Cody Garrett

Cody is an advice-only financial planner and educator passionate about helping DIY investors on the path to and through financial independence.

As the owner of Measure Twice® and instructor of the "Create Your Own Financial Plan" video course, he specializes in comprehensive financial education - to help families implement their own well-informed decisions. His educational insights have been featured by Barron's, Forbes, Fox Business, CNBC, Morning Brew, Business Insider, and Marketwatch. You can also hear him on The Long View (Morningstar), ChooseFI, and dozens of other podcasts. Cody was also recognized by Investopedia as a Top 100 Financial Advisor in 2023 "for his multi-platform education approach to supporting DIY investors on their path to building goals- and values-based financial freedom."

Latest PodcastEpisodes

— Oct 21, 2024

Maximize Your Wealth: Understanding Capital Gains Tax Strategies

Explore capital gains harvesting and its significance for those pursuing financial independence. Learn how this strategy allows for creative income management by realizing gains without incurring taxes. We discuss detailed examples and practical steps listeners can take to understand their capital gains tax rates, ensuring they make the most of their income during retirement.

— Aug 05, 2024

Deep Dive: Roth IRA Conversion Ladder

Maximize your wealth and minimize taxes with advanced strategies like the Roth IRA conversion ladder—essential for early retirees!

— Jan 08, 2024

Mailbag: Inflation and FI, ACA Subsidies, Roth vs. Tra0d and More | Cody Garrett

In this episode: inflation, coast FI, early retirement planning, future tax liability, IRA's and 401k's, and diversification.

— Nov 22, 2021

The DIY Financial Plan

Cody Garrett, a leading figure in the financial independence community, emphasizes the necessity of personalized financial planning strategies that align with individual values. His advice-only model removes conflicts of interest commonly found in traditional advisory relationships, ensuring clients receive unbiased guidance and education tailored to their unique financial journeys. This episode uncovers practical strategies such as the Roth conversion ladder and early withdrawal tactics that can empower listeners to take control of their financial futures. Don't miss out on this essential discussion for anyone seeking to truly understand and navigate their financial landscape.