Cody's Bio:

I am Cody Garrett, an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. As a CERTIFIED FINANCIAL PLANNER™ professional, I specialize in comprehensive financial plan development, topic research, and personalized financial education. I believe that truly comprehensive financial advice can provide the clarity and confidence necessary for families to implement their own well-informed decisions.

As a registered investment adviser, I am held to the fiduciary standard of care, legally and ethically required to act in your best interest when providing personalized financial advice. To provide transparency and avoid conflicts of interest, I do not receive any compensation from the sale of investment or insurance products and do not manage client investments. With advice-only financial planning, all recommendations are tailored to fit your personal objectives and values.

As a trusted source, my financial education insights have been featured in articles by Forbes, Barron’s, Yahoo Finance, FOX Business, MarketWatch, Morningstar, Business Insider, Morning Brew, and CNBC.

Music in this episode is from Bensound.