Measure Twice Planners

Today’s recorded conversation is focused on the benefits, misconceptions, and missteps of hourly financial planning. Our generous guests include John Abernethy, Mark Berg, and Eileen Freiburger, all CFP® professionals with a shared passion for providing financial planning services with the hourly model.If you’d like to watch the video version and dozens of other interviews, please consider joining Measure Twice Planners as an official member – at MeasureTwicePlanners.com.

Today’s recorded interview is with Angela McCaffrey, a mortgage and liability advisor with NEO Home Loans, who is passionate about consumer education on homeownership. During our conversation, we’ll discuss what a personalized home purchase process looks like beyond mortgage qualification, plus learn the differences between a house and a home.If you enjoy this episode, you can watch the other half of our conversation and over 30 hours of valuable educational content at MeasureTwicePlanners.com.Thank you for listening to this conversation with Angela McCaffrey. If you’d like to watch the full video version or receive CFP® CE credit, consider joining Measure Twice Planners as an official member – at MeasureTwicePlanners.com. Our newest initiative, Measure Twice Mentors, is also available now!

Today’s recorded interview is with Jenn Steliga, CFP®, CFT-I™, founder of Time Well Spent Financial Coaching, partnering with single women to help them gain confidence and competence in their decisions with money – including coaching, planning, and accountability. During our conversation, we’ll discuss budgeting and intentional spending – including going beyond the numbers.If you enjoy this episode, you can watch our full video version with an extra 15 minutes, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.

Today's recorded interview is with Melinda Satterlee, a Certified Financial Planner professional and founder of Marathon Wealth Management, partnering with women business owners to help them grow their wealth and secure their family legacy. During our conversation, we'll discuss both quantitative and qualitative aspects of serving women in transition, such as divorce, empty nest syndrome, widowhood, or entrepreneurship.You may watch our full video interview and over 30 hours of valuable educational content at MeasureTwicePlanners.com.Thank you for listening to this conversation with Melinda Satterlee. To watch the full video version or receive CFP® CE credit, consider joining Measure Twice Planners as an official member.

Today's educational conversation about disability insurance is with Chris Clark, president of The Dr. Team, who has been committed to serving medical residents, fellows, and practicing physicians with their financial health and well-being for over 15 years.If you enjoy our conversation, you can watch 30 additional minutes in the full video version and over 30 hours of valuable educational content at MeasureTwicePlanners.com. If you are listening to this episode in September 2023, the annual cost for future members will increase by $100 to $649 per year on October 1st. So, if you're considering becoming an official member, you can lock in the $549 price for the next five days.As a reminder, this conversation only includes general education. Do not interpret any of this as personalized investment, tax, insurance, or legal advice.

Today’s episode features a powerful conversation with Danielle Miura, CFP®, the owner of Spark Financials, who specifically serves family caregivers.If you’d like to watch 15 additional minutes of our conversation in the full video version, as well as over 30 hours worth of valuable educational content, please consider becoming an official member at MeasureTwicePlanners.com.As a reminder, this podcast does not provide personalized investment, tax, or legal advice.

Today’s conversation is with Trevor Winter, a CFP professional and owner of New Heights Planning who serves oil and gas professionals in their 30s and 40s. During this episode, we discuss Mega Backdoor Roth 401(k) contributions and how they’re actually implemented in real life.If you enjoy our conversation, you can watch 30 additional minutes in the full video version, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.Although we are discussing a financial planning topic that involves investment accounts and tax decisions, this conversation only includes general education. Do not interpret any of this as personalized investment, tax, or legal advice. Also, remain aware of future legislative changes.

This episode is a unique conversation with Paul McWilliams, a pastor’s kid turned financial advisor who passionately serves churches and pastors - going beyond the basics, including the administration of 403(b)s plans.If you enjoy our conversation, you can watch 15 additional minutes in the full video version and over 30 hours' worth of valuable educational content at MeasureTwicePlanners.com.

Igor Smolyanskiy, a financial planner, discusses the pros and cons of direct indexing in investment strategies. Topics include tax optimization, asset allocation, risk management, tax loss harvesting, and managing exposure to legacy securities. He emphasizes the importance of personalized financial planning and clear client communication in building strong client-advisor relationships.

Today’s conversation is with Brian Willet, CEPA®, a business coach with 15 years of experience helping financial advisors and multi-business entrepreneurs align their time, energy, and resources with their core values and core vision. Although I have hired Brian as my business coach, we do not have any professional affiliations. This interview teaches us more about what business coaching is and how we can approach unique business objectives.If you enjoy our conversation, you can watch the full video version, as well as 30 hours' worth of valuable educational content at MeasureTwicePlanners.com.Thriving Leaders University: AdvisorGamePlan.comSwitch: How to Change Things When Change is Hard, by Chip and Dan HeathThe ONE Thing: The Surprisingly Simple Trust Behind Extraordinary Results, by Gary KellerThe Way of the Shepherd: 7 Ancient Secrets to Managing Productive People, by Kevin Leman and William PentakThe Dichotomy of Leadership: Balancing the Challenges of Extreme Ownership to Lead and Win, by Jocko Willink and Leif Babin