Cody Garrett · ChooseFI | Financial Independence Podcast · 621 | The Math Says You're Fine. Why Don't You Feel Fine? | Cody Garrett
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Launched his own financial planning firm in 2021 serving DIY investors on the path to early retirement
“We were a fee-based financial planning firm… a comprehensive insurance planning firm… we decided to merge because we wanted to create a more comprehensive holistic solution under one roof”
“That's why we run two versions of every retirement plan. What if both spouses live a long life? What if one spouse passes early?”
“I wanted to own every decision... I knew I had a higher probability to close if I chose a self-funded path versus a traditional path.”
“75% of the people who come into the market as early talent come to 10 firms, and they're big firms.”
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