Mary (caller, 'Mary from Northern California')
Listener and caller seeking retirement and college-planning advice; a 61-year-old widow with twin daughters heading to college and substantial holdings in retirement accounts, brokerage, cash, pension, and rental real estate.
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Dec 15, 2025 • 27min
Can I Retire in Two Years?
Mary, a 61-year-old widow from Northern California, seeks advice on retiring in two years while financially preparing for her twin daughters' college. She shares her impressive financial portfolio, including a $740K brokerage and $2.35M in retirement accounts. They discuss practical strategies for managing monthly expenses, handling health coverage, and optimizing Social Security benefits. Jill advises potential real estate sales to enhance cash flow and emphasizes the importance of estate planning and consulting a financial advisor.
