Lynn (caller)

Lynn, a listener seeking retirement planning advice, shares her journey towards financial flexibility as she approaches her 50s. They discuss how her spouse's pension and the Windfall Elimination Provision might impact Social Security benefits. Together, they analyze Lynn's savings, debts, and income needs, calculating a gap in retirement funds. Jill emphasizes the importance of finding fulfilling work and considering job transitions to enhance financial security. It’s a thoughtful navigation through retirement options and lifestyle choices!