Measure Twice Planners Wed, 04 Mar 2026 21:59:12 -0500 https://www.measuretwiceplanners.com/ en-us © 2026 Measure Twice Planners yes 892a1bb2-15ea-5690-9678-8efdba1ad1be Cody Garrett, CFP® episodic false Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives.

Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!

]]> Buzzsprout (https://www.buzzsprout.com) financial, planner, CFP, education, money, personal, finance, advisor, investments Cody Garrett, CFP® https://storage.buzzsprout.com/mvfw8ifr5g06co2ng9ndl1xl4bda?.jpg Measure Twice Planners https://www.measuretwiceplanners.com/ Cody Garrett, CFP® Health Insurance - Private vs. ACA Coverage w/ Mitchell Underwood Health Insurance - Private vs. ACA Coverage w/ Mitchell Underwood Learn 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.

]]> Learn 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.

]]> Cody Garrett, CFP® Buzzsprout-17418703 Sun, 29 Jun 2025 15:00:00 -0500 2696 Health Insurance,Self-Employed,Early Retirement,ACA,Marketplace,PPO vs. EPO,Healthcare.gov,HDHP,HSA,Premium Tax Credit,PTC full false The Future of Budgeting w/ Zach Whelchel The Future of Budgeting w/ Zach Whelchel Learn from budgeting expert, Zach Whelchel!

Website: MyBudgetCoach.com

This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

]]> Learn from budgeting expert, Zach Whelchel!

Website: MyBudgetCoach.com

This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

]]> Cody Garrett, CFP® Buzzsprout-17333905 Fri, 13 Jun 2025 19:00:00 -0500 2745 full false How to Retire Often w/ Jillian Johnsrud How to Retire Often w/ Jillian Johnsrud Learn from mini-retirement expert, Jillian Johnsrud!

Website: https://retireoften.com/
Book Purchasing Link: https://lnk.to/retireoften

Free Opt-In Worksheets
Planning: 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.

]]> Learn from mini-retirement expert, Jillian Johnsrud!

Website: https://retireoften.com/
Book Purchasing Link: https://lnk.to/retireoften

Free Opt-In Worksheets
Planning: 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.

]]> Cody Garrett, CFP® Buzzsprout-17158454 Wed, 14 May 2025 09:00:00 -0500 3612 retirement, early retirement, retire often, sabbatical, PTO, laid off, employee full false Pensions + Union Benefits w/ Mary Ann Sullivan, CFP® Pensions + Union Benefits w/ Mary Ann Sullivan, CFP® Learn from pension and union benefits expert, Mary Ann Sullivan!

Contact Mary Ann: www.395financialplanning.com

This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.


]]> Learn from pension and union benefits expert, Mary Ann Sullivan!

Contact Mary Ann: www.395financialplanning.com

This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.


]]> Cody Garrett, CFP® Buzzsprout-17132942 Fri, 09 May 2025 15:00:00 -0500 2656 pensions, union benefits, retirement, teachers, 403(b), 457(b), California, University full false Medicare Basics and Beyond w/ Will Pierce Medicare Basics and Beyond w/ Will Pierce Learn the following from Medicare and health insurance expert, Will Pierce:

Medicare (Parts A + B + D)
Coverage and Cost
IRMAA and Form SSA-44
Medicare Advantage (Part C) and Why It Can Be “Free”
Medicare Supplement Plans (Medigap) and Plan G vs. Plan N
Social Security Withholding
Continued Work Coverage at Age 65+
How Medicare Affects HSA Contributions
Permanent Late Enrollment Penalties
Additional Cancer Coverage
Medicare + Medicaid Dual Coordination

Contact Will: https://www.medicareankeny.com/ - (515) 257-6663

This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

]]> Learn the following from Medicare and health insurance expert, Will Pierce:

Medicare (Parts A + B + D)
Coverage and Cost
IRMAA and Form SSA-44
Medicare Advantage (Part C) and Why It Can Be “Free”
Medicare Supplement Plans (Medigap) and Plan G vs. Plan N
Social Security Withholding
Continued Work Coverage at Age 65+
How Medicare Affects HSA Contributions
Permanent Late Enrollment Penalties
Additional Cancer Coverage
Medicare + Medicaid Dual Coordination

Contact Will: https://www.medicareankeny.com/ - (515) 257-6663

This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

]]> Cody Garrett, CFP® Buzzsprout-16781195 Wed, 12 Mar 2025 13:00:00 -0500 3787 Medicare, IRMAA, Form SSA-44, Medicare Advantage, Medicare Supplement Plans, Medigap, Plan G, Social Security, HSA, Cancer Coverage, Medicaid full false ADHD & Neurodiversity w/ Aubrey Williams, MS, MBA ADHD & Neurodiversity w/ Aubrey Williams, MS, MBA Aubrey 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.com
Work with Aubrey: OpenPath.Financial

If you enjoy this episode, you can watch our full video version and over 70 hours of valuable educational content at MeasureTwicePlanners.com.

