Lee (Caller)

Listener and caller planning retirement at age 62 who describes personal finances including a TSP account, pension, rental property and real estate decisions that form the basis of the episode's advice.

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Dec 22, 2025 • 23min

Am I Ready to Retire at 62?

Lee, a 60-year-old planning to retire at 62, delves into her financial landscape, including a $195k salary and nearly $1M in her TSP account. She discusses her $65k pension and Social Security benefits alongside monthly expenses of $6,500. Lee considers a move to a smaller home and the complexities of her rental properties, while Jill advises on a smart withdrawal strategy. They also discuss the pros and cons of keeping or selling investments, all as Lee prepares for a purposeful retirement full of new adventures.

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