Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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How Does the 5-Year Rule Work for Roth Conversions?
“If you are looking for someone to believe in, believe in yourself. The only authentic authority is your own original nature.” Vernon Howard Are you ready to start believing in yourself enough to rock retirement? If you have been following this show, hopefully, you are doing the work so that you can build the confidence to lean in and really rock retirement. On this episode, we have a guest that may help guide and empower you to do the work that you need to do to rock retirement. You’ll also hear about what I've been reading, Answers to listener questions, and how to use your toolkit to fit disease from Bobby Dubois in our Bring It On segment. Press play to feel empowered OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN WHAT I’M READING [1:38] What I’ve been reading lately PRACTICAL PLANNING SEGMENT WITH VERONICA McCAIN [9:12] Who is Veronica McCain? [15:07] What people are lacking in retirement [21:44] Why she wrote a workbook LISTENER QUESTIONS [25:07] How does the 5-year rule work for Roth conversions? [29:43] Michael’s book suggestion [31:40] Focusing on the no-go years [36:27] A story on your legacy BRING IT ON WITH DR. BOBBY DUBOIS [39:25] Our tool kit can help fight heart disease [43:10] Understanding the risk factors of heart disease [57:33] How sleep affects heart disease [59:40] Mind-body work can also improve your risks TODAY’S SMART SPRINT SEGMENT [1:05:57] Pull one thing a day to declutter Resources Mentioned In This Episode SavvyRetirementCoach.com BOOK - My Retirement My Way by Veronica McCain BOOK - Total Recall by Arnold Schwarzenegger BOOK - Limitless Mind by Jo Boaler BOOK - The Alter Ego Effect by Todd Herman BOOK - The 12 Week Year by Brian Moran BOOK - You Learn by Living by Eleanor Roosevelt BOOK - Metabolical by Robert Lustig Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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