Lisa (caller)
Listener and caller from North Carolina seeking financial advice about simplifying family finances; discusses household income, properties, businesses, retirement accounts, and college savings during the episode.
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Oct 13, 2025 • 21min
Is Our Financial Picture Too Complex?
Lisa, a listener from North Carolina, seeks advice on simplifying her family's complex finances, which include rental properties and two small businesses. Jill discusses strategies for managing retirement accounts and college savings plans for her children. They explore cash flow issues and the benefits of potentially selling a business to reduce stress. Jill encourages Lisa to consider letting go of one time-draining business to improve her financial situation and lifestyle flexibility.
