Shows
Bogleheads On Investing PodcastEpisode 85, Ed Slott, CPA, new tax laws from OBBBA, Roth conversions, and more; host Jon LuskinEd Slott, CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”
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This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the genera...
2025-08-1555 min
Mark's Money MindTax Insights with Sean Mullaney: Navigating Changes in the OBBBA | Episode 050In this episode Mark is joined by tax expert Sean Mullaney, CPA live from CampFI in Colorado Springs. They dive into the recent changes brought by the new tax legislation, the One Big Beautiful Bill Act (OBBBA), signed into law on July 4th.
Key topics include permanent tax rates, increased standard deductions, higher child tax credit, new personal exemptions for seniors, potential future tax adjustments, and expanded eligibility for HSA contributions under ACA plans.
They also discuss strategic tax planning for early retirees and Sean’s upcoming book on tax planning co-authored with Cody Garrett, CFP®...
2025-07-2436 min
ChooseFIDeep Dive: Putting the Middle-Class Trap to Bed | Ep 553Cody Garrett, (CFP), joins Brad to discuss the pervasive myth of the middle-class trap in the financial independence (FI) community. Through four case studies, they illustrate how individuals often feel trapped financially due to psychological barriers rather than actual limitations. The conversation provides insights into turning retirement accounts into income and emphasizes the importance of clarity in financial planning. Key Takeaways: The concept of the middle-class trap is primarily a psychological barrier rather than a reality. Financial independence can be achieved through better understanding of retirement accounts and using strategies like the 72T plan. Home equity...
2025-06-301h 06
Measure Twice PlannersHealth Insurance - Private vs. ACA Coverage w/ Mitchell UnderwoodLearn from private health insurance expert, Mitchell Underwood!Website: TheHealthAdvocate.co This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.
2025-06-2944 minMeasure Twice PlannersThe Future of Budgeting w/ Zach WhelchelLearn from budgeting expert, Zach Whelchel!Website: MyBudgetCoach.comThis content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.
2025-06-1445 minMeasure Twice PlannersHow to Retire Often w/ Jillian JohnsrudLearn from mini-retirement expert, Jillian Johnsrud!Website: https://retireoften.com/Book Purchasing Link: https://lnk.to/retireoftenFree Opt-In WorksheetsPlanning: https://retireoften.com/mini/Negotiating: https://retireoften.com/onemonth/This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.
2025-05-141h 00
Financially Independent TeachersEP 215-CFP Talks Power of Taxable Brokerage AccountsSend us a textCody Garrett (not to be confused with our good friend, Justin), is a CFP and a regular on the ChooseFI message boards and FB group. By know, most of us know about the Roth IRA, 401(k), 403(b), and 457(b)...but many of us (myself included) have been in the dark about a taxable brokerage account. Cody is here to talk about all the positives of having one of these amazing accounts. Remember, after you retire, you won't be able to contribute to your workplace 403(b), 457(b) etc. Also, you need EARNED income (pension d...
2025-05-111h 02Measure Twice PlannersPensions + Union Benefits w/ Mary Ann Sullivan, CFP®Learn from pension and union benefits expert, Mary Ann Sullivan!Contact Mary Ann: www.395financialplanning.comThis content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.
2025-05-0944 minMeasure Twice PlannersMedicare Basics and Beyond w/ Will PierceLearn the following from Medicare and health insurance expert, Will Pierce:Medicare (Parts A + B + D)Coverage and CostIRMAA and Form SSA-44Medicare Advantage (Part C) and Why It Can Be “Free”Medicare Supplement Plans (Medigap) and Plan G vs. Plan NSocial Security WithholdingContinued Work Coverage at Age 65+How Medicare Affects HSA ContributionsPermanent Late Enrollment PenaltiesAdditional Cancer CoverageMedicare + Medicaid Dual CoordinationContact Will: https://www.medicareankeny.com/ - (515) 257-6663This content is solely inte...
2025-03-121h 03Measure Twice PlannersADHD & Neurodiversity w/ Aubrey Williams, MS, MBAAubrey Williams, MS, MBA generously shares his transparent insights about ADHD and how neurodiversity impacts his personal and professional life as a financial planner.Connect with Aubrey: LinkedIn.comWork with Aubrey: OpenPath.FinancialIf you enjoy this episode, you can watch our full video version and over 70 hours of valuable educational content at MeasureTwicePlanners.com.
