“Nobody cares more about my money than me!”

When I hear this reply to the suggestion of hiring a financial planner, I immediately know they don't know what a financial planner does.

There’s a lot of work required to change the public perception - it goes beyond mutual funds.

I help millionaires pay $0 for their health insurance coverage.

This is possible because the Premium Tax Credit (PTC) is based on household income (MAGI), not assets.

The Health Insurance Marketplace is usually the best option for early retirees (pre-Medicare), assuming they

'Financial planning is not about gaining certainty. It's about gaining clarity and confidence.'

I can't wait to share Jamie's second financial planning meeting recording during our Measure Twice Planners call on Tuesday, June 18th!

Jamie will attend LIVE to answer our follow-up

A mutual fund ticker is 5 letters long and ends with an X.

A money market fund ends in two Xs.

Examples: SPAXX at Fidelity, VMFXX at Vanguard

Many investors don’t realize they aren’t fully invested in the market because they appear like their other mutual funds.

Verify yours!

Today (May 31st) is the last day to receive 50 hours of Standard Pathway CFP® experience for May through Measure Twice Planners!

50 hours per month is available by engaging in REAL financial planning case studies, including watching client meetings, reviewing their financial

What does the future of the financial advisory industry look like?

Hear directly from a real client (Jamie) how financial planning is a night and day difference vs. traditional investment management:

The word 'buckets' means two different things in financial planning.

1. Tax location (taxable, pre-tax, tax-free)
2. Time segmentation (short/intermediate/long-term)

Here's a brief clip from a REAL financial planning meeting - which will be shared in its entirety soon.

“Are you really a financial advisor if you don't sell annuities and other insurance products clients need to implement their plan?”

This argument falls apart when you ask the same about other financial planning areas:

Are you a financial advisor if you don't draft estate

Watch a REAL financial planning meeting with Cheryl (65) and John (74), one of the sweetest couples you'll meet!

• They've been married for 42 years, saving and investing with frugality along the way.

• They become 'automatic' millionaires by investing 6% (+3% employer match)

The next REAL financial planning meeting is coming to YouTube tomorrow!

You will meet John (74) and Cheryl (65) - who just celebrated their 42nd wedding anniversary.

After decades of frugal saving and investing, they have enough to retire.

But they love their work!

Financial Planning with Jamie (62) | Keep Finance Personal® Conversations #PFshare via Cody Garrett, CFP®️ youtu.be/oNjYpIDISps?si…

One of the consequences of working with financial advisors at a large investment firm:

The quality of the advice/experience depends on who answers the phone.

Since changing careers from music to money, I have noticed that the “starving musician” mindset exists in all industries.

Living paycheck to paycheck doesn’t make you an artist.

Building wealth doesn’t make you a sellout.

Watch REAL financial planning meetings!

You can watch my entire financial planning process (with actual clients) on the new Measure Twice Money YouTube series: youtube.com/@measuretwicem…

This coming week, you'll get to meet Cheryl (65) and John (74) - one of the sweetest couples

What is the longest trip you could take without wanting to return home?

Would your partner/spouse say the same?

It's fun to hear when spouses have different expectations!

Want to 'get rich slow?'

Hear from John (74) about how he became an automatic millionaire by contributing 6% to a 401(k) while receiving a 3% employer match over multiple decades.

Want to watch a new real financial planning meeting?

Meet Rick and Jean - a couple who managed to save nearly 100x their annual spending with decades of frugality!

The saving was easy for them, but now spending will be difficult.

youtu.be/9dtS60loo50

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Financial Planning with Jamie (62) | Keep Finance Personal® Conversations #PFshare via Cody Garrett, CFP®️ youtu.be/oNjYpIDISps?si…