Stay ConnectedCody 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!
Copyright: © 2023 Measure Twice Planners
Join 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 the growing advice-only movement.
Steven shares his journey from serving eight years in the Marine Corps to discovering financial planning in college, launching Next Gen Financial Planning immediately after graduation, growing the firm and hiring a team, and ultimately selling the business to his employees.
We also dig into why he chose to build AdviceOnly: a platform designed for financial planners who want the autonomy to create their own brand, pricing, niche, and service model without necessarily taking on all the responsibilities of owning and operating an independent RIA.
AdviceOnly.com (not an affiliate)
Learn from private health insurance expert, Mitchell Underwood!
Website: TheHealthAdvocate.co
This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.
Learn from budgeting expert, Zach Whelchel!
Website: MyBudgetCoach.com
This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.
Learn from mini-retirement expert, Jillian Johnsrud!
Website: https://retireoften.com/
Book Purchasing Link: https://lnk.to/retireoften
Free Opt-In Worksheets
Planning: https://retireoften.com/mini/
Negotiating: https://retireoften.com/onemonth/
This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.
Learn from pension and union benefits expert, Mary Ann Sullivan!
Contact Mary Ann: www.395financialplanning.com
This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.
Learn 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 It Can Be “Free”
Medicare Supplement Plans (Medigap) and Plan G vs. Plan N
Social Security Withholding
Continued Work Coverage at Age 65+
How Medicare Affects HSA Contributions
Permanent Late Enrollment Penalties
Additional Cancer Coverage
Medicare + Medicaid Dual Coordination
Contact Will: https://www.medicareankeny.com/ - (515) 257-6663
This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.
Aubrey Williams, MS, MBA generously shares his transparent insights about ADHD and how neurodiversity impacts his personal and professional life as a financial planner.
Connect with Aubrey: LinkedIn.com
Work with Aubrey: OpenPath.Financial
If you enjoy this episode, you can watch our full video version and over 70 hours of valuable educational content at MeasureTwicePlanners.com.
Anthony 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 professional priorities - and how learning about communication methods has changed his financial planning process.
Connect with Anthony: https://www.linkedin.com/in/ajlomba/
Email Anthony: anthony@noteworthy-financial.com
If you enjoy this episode, you can watch our full video version and over 65 hours of valuable educational content at MeasureTwicePlanners.com.
Today’s recorded interview is with Jackson Larimer, owner of Lemonade Stand Financial, who provides personalized financial coaching to couples & families.
If you enjoy this episode, you can watch our full video version and over 60 hours of valuable educational content at MeasureTwicePlanners.com.
Today’s recorded interview is with John Christianson,, CFP®, owner of Clearstream Planning, who educates and assists individuals and companies in successfully managing the Medicare maze. During our conversation, we’ll discuss health insurance before and after Medicare!
If you enjoy this episode, you can watch our full video version and over 60 hours of valuable educational content at MeasureTwicePlanners.com.
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