Cody Garrett, CFP® explains financial planning topic areas specific to the FIRE movement, helping families on the path to (and through) early retirement. Topics include Traditional vs. Roth contributions, early distribution strategies, and the importance of asset tax location - the balance between pre-tax, taxable, and tax-free accounts.

Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Sean Mullaney, CPA - FITaxGuy - Helpful Tax and Retirement Planning Resources
Traditional vs. Roth Contributions - Understand the Marginal vs. Effective Distribution Rates
SEPP Calculator - Bankrate's 72(t) Retirement Distribution Calculator

Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations.

Cody Garrett, CFP® describes how he accidentally received multiple financial planning client inquiries per week without using traditional marketing approaches, but rather by giving away most of what he does and knows for free.

Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations

Cody Garrett, CFP® shares the relationship-building opportunities he perceives within the financial planning data gathering process.

Show Links:
Data Gathering Checklist - "Every number in your life with a number on it"
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations