Linda (caller from Atlanta)

Linda from Atlanta shares her financial anxieties after previous losses during the financial crisis, raising questions about her retirement savings strategy. She details her $1.2M retirement fund and two homes, revealing a heavy cash allocation. Jill evaluates her financial security, emphasizing the stability provided by Linda's conservative approach and pension. They explore estate planning, noting the completion of essential documents, including a special needs trust. It's a journey of reassurance and tailored advice for a hopeful financial future.