Mary (caller)

Mary, a mother of five, opens up about her feelings of bitterness when her husband takes personal time. She explores how childhood experiences shape her emotions and the unhealthy scorekeeping that creeps into their relationship. John Delony provides practical advice, encouraging her to anticipate her husband's delays and foster kindness upon his return. Together, they discuss the importance of intentional communication and planning for a more harmonious marriage. It's an eye-opening conversation about understanding resentment and nurturing connections.

Mary, a 64-year-old from Connecticut, calls in with her retirement planning questions. She grapples with whether to adjust her financial strategy as she approaches retirement. Jill encourages her to consider Roth contributions for tax diversification and suggests a mix of assets to enhance flexibility. They discuss the importance of having a durable power of attorney and the benefits of rebalancing her investments. Listeners will find Mary’s insights relatable and Jill's advice practical for their own financial journeys.

Mary, a 60-year-old realtor, calls in seeking advice on whether she can afford to slow down her work life. With $1.6M in brokerage accounts and a mortgage-free condo, she discusses her solid financial foundation. They explore spending needs, part-time work options, and the timing for her Social Security benefits. Jill recommends strategic Roth conversions to optimize her tax situation while ensuring Mary's lifestyle goals, including her dream trips to Italy and Sardinia, remain within reach.