Measure Twice Planners

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.comThis 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/retireoftenFree Opt-In WorksheetsPlanning: 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.comThis 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 CostIRMAA and Form SSA-44Medicare Advantage (Part C) and Why It Can Be “Free”Medicare Supplement Plans (Medigap) and Plan G vs. Plan NSocial Security WithholdingContinued Work Coverage at Age 65+How Medicare Affects HSA ContributionsPermanent Late Enrollment PenaltiesAdditional Cancer CoverageMedicare + Medicaid Dual CoordinationContact Will: https://www.medicareankeny.com/ - (515) 257-6663This 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.comWork with Aubrey: OpenPath.FinancialIf 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: [email protected] 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.

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.

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, please consider joining Measure Twice Planners as an official member – at MeasureTwicePlanners.com.

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 watch the other half of our conversation and over 30 hours of valuable educational content at MeasureTwicePlanners.com.Thank you for listening to this conversation with Angela McCaffrey. If you’d like to watch the full video version or receive CFP® CE credit, consider joining Measure Twice Planners as an official member – at MeasureTwicePlanners.com. Our newest initiative, Measure Twice Mentors, is also available now!

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 numbers.If you enjoy this episode, you can watch our full video version with an extra 15 minutes, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.

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 syndrome, widowhood, or entrepreneurship.You may watch our full video interview and over 30 hours of valuable educational content at MeasureTwicePlanners.com.Thank you for listening to this conversation with Melinda Satterlee. To watch the full video version or receive CFP® CE credit, consider joining Measure Twice Planners as an official member.

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 educational content at MeasureTwicePlanners.com. If you are listening to this episode in September 2023, the annual cost for future members will increase by $100 to $649 per year on October 1st. So, if you're considering becoming an official member, you can lock in the $549 price for the next five days.As a reminder, this conversation only includes general education. Do not interpret any of this as personalized investment, tax, insurance, or legal advice.

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 a reminder, this podcast does not provide personalized investment, tax, or legal advice.

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 as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.Although we are discussing a financial planning topic that involves investment accounts and tax decisions, this conversation only includes general education. Do not interpret any of this as personalized investment, tax, or legal advice. Also, remain aware of future legislative changes.

This episode is a unique conversation with Paul McWilliams, a pastor’s kid turned financial advisor who passionately serves churches and pastors - going beyond the basics, including the administration of 403(b)s plans.If you enjoy our conversation, you can watch 15 additional minutes in the full video version and over 30 hours' worth of valuable educational content at MeasureTwicePlanners.com.

Today’s conversion is with Igor Smolyanskiy, CFA, CFP®, a financial planner and owner of Vilga Financial. During this episode, we discuss the benefits and drawbacks associated with direct indexing as part of the investment implementation process.None of this content is personalized investment, tax, or legal advice. If you'd like to watch the full video interview with Igor, including an additional 15 minutes of our conversation, you may consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.This October 2023, the annual subscription for future members will increase by $100, so you can lock in the price of $549 within the month of September. As a reminder $49 of the membership fee is earmarked to provide needs-based CFP® education scholarships, which will be announced this November.

Today’s conversation is with Brian Willet, CEPA®, a business coach with 15 years of experience helping financial advisors and multi-business entrepreneurs align their time, energy, and resources with their core values and core vision. Although I have hired Brian as my business coach, we do not have any professional affiliations. This interview teaches us more about what business coaching is and how we can approach unique business objectives.If you enjoy our conversation, you can watch the full video version, as well as 30 hours' worth of valuable educational content at MeasureTwicePlanners.com.Thriving Leaders University: AdvisorGamePlan.comSwitch: How to Change Things When Change is Hard, by Chip and Dan HeathThe ONE Thing: The Surprisingly Simple Trust Behind Extraordinary Results, by Gary KellerThe Way of the Shepherd: 7 Ancient Secrets to Managing Productive People, by Kevin Leman and William PentakThe Dichotomy of Leadership: Balancing the Challenges of Extreme Ownership to Lead and Win, by Jocko Willink and Leif Babin

During this episode, I share my opinion about an often overlooked part of the financial planning process – data gathering, including examples of how I go beyond the numbers when reviewing financial documents. If you want to download my data-gathering checklist, see how I review dozens of real financial documents and discover unique opportunities for deeper client conversations, consider becoming an official member of Measure Twice Planners – with access to my 7-hour video course that shares my entire financial planning process. MeasureTwicePlanners.com includes all the membership details.

During this episode, I share my thoughts about launching an advice-only financial planning firm and deciding not to manage any client investments – specifically to serve different people differently – not to claim all other service and compensation models are bad. I recorded this episode about 7 months after launching my financial planning firm, and I hope it helps you gain additional clarity about your desired business model and ideal client avatar. Learn more about official membership benefits at MeasureTwicePlanners.com.

During this episode, I share my personal journey from being a professional musician to becoming a financial planner, including how I found my first job, launched my own financial planning firm, and learned a ton along the way – with immeasurable support from others.Learn more about official membership benefits at MeasureTwicePlanners.com.

During this episode, we get to learn a ton about mortgage financing and re-financing from our guest, Drew Curtis, whose unique experience through the recent Nike Swoosh of interest rates can help us have deeper conversations about home ownership and debt repayment strategies.To watch an additional 30 minutes of our conversation in the full video interview, consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com. As of this recording, for $549, you can also gain annual access to over 30 hours of educational video contact, including my 7-hour video course – How to Create a Comprehensive Financial Plan – plus all my downloadable templates and calculators!

During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.Email the CFP Board: [email protected] Board YouTube Channel: YouTube.comFPA Residency: FinancialPlanningAssociation.orgExternship + Amplified Planning CORE Program: AmplifiedPlanning.com

Learn more about the FIRE movement from Jackie Koski, CFP®, MSPFP, AFC® and Dan Huffman, CFP® Candidate as they share their unique paths to financial independence that started long before becoming financial planners.

UPDATE: Emma's student loan calculator recommendation has since changed. She was initially using Finology, but since it has run into issues, she switched to VIN Foundation's calculator. She likes it much more, and it's free!!Learn more about federal student loan repayment options and our unique opportunities to have deeper conversations with the people we serve.Connect with Emma: LinkedIn.comEmail Emma: [email protected] Financial Planning: PerkPlanning.comFederal Student Loan Dashboard: StudentAid.govPSLF Employer Eligibility Search: StudentAid.gov

Learn more about the Measure Twice Planners podcast with host Cody Garrett, CFP®.Learn more about Measure Twice Planners membership and its numerous benefits at www.MeasureTwicePlanners.com.