Measure Twice Planners Cody Garrett, CFP®

Today’s recorded conversation is focused on the benefits, misconceptions, and missteps of hourly financial planning. Our generous guests include John Abernethy, Mark Berg, and Eileen Freiburger, all CFP® professionals with a shared passion for providing financial planning services with the hourly model.If you’d like to watch the video version and dozens of other interviews, please consider joining Measure Twice Planners as an official member – at MeasureTwicePlanners.com.

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 conversation, we’ll discuss what a personalized home purchase process looks like beyond mortgage qualification, plus learn the differences between a house and a home.If you enjoy this episode, you can watch the other half of our conversation and over 30 hours of valuable educational content at MeasureTwicePlanners.co...

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 their decisions with money – including coaching, planning, and accountability. During our conversation, we’ll discuss budgeting and intentional spending – including going beyond the numbers.If you enjoy this episode, you can watch our full video version with an extra 15 minutes, as well as over 30 hours worth ...

Today's recorded interview is with Melinda Satterlee, a Certified Financial Planner professional and founder of Marathon Wealth Management, partnering with women business owners to help them grow their wealth and secure their family legacy. During our conversation, we'll discuss both quantitative and qualitative aspects of serving women in transition, such as divorce, empty nest syndrome, widowhood, or entrepreneurship.You may watch our full video interview and over 30 hours of valuable educa...

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 physicians with their financial health and well-being for over 15 years.If you enjoy our conversation, you can watch 30 additional minutes in the full video version and over 30 hours of valuable educational content at MeasureTwicePlanners.com. If you are listening to this episode in September 2023, the annual c...

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 minutes of our conversation in the full video version, as well as over 30 hours worth of valuable educational content, please consider becoming an official member at MeasureTwicePlanners.com.As a reminder, this podcast does not provide personalized investment, tax, or legal advice.