This is for anxiously ambitious first-gen wealth builders that want to create financial security while nurturing their wellness. We send multiple emails a week about how to stay inside the wealth building cycle through D.I.V.E.R.S.E. self-care.
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Got an Old Retirement Account?
Published 1 day ago • 1 min read
Dear Reader, Let’s talk about a financial task that stays on the “I’ll get to it later” list for way too long: contacting a past employer about your old retirement account. If you’ve ever thought: “I don’t know where to start.” “I’m embarrassed to call and sound clueless.” “I don’t even know if I still have money in there...” keep reading. I was just on a coaching call with one of my clients who had been avoiding this for over five years. The mental weight? Heavy. The shame? Real. The...
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