Best Larimer Podcasts (2025)

1
How to Retire Often w/ Jillian Johnsrud 1:00:12

12d ago1:00:12

1:00:12

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 per…

1
Pensions + Union Benefits w/ Mary Ann Sullivan, CFP® 44:16

16d ago44:16

44:16

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.By Cody Garrett, CFP®

1
Medicare Basics and Beyond w/ Will Pierce 1:03:07

2M ago1:03:07

1:03:07

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 Contribu…

1
ADHD & Neurodiversity w/ Aubrey Williams, MS, MBA 1:01:53

3M ago1:01:53

1:01:53

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 cont…

1
Overcoming Challenges + Parenting a Special Needs Family w/ Anthony Lombard, CFP® 1:05:57

5M ago1:05:57

1:05:57

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/ajlomb…

1
Financial Coaching + Faith w/ Jackson Larimer 48:58

7M ago48:58

48:58

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.By Cody Garrett, CFP®

1
Health Insurance Before and After Medicare w/ John Christianson, CFP® 1:08:39

7M ago1:08:39

1:08:39

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 before and after Medicare! If you enjoy this episode, you can watch our full video version and over 60 hour…

1
Hannah Moore, CFP® - Bringing Positive Change to the Financial Planning Profession 43:33

8M ago43:33

43:33

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 to watch the video version and dozens of other interviews, please consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.…

1
The Benefits of Hourly Financial Planning 42:47

1+ y ago42:47

42:47

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 …

1
House vs. Home w/ Angela McCaffrey 26:11

1+ y ago26:11

26:11

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 y…

1
Budgeting + Intentional Spending w/ Jenn Steliga, CFP®, CFT-I™ 36:55

1+ y ago36:55

36:55

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…

1
Serving Women in Transition w/ Melinda Satterlee, CFP® 43:20

1+ y ago43:20

43:20

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 transiti…

1
Disability Insurance w/ Chris Clark 36:43

1+ y ago36:43

36:43

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…

1
Financial Planning for Family Caregivers w/ Danielle Miura, CFP® 42:55

1+ y ago42:55

42:55

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 …

1
Mega Backdoor Roth 401(k) w/ Trevor Winter, CFP® 37:46

1+ y ago37:46

37:46

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 Backdoor Roth 401(k) contributions and how they’re actually implemented in real life. If you enjoy our conversation, you can watch 30 additional minutes in t…

1
Financial Planning for Pastors w/ Paul McWilliams 39:05

1+ y ago39:05

39:05

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 administration of 403(b)s plans. If you enjoy our conversation, you can watch 15 additional minutes in the full video version and over 30 hours' worth of valuable e…

1
The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP® 40:13

1+ y ago40:13

40:13

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 the investment implementation process. None of this content is personalized investment, tax, or legal advice. If you'd like to watch the full …

1
Business Coaching w/ Brian Willet, CEPA® 36:25

1+ y ago36:25

36:25

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 I have hired Brian as my business coach, we do not have any professional affiliations. This interview teac…

1
How I Became a Financial Planner w/ Cody Garrett, CFP® 12:45

1+ y ago12:45

12:45

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 immeasurable support from others. Learn more about official membership benefits at MeasureTwicePlanners.com.…

1
How to Choose Your Financial Planning Compensation Model 8:07

1+ y ago8:07

8:07

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 compensation models are bad. I recorded this episode about 7 months after launching my financial planning firm, an…

1
The Financial Planning Data Gathering Process 6:10

1+ y ago6:10

6:10

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 data-gathering checklist, see how I review dozens of real financial documents and discover unique opportunities fo…

1
Mortgage (Re)Financing w/ Drew Curtis 46:59

1+ y ago46:59

46:59

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 ownership and debt repayment strategies. To watch an additional 30 minutes of our conversation in the full video i…

1
CFP® Experience Opportunities w/ Jackie Koski, CFP®, MSPFP, AFC® 40:15

1+ y ago40:15

40:15

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 another firm or even working directly with planning clients. This episode’s guest is the always-generous Jacki…

1
Financial Planning on the Path to FIRE - Financial Independence, Retire Early 39:51

1+ y ago39:51

39:51

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.By Cody Garrett, CFP®

1
Federal Student Loan Planning w/ Emma Crawford, MA, CFP® 44:46

1+ y ago44:46

44:46

UPDATE: Emma's student loan calculator recommendation has since changed. She was initially using Finology, but since it has run into issues, she switched to VIN Foundation's calculator. She likes it much more, and it's free!! Learn more about federal student loan repayment options and our unique opportunities to have deeper conversations with the p…

1
Introduction - Start Here! 2:46

1+ y ago2:46

2:46

Learn more about the Measure Twice Planners podcast with host Cody Garrett, CFP®. Learn more about Measure Twice Planners membership and its numerous benefits at www.MeasureTwicePlanners.com.By Cody Garrett, CFP®

