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Ep. #65 - The Missing Piece of Financial Planning W/ Cody Garrett, CFP®
Description
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.
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