosting retirement contributions.