W-2 employee
Your employer plan may be only one part of the structure.
A FREE RETIREMENT STRUCTURE REPLAY
The fear is retiring broke.
If you are working, self-employed, or earning side income and still feel behind, this 42-minute replay is for you.
◷ 42-minute recorded presentation · Watch on your schedule
Get the full program →THE CURRENT ACCESS WINDOW RESETS IN
00DAYS:00HRS:00MIN:00SEC
02
THE REFRAME
THE CATCH-UP BLUEPRINT
Same effort. Different container.
Two people can earn the same amount, save at the same rate, and choose the same investments—then retire very differently because their money sat in different account structures.
The replay is a direct look at the retirement structures, timing windows, and funding sequence that can shape your after-tax retirement picture.
Watch the briefing →SAME CONTRIBUTION
THE SHIFT The account structure is part of the decision.DEFAULTSTRUCTURED
Money → Container → Outcome
START WITH YOUR REALITY
Which situation is yours?
The replay is organized around the decisions that change with the income you actually have.
JOB INCOME
Self-employed
Your business income may create a different planning conversation.
Job + side income
Your job and your business can create separate planning buckets.
You do not need another generic retirement plan. You need the right structure for your income.
Get the full Catch-Up Blueprint →
03
THE WINDOW
Some years give you more room to plan than others.
The Roth Conversion Window is one of the planning conversations the replay explains in plain English.
- ✓ Why lower-income years may matter
- ✓ How RMD timing can affect the picture
- ✓ Why sequence matters as much as the accounts
WHO IS BEHIND THE BRIEFING
Built by people who had to learn the hard way.
Daniel Hall
NURSE · ATTORNEY · WSJ & USA TODAY BESTSELLING AUTHOR
The replay brings together Daniel’s personal account-structure story with research and teaching shaped alongside Dr. Scott M. Brown, a tenured finance professor.
▣ Peer-reviewed research published in the Vanderbilt Journal of Transnational Law.
▧ Educational content only. Any individual results discussed in the replay are not typical and are not guaranteed.
04
WHAT YOU GET
Turn the replay into a plan you can actually use.
The founding-member version of The Catch-Up Blueprint is built to make the next conversation more specific.
The Catch-Up Blueprint Course
Three pathways: employee, self-employed, and mixed income.
The Catch-Up Calculator
See the questions and opportunity tied to your own numbers.
Roth Conversion Window Cheat Sheet
Timing, amounts, and sequence to discuss with your CPA.
Strategy-call pathway
A conversation about your situation and which next step makes sense.
GET THE FULL BLUEPRINT
$199 / year
$738 in first-year value. The Catch-Up Blueprint gives you the course, calculator, Roth Conversion Window Cheat Sheet, and a clear strategy-call pathway.
Get access through Substack →Annual recurring membership. Cancel anytime.BEFORE YOU WATCH
Questions worth answering directly.
Clear expectations make for a better decision.
Is this just another investing webinar?
No. The replay focuses on retirement-account structure, funding sequence, and planning questions that can affect how much of your growth you keep. It is educational—not individualized investment, tax, or legal advice.
Who is the replay for?
It was created for people who are working, self-employed, or earning side income and feel behind on retirement.
What happens after I join?
You receive the course, calculator, Roth Conversion Window Cheat Sheet, founding-member content, and a strategy-call path.