Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112
Manage episode 456967719 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Happy Holidays! Join us for this lighthearted chat with a longtime friend of the show, Cody Garrett, CFP. He shares his list of the 24 common DIY investment mistakes that might be hindering your path to financial independence and some tips on how to fix them. He steps us through the list which includes things like underutilizing employer benefits, misunderstanding how the 4% "rule" should be applied, and assuming health insurance coverage is expensive in early retirement. Cody is the founder of Measure Twice Money and Measure Twice Planners, and known for his unique advice-only planning approach.
Be sure to listen to the end as Cody plays a beautiful Holiday piano medley to get us all in this spirit of the season.
Thank you to our sponsor:
Resources mentioned on the show:
🌐 Measure Twice Money "Create Your Own Financial Plan" Comprehensive Video Course ($100 OFF)
Cody's Create Your Own Financial Plan on YouTube (Free)
Cody's Youtube Channel with recordings of real client meetings
24 DIY Investor Mistakes on LinkedIn
24 DIY Investor Mistakes on X (Twitter)
2024 Bogleheads Conference Recordings on YouTube
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
144 episodes
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Manage episode 456967719 series 3446314
Content provided by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Yount & Jackie Cummings Koski, Bill Yount, and Jackie Cummings Koski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Happy Holidays! Join us for this lighthearted chat with a longtime friend of the show, Cody Garrett, CFP. He shares his list of the 24 common DIY investment mistakes that might be hindering your path to financial independence and some tips on how to fix them. He steps us through the list which includes things like underutilizing employer benefits, misunderstanding how the 4% "rule" should be applied, and assuming health insurance coverage is expensive in early retirement. Cody is the founder of Measure Twice Money and Measure Twice Planners, and known for his unique advice-only planning approach.
Be sure to listen to the end as Cody plays a beautiful Holiday piano medley to get us all in this spirit of the season.
Thank you to our sponsor:
Resources mentioned on the show:
🌐 Measure Twice Money "Create Your Own Financial Plan" Comprehensive Video Course ($100 OFF)
Cody's Create Your Own Financial Plan on YouTube (Free)
Cody's Youtube Channel with recordings of real client meetings
24 DIY Investor Mistakes on LinkedIn
24 DIY Investor Mistakes on X (Twitter)
2024 Bogleheads Conference Recordings on YouTube
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
144 episodes
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Similar to Catching Up to FI
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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continue reading
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continue reading
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…
continue reading
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