Optimizing Your Financial Strategies for Tax Efficiency

Happy Holidays! Join us for this lighthearted chat with a longtime friend of the show, Cody Garrett, CFP. He shares his list of the 24 common DIY investment mistakes that might be hindering your path to financial independence and some tips on how to fix them. He steps us through the list which includes things like underutilizing employer benefits, misunderstanding how the 4% "rule" should be applied, and assuming health insurance coverage is expensive in early retirement. Cody is the founder of Measure Twice Money and Measure Twice Planners, and known for his unique advice-only planning approach. 

Be sure to listen to the end as Cody plays a beautiful Holiday piano medley to get us all in this spirit of the season.

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Resources mentioned on the show:

🌐 Measure Twice Planners

🌐 Measure Twice Money "Create Your Own Financial Plan" Comprehensive Video Course ($100 OFF)

Cody's Create Your Own Financial Plan on YouTube (Free)

Cody's Youtube Channel with recordings of real client meetings

24 DIY Investor Mistakes on LinkedIn

24 DIY Investor Mistakes on X (Twitter)

2024 Bogleheads Conference Recordings on YouTube

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Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.