2025-02-261h 01
The Blueprint: An FPA NexGen® PodcastEpisode #12: Cody Garrett, CFP®In today's episode of The Blueprint, we sit down with Cody Garrett, CFP®, a career changer whose journey from music to financial planning is spectacular to hear. Cody shares his insights on the transformative power of giving without expecting in return, drawing from one of his favorite books: The Go-Giver by Bob Burg. We dive into his passion for music—ranging from Motown gospel to big band jazz—and explore how these influences shape his personal and professional life. Tune in for a heartfelt conversation about kindness, authenticity, and the rhythms that inspire Cody’s approach to life and financi...
2025-02-0350 min
Catching Up to FITactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112Happy Holidays! Join us for this lighthearted chat with a longtime friend of the show, Cody Garrett, CFP. He shares his list of the 24 common DIY investment mistakes that might be hindering your path to financial independence and some tips on how to fix them. He steps us through the list which includes things like underutilizing employer benefits, misunderstanding how the 4% "rule" should be applied, and assuming health insurance coverage is expensive in early retirement. Cody is the founder of Measure Twice Money and Measure Twice Planners, and known for his unique advice-only planning approach. Be sure t...
2024-12-221h 05
BIF Bites2024 - A Year of Giant Steps & Success!In this episode, we reflect on the incredible achievements and milestones BIF reached in 2024. This year was marked by significant growth, innovation, and success!
Key Highlights:
Expansion and Innovation: BIF expanded its reach, introducing many new students into our CFP education and
CFP exam prep course, the BIF Review!
Educational Initiatives: Our commitment to education was stronger than ever. We rolled out a new video-based financial calculator course, delivered by Jerry Mee! Additionally, we introduced 23 full-ride scholarship recipients into the Bryant/BIF CFP education course through a collaboration with Measure Twice Planners and...
2024-12-2114 minMeasure Twice PlannersOvercoming Challenges + Parenting a Special Needs Family w/ Anthony Lombard, CFP®Anthony Lombard, CFP® shares his transparent, vulnerable, and inspiring story about how parenting a special needs family with three kids under age 10 has shifted his personal and professional priorities - and how learning about communication methods has changed his financial planning process.Connect with Anthony: https://www.linkedin.com/in/ajlomba/Email Anthony: anthony@noteworthy-financial.comIf you enjoy this episode, you can watch our full video version and over 65 hours of valuable educational content at MeasureTwicePlanners.com.
2024-12-121h 05Measure Twice PlannersFinancial Coaching + Faith w/ Jackson LarimerToday’s recorded interview is with Jackson Larimer, owner of Lemonade Stand Financial, who provides personalized financial coaching to couples & families.If you enjoy this episode, you can watch our full video version and over 60 hours of valuable educational content at MeasureTwicePlanners.com.
2024-10-3048 minMeasure Twice PlannersHealth Insurance Before and After Medicare w/ John Christianson, CFP®Today’s recorded interview is with John Christianson,, CFP®, owner of Clearstream Planning, who educates and assists individuals and companies in successfully managing the Medicare maze. During our conversation, we’ll discuss health insurance before and after Medicare!If you enjoy this episode, you can watch our full video version and over 60 hours of valuable educational content at MeasureTwicePlanners.com.
2024-10-271h 08Measure Twice PlannersHannah Moore, CFP® - Bringing Positive Change to the Financial Planning ProfessionToday’s recorded conversation is with special guest, Hannah Moore, CFP®, focused on how she improves the financial planning profession with her generous initiatives.If you’d like to watch the video version and dozens of other interviews, please consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.
2024-09-1943 min
New Planner PodcastEp #195: Professional Musician to CFP and Entrepreneur with Cody GarrettCody Garrett is the Founder of Measure Twice Financial and Measure Twice Planners. He joins the show today to share his journey from professionally trained musician, where long hours away from family led him to realize he needed financial guidance as a self-employed business owner, to financial planner. If you're interested in transitioning to financial planning from a different career, exploring the advice-only model, or learning how to balance professional success with family time, this episode is for you! Listen in as Cody discusses how he got hired at an RIA, his roles there, and why he...
