An Income Investing Blueprint for 401K Rollovers

An Income Investing Blueprint for 401K Rollovers

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Choose a Smarter Approach to Investing

One That Will Have You Looking Forward to Opening your Monthly Statement
1Develop Good Habits
We help you put a struc­ture to your invest­ing that rein­forces good habits by devel­op­ing reg­u­lar cues and then focus­ing on reward­ing results.
2Have Fun
You work too hard for your money & should enjoy it. Being finan­cially respon­si­ble should also be fun; for many it’s more of a bur­den.
3Stay Motivated
We’ve cre­ated per­for­mance met­rics to help you stay moti­vated. Watching your Elephant’s Paycheck grow each month makes it eas­ier to stick to your blue­print.
4Be Empowered
Developing a per­son­al­ized invest­ment strat­egy based on the Elephant’s Paycheck Blueprint teaches you to make smarter invest­ing deci­sions for your future. What could be bet­ter?
5Reduce Risk
There are over 50 com­pa­nies that have increased their div­i­dend each year for more than 25 years. Would you want to be the CEO respon­si­ble for break­ing that streak? Neither do they.
6Avoid Information Overload
Have you ever wanted to be a trader? Yeah, us nei­ther. We’ll teach you how to learn the impor­tant infor­ma­tion you need to track your invest­ments, with­out being over­whelmed by com­plex­ity.
7Beat Inflation
Either you’re beat­ing infla­tion or you’re los­ing. Be con­fi­dent that when you need your money, it’ll have the same pur­chas­ing power it did when you earned it.
8Track Your Success
Use our port­fo­lio tracker to mea­sure your suc­cess in a per­sonal & mean­ing­ful man­ner, and in a way that keeps you moti­vated. All you’ll need are basic spread­sheet skills.
9Align to Your Social Values
Pick invest­ments that align to your social val­ues. You’re more likely to fol­low their busi­ness when you have a mean­ing­ful con­nec­tion to their mis­sion.
10Focus on Time, not Timing
Compounding rocks! Stick to an invest­ing strat­egy as long as you do a mort­gage and you’ll be shocked at how your Elephant’s Paycheck grows.

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Grab Our Free Investing Blueprint Course

Changing jobs? If so you have a great oppor­tu­nity to rollover your 401K into an IRA. It’s a great oppor­tu­nity because you gain the free­dom to choose your own invest­ments. However, with this free­dom comes great respon­si­bil­ity.

The Elephant’s Paycheck Blueprint can help.

      Here’s what we’ve got for you:
    • A sys­tem­atic way to under­stand, imple­ment & mea­sure a per­son­al­ized invest­ing strat­egy that aligns to your social val­ues.
    • A step-by-step tuto­r­ial to cre­ate your own reward­ing Elephant’s Paycheck Portfolio.
    • A sam­ple port­fo­lio high­light­ing the Blueprint’s unique met­rics for keep­ing you moti­vated & sat­is­fied with your results.

More about our free invest­ing blue­print course here…

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