In this episode: inflation, coast FI, early retirement planning, future tax liability, IRA's and 401k's, and diversification.

This week we are rejoined by founder of Measure Twice Money Cody Garrett for another installment of the Mail Bag, where we will be talking through questions from our listeners covering topics ranging from inflation and its implications on your FI number, ACA subsidies and early retirement, as well as the similarities and differences with Roth accounts and future retirement tax liabilities. Listen along while we dip into the listener mailbag this week and discuss topics chosen from YOU the listener!

Cody Garrett:

Website: measuretwicefinancial.com
LinkedIn: Cody Garrett

Timestamps:

1:02 - Introduction
1:35 - Inflation and Your FI Number
11:41 - Early Retirement Planning
21:55 - Calculating Future Tax Liability
30:15 - Distinctions Between IRA and 401k
33:37 - Diversification and Tech Stocks
44:26 - Conclusion

Resources Mentioned In Today’s Episode:

The DIY Financial Plan | EP 352
Find Your Local ChooseFI Group
Measure Twice Financial Calculator
See Healthcare Plans and Prices
Measure Twice Planners Preview: How to Review a Federal Tax Return
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)

471 | Mailbag: Inflation and FI, ACA Subsidies, Roth vs. Trad and More | Cody Garrett

ChooseFI