ChooseFI

503 | Deep Dive: Roth IRA Conversion Ladder


Listen Later

In this episode: Roth IRA conversion ladder, starting with the end in mind, investing for growth or stability, and retirement planning.

While we have covered Roth IRA Conversion Ladders on ChooseFI before, we have never in the past taken such a deep dive into the subject like we do in this week's episode! Once again, we are joined by friend of the show Cody Garrett from Measure Twice Money, as we cover a high-level-FI approach to the Roth IRA conversion ladder and ways one could approach propelling themselves into a FI fueled retirement!

Cody Garrett:

  • Website: Measure Twice Money
  • YouTube: @MeasureTwiceMoney

Resources Mentioned In Today's Episode:

    • Measure Twice Money ChooseFI Podcast Resources
    • The Roth IRA Conversion Ladder | A Case Study | ChooseFI Ep. 17R
    • Roth IRA Conversion Ladder Case Study | ChooseFI Ep. 163R
    • Find Your Local ChooseFI Group
    • Subscribe to The FI Weekly!

    More Helpful Links and FI Resources:
    • Top 10 Recommended Travel Rewards Credit Cards
    • Empower: Free Dashboard to Track Your Finances
    • CIT Bank Platinum Savings Account
    • M1 Finance: Commission-Free Investing, 1-click rebalancing
    • CashFreely: Maximize Your Cash Back Rewards
    • Travel Freely: Track all your rewards cards and points
    • Emergency Binder: For Your Family's Essential Info (code 'CHOOSEFI' for 20% off)
    • Student Loan Planner: Custom Consult (with $100 Discount)
    • Get a cheaper phone plan with Mint Mobile

    ...more
    View all episodesView all episodes
    Download on the App Store

    ChooseFIBy ChooseFI

    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    5,036 ratings


    More shows like ChooseFI

    View all
    Afford Anything by Paula Pant | Cumulus Podcast Network

    Afford Anything

    3,565 Listeners

    Money Guy Show by Brian Preston and Bo Hanson

    Money Guy Show

    3,224 Listeners

    The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

    The Stacking Benjamins Show

    1,987 Listeners

    Financial Independence Podcast by The Mad Fientist

    Financial Independence Podcast

    1,651 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    807 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    674 Listeners

    BiggerPockets Money Podcast by BiggerPockets

    BiggerPockets Money Podcast

    3,082 Listeners

    Earn & Invest by Jordan Grumet (Doc G)

    Earn & Invest

    452 Listeners

    Everyday Courage with Jillian Johnsrud by Jillian Johnsrud

    Everyday Courage with Jillian Johnsrud

    117 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    822 Listeners

    Rebel Entrepreneur by Alan Donegan

    Rebel Entrepreneur

    132 Listeners

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

    577 Listeners

    All the Hacks: Money, Points & Life by Chris Hutchins

    All the Hacks: Money, Points & Life

    1,612 Listeners

    Mile High FI Podcast by Doug Cunnington & Carl Jensen

    Mile High FI Podcast

    200 Listeners

    Money For Couples with Ramit Sethi by Ramit Sethi

    Money For Couples with Ramit Sethi

    3,431 Listeners

    The Money with Katie Show by Morning Brew

    The Money with Katie Show

    1,561 Listeners

    Catching Up to FI by Bill Yount & Jackie Cummings Koski

    Catching Up to FI

    352 Listeners