Vicki (Caller)

Listener Vicki shares her adventurous cross-country move and the financial worries that come with it. She’s at a crossroads, wondering if her recent relocation could jeopardize her retirement plans. Jill dives into Vicki's house sale options, investment balances, and the risks linked to healthcare costs. They discuss balancing lifestyle with financial stability, recommending a cautious approach: sell, rent, and reassess. The conversation highlights the importance of thorough planning, especially as Vicki considers returning to the Southeast.