Measure Twice Money

Cody Garrett, CFP® explains financial planning topic areas specific to the FIRE movement, helping families on the path to (and through) early retirement. Topics include Traditional vs. Roth contributions, early distribution strategies, and the importance of asset tax location - the balance between pre-tax, taxable, and tax-free accounts.

Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Sean Mullaney, CPA - FITaxGuy - Helpful Tax and Retirement Planning Resources
Traditional vs. Roth Contributions - Understand the Marginal vs. Effective Distribution Rates
SEPP Calculator - Bankrate's 72(t) Retirement Distribution Calculator

[email protected] - Submit your questions and connect for future conversations.

Cody Garrett, CFP® describes how he accidentally received multiple financial planning client inquiries per week without using traditional marketing approaches, but rather by giving away most of what he does and knows for free.

Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
[email protected] - Submit your questions and connect for future conversations

Cody Garrett, CFP® shares the relationship-building opportunities he perceives within the financial planning data gathering process.

Show Links:
Data Gathering Checklist - "Every number in your life with a number on it"
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
[email protected] - Submit your questions and connect for future conversations

Cody Garrett, CFP® describes his 3-question process for determining who and how we serve as financial advisors. He also reveals misconceptions about serving DIY investors with advice-only financial planning and outlines the 3 T's - Time, Temperament, and Talent required to manage investments.

Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
[email protected] - Submit your questions and connect for future conversations

In this introductory episode, Cody Garrett, CFP® shares his 3-year journey from being a full-time musician to becoming a financial planner and owner of Measure Twice Financial. He shares his core values, core focus, and intentional vision for the future of advice-only financial planning for DIY investors.

Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
FPA - Financial Planning Association
XYPN - XY Planning Network