Measure Twice Planners
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!
Episodes
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.
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.
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...
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.
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
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.
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 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.
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 hours of valuable educational content at MeasureTwicePlanners.com.
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 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 ...
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 educational content at MeasureTwicePlanners.com.
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...
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