Q&A: My Mom Is 73. She Has a House — But It Doesn’t Pay the Bills. Now What?

Host Paula Pant answers listener questions on three financial transitions: helping a 73-year-old mother relocate and manage housing proceeds for security and inflation, handling quarterly estimated taxes on investment income without relying on safe harbor rules, and a returning caller Luz’s job change involving 401(k) decisions, Roth accounts, an HSA, and debt management. The episode explores trade-offs between housing security and liquidity, tax planning flexibility, and holistic financial strategy amidst career shifts.