Measure Twice Planners

Learn from private health insurance expert, Mitchell Underwood!Website: TheHealthAdvocate.co This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

Join budgeting expert Zach Whelchel, founder of MyBudgetCoach.com, as he transforms the daunting task of budgeting into a delightful journey! He shares his personal experience with zero-based budgeting and emphasizes the importance of understanding your values in financial planning. Discover innovative techniques like gamification and the envelope method, and how payment methods influence our spending psychology. Whelchel also discusses the blend of technology and personal coaching in modern budgeting, advocating for an anti-budgeting approach that aligns finances with personal values.

Learn from mini-retirement expert, Jillian Johnsrud!Website: https://retireoften.com/Book Purchasing Link: https://lnk.to/retireoftenFree Opt-In WorksheetsPlanning: https://retireoften.com/mini/Negotiating: https://retireoften.com/onemonth/This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

Learn from pension and union benefits expert, Mary Ann Sullivan!Contact Mary Ann: www.395financialplanning.comThis content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

Learn the following from Medicare and health insurance expert, Will Pierce:Medicare (Parts A + B + D)Coverage and CostIRMAA and Form SSA-44Medicare Advantage (Part C) and Why It Can Be “Free”Medicare Supplement Plans (Medigap) and Plan G vs. Plan NSocial Security WithholdingContinued Work Coverage at Age 65+How Medicare Affects HSA ContributionsPermanent Late Enrollment PenaltiesAdditional Cancer CoverageMedicare + Medicaid Dual CoordinationContact Will: https://www.medicareankeny.com/ - (515) 257-6663This content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

Aubrey Williams, MS, MBA generously shares his transparent insights about ADHD and how neurodiversity impacts his personal and professional life as a financial planner.Connect with Aubrey: LinkedIn.comWork with Aubrey: OpenPath.FinancialIf you enjoy this episode, you can watch our full video version and over 70 hours of valuable educational content at MeasureTwicePlanners.com.

Anthony Lombard, CFP® shares his transparent, vulnerable, and inspiring story about how parenting a special needs family with three kids under age 10 has shifted his personal and professional priorities - and how learning about communication methods has changed his financial planning process.Connect with Anthony: https://www.linkedin.com/in/ajlomba/Email Anthony: anthony@noteworthy-financial.comIf you enjoy this episode, you can watch our full video version and over 65 hours of valuable educational content at MeasureTwicePlanners.com.

Today’s recorded interview is with Jackson Larimer, owner of Lemonade Stand Financial, who provides personalized financial coaching to couples & families.If you enjoy this episode, you can watch our full video version and over 60 hours of valuable educational content at MeasureTwicePlanners.com.

Today’s recorded interview is with John Christianson,, CFP®, owner of Clearstream Planning, who educates and assists individuals and companies in successfully managing the Medicare maze. During our conversation, we’ll discuss health insurance before and after Medicare!If you enjoy this episode, you can watch our full video version and over 60 hours of valuable educational content at MeasureTwicePlanners.com.

Today’s recorded conversation is with special guest, Hannah Moore, CFP®, focused on how she improves the financial planning profession with her generous initiatives.If you’d like to watch the video version and dozens of other interviews, please consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com.