Measure Twice Planners
Cody Garrett, CFP®
Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money.
Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com
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Top 10 Measure Twice Planners Episodes
Goodpods has curated a list of the 10 best Measure Twice Planners episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Measure Twice Planners for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Measure Twice Planners episode by adding your comments to the episode page.
The Financial Planning Data Gathering Process
Measure Twice Planners
09/02/23 • 6 min
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 for deeper client conversations, consider becoming an official member of Measure Twice Planners – with access to my 7-hour video course that shares my entire financial planning process. MeasureTwicePlanners.com includes all the membership details.
Budgeting + Intentional Spending w/ Jenn Steliga, CFP®, CFT-I™
Measure Twice Planners
11/05/23 • 36 min
Today’s recorded interview is with Jenn Steliga, CFP®, CFT-ITM, 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 of valuable educational content at MeasureTwicePlanners.com.
Financial Coaching + Faith w/ Jackson Larimer
Measure Twice Planners
10/30/24 • 48 min
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.
Health Insurance Before and After Medicare w/ John Christianson, CFP®
Measure Twice Planners
10/27/24 • 68 min
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.
Financial Planning for Pastors w/ Paul McWilliams
Measure Twice Planners
09/07/23 • 39 min
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.
The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®
Measure Twice Planners
09/05/23 • 40 min
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 of our conversation, you may consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.
This October 2023, the annual subscription for future members will increase by $100, so you can lock in the price of $549 within the month of September. As a reminder $49 of the membership fee is earmarked to provide needs-based CFP® education scholarships, which will be announced this November.
Business Coaching w/ Brian Willet, CEPA®
Measure Twice Planners
09/03/23 • 36 min
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 objectives.
If you enjoy our conversation, you can watch the full video version, as well as 30 hours' worth of valuable educational content at MeasureTwicePlanners.com.
Thriving Leaders University: AdvisorGamePlan.com
Switch: How to Change Things When Change is Hard, by Chip and Dan Heath
The ONE Thing: The Surprisingly Simple Trust Behind Extraordinary Results, by Gary Keller
The Way of the Shepherd: 7 Ancient Secrets to Managing Productive People, by Kevin Leman and William Pentak
The Dichotomy of Leadership: Balancing the Challenges of Extreme Ownership to Lead and Win, by Jocko Willink and Leif Babin
How to Choose Your Financial Planning Compensation Model
Measure Twice Planners
09/02/23 • 8 min
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 ideal client avatar.
Learn more about official membership benefits at MeasureTwicePlanners.com.
How I Became a Financial Planner w/ Cody Garrett, CFP®
Measure Twice Planners
09/02/23 • 12 min
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.
Financial Planning on the Path to FIRE - Financial Independence, Retire Early
Measure Twice Planners
08/30/23 • 39 min
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.
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FAQ
How many episodes does Measure Twice Planners have?
Measure Twice Planners currently has 21 episodes available.
What topics does Measure Twice Planners cover?
The podcast is about Cfp, Investments, Money, Financial, Podcasts, Finance, Education and Personal.
What is the most popular episode on Measure Twice Planners?
The episode title 'The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP®' is the most popular.
What is the average episode length on Measure Twice Planners?
The average episode length on Measure Twice Planners is 35 minutes.
How often are episodes of Measure Twice Planners released?
Episodes of Measure Twice Planners are typically released every 2 days, 13 hours.
When was the first episode of Measure Twice Planners?
The first episode of Measure Twice Planners was released on Aug 30, 2023.
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