1
Capital One Cafe: Sugarwish 51:18

6+ y ago51:18

51:18

With the theme of Giving, we were on set at Capital One Café in Denver, Colorado on December 12th as we continue our Financial Confidence & Money Series! We featured Elisabeth Vezzani, Co-Founder at Sugarwish, local entrepreneur to understand their business journey, her personal relationship with money, how to keep things fun, and building a strong…

1
Capital One Café: Revealix 47:43

6+ y ago47:43

47:43

We were on set at Capital One Café on 6th Street in Austin, Texas on November 14th as we continued our Financial Confidence & Money Series! Our featured guest was Adrianna Cantu, Co-Founder, and CEO at Revealix, a digital health company developing imaging software to revolutionize how diabetic limb complications are monitored and prevented. Amanda …

1
Capital One Cafe: Blo Blow Dry Bar 1:08:06

6+ y ago1:08:06

1:08:06

We were on set at Capital One Café on Pearl Street in Boulder, Colorado on October 8th for our Financial Confidence & Money Series!!! Christopher Leno, Co-Owner at Blo Blow Dry Bar and Franchisee at Boulder & Denver, to learn about their business journey and deep dive into their personal experience around money. Capital One Café Money Coach Lead, C…

1
Capital One Cafe: Lawrence + Larimer 39:47

6+ y ago39:47

39:47

We were LIVE on set at Capital One Café (Union Station) with John Chapman IV, Co-Owner Lawrence and Larimer Clothing Supply Co., on September 12th for our Financial Confidence & Money Series!!! Amy Westbrook, Capital One Café's Money Coach, discussed resources to help you improve your relationship with money and talk about how financial confidence …

1
Capital One Cafe: Leven Deli 50:27

7y ago50:27

50:27

Anthony Lygizos, Co-Owner and Chief Accommodator at Leven Deli Co joined us for our Capital One Café: Financial Confidence & Money Series with Market Lead Ryan Laudenbach and Money Coach Amy Westbrook on August 8th. Anthony shared his startup journey, passion for food, experience gained throughout the restaurant industry, his personal relationship …

1
Capital One Cafe: KoolSkinz 44:58

7y ago44:58

44:58

We were LIVE on set at Capital One Café in Denver as we continue our Financial Confidence & Money Series. Joined by Nancy Lambert, Capital One Café's Local Marketing & Community ENGAGEment Lead and Amy Westbrook, Capital One Café's Money Coach. Our guest Michael Bevis, Owner and Chief Innovator of KoolSkinz, shared his startup journey, executing pr…

1
Capital One Cafe: Merfs Condiments 52:36

7y ago52:36

52:36

We were LIVE on set at Capital One Café (Union Station) in Denver as we kick off our Financial Confidence & Money Series! We were joined by Nancy Lambert, Capital One Cafe’s Local Marketing & Community ENGAGEment Lead and Amy Westbrook, Capital One Cafe’s Money Coach. Our guest Kelly Schexnaildre, Owner of Merfs Condiments, shared her business jour…

1
Bar Helix 43:48

7y ago43:48

43:48

We were LIVE with Kendra Anderson, #BOSS at Bar Helix! She is a bar and restaurant owner, certified advanced sommelier since 2006, and is now focused on providing her patrons an amazing dining experience in the RiNo, River North Art District of Denver, Colorado. Check out www.FluentHustle.com for our other interviews with entrepreneurs who have sha…

1
Commons On Champa 52:19

7y ago52:19

52:19

We were with Jesse Shuler, Assistant Manager of The Commons On Champa, Denver’s Community Hub for Entrepreneurs and a Downtown Denver Partnership Initiative. They are working together to create an ecosystem to foster innovation and connect vital resources and programming to support Denver's diverse entrepreneurial community. Check out www.FluentHus…

1
Denver Business Coach 37:07

7y ago37:07

37:07

Steven Kohnke at Denver Business Coach was LIVE with us February 28, 2018. We learned about his personal journey, video games, and love for business. Check out www.FluentHustle.com for our other interviews with entrepreneurs who have shared their journey with us. --- Support this podcast: https://podcasters.spotify.com/pod/show/fluent-hustle/suppor…

1
McGhee Productivity Solutions 43:36

7y ago43:36

43:36

We were LIVE with Steven Crawford, Senior Consultant at McGhee Productivity Solutions, on March 12th, 2018! Check out www.FluentHustle.com for our other interviews with entrepreneurs who have shared their journey with us. --- Support this podcast: https://podcasters.spotify.com/pod/show/fluent-hustle/support…

