Welcome to the Jill on Money Call of the Week. We're presented by Marcus by Goldman Sachs.

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So again, send us an email, ask Jill at Jill on Money.com.

That's what Kathy did.

She's calling us from Pennsylvania.

Hi Jill.

Well, I'm getting close to probably two years away from retirement.

I have a good amount of money saved.

Most of it through my work, but a good chunk also with a broker at Merrill Lynch. My father recently passed away and left me some money.

But I just have to understand how to ask also I have wealth investors looking to invest with me and I'm not sure what I should be paying or how I should handle it.

Okay, that's all right. So first of all, I'm sorry about the loss because that's a bummer to lose a parent. So I'm sorry for you. Let's do some details. How old are you, Kathy?

I'm 61. Okay, and you're working currently and you say you're nearing retirement a couple years away.

What is the nature of your work? Is this something that you're like, oh, I have to retire because I hate it or is it like, well, I'm going to retire because I can what's

tell me a little bit about that I'm going to retire because I can I work in the

corporate world I've been lucky enough to have a pretty good pension

oh I love that yeah yeah well I do have questions about that.

That's probably a separate call.

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