Cody Garrett: ‘Give Every Dollar a Job and a Use-By Date’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 14 February 2023

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

A financial planner discusses his shift from music to finance, his work in financial education, and where he thinks advisors can add the most value.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.9	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning
0:38.1	for Morning Star. And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
0:43.9	Our guest on the podcast today is Cody Garrett. Cody is a certified financial planner
0:48.8	and heads up Measure Twice Financial, an advice-only financial firm geared towards serving do-it-yourself investors.
0:56.9	Cody has also created Measuretwisemoney.com, an educational website for DIY investors.
1:03.5	Prior to starting up Measure Twice, Cody was a financial planner at Legacy Asset Management.
1:09.1	He was a professional musician before beginning his career as a
1:12.1	financial planner. He received his bachelor's degree in music and music theory at the University of
1:17.6	Houston. Cody, welcome to the Longview. Thank you so much for inviting me. I'm excited for our
1:22.8	future conversation here. Well, we're excited to have you here. So we want to start out by talking about your
1:28.4	journey. It's kind of a different one when we think about financial planners. You made a career
1:34.0	change. Correct me if I'm wrong. It sounds like it was about five years ago where you went from
1:38.9	being a professional musician to a career in financial planning. Can you discuss what prompted you to want to make that
1:45.9	change? Absolutely. It's kind of funny. I went from being a professional musician on Wednesday night
1:51.4	to a financial planner on Thursday morning, going from what I call musical records to financial
1:57.3	records. So I made the jump primarily. Actually, a lot of people do assume that I switched,
	...

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