The Rollover Roadmap: 6 Strategic Rules For Your IRA and 401k Rollover
Your 12-week transformative journey to confidently accelerate retirement savings and secure lasting financial peace.
Meet Nathan Alexander
I'm Nathan Alexander, blending financial savvy and martial arts goal setting to guide mid-level professionals toward secure retirements.
My Mission?
Empowering you to transform your rollover funds or IRA into a confident, stress-free retirement plan.
This Is Your Journey IF…
This Isn’t Your Path IF…
This Is Your Journey IF…
You are tired of the stock market ups and downs stressing you out about retirement.
You know you are behind and won’t be able to retire comfortably.
You’re ready to take charge and turn your rollover funds or IRA into a solid plan.
This Isn’t Your Path IF…
You're already confident and certain about your retirement strategy.
You prefer to wait and hope your financial situation improves magically.
You do NOT have IRA or have NOT done 401k rollover before or do NOT have 401k ready to rollover.
What You'll Experience
Over 12 transformative weeks, we'll journey through:
MODULE 1:
Understanding Your Retirement Starting Point
Get clear on where you stand by assessing your current retirement savings and identifying the gaps holding you back.
In this breakthrough session you'll achieve:
Map out your current savings and identify what’s missing.
Break down your retirement accounts for a full picture.
Set a solid starting point for your unique retirement plan.
By the end of this session, you will:
Set clear retirement goals tailored to your lifestyle dreams.
Calculate how much money you’ll need to live comfortably.
Understand the gap between where you are and where you want to be.
MODULE 2:
Defining Clear and Achievable Retirement Goals
Set specific, measurable goals for your retirement date, lifestyle, and financial needs to build a focused plan of action.
MODULE 2:
Defining Clear and Achievable Retirement Goals
Set specific, measurable goals for your retirement date, lifestyle, and financial needs to build a focused plan of action.
By the end of this session, you will:
Set clear retirement goals tailored to your lifestyle dreams.
Calculate how much money you’ll need to live comfortably.
Understand the gap between where you are and where you want to be.
MODULE 3:
The Rollover Roadmap: 6 Strategic Rules For Your IRA and 401k Rollover
Learn the step-by-step process to use your Rollover or IRA to give you the retirement that you want.
In this module, you will:
Learn how simple The Rollover Roadmap 6 Rules are to implement.
See why early retirement is possible with The Rollover Roadmap.
Understand The 6 Step Check List to the retirement you want.
This module will guide you to:
Understand the 6 SDIRA Superpowers.
Gain confidence in the growth potential SDIRAs offer.
Learn how to select your SDIRA company.
MODULE 4:
Learn the Self-Directed IRA Superpowers
Understand the laws that allow Self-Directed IRAs to earn better than stock market returns with more security.
MODULE 4:
Learn the Self-Directed IRA Superpowers
Understand the laws that allow Self-Directed IRAs to earn better than stock market returns with more security.
This module will guide you to:
Understand the 6 SDIRA Superpowers.
Gain confidence in the growth potential SDIRAs offer.
Learn how to select your SDIRA company.
MODULE 5:
SDIRA Investment Options Basic Education
Develop a basic understanding of the risks, rewards, and investment requirements for the 5 Rollover Roadmap Investment Options.
During this module, you will:
Be comfortable talking about all the investment options.
Able to determine which options are best for you.
Start visualizing how The Rollover Roadmap will transform your retirement.
This powerful session teaches you to:
Determine which investment options best fit you.
Create a Rollover Roadmap Profile to simplify investment decisions.
Plan to retire early with more money and less stress.
MODULE 6:
Develop Your Rollover Roadmap Profile
Find the right mix of investment options to grow your money while protecting what you’ve already saved.
MODULE 6:
Develop Your Rollover Hack Profile
Find the right mix of investment options to grow your money while protecting what you’ve already saved.
This powerful session teaches you to:
Determine which investment options best fit you.
Create a Rollover Roadmap Profile to simplify investment decisions.
Plan to retire early with more money and less stress.
MODULE 7:
SDIRA Investment Options Advanced Education
Begin an advanced dive into understanding the investment options from your Rollover Roadmap Profile.
This module focuses on helping you:
Understand in depth the risk and rewards of your investment options.
Gain confidence your investment options are right for you.
Double and triple check your Rollover Roadmap Profile.
This module is designed to help you:
Learn the steps and grading scale to evaluate each investment.
Develop an action plan with dates to vet each investment.
Begin your Due Diligence like your life depends on it.
MODULE 8:
Due Diligence Lesson
Learn how important Due Diligence is to a successful retirement and understand why we spend 3 weeks on this topic.
MODULE 8:
Due Diligence Lesson
Learn how important Due Diligence is to a successful retirement and understand why we spend 3 weeks on this topic.
This module is designed to help you:
Learn the steps and grading scale to evaluate each investment.
Develop an action plan with dates to vet each investment.
Begin your Due Diligence like your life depends on it.
MODULE 9:
Due Diligence Research I
Review the progress of Due Diligence and fine tune the research that is needed before the next module.
Together in this session we'll:
Ensure that the results are valid and trustworthy.
Begin to rank investments by the grading scale.
Develop more audits steps if needed to gain confidence.
MODULE 10:
Due Diligence Research II
Review and finalize the investment plan.
In this session, you’ll focus on:
Summarize and rank the research to see clear winners.
Decide to proceed only if the confidence level is high.
Design the investment plan.
In this session, you’ll focus on:
Summarize and rank the research to see clear winners.
Decide to proceed only if the confidence level is high.
Design the investment plan.
MODULE 10:
Due Diligence Research II
Review and finalize the investment plan.
MODULE 11:
Investment Execution
Develop the action plan to implement the investment plan.
After working through this session, you will:
Participate on a joint call with you, me and your SDIRA company to discuss implementation if you want.
Develop the next steps for implementation.
Schedule our last session.
MODULE 12:
Reviewing Progress and Adjusting the Plan
Wrap up your Rollover Roadmap journey and leave confident that you will retire early with more money and less stress.
In this final week, you'll:
Celebrate your wins and reflect on what you accomplished.
Learn the value of Quarterly Reviews and how to do them.
Leave with a confidence and education you can trust for years.
In this final week, you'll:
Celebrate your wins and reflect on what you accomplished.
Learn the value of Quarterly Reviews and how to do them.
Leave with a confidence and education you can trust for years.
MODULE 12:
Reviewing Progress and Adjusting the Plan
Wrap up your Rollover Roadmap journey and leave confident that you will retire early with more money and less stress.
My Coaching Approach
STEP 1
ASSESS
Understand your current financial landscape and retirement needs.
STEP 2
PLAN
Create a tailored roadmap to meet your retirement goals securely.
STEP 3
EXECUTE
Implement your strategy with confidence, ensuring ongoing progress.
Step Into the Retirement You Deserve.
Start your 12-week journey to confidence and peace today.
Stop Fighting About Money Every Month. Powerful strategies. Predictable outcomes.
“The future depends on what you do today.”
—Mahatma Gandhi
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🏆 Retirement Strategy Expert
🎤 Financial Security Architect
📖 Real Estate Investment Guide
“The future depends on what you do today.”
— Mahatma Gandhi
