Measure Twice Planners

Oct 29 2024 21 ep. 35 mins 13
Measure Twice Planners Podcast artwork

Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives into the qualitative side of money.

Watch the full conversations, receive CFP® CE credit, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com

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Financial Coaching + Faith w/ Jackson Larimer

Oct 29 2024 48 mins  
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.

Health Insurance Before and After Medicare w/ John Christianson, CFP®

Oct 27 2024 68 mins  
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 cont

Hannah Moore, CFP® - Bringing Positive Change to the Financial Planning Profession

Sep 19 2024 43 mins  
Today’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 like to watch the video version and dozens of other interviews, please consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.

The Benefits of Hourly Financial Planning

Jan 21 2024 42 mins  
Today’s recorded conversation is focused on the benefits, misconceptions, and missteps of hourly financial planning. Our generous guests include John Abernethy, Mark Berg, and Eileen Freiburger, all CFP® professionals with a shared passion for providing financial planning services with the hourly model.If you’d like to watch the video version and dozens of other interviews, pl

House vs. Home w/ Angela McCaffrey

Nov 22 2023 26 mins  
Today’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 conversation, we’ll discuss what a personalized home purchase process looks like beyond mortgage qualification, plus learn the differences between a house and a home.If you enjoy this episode, you can

Budgeting + Intentional Spending w/ Jenn Steliga, CFP®, CFT-I™

Nov 05 2023 36 mins  
Today’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 competence in their decisions with money – including coaching, planning, and accountability. During our conversation, we’ll discuss budgeting and intentional spending – including going beyond the numbe

Serving Women in Transition w/ Melinda Satterlee, CFP®

Oct 08 2023 43 mins  
Today's recorded interview is with Melinda Satterlee, a Certified Financial Planner professional and founder of Marathon Wealth Management, partnering with women business owners to help them grow their wealth and secure their family legacy. During our conversation, we'll discuss both quantitative and qualitative aspects of serving women in transition, such as divorce, empty nest sy

Disability Insurance w/ Chris Clark

Sep 26 2023 36 mins  
Today'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 practicing physicians with their financial health and well-being for over 15 years.If you enjoy our conversation, you can watch 30 additional minutes in the full video version and over 30 hours of valuable educ

Financial Planning for Family Caregivers w/ Danielle Miura, CFP®

Sep 14 2023 42 mins  
Today’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 additional minutes of our conversation in the full video version, as well as over 30 hours worth of valuable educational content, please consider becoming an official member at MeasureTwicePlanners.com.As

Mega Backdoor Roth 401(k) w/ Trevor Winter, CFP®

Sep 11 2023 37 mins  
Today’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, we discuss Mega Backdoor Roth 401(k) contributions and how they’re actually implemented in real life.If you enjoy our conversation, you can watch 30 additional minutes in the full video version, as well