Business
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.BackgroundBioMeasure Twice FinancialMeasure Twice MoneyMeasure Twice PlannersMeasure Twice MentorsTwitter handle: @MeasureTwiceMNYAdvice-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 OtherDave RamseyFinancial Peace UniversityRadical Personal Finance podcastChooseFI podcastMichael KitcesDavid 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.