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 into the qualitative side of money.
Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
Episodes
19 episodes
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 ...
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43:33
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,
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42:47
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 co...
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26:11
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 thei...
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36:55
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...
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43:20
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 physici...
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36:43
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 ...
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42:55
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 Backd...
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37:46
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...
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39:05
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...
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40:13
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 ...
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36:25
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 ...
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6:10
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 compensa...
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8:07
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 immeasurabl...
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12:45
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 ownershi...
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46:59
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 anot...
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40:15
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.
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39:51