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I Reflect on the Week: Wins, Tough Stuff, and 3 Numbers to Keep

This week was know your numbers week, so I’m here to tell you what stuck, what was hard, and three numbers to carry into next week. The big win was Mark Lawley’s “just in case” folder — a tidy place with passwords and instructions so his family won’t have to guess if something happens. The tough part was Mark grieving his mom and asking real questions about inheritance and IRAs, and we spent the time that needed to be spent. We hit some wild stats — like how a 1% fee can eat about 28% of your retirement over a career and how millions of forgotten 401(k)s hold real money. My money move for the…

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