Measure Twice Planners

Measure Twice Planners

Por: Cody Garrett, CFP®
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!
28 episodios disponibles

Latest episodes of the podcast Measure Twice Planners

Health Insurance - Private vs. ACA Coverage w/ Mitchell Underwood 29/06/2025
The Future of Budgeting w/ Zach Whelchel 13/06/2025
How to Retire Often w/ Jillian Johnsrud 14/05/2025
Pensions + Union Benefits w/ Mary Ann Sullivan, CFP® 09/05/2025
Medicare Basics and Beyond w/ Will Pierce 12/03/2025
ADHD & Neurodiversity w/ Aubrey Williams, MS, MBA 26/02/2025
Overcoming Challenges + Parenting a Special Needs Family w/ Anthony Lombard, CFP® 12/12/2024
Financial Coaching + Faith w/ Jackson Larimer 29/10/2024
Health Insurance Before and After Medicare w/ John Christianson, CFP® 27/10/2024
Hannah Moore, CFP® - Bringing Positive Change to the Financial Planning Profession 19/09/2024
The Benefits of Hourly Financial Planning 21/01/2024
House vs. Home w/ Angela McCaffrey 22/11/2023
Budgeting + Intentional Spending w/ Jenn Steliga, CFP®, CFT-I™ 05/11/2023
Serving Women in Transition w/ Melinda Satterlee, CFP® 08/10/2023
Disability Insurance w/ Chris Clark 26/09/2023
Financial Planning for Family Caregivers w/ Danielle Miura, CFP® 14/09/2023
Mega Backdoor Roth 401(k) w/ Trevor Winter, CFP® 11/09/2023
Financial Planning for Pastors w/ Paul McWilliams 07/09/2023
The Pros and Cons of Direct Indexing w/ Igor Smolyanskiy, CFA, CFP® 05/09/2023
Business Coaching w/ Brian Willet, CEPA® 03/09/2023
1 2 Siguiente › Última »
© 2003-2026 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA