5 episodes
Measure Twice Money Cody Garrett
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- Business
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5.0 • 36 Ratings
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Cody Garrett, CFP® shares insights from hundreds of financial planning and advisor conversations, including running an advice-only practice, creating financial plans from the ground up, having deeper conversations with the families we serve, creating educational content, and maintaining a desired lifestyle outside of the office.
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Financial Planning for FIRE: Financial Independence, Retire Early
Cody Garrett, CFP® explains financial planning topic areas specific to the FIRE movement, helping families on the path to (and through) early retirement. Topics include Traditional vs. Roth contributions, early distribution strategies, and the importance of asset tax location - the balance between pre-tax, taxable, and tax-free accounts.
Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Sean Mullaney, CPA - FITaxGuy - Helpful Tax and Retirement Planning Resources
Traditional vs. Roth Contributions - Understand the Marginal vs. Effective Distribution Rates
SEPP Calculator - Bankrate's 72(t) Retirement Distribution Calculator
Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations. -
The 3rd Form of Marketing - How to Build a Sustainable Business with Authentic Generosity
Cody Garrett, CFP® describes how he accidentally received multiple financial planning client inquiries per week without using traditional marketing approaches, but rather by giving away most of what he does and knows for free.
Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations -
Data Gathering 2.0 - Beyond the Numbers
Cody Garrett, CFP® shares the relationship-building opportunities he perceives within the financial planning data gathering process.
Show Links:
Data Gathering Checklist - "Every number in your life with a number on it"
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations -
Advice-Only Planning vs. Investment Management
Cody Garrett, CFP® describes his 3-question process for determining who and how we serve as financial advisors. He also reveals misconceptions about serving DIY investors with advice-only financial planning and outlines the 3 T's - Time, Temperament, and Talent required to manage investments.
Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations -
Becoming a Financial Planner - From Music to Money
In this introductory episode, Cody Garrett, CFP® shares his 3-year journey from being a full-time musician to becoming a financial planner and owner of Measure Twice Financial. He shares his core values, core focus, and intentional vision for the future of advice-only financial planning for DIY investors.
Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
FPA - Financial Planning Association
XYPN - XY Planning Network
Customer Reviews
Great podcast for DIYers & Financial Planners
Great podcast for DIYers & Financial Planners
Great info!
I have been following Cody on LinkedIn as a new member of the financial planning community. I appreciate the education he provides both his clients and other advisors. I look forward to learning more about providing value to clients and running a people centered business.
Well done!
Cody is clear, concise, and insightful. His thoughtful approach to financial planning and building a practice really resonates!
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