Peter and Donna (callers/guests)
Retired couple from the Bay Area calling into the show to discuss their asset allocation, income needs, and retirement planning; they provide the primary case study for the episode's advice.
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Nov 26, 2025 • 25min
Wife Questioning Asset Allocation
Peter and Donna, a retired couple from the Bay Area, delve into their retirement planning concerns. They discuss a hefty asset allocation of 65% equities, with Donna feeling uneasy about the risk. The couple reviews their income needs, Social Security plans, and housing situation while Jill highlights the emotional toll of market downturns. With solid advice on keeping a cash buffer and tax planning strategies in place, they create a practical retirement plan that both partners can feel confident about.