2024-09-1338 min
Unexpected Hobbies of Financial AdvisorsProfessional Music Arranging with Cody Garrett
Join hosts Brian Wright and Joshua Walker in this episode of 'Unexpected Hobbies of Financial Advisors' as they interview Cody Garrett, CFP® who has a surprising passion for professional music arranging. Cody shares his journey from being introduced to the piano by his grandmother, to studying music theory and eventually becoming a music director. Discover how Cody transitioned into financial planning, yet continues to keep his musical interests alive. He provides insights into the overlap between musicianship and financial advising, and how his background in arranging music parallels his approach to financial planning. Tune in to hear about Cody’s i...
2024-08-0550 min
Adulting Is Easy: Making Personal Finance & Real Estate EasyAIE 168: Keep Finance Personal: Get Your Time, Energy & Financials RightLauren and Cody kick off the interview by talking about what a CFP® is, and how someone becomes one. The curriculum covers a wide range of financial information. Cody describes financial planning as a bridge between your financial ecosystem and your family’s goals and values. Cody argues that financial planners get a bad rap because of some financial advisors trying to take over management of your investments and sell you insurance on top of it. Some people even call themselves financial planners who don’t do any financial planning. Lauren just has to ask about why he is so pr...
2024-03-0527 minMeasure Twice PlannersThe Benefits of Hourly Financial PlanningToday’s recorded conversation is focused on the benefits, misconceptions, and missteps of hourly financial planning. Our generous guests include John Abernethy, Mark Berg, and Eileen Freiburger, all CFP® professionals with a shared passion for providing financial planning services with the hourly model.If you’d like to watch the video version and dozens of other interviews, please consider joining Measure Twice Planners as an official member – at MeasureTwicePlanners.com.
2024-01-2142 min
Childfree Wealth®Things DIYers ForgetThe Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples. In this episode, Dr. Jay talks with Cody Garrett, CFP®, of Measure Twice Money.They’ll explore the common misconceptions about financial planning and abolish the idea that it's all about choosing investments. Cody shares his unique approach, emphasizing the importance of gaining clarity and confidence in understanding how your money aligns with your life, not someone else's. They discuss the pitfalls of DIY financial planning and when...
2024-01-0535 min
NoBS Wealth12 Days of Giving: Day #3 - The Unspoken Wealth in Non-Working Spouses🌟 Day #3: The Power of Affirmation in Family Finance 🌟In this episode of the 12 Days of Giving series with Cody Garrett, we dive into the compelling story of Susan, a retiree navigating financial decisions as a non-working spouse. YouTube: Watch Episode Here!🔍 Key Discussion Points:The unique challenges of non-working spousesSusan's journey from retirement to financial decision-makingThe profound impact of affirmation in family dynamics🗣️ Engage with Us:How does your partner positively contribute to your family? Share your thoughts in the comments and let's celebrate the unsung her...
2023-12-1525 minMeasure Twice PlannersHouse vs. Home w/ Angela McCaffreyToday’s recorded interview is with Angela McCaffrey, a mortgage and liability advisor with NEO Home Loans, who is passionate about consumer education on homeownership. During our conversation, we’ll discuss what a personalized home purchase process looks like beyond mortgage qualification, plus learn the differences between a house and a home.If you enjoy this episode, you can watch the other half of our conversation and over 30 hours of valuable educational content at MeasureTwicePlanners.com.Thank you for listening to this conversation with Angela McCaffrey. If you’d like to watch the full v...
2023-11-2226 min
The Planning For Retirement PodcastEp. 30 - Is it harder to go from spender to saver pre-retirement, or saver to spender in retirement? (Featuring Cody Garrett)I've known Cody for almost 3 years now, and this man is a true student of his craft.
Cody is an advice-only financial planner passionate about helping DIY investors on the path to financial independence and through early retirement. He is a CFP practitioner and proud owner of the Measure Twice® brand. His educational insights have been featured by Barron's, Forbes, Fox Business, CNBC, Morning
Brew, Business Insider, and MarketWatch. You can also hear him on the ChooseFI, The Long View (Morningstar), The Financial Independence Show, and Michael Kitces' Financial Advisor Success podcasts.
