meta_pixel
Tapesearch Logo
Log in
ChooseFI

352 | The DIY Financial Plan

ChooseFI

Brad Barrett | Choose FI Media

Financialindependence, Investing, Firemovement, Passiveincome, Frugalliving, Personalfinancepodcast, Daveramsey, Careers, Business, Earlyretirement, Habits

4.85K Ratings

🗓️ 22 November 2021

⏱️ 69 minutes

🧾️ Download transcript

Summary

In this week's episode, Brad and Jonathan are joined by Measure Twice Money's founder Cody Garrett! Together, they discuss important details about DIY financial planning, such as identifying where you do and don't need help with your financial planning, exercising the rational and reasonable approach when financial planning, and ways you can properly prioritize your spending! Also, the trio shares important information you should know before selecting a financial planner.

Cody Garrett

Resources Mentioned In Today’s Conversation

Measure Twice Money's Data Gathering Checklist

If You Want To Support ChooseFI:

Want to start your own journey to Financial Independence? Sign up for the free 5-Day FI Challenge here!

Transcript

Click on a timestamp to play from that location

0:00.0

Well, it was the last time you completed a full review of your finances.

0:03.4

The financial ecosystem, your financial ecosystem, what does it look like to put in a comprehensive

0:08.9

DIY investor plan?

0:11.0

Today, we're going to be speaking with Cody Garrett, CFP, and founder of Measure Twice Money,

0:17.0

to talk about how he goes about this and how he does this with his clients and why it's

0:22.0

for people specifically in the financial and the fitness community, it's been so well received.

0:26.5

In this case, the concepts we're going to be talking about are what come up during a coaching

0:32.1

session or a financial planning session with people from the financial and the fitness

0:36.4

community.

0:37.4

These are the topics that need to be discussed, and I think they apply to all of us.

0:42.4

So the question is, do you know what you don't know?

0:45.1

Obviously, that answer is self-fulfills.

0:47.4

And now that you do, what are you going to do about it?

0:49.2

Welcome to the Ultimate Crowd Source Personal Financial.

0:51.5

This is Choose A Fire.

0:53.0

For listening to Choose A Fire radio, the blueprint for financial and the fitness lives here.

1:08.2

If you're looking to unlock the secrets to financial and the early retirement, you're

1:13.3

in the right place.

1:15.1

Stay tuned and join the community of like-minded people who are getting all the answers

1:19.2

to their questions.

1:26.2

And taking control of their lives in the pursuit of financial independence.

1:30.2

Choose A Fire.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Brad Barrett | Choose FI Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brad Barrett | Choose FI Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.