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!
Episodes
24 episodes
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
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 ...
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48:58
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 b...
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1:08:39
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