Measure Twice Planners

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Join me for a Niche Expert Presentation with Steven Fox, CFP®, EA, founder of Advice Only, as we explore his unconventional path through financial planning, entrepreneurship, and the growing advice-only movement.Steven shares his journey from serving eight years in the Marine Corps to discovering financial planning in college, launching Next Gen Financial Planning immediately after graduation, growing the firm and hiring a team, and ultimately selling the business to his employees.We also dig into why he chose to build AdviceOnly: a platform designed for financial planners who want the autonomy to create their own brand, pricing, niche, and service model without necessarily taking on all the responsibilities of owning and operating an independent RIA.AdviceOnly.com (not an affiliate)

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.

Learn from budgeting expert, Zach Whelchel!Website: MyBudgetCoach.comThis content is solely intended to provide general education. Please do not interpret any content as personalized investment, insurance, tax, or legal advice.

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: [email protected] 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.