Twitter: @MeasureTwiceMNY
LinkedIn: https://www.linkedin.com/in...
2023-11-161h 11Measure Twice PlannersBudgeting + Intentional Spending w/ Jenn Steliga, CFP®, CFT-I™Today’s recorded interview is with Jenn Steliga, CFP®, CFT-I™, founder of Time Well Spent Financial Coaching, partnering with single women to help them gain confidence and competence in their decisions with money – including coaching, planning, and accountability. During our conversation, we’ll discuss budgeting and intentional spending – including going beyond the numbers.If you enjoy this episode, you can watch our full video version with an extra 15 minutes, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.
2023-11-0536 min
NoBS WealthEp. #65 - The Missing Piece of Financial Planning W/ Cody Garrett, CFP®In this podcast , the host Stoy Hall welcomes guest Cody Garrett from Measure Twice, a financial planning firm. They discuss the importance of prioritizing people over money in the financial planning industry. Cody emphasizes that focusing solely on revenue and profits can lead to unethical practices and a disregard for personal well-being. He shares his approach of prioritizing impact and focusing on the overall well-being of clients and their families. The conversation highlights the interconnectedness of physical, mental, spiritual, relational, and financial wellness. They also touch on the evolving mindset of younger generations towards retirement planning, emphasizing t...
2023-11-0145 minMeasure Twice PlannersServing Women in Transition w/ Melinda Satterlee, CFP®Today's recorded interview is with Melinda Satterlee, a Certified Financial Planner professional and founder of Marathon Wealth Management, partnering with women business owners to help them grow their wealth and secure their family legacy. During our conversation, we'll discuss both quantitative and qualitative aspects of serving women in transition, such as divorce, empty nest syndrome, widowhood, or entrepreneurship.You may watch our full video interview and over 30 hours of valuable educational content at MeasureTwicePlanners.com.Thank you for listening to this conversation with Melinda Satterlee. To watch the full video version or receive CFP® CE c...
2023-10-0843 minMeasure Twice PlannersDisability Insurance w/ Chris ClarkToday's educational conversation about disability insurance is with Chris Clark, president of The Dr. Team, who has been committed to serving medical residents, fellows, and practicing physicians with their financial health and well-being for over 15 years.If you enjoy our conversation, you can watch 30 additional minutes in the full video version and over 30 hours of valuable educational content at MeasureTwicePlanners.com. If you are listening to this episode in September 2023, the annual cost for future members will increase by $100 to $649 per year on October 1st. So, if you're considering becoming an official member...
2023-09-2736 minBogleheads On Investing PodcastEpisode 62: Steve Chen on DIY Retirement Planning Tech, host Jon LuskinSteven Chen is the founder of NewRetirement, a do-it-yourself tool for retirement planning. Prior to founding NewRetirement, Stephen founded venture-backed companies in education and financial services, and worked with organizations including Charles Schwab, Dimensional Fund Advisors, and Fidelity.
This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, as...
2023-09-2540 minMeasure Twice PlannersFinancial Planning for Family Caregivers w/ Danielle Miura, CFP®Today’s episode features a powerful conversation with Danielle Miura, CFP®, the owner of Spark Financials, who specifically serves family caregivers.If you’d like to watch 15 additional minutes of our conversation in the full video version, as well as over 30 hours worth of valuable educational content, please consider becoming an official member at MeasureTwicePlanners.com.As a reminder, this podcast does not provide personalized investment, tax, or legal advice.
2023-09-1442 minMeasure Twice PlannersMega Backdoor Roth 401(k) w/ Trevor Winter, CFP®Today’s conversation is with Trevor Winter, a CFP professional and owner of New Heights Planning who serves oil and gas professionals in their 30s and 40s. During this episode, we discuss Mega Backdoor Roth 401(k) contributions and how they’re actually implemented in real life.If you enjoy our conversation, you can watch 30 additional minutes in the full video version, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.Although we are discussing a financial planning topic that involves investment accounts and tax decisions, this conversation only includes general education. Do n...
