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Cody Garrett redefines financial planning with his 'advice only' model, empowering DIY investors to take control of their financial futures. Join us as Cody breaks down:
• His journey from music to financial planning
• The significance of teaching in understanding finance
• Alternative investments and personal passions in financial planning
• Customizing financial plans for individual needs
• Shifting attitudes towards non-traditional investing
Resources Mentioned:
Cody’s Data Gathering Worksheet
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By Dr. Craig Lemoine & Ailie ElmoreCody Garrett redefines financial planning with his 'advice only' model, empowering DIY investors to take control of their financial futures. Join us as Cody breaks down:
• His journey from music to financial planning
• The significance of teaching in understanding finance
• Alternative investments and personal passions in financial planning
• Customizing financial plans for individual needs
• Shifting attitudes towards non-traditional investing
Resources Mentioned:
Cody’s Data Gathering Worksheet
Connect with us!