ChooseFI

352 | The DIY Financial Plan

Nov 22, 2021

01:08:49

Creator website

Episode guests

Cody Garrett

Highlights

AI Chapters

Episode notes

The Knowledge Curve Is Unbelievably Valued

03:55

Advice Only vs Advice Only?

04:42

The Financial Independence Community

05:25

Introduction

3min

The Financial Independence Community

5min

Is There a Race to Zero Fees in Financial Advice?

4min

The Knowledge Curve Is Unbelievably Valued

4min

How Do You Facilitate Financial Conversations With Non Financial Spouses

3min

How Do You Personalize Your Financial Plan?

6min

Is There Additional Information That I Cang From These Statements?

2min

How Much Flexibility Do You Want From Your Investment Statements?

2min

Should I Pay Off My Mortgage?

5min

10.

How Old Are You Going to Be When You Still Have a Mortgage?

3min

11.

How to Start a Business for Little to Know Cost

6min

12.

How Much Money Do You Spend?

4min

13.

How Do You Know if You Have Beneficiaries Dedicated?

4min

14.

Are Beneficiary Designations Superseding a Will?

3min

15.

Financial Planner - Is Your Net Worth Getting You There?

2min

16.

Advice Only vs Advice Only?

5min

17.

I Don't Pay My Adviser, Right?

5min

18.

Do You Have a Financial Planning Plan?

5min

19.

Ircody, Measure Twice Money

2min

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

Measure Twice Money's Data Gathering Checklist

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ChooseFI

352 | The DIY Financial Plan

Episode guests

The Knowledge Curve Is Unbelievably Valued

Advice Only vs Advice Only?

The Financial Independence Community

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

AI-poweredpodcast player

Discoverhighlights

Get the Snipd
podcast app

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highlights

Save any
moment

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& Export

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