05/07/2025
Most people leave their old 401(k) or 403(b) behind when they switch jobs… and forget about it.
That’s like leaving a suitcase of cash in someone else’s house — hoping they take care of it.
Ayeola didn’t want to hope — she wanted a real plan.
We helped her:
✅ Roll over her old account into a growth-based IRA
✅ Start a tax-free Roth IRA with monthly contributions
✅ Use a BrightHouse annuity to protect $60,000 from market loss
✅ Learn her FIN number and how to actually hit it
If you’ve got old money sitting… let’s talk.
📩 DM me “RETIRE RIGHT” and I’ll run the numbers with you.