Financial Playbooks for Millennial Business Owners & Professionals: Formerly Dollars and Dumbbells

Financial playbooks for high earning millennials. I'm Justin Green a CERTIFIED FINANCIAL PLANNER and founder of Assist Financial Planning. Each week, I share videos to help you make better money decisions around topics such as cash flow, business finances, investing, taxes, estate planning, insurance, etc. Want to work together? I offer financial planning & investment management services. Learn more or schedule a call at assistfp.com. Disclaimers & disclosures available at the end of each episode.
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Building a sellable coaching business & monthly recurring revenue w/ Cody McBroom
Episode 4
Wednesday, 21 January, 2026

Want to work together? I offer financial planning & investment management services. Learn more or schedule a call at⁠ ⁠https://www.assistfp.com/⁠⁠In this conversation, Justin Green & Cody McBroom sit down to explore becoming a better coach, monthly recurring revenue, and why building the business to sell despite no intentions of selling makes the most sense.Connect with me → ⁠⁠https://www.instagram.com/justingreenfp⁠⁠Cody McBroom on IG → https://www.instagram.com/codymcbroom/_ _ Assist Financial Planning L.L.C. (“Assist FP”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.