In this episode of the NewRetirement Podcast, Steve Chen interviews Cody Garrett, a dedicated advice-only financial planner and educator. Cody shares his journey from being a musician to becoming a financial planner and educator. He discusses his passion for empowering DIY investors and his focus on building comprehensive financial plans and providing personalized education. Cody also talks about his three businesses: Measure Twice Money (free education for consumers), Measure Twice Financial (his financial planning firm), and Measure Twice Planners (an educational platform for financial advisors). He emphasizes the importance of clarity and intentionality in financial planning and the need for personalized education and advice. Cody believes that the future of financial planning lies in empowering individuals to create their own financial plans and using technology and AI to provide guidance and ask better questions. He also highlights the role of financial advisors as arrangers and orchestrators rather than conductors. Overall, Cody envisions a future where financial planning is accessible to everyone and individuals have the tools and knowledge to make well-informed decisions about their finances.

Shaping WealthThe Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy: https://amzn.to/48snjJL (Amazon)How I Invest Money: Finance Experts Reveal How They Save, Spend and Invest by Brian Portnoy https://amzn.to/3SncdA9 (Amazon)The Investor's Paradox: The Power of Simplicity in a World of Overwhelming Choice by Briand Portnoy https://amzn.to/48KiFqY (Amazon)

Aperio GroupTransparent Investing by Patrick GeddesTransparent Investing, the Electronic Version of the BookGo to https://dl.bookfunnel.com/o1knw45b7tClick “Get my book”Enter your email address and click the box “I understand that I’m signing up for Patrick Geddes’s email newsletter, and I’m free to unsubscribe at any time.”Go to your email inbox and open the email from BookFunnelClick on the link in the emailClick “GET MY BOOK” and select the type of device on which you want to read the book. To read in a browser, click first on “Start reading in your browser.”Transparent Investing, the Online CourseGo to https://patrickgeddes.co/product/transparent-investing-the-course/Click on Buy NowIn the “Apply coupon” field, enter FREECOURSEClick on the “Apply coupon” buttonIf the total cost net of coupon shows as $0.00, then proceed to step 6. If the total amount still shows $19.95, you need to enter the coupon again, exactly as spelled out in step 3, making sure to use all capital letters. Do not enter a credit card number if you want to avoid getting charged. Proceed only if the Total shows $0.00.Click “Proceed to checkout”Enter your name and contact information. A functional email address is required to get access to the course.Click “Place order”At the very beginning of the course, participants have the option of getting a free electronic version of the book.

In Episode 73 of the New Retirement Podcast, host Steve Chen welcomes Gary Danoff, Global Alliances Leader at Google and an Executive Coach, for an enlightening conversation on work, purpose, and financial literacy across generations. Gary shares his unique journey to new retirement, inspired by his son Jake, and delves into the significance of financial literacy, the impact of AI on society, and the importance of nurturing well-being in younger generations. The episode also explores Gary's approach to coaching and personal development, his insights on the evolving aspirations of younger workers, and the role of technology in shaping careers and personal growth. With a focus on emotional intelligence and human connection, this episode offers valuable perspectives on the intersection of technology, work culture, and personal fulfillment in today's rapidly changing world.

Steve Chen is joined by guest David Chen — brother of a good friend of Steve's from high school and a member of our community — and discusses David’s story, some of the biggest lessons and insights from his journey around investing, and his plan for generating income for life.  Plus what he learned about estate planning through dealing with his dad’s passing.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Steve Stewart.© 2023 NewRetirement Inc.

The 71st NewRetirement podcast. This time, Steve Chen is joined by guest Eric Balchunas — Bloomberg Senior ETF Analyst & Funds Product Specialist — and discusses Eric’s book, The Bogle Effect, the Wealth Universe, ETFs, and the future of financial advice.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 2023 NewRetirement Inc.

The 70th NewRetirement podcast. This time, Steve Chen is joined by guest Burton Malkiel — a legendary American economist and author of A Random Walk Down Wall Street — and discusses Professor Malkiel’s book and some of the biggest lessons from his life.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 2023 NewRetirement Inc.

The 69th NewRetirement podcast. This time, Steve Chen is joined by guest Joe Kuhn — former world-class plant manager and reliability leader, and current Financial Independence influencer on YouTube — and discusses Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 2022 NewRetirement Inc.

The 68th NewRetirement podcast. This time, Steve Chen is joined once again by guest Doc G — a financially independent part-time physician and current podcaster and author — and discusses Doc G's new book, Taking Stock. This is Jordan Grumet's second round on our podcast and he’s also been gracious enough to invite us onto his What’s Up Next podcast.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 2022 NewRetirement Inc.

The 67th NewRetirement podcast. This time, Steve Chen is joined by guest Sam Dogen — a  popular OG FIRE blogger and author — and discusses Sam’s new book, Buy This, Not That: How To Spend Your Way To Wealth And Freedom. BTNT aims to help you achieve financial freedom sooner and it helps you tackle some of life's biggest dilemmas in a rational way.Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signupProduced by Davorin Robison & Brian Blaesing.© 2022 NewRetirement Inc.