]]> Aubrey 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.com
Work with Aubrey: OpenPath.Financial

If you enjoy this episode, you can watch our full video version and over 70 hours of valuable educational content at MeasureTwicePlanners.com.

]]> Cody Garrett, CFP® Buzzsprout-16696712 Wed, 26 Feb 2025 08:00:00 -0600 3713 financial planning, ADHD, neurodiversity full false Overcoming Challenges + Parenting a Special Needs Family w/ Anthony Lombard, CFP® Overcoming 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.com

If you enjoy this episode, you can watch our full video version and over 65 hours of valuable educational content at MeasureTwicePlanners.com.

]]> 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.com

If you enjoy this episode, you can watch our full video version and over 65 hours of valuable educational content at MeasureTwicePlanners.com.

]]> Cody Garrett, CFP® Buzzsprout-16267922 Thu, 12 Dec 2024 09:00:00 -0600 3957 special needs, financial planning, ASD, ADHD, ADD, PDA, parenting, community, communication full false Financial Coaching + Faith w/ Jackson Larimer Financial Coaching + Faith w/ Jackson Larimer Today’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.

]]> Today’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.

]]> Cody Garrett, CFP® Buzzsprout-16015416 Tue, 29 Oct 2024 19:00:00 -0500 2938 full false Health Insurance Before and After Medicare w/ John Christianson, CFP® Health 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.

]]> 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.

]]> Cody Garrett, CFP® Buzzsprout-15997348 Sun, 27 Oct 2024 06:00:00 -0500 4119 full false Hannah Moore, CFP® - Bringing Positive Change to the Financial Planning Profession Hannah Moore, CFP® - Bringing Positive Change to the Financial Planning Profession Today’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.

]]> Today’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.

]]> Cody Garrett, CFP® Buzzsprout-15783462 Thu, 19 Sep 2024 16:00:00 -0500 2613 full false The Benefits of Hourly Financial Planning The Benefits of Hourly Financial Planning Today’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.

]]> Today’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.

]]> Cody Garrett, CFP® Buzzsprout-14347161 Sun, 21 Jan 2024 07:00:00 -0600 2567 full false House vs. Home w/ Angela McCaffrey House vs. Home w/ Angela McCaffrey Today’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 video version or receive CFP® CE credit, consider joining Measure Twice Planners as an official member – at MeasureTwicePlanners.com. Our newest initiative, Measure Twice Mentors, is also available now!

]]> Today’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 video version or receive CFP® CE credit, consider joining Measure Twice Planners as an official member – at MeasureTwicePlanners.com. Our newest initiative, Measure Twice Mentors, is also available now!

]]> Cody Garrett, CFP® Buzzsprout-14017869 Wed, 22 Nov 2023 07:00:00 -0600 1571 full false Budgeting + Intentional Spending w/ Jenn Steliga, CFP®, CFT-I™ Budgeting + 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.

]]> 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.

]]> Cody Garrett, CFP® Buzzsprout-13913005 Sun, 05 Nov 2023 14:00:00 -0600 2215 full false Serving Women in Transition w/ Melinda Satterlee, CFP® Serving 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 credit, consider joining Measure Twice Planners as an official member.

]]> 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 credit, consider joining Measure Twice Planners as an official member.

]]> Cody Garrett, CFP® Buzzsprout-13738254 Sun, 08 Oct 2023 14:00:00 -0500 2600 full false Disability Insurance w/ Chris Clark Disability Insurance w/ Chris Clark Today'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, you can lock in the $549 price for the next five days.

As a reminder, this conversation only includes general education. Do not interpret any of this as personalized investment, tax, insurance, or legal advice.

]]> Today'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, you can lock in the $549 price for the next five days.

As a reminder, this conversation only includes general education. Do not interpret any of this as personalized investment, tax, insurance, or legal advice.

]]> Cody Garrett, CFP® Buzzsprout-13669601 Tue, 26 Sep 2023 20:00:00 -0500 2203 full false Financial Planning for Family Caregivers w/ Danielle Miura, CFP® Financial 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.

]]> 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.

]]> Cody Garrett, CFP® Buzzsprout-13593026 Thu, 14 Sep 2023 14:00:00 -0500 2575 full false Mega Backdoor Roth 401(k) w/ Trevor Winter, CFP® Mega 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 not interpret any of this as personalized investment, tax, or legal advice. Also, remain aware of future legislative changes.

]]> 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 not interpret any of this as personalized investment, tax, or legal advice. Also, remain aware of future legislative changes.

]]> Cody Garrett, CFP® Buzzsprout-13571476 Mon, 11 Sep 2023 13:00:00 -0500 2266 full false Financial Planning for Pastors w/ Paul McWilliams Financial Planning for Pastors w/ Paul McWilliams This 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.

