Measure Twice Planners

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

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...

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 offic...

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 ho...

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 ver...

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.

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. I...

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 ...

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 the full video version, as well as over 30 hours worth of valuable educational content ...

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 video interview with Igor, including an additional 15 minutes...

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 teaches us more about what business coaching is and how we can approach unique business o...

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, and I hope it helps you gain additional clarity about your desired business model and i...