1
ESQ Legal 34:17

7y ago34:17

34:17

Interview with Yev Muchnik, Founder of ESQ Legal, on March 9th, 2018.Check out www.FluentHustle.com for our other interviews with entrepreneurs who have shared their journey with us.--- Support this podcast: https://podcasters.spotify.com/pod/show/fluent-hustle/support

1
Nomad Logistics 35:40

7y ago35:40

35:40

Shane Elliot, at Nomad Logistics, was LIVE with us on February 22nd, 2018. We discussed his personal journey, Colorado State University Football, and how he and his brother decided to get into the moving industry. Check out www.FluentHustle.com for our other interviews with entrepreneurs who have shared their journey with us. --- Support this podca…

1
High 5 Plumbing 43:57

7y ago43:57

43:57

We were LIVE with Levi Torres, Owner of High 5 Plumbing on Thursday, April 26th, 2018. Growing up in an entrepreneurial family that included plumbers, heating & air contractors, builders, and working for other contracting businesses he learned hands on his whole life. We will discuss the journey that has gotten him where he is today and the how the…

1
Chicago Fabrications 41:14

7y ago41:14

41:14

Tyler Mitrzyk, Owner of Chicago Fabrications, was on our LIVE show at their warehouse and showroom in Chicago!!!--- Support this podcast: https://podcasters.spotify.com/pod/show/fluent-hustle/support

1
AKZ Paddle Co 40:15

7y ago40:15

40:15

Keith Zaring, at AKZ Paddle Company, was LIVE with us!!! We discussed his personal journey, outdoor adventures, and how he took a love for Stand Up Paddleboarding from water to land. Friday, February 23rd, 2018 Check out www.FluentHustle.com for our other interviews with entrepreneurs who have shared their journey with us. --- Support this podcast:…

1
BinRenew 41:57

7y ago41:57

41:57

Interview with Kevin Tedesco, Owner of BinRenew on February 9th, 2018.Check out www.FluentHustle.com for our other interviews with entrepreneurs who have shared --- Support this podcast: https://podcasters.spotify.com/pod/show/fluent-hustle/support

1
Althaus Law 40:22

7y ago40:22

40:22

Interview with Jeff Althaus, Founder of Althaus Law on March 12th, 2018.Check out www.FluentHustle.com for our other interviews with entrepreneurs who have shared their journey with us.--- Support this podcast: https://podcasters.spotify.com/pod/show/fluent-hustle/support

1
90 Day Sales 37:24

7y ago37:24

37:24

Bruce Lund, Founder & Director at 90-Day Sales, was LIVE with us February 28th, 2018. We discussed his personal journey, time spent in Michigan and Tennessee, and how he decided to create a digital platform for sales on-boarding & entrepreneur training. Check out www.FluentHustle.com for our other interviews with entrepreneurs who have shared their…

1
Concept Effects 38:31

7y ago38:31

38:31

Interview with Bryan Laughlin, El Jefe Primo of Concept Effects, was LIVE on location at Knife & Tine in Lincoln Park on March 16th, 2018.Check out www.FluentHustle.com for our other interviews with entrepreneurs who have shared their journey with us.--- Support this podcast: https://podcasters.spotify.com/pod/show/fluent-hustle/support…

1
Milk Glass Productions 33:57

7y ago33:57

33:57

Interview with Carly Paige Witzburg, Owner of Milk Glass Productions!!! Milk Glass Productions is a boutique event firm located in the heart of downtown Denver. They are experts in designing and producing every variety of meeting, ceremony, celebration and social gathering. We will also be discussing their event, The Mule Majors, coming up on April…

1
Ink Monstr 49:01

7y ago49:01

49:01

Interview with Reed Silberman, Owner and CEO of Ink Monstr, on Wednesday, April 18th, 2018. Reed bought a one-way ticket to Colorado to enjoy his snowboarding passion and kick-started his business that started off from making stickers to supplement his lifestyle. Check out www.FluentHustle.com for our other interviews with entrepreneurs who have sh…

1
E13: We do it for Love, Sonnets from Tate Street and the Favorite Poem Project 17:10

10y ago17:10

17:10

Hi listeners! We hope you’ve enjoyed the first 6 months of podcasts with us “In the Margins.” We’ve had some inspiring conversations with editors like Jeff Shotts from Graywolf Press, Crystal Simone Smith of Backbone Press, and Kevin Larimer, editor in chief of Poets & Writers Magazine. We’ve learned what it takes to get into a prestigious program …

1
E12: Writing out of Silence: An Interview with Melissa Hassard from Women Writers of the Triad 32:50

10y ago32:50

32:50

In this episode we speak with Melissa Hassard, partner and Director of Marketing of Sable Books, a publishing, design and consulting company that assists writers with publishing and marketing their work. She established Women Writers of the Triad in 2012, with the goal of building a gathering of women writers who support all writers. Through commun…

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