• Measure Twice Money

  • 著者： Cody Garrett
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Measure Twice Money

著者： Cody Garrett
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  • Cody Garrett, CFP® shares insights from hundreds of financial planning and advisor conversations, including running an advice-only practice, creating financial plans from the ground up, having deeper conversations with the families we serve, creating educational content, and maintaining a desired lifestyle outside of the office.
    © 2023 Measure Twice Money
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あらすじ・解説

Cody Garrett, CFP® shares insights from hundreds of financial planning and advisor conversations, including running an advice-only practice, creating financial plans from the ground up, having deeper conversations with the families we serve, creating educational content, and maintaining a desired lifestyle outside of the office.
© 2023 Measure Twice Money
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エピソード
  • Financial Planning for FIRE: Financial Independence, Retire Early

    Financial Planning for FIRE: Financial Independence, Retire Early
    2022/04/21

    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

    Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations.
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    15 分
  • The 3rd Form of Marketing - How to Build a Sustainable Business with Authentic Generosity

    The 3rd Form of Marketing - How to Build a Sustainable Business with Authentic Generosity
    2022/02/28

    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
    Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations
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    6 分
  • Data Gathering 2.0 - Beyond the Numbers

    Data Gathering 2.0 - Beyond the Numbers
    2022/02/06

    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
    Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations
    続きを読む 一部表示
    6 分

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