Measure Twice Planners

Cody Garrett, CFP®
  • 4.9 (11)
  • EDUCATION

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!

  1. 06/29/2025

    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 not interpret any content as personalized investment, insurance, tax, or legal advice.

    45 min

  2. 06/14/2025

    The Future of Budgeting w/ Zach Whelchel

    Learn from budgeting expert, Zach Whelchel! Website: MyBudgetCoach.com This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

    46 min

  3. 05/14/2025

    How to Retire Often w/ Jillian Johnsrud

    Learn from mini-retirement expert, Jillian Johnsrud! Website: https://retireoften.com/ Book Purchasing Link: https://lnk.to/retireoften Free Opt-In Worksheets Planning: https://retireoften.com/mini/ Negotiating: https://retireoften.com/onemonth/ This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

    1 hr

  4. 05/09/2025

    Pensions + Union Benefits w/ Mary Ann Sullivan, CFP®

    Learn from pension and union benefits expert, Mary Ann Sullivan! Contact Mary Ann: www.395financialplanning.com This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

    44 min

  5. 03/12/2025

    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 Cost IRMAA and Form SSA-44 Medicare Advantage (Part C) and Why It Can Be “Free” Medicare Supplement Plans (Medigap) and Plan G vs. Plan N Social Security Withholding Continued Work Coverage at Age 65+ How Medicare Affects HSA Contributions Permanent Late Enrollment Penalties Additional Cancer Coverage Medicare + Medicaid Dual Coordination Contact Will: https://www.medicareankeny.com/ - (515) 257-6663 This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

    1h 3m

  6. 02/26/2025

    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: LinkedIn.com Work with Aubrey: OpenPath.Financial If you enjoy this episode, you can watch our full video version and over 70 hours of valuable educational content at MeasureTwicePlanners.com.

    1h 2m

  7. 12/12/2024

    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 methods has changed his financial planning process. Connect with Anthony: https://www.linkedin.com/in/ajlomba/ Email Anthony: anthony@noteworthy-financial.com If you enjoy this episode, you can watch our full video version and over 65 hours of valuable educational content at MeasureTwicePlanners.com.

    1h 6m

  8. 10/30/2024

    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 this episode, you can watch our full video version and over 60 hours of valuable educational content at MeasureTwicePlanners.com.

    49 min
See All (28)

Ratings & Reviews

4.9
out of 5
11 Ratings

About

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!

Information

  • Creator
    Cody Garrett, CFP®
  • Years Active
    2023 - 2025
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © 2025 Measure Twice Planners
  • Show Website
    Measure Twice Planners

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