]]> This 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.

]]> Cody Garrett, CFP® Buzzsprout-13551278 Thu, 07 Sep 2023 15:00:00 -0500 2345 full false The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP® The 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 you can lock in the price of $549 within the month of September. As a reminder $49 of the membership fee is earmarked to provide needs-based CFP® education scholarships, which will be announced this November.

]]> 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 you can lock in the price of $549 within the month of September. As a reminder $49 of the membership fee is earmarked to provide needs-based CFP® education scholarships, which will be announced this November.

]]> Cody Garrett, CFP® Buzzsprout-13532980 Tue, 05 Sep 2023 10:00:00 -0500 2413 full false Business Coaching w/ Brian Willet, CEPA® Business 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 University: AdvisorGamePlan.com

Switch: How to Change Things When Change is Hard, by Chip and Dan Heath

The ONE Thing: The Surprisingly Simple Trust Behind Extraordinary Results, by Gary Keller

The Way of the Shepherd: 7 Ancient Secrets to Managing Productive People, by Kevin Leman and William Pentak

The Dichotomy of Leadership: Balancing the Challenges of Extreme Ownership to Lead and Win, by Jocko Willink and Leif Babin

]]> 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 University: AdvisorGamePlan.com

Switch: How to Change Things When Change is Hard, by Chip and Dan Heath

The ONE Thing: The Surprisingly Simple Trust Behind Extraordinary Results, by Gary Keller

The Way of the Shepherd: 7 Ancient Secrets to Managing Productive People, by Kevin Leman and William Pentak

The Dichotomy of Leadership: Balancing the Challenges of Extreme Ownership to Lead and Win, by Jocko Willink and Leif Babin

]]> Cody Garrett, CFP® Buzzsprout-13521403 Sun, 03 Sep 2023 16:00:00 -0500 2185 full false The Financial Planning Data Gathering Process The Financial Planning Data Gathering Process During 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.

]]> During 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.

]]> Cody Garrett, CFP® Buzzsprout-13516295 Sat, 02 Sep 2023 09:00:00 -0500 370 full false How to Choose Your Financial Planning Compensation Model How to Choose Your Financial Planning Compensation Model During 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.

]]> During 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.

]]> Cody Garrett, CFP® Buzzsprout-13516283 Sat, 02 Sep 2023 09:00:00 -0500 487 full false How I Became a Financial Planner w/ Cody Garrett, CFP® How 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.

]]> 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.

]]> Cody Garrett, CFP® Buzzsprout-13516278 Sat, 02 Sep 2023 09:00:00 -0500 765 full false Mortgage (Re)Financing w/ Drew Curtis Mortgage (Re)Financing w/ Drew Curtis During 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 Comprehensive Financial Plan – plus all my downloadable templates and calculators!

]]> During 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 Comprehensive Financial Plan – plus all my downloadable templates and calculators!

]]> Cody Garrett, CFP® Buzzsprout-13508204 Thu, 31 Aug 2023 18:00:00 -0500 2819 full false CFP® Experience Opportunities w/ Jackie Koski, CFP®, MSPFP, AFC® CFP® 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.org

CFP Board YouTube Channel: YouTube.com

FPA Residency: FinancialPlanningAssociation.org

Externship + Amplified Planning CORE Program: AmplifiedPlanning.com

]]> 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.org

CFP Board YouTube Channel: YouTube.com

FPA Residency: FinancialPlanningAssociation.org

Externship + Amplified Planning CORE Program: AmplifiedPlanning.com

]]> Cody Garrett, CFP® Buzzsprout-13505333 Thu, 31 Aug 2023 11:00:00 -0500 2415 full false Financial Planning on the Path to FIRE - Financial Independence, Retire Early Financial Planning on the Path to FIRE - Financial Independence, Retire Early Learn 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.

]]> Learn 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.

]]> Cody Garrett, CFP® Buzzsprout-13500963 Wed, 30 Aug 2023 17:00:00 -0500 2391 full false Federal Student Loan Planning w/ Emma Crawford, MA, CFP® Federal 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.com

Email Emma: Emma@PerkPlanning.com

Perk Financial Planning: PerkPlanning.com

Federal Student Loan Dashboard: StudentAid.gov

PSLF Employer Eligibility Search: StudentAid.gov

]]> 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.com

Email Emma: Emma@PerkPlanning.com

Perk Financial Planning: PerkPlanning.com

Federal Student Loan Dashboard: StudentAid.gov

PSLF Employer Eligibility Search: StudentAid.gov

]]> Cody Garrett, CFP® Buzzsprout-13498852 Wed, 30 Aug 2023 11:00:00 -0500 2686 full false Introduction - Start Here! Introduction - 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.

]]> 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.

]]> Cody Garrett, CFP® Buzzsprout-13497644 Wed, 30 Aug 2023 08:00:00 -0500 166 full false