Stacey (caller)
Listener and caller from Washington State discussing personal retirement planning, asset buckets, and timelines as the episode's featured guest seeking advice about retiring in her late 50s.
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Nov 20, 2025 • 18min
Buckets in Retirement
Stacey, a retiree-to-be from Washington State, dives into her financial future as she seeks advice on retirement planning. She discusses when to withdraw from her various asset 'buckets' and shares details about her pension and financial goals. Jill emphasizes smart strategies, urging Stacey to prioritize certain accounts for withdrawals and consider the implications of market conditions. With a focus on timing and flexible work options, they explore how to ensure a comfortable retirement while managing healthcare costs.
