A couple, Joe and Wendy Ortiz, are refiguring their retirement plans after a surprise change in circumstances. In January 2025, Wendy posted a TikTok video encouraging viewers to start saving for retirement, even if they feel it’s too late. She’d had a successful career in sales but never prioritized planning for the future. Now, Joe has returned to work, while Wendy is betting on real estate investments. Despite these changes, they’re working together to create a new financial roadmap and protect their built-up wealth.
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Source: https://www.bloomberg.com/news/articles/2026-03-16/is-it-too-late-to-save-for-retirement-one-couple-s-lessons