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