2023-09-1137 min
Catching Up to FIMusic Money Man | Cody Garrett | 035Cody Garrett, CFP, is a professional musician turned money man. He is the founder of the platform and financial advisory firm Measure Twice Financial. He is a prolific contributor to the financial independence movement. Among other things, we talk to him about vetting a financial advisor in an often confusing financial services industry. Enjoy the show! 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) M...
2023-09-101h 23Measure Twice PlannersFinancial Planning for Pastors w/ Paul McWilliamsThis episode is a unique conversation with Paul McWilliams, a pastor’s kid turned financial advisor who passionately serves churches and pastors - going beyond the basics, including the administration of 403(b)s plans.If you enjoy our conversation, you can watch 15 additional minutes in the full video version and over 30 hours' worth of valuable educational content at MeasureTwicePlanners.com.
2023-09-0739 minMeasure Twice PlannersThe Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®Today’s conversion is with Igor Smolyanskiy, CFA, CFP®, a financial planner and owner of Vilga Financial. During this episode, we discuss the benefits and drawbacks associated with direct indexing as part of the investment implementation process.None of this content is personalized investment, tax, or legal advice. If you'd like to watch the full video interview with Igor, including an additional 15 minutes of our conversation, you may consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.This October 2023, the annual subscription for future members will increase by $100, so...
2023-09-0540 minMeasure Twice PlannersBusiness Coaching w/ Brian Willet, CEPA®Today’s conversation is with Brian Willet, CEPA®, a business coach with 15 years of experience helping financial advisors and multi-business entrepreneurs align their time, energy, and resources with their core values and core vision. Although I have hired Brian as my business coach, we do not have any professional affiliations. This interview teaches us more about what business coaching is and how we can approach unique business objectives.If you enjoy our conversation, you can watch the full video version, as well as 30 hours' worth of valuable educational content at MeasureTwicePlanners.com.Thriving Leaders Uni...
2023-09-0336 minMeasure Twice PlannersHow to Choose Your Financial Planning Compensation ModelDuring this episode, I share my thoughts about launching an advice-only financial planning firm and deciding not to manage any client investments – specifically to serve different people differently – not to claim all other service and compensation models are bad. I recorded this episode about 7 months after launching my financial planning firm, and I hope it helps you gain additional clarity about your desired business model and ideal client avatar. Learn more about official membership benefits at MeasureTwicePlanners.com.
2023-09-0208 minMeasure Twice PlannersThe Financial Planning Data Gathering ProcessDuring this episode, I share my opinion about an often overlooked part of the financial planning process – data gathering, including examples of how I go beyond the numbers when reviewing financial documents. If you want to download my data-gathering checklist, see how I review dozens of real financial documents and discover unique opportunities for deeper client conversations, consider becoming an official member of Measure Twice Planners – with access to my 7-hour video course that shares my entire financial planning process. MeasureTwicePlanners.com includes all the membership details.
2023-09-0206 minMeasure Twice PlannersHow I Became a Financial Planner w/ Cody Garrett, CFP®During this episode, I share my personal journey from being a professional musician to becoming a financial planner, including how I found my first job, launched my own financial planning firm, and learned a ton along the way – with immeasurable support from others.Learn more about official membership benefits at MeasureTwicePlanners.com.
2023-09-0212 minMeasure Twice PlannersMortgage (Re)Financing w/ Drew CurtisDuring this episode, we get to learn a ton about mortgage financing and re-financing from our guest, Drew Curtis, whose unique experience through the recent Nike Swoosh of interest rates can help us have deeper conversations about home ownership and debt repayment strategies.To watch an additional 30 minutes of our conversation in the full video interview, consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com. As of this recording, for $549, you can also gain annual access to over 30 hours of educational video contact, including my 7-hour video course – How to Create a Co...
2023-09-0146 minMeasure Twice PlannersCFP® Experience Opportunities w/ Jackie Koski, CFP®, MSPFP, AFC®During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.Email the CFP Board: Experience@CFPBoard.orgCFP Board YouTube Channel: YouTube.comFPA Residency: FinancialPlanningAssociation.orgExternship + Amplified Planning CORE Program: AmplifiedPlanning.com
2023-08-3140 minMeasure Twice PlannersFinancial Planning on the Path to FIRE - Financial Independence, Retire EarlyLearn more about the FIRE movement from Jackie Koski, CFP®, MSPFP, AFC® and Dan Huffman, CFP® Candidate as they share their unique paths to financial independence that started long before becoming financial planners.
