Measure Twice Planners
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!
Podcasting since 2023 • 26 episodes
Measure Twice Planners
Latest Episodes
How to Retire Often w/ Jillian Johnsrud
Learn from mini-retirement expert, Jillian Johnsrud!Website:
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1:00:12
Pensions + 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 e...
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44:16
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 CostIRMAA and Form SSA-44Medicare Advantage (Part C) and Why It Can Be “Free”Medicare Supplement Pl...
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1:03:07
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:
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1:01:53
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 me...
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1:05:57
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