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Ep. #65 - The Missing Piece of Financial Planning W/ Cody Garrett, CFP®
Manage episode 381673317 series 3410786
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In this podcast , the host Stoy Hall welcomes guest Cody Garrett from Measure Twice, a financial planning firm. They discuss the importance of prioritizing people over money in the financial planning industry. Cody emphasizes that focusing solely on revenue and profits can lead to unethical practices and a disregard for personal well-being. He shares his approach of prioritizing impact and focusing on the overall well-being of clients and their families.
The conversation highlights the interconnectedness of physical, mental, spiritual, relational, and financial wellness. They also touch on the evolving mindset of younger generations towards retirement planning, emphasizing the importance of living in the present and incorporating financial planning into one's desired lifestyle. Overall, the episode promotes a holistic approach to financial planning that prioritizes people's well-being over monetary gains.
Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!
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Chapters
1. Ep. #65 - The Missing Piece of Financial Planning W/ Cody Garrett, CFP® (00:00:00)
2. Fitting business into family. (00:03:32)
3. Living in the present. (00:05:58)
4. Building a brand through giving. (00:08:40)
5. Shift from transactions to relationships. (00:12:36)
6. Feeling chosen and included. (00:17:06)
7. Affirming vulnerability and asking for help. (00:20:23)
8. Financial planning beyond investments. (00:23:14)
9. A network of financial planners. (00:26:09)
10. Teaching consumers about financial planning. (00:29:48)
11. Mentorship in financial planning. (00:32:30)
12. Keep finance personal. (00:36:51)
13. Giving advice based on interests. (00:39:30)
14. Five areas of wellness. (00:44:31)
15. Financial wellness and relationships. (00:46:34)
95 episodes
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