2023-08-3139 minMeasure Twice PlannersFederal Student Loan Planning w/ Emma Crawford, MA, CFP®UPDATE: Emma's student loan calculator recommendation has since changed. She was initially using Finology, but since it has run into issues, she switched to VIN Foundation's calculator. She likes it much more, and it's free!!Learn more about federal student loan repayment options and our unique opportunities to have deeper conversations with the people we serve.Connect with Emma: LinkedIn.comEmail Emma: Emma@PerkPlanning.comPerk Financial Planning: PerkPlanning.comFederal Student Loan Dashboard: StudentAid.gov
2023-08-3044 minMeasure Twice PlannersIntroduction - Start Here!Learn more about the Measure Twice Planners podcast with host Cody Garrett, CFP®.Learn more about Measure Twice Planners membership and its numerous benefits at www.MeasureTwicePlanners.com.
2023-08-3002 minBogleheads On Investing PodcastEpisode 61: Cody Garrett on Early Retirement, host Jon LuskinCody Garrett is an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. Cody specializes in comprehensive financial plan development, topic research, and personalized financial education.
This episode of the podcast is hosted by Jon Luskin, CFP®, a long-time Boglehead and financial planner. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to...
2023-08-281h 02
BIF BitesCorralling Squirrels w/ Cody Garrett + A New Scholarship for BIF/Bryant CFP Education!Adam sits down with Cody Garrett to discuss the often over-looked, but truly critical information gathering stage of the financial planning process. Cody's a big believer in the power of "genuine" curiosity. We explain how a well-informed question has the power to strengthen your relationship with a new client.
Very Exciting News: Measure Twice Planners and The Boston Institute of Finance have created a new scholarship opportunity for BIF/Bryant CFP Education!
Learn more and apply: measuretwiceplanners.com/scholarships
2022-11-2354 min
Behind The AdvisorEp #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody GarrettWe’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared blogs to teach others at the same time. His generosity changed the trajectory of his career. Cody lasted two and a half years at an RIA before the floodgates opened. Dozens of clients started reaching out wanting planning advice—without investment management. After two months, he generated more revenue than an entire year. So, he...
2022-09-211h 00Behind The AdvisorEp #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody GarrettWe’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared blogs to teach others at the same time. His generosity changed the trajectory of his career. Cody lasted two and a half years at an RIA before the floodgates opened. Dozens of clients started reaching out wanting planning advice—without investment management. After two months, he generated more revenue than an entire year. So, he...
2022-09-211h 00
Road To WealthS3E13 - From Musician to CFP w/ Cody Garrett of Measure TwiceOn today's episode, I talk with Cody Garrett, CFP and owner of Measure Twice Money. We talk through his:
Early relationship w/ money
Pivoting being a full-time musician to studying and opening his own Financial Planning Business
His vision with Measure Twice
I really appreciate him coming on here to share his story. Feel free to give him a follow!
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Measure Twice Money
https://measuretwicemoney.com/
https://measuretwiceplanners.com
Twitter: @MeasureTwiceMNY
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Road to Wealth Social
Twitter: @roadtowealthpod
In...
2022-07-0655 min
Only Fee-Only#4 - Growing By Giving - Cody GarrettCody's Bio:I am Cody Garrett, an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. As a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in comprehensive financial plan development, topic research, and personalized financial education. I believe that truly comprehensive financial advice can provide the clarity and confidence necessary for families to implement their own well-informed decisions.As a registered investment adviser, I am held to the fiduciary standard of care, legally and ethically required to act in your best interest when providing personalized financial ad...
2022-06-081h 01ChooseFI352 | The DIY Financial PlanIn this week's episode, Brad and Jonathan are joined by Measure Twice Money's founder Cody Garrett! Together, they discuss important details about DIY financial planning, such as identifying where you do and don't need help with your financial planning, exercising the rational and reasonable approach when financial planning, and ways you can properly prioritize your spending! Also, the trio shares important information you should know before selecting a financial planner. Cody Garrett Website: Measure Twice Money Blog: Measure Twice Money's Blog Resources Mentioned In Today’s Conversation
2021-11-221h 08