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Cody Garrett: ‘Give Every Dollar a Job and a Use-By Date’

55 min•14 februari 2023

Our guest on the podcast today is Cody Garrett. He is a certified financial planner and heads up Measure Twice Financial, an advice-only financial planning firm geared toward serving do-it-yourself investors. He also created measuretwicemoney.com, an educational website for DIY investors. Before starting up Measure Twice, Garrett was a financial planner at Legacy Asset Management. He was a professional musician before beginning his career as a financial planner. He received his bachelor’s degree in music and music theory at the University of Houston.

Background

Bio

Measure Twice Financial

Measure Twice Money

Measure Twice Planners

Measure Twice Mentors

Twitter handle: @MeasureTwiceMNY

Advice-Only Planning

“Does Being a Fiduciary Depend on the Fee Model?” by Tracey Longo, Financial Advisor, Sept. 23, 2022.

“Advice-Only Financial Advisers Don’t Touch Your Money,” by Elaine Silvestrini, Kiplinger, Nov. 17, 2022.

Influences and Other

Dave Ramsey

Financial Peace University

Radical Personal Finance podcast

ChooseFI podcast

Michael Kitces

David Allen’s Getting Things Done

“Michael Kitces: Does Portfolio Customization Pay Off?” The Long View podcast, Morningstar.com, Aug. 23, 2022.

“How to Use the 4 Ds of Effective Time Management,” by Bryan Collins, Forbes, June 14, 2018.


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