

213. “We have a $1M trust - but a $30k budget” (Part 1)
Kate (45) and Keith (53) split their time between Maine and Hawaii, living what looks like a dream life. They’ve inherited wealth, run two small businesses, and have nearly $2 million in net worth. But with only $30,000 in annual income, they live in fear of spending—and cover their shortfall by dipping into savings.…
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