Cody Garrett, CFP®️ (@MeasureTwiceMNY) / X

Cody Garrett, CFP®️

20.7K posts

Cody Garrett, CFP®️

@MeasureTwiceMNY

Financial Educator at Measure Twice® - Learn how to create your own financial plan as a DIY investor!

New Tax Planning Book👇🏼

measuretwicemoney.com/book

Joined August 2020

Pinned
Cody Garrett, CFP®️
@MeasureTwiceMNY
Sep 23, 2025
It's here!! "Tax Planning To and Through Early Retirement" releases today! Sean and I are so grateful for your encouragement and support, and we'd love for you to be part of launch week by ordering your copy today. 📘 Paperback: a.co/d/g777jzZ 💻 Kindle eBook:
8.9K
Cody Garrett, CFP®️
@MeasureTwiceMNY
Mar 23, 2025
Replying to @wydtravis_
GIF
12K
Cody Garrett, CFP®️
@MeasureTwiceMNY
Apr 23, 2023
I've seen the following funds within one investment account: VTI VTSAX VOO VFIAX It's like going to a restaurant and ordering: 1 Cheeseburger with Bacon 1 Bacon Cheeseburger 1 Hamburger with Cheese and Bacon 1 Bacon Hamburger with Cheese
125K
Cody Garrett, CFP®️
@MeasureTwiceMNY
Jan 19, 2024
I've seen the following funds within one investment account: VTI VTSAX VOO VFIAX It's like going to a restaurant and ordering: 1 Bacon Cheeseburger 1 Cheeseburger with Bacon 1 Hamburger with Cheese and Bacon 1 Bacon Hamburger with Cheese
75K
Cody Garrett, CFP®️
@MeasureTwiceMNY
Jul 26, 2025
Replying to @thecavemommy
Creditors can make claims against the estate, even if assets are held in a revocable trust. Credit card companies don’t just say “oh okay” when borrowers die.
69K
Cody Garrett, CFP®️
@MeasureTwiceMNY
Apr 6, 2023
Replying to @FluentInFinance
If someone can’t afford a 30-year mortgage, should they still buy with a 40-year mortgage?
48K
Cody Garrett, CFP®️
@MeasureTwiceMNY
Mar 21, 2022
The most underrated retirement savings vehicle: Taxable brokerage accounts 🔥 Cash flow flexibility, tax gain/loss harvesting, qualified dividends, QBI deduction, carryover holding period/basis for gifts at a gain, transfers to DAFs, stepped-up cost basis, do I need to go on?!
Cody Garrett, CFP®️
@MeasureTwiceMNY
May 13, 2022
My financial planning business is turning 1 today! I am sharing my first full year in business with you, and I welcome your follow-up questions with full transparency. Here we go!! --Thread--
Cody Garrett, CFP®️
@MeasureTwiceMNY
Jan 19, 2023
I am publicly sharing my entire financial planning process on March 1st - including how I review each financial document, discover opportunities for deeper conversations, develop planning recommendations, and present each of these summaries. Comment "Share" if you want to learn!
74K
Cody Garrett, CFP®️
@MeasureTwiceMNY
Jan 22, 2022
The normal taxable brokerage account is the most undervalued retirement savings vehicle. 👏🏼 Favorable long-term capital gains taxation (possible 0% tax rate) 👊🏼 No 10% early withdrawal penalties before 59 1/2 🤙🏼 Tax gain/loss harvesting 👍🏼 No contribution or income limits
Cody Garrett, CFP®️
@MeasureTwiceMNY
Jun 3, 2023
A family's comprehensive financial plan can include more than 25 topic areas. With only 4 of them involving investments. Here is a list of the planning areas with descriptions (and examples) of each: ---Thread---
106K
Cody Garrett, CFP®️
@MeasureTwiceMNY
Apr 23, 2025
A homeowner sold their home for $500,000 with 25 years remaining on a 30-year mortgage at a 3% fixed rate. They bought a new home for the same price with a 30-year mortgage at 6.75%. Old Mortgage Payment: $1,500/mo. New Mortgage Payment: $2,600/mo. They just increased their
40K
Cody Garrett, CFP®️
@MeasureTwiceMNY
Dec 22, 2023
Replying to @MarkTMeredith
“My advisor does a lot of investment research.” Advisor: *Receives holiday gifts from five mutual fund companies
14K
Cody Garrett, CFP®️
@MeasureTwiceMNY
Nov 18, 2023
Replying to @ThatEricAlper
Remember band-aid gum?
13K