Measure Twice Planners
by Cody Garrett, CFP®
Latest episode
Motivational Interviewing (MI) for Financial Planners | An…
Motivational Interviewing (MI) for Financial Planners | An…
About this podcast
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
The newest 20 of 30 episodes
- Motivational Interviewing (MI) for Financial Planners | An Introductory Guide · 54 minTemplate Downloads: https://www.measuretwiceplanners.com/MI "Motivational Interviewing: Helping People Change and Grow" Book: https://a.co/d/07q7ZbMH Motivational Video Courses…
- Advice-Only Financial Planning: Building a Career Without Building an RIA w/ Steven Fox, CFP®, EA · 46 minJoin me for a Niche Expert Presentation with Steven Fox, CFP®, EA, founder of Advice Only, as we explore his unconventional path through financial planning, entrepreneurship, and…
- Health Insurance - Private vs. ACA Coverage w/ Mitchell Underwood · 45 minLearn from private health insurance expert, Mitchell Underwood! Website: TheHealthAdvocate.co This content is solely intended to provide general education. Please do not…
- The Future of Budgeting w/ Zach Whelchel · 46 minLearn from budgeting expert, Zach Whelchel! Website: MyBudgetCoach.com This content is solely intended to provide general education. Please do not interpret any content as…
- How to Retire Often w/ Jillian Johnsrud · 1 h 0 minLearn from mini-retirement expert, Jillian Johnsrud! Website: https://retireoften.com/ Book Purchasing Link: https://lnk.to/retireoften Free Opt-In Worksheets Planning…
- Pensions + Union Benefits w/ Mary Ann Sullivan, CFP® · 44 minLearn from pension and union benefits expert, Mary Ann Sullivan! Contact Mary Ann: www.395financialplanning.com This content is solely intended to provide general education…
- Medicare Basics and Beyond w/ Will Pierce · 1 h 3 minLearn 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…
- ADHD & Neurodiversity w/ Aubrey Williams, MS, MBA · 1 h 1 minAubrey Williams, MS, MBA generously shares his transparent insights about ADHD and how neurodiversity impacts his personal and professional life as a financial planner. Connect…
- Overcoming Challenges + Parenting a Special Needs Family w/ Anthony Lombard, CFP® · 1 h 5 minAnthony 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…
- Financial Coaching + Faith w/ Jackson Larimer · 49 minToday’s recorded interview is with Jackson Larimer, owner of Lemonade Stand Financial, who provides personalized financial coaching to couples & families. If you enjoy this…
- Health Insurance Before and After Medicare w/ John Christianson, CFP® · 1 h 8 minToday’s recorded interview is with John Christianson,, CFP®, owner of Clearstream Planning, who educates and assists individuals and companies in successfully managing the…
- Hannah Moore, CFP® - Bringing Positive Change to the Financial Planning Profession · 44 minToday’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…
- The Benefits of Hourly Financial Planning · 43 minToday’s recorded conversation is focused on the benefits, misconceptions, and missteps of hourly financial planning. Our generous guests include John Abernethy, Mark Berg, and…
- House vs. Home w/ Angela McCaffrey · 26 minToday’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…
- Budgeting + Intentional Spending w/ Jenn Steliga, CFP®, CFT-I™ · 37 minToday’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…
- Serving Women in Transition w/ Melinda Satterlee, CFP® · 43 minToday's recorded interview is with Melinda Satterlee, a Certified Financial Planner professional and founder of Marathon Wealth Management, partnering with women business owners…
- Disability Insurance w/ Chris Clark · 37 minToday'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…
- Financial Planning for Family Caregivers w/ Danielle Miura, CFP® · 43 minToday’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…
- Mega Backdoor Roth 401(k) w/ Trevor Winter, CFP® · 38 minToday’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…
- Financial Planning for Pastors w/ Paul McWilliams · 39 minThis 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…
