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 • 30 episodes
Measure Twice Planners
Latest Episodes
Motivational Interviewing (MI) for Financial Planners | An Introductory Guide
Template Downloads:
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53:32
Advice-Only Financial Planning: Building a Career Without Building an RIA w/ Steven Fox, CFP®, EA
Join me for a Niche Expert Presentation with Steven Fox, CFP®, EA, founder of Advice Only, as we explore his unconventional path through financial planning, entrepreneurship, and the growing advice-only movement.Steven shares his journe...
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46:07
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 ...
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44:56
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