Dear Reader, “I feel like I was just kind of in the clouds.” That’s how one of my 1:1 coaching clients described her relationship with her retirement money. She knew she had retirement accounts. She even had spreadsheets. But something felt off—and overwhelming. She’s a high-achieving, first-gen professional. Direct. Thoughtful. Capable. And yet, when it came to her pension rollover, fees, and investment options, she kept freezing up. Here’s what we uncovered together: Her current retirement...