Tom (Caller / Guest)
Listener and caller seeking retirement planning guidance; a 40-year-old with a family who describes current assets, savings strategy, and a 15-year early-retirement goal.
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Nov 7, 2025 • 16min
Best Strategy for Flexibility
In this conversation, Tom, a 40-year-old listener and family man, seeks retirement planning advice for his goal of an early retirement in 15 years. He shares insights into his current assets, including a sizable 401(k) and brokerage accounts. The duo explores strategies for tax diversification by considering a shift to Roth contributions. Jill emphasizes the importance of building a brokerage for accessible funds and discusses maintaining proper life insurance coverage. Their dialogue underscores the necessity of adaptability in financial planning.
