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…

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®

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…

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…

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…

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®

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…

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.…

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 …

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…

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…

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…

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…

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 …

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…

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…

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 …

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…

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.…

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…

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…

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…

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…

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®

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…

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®