In this week’s episode, Brad and Jonathan are joined by Measure Twice Money’s founder Cody Garrett! Together, they discuss important details about DIY financial planning, such as identifying where you do and don’t need help with your financial planning, exercising the rational and reasonable approach when financial planning, and ways you can properly prioritize your spending! Also, the trio shares important information you should know before selecting a financial planner.
Cody Garrett
- Website: Measure Twice Money
- Blog: Measure Twice Money’s Blog
Resources Mentioned In Today’s Conversation
- Cody’s Interview on FA Success
- Sean Mullaney
- Annual CFP Roundtable 2017 with Kyle Mast and Danny Kenny | ChooseFI Episode 058
- Jorge Soriano – Financial Planning For Good
- Mike Powers – Manuka Financial
- XY Planning Network
Measure Twice Money’s Data Gathering Checklist
