Cody Garrett joins us for the second time to talk about his journey from musician to financial planner. In this episode, he shares how hosting financial planning meetings on YouTube has attracted a large audience and boosted his business. Cody discusses the growth of his solo RIA, Measure Twice Financial, and his educational platform, Measure Twice Planners, which now has over 400 members. He also explains how he maintains a healthy work-life balance by focusing on projects he loves.

We explore the changes in financial advising and how technology is reshaping the industry. Cody talks about his work in the FinTech space, helping startups create software that truly meets planners’ needs, and highlights the shift from product sales to planning-first approaches.

Cody also emphasizes the importance of education for both consumers and planners, advocating for better life insurance evaluations for non-working spouses and practical financial education in university programs.


Cody's Social:

https://www.linkedin.com/in/codylgarrett/

x: @MeasureTwiceMNY

https://www.measuretwicemoney.com/


Music in this episode was obtained from Bensound.