Taxing Subjects Spotlight: Cody Farnes on Financial Planning & Informal Business Valuations

We’re excited to announce a brand-new episode of Taxing Subjects featuring Cody Farnes, a seasoned financial advisor with Ameriprise Financial’s Harvest Wealth Advisors in Gresham, Oregon!

Cody is a trusted referral partner of mine and helps many of my clients with their financial planning and goals as they enter the retirement phase of life. Cody joined me to break down what he does, who he helps, and a new service his team is offering: informal business valuations — a resource that can be incredibly helpful for business owners planning transitions, succession, retirement, or just wanting a better understanding of their company’s worth.

In this episode, you’ll learn:

• 🧠 Who Cody helps — from individuals planning retirement to business owners seeking financial confidence. Ameriprise Advisors

• 📊 What informal business valuations are — and why they matter for strategic financial planning and future decision-making.

• 🤝 How Cody’s approach integrates with your broader financial picture — especially alongside tax planning and long-term goals.

This conversation is practical, easy to follow, and packed with insights whether you’re just starting out or preparing for the next stage of your financial journey.

📅 Mark your calendar:The episode premieres on January 15th at noon (PST) on my YouTube channel!

👉 Don’t miss it! Be sure to Subscribe to the Casler Financial YouTube channel and hit the notification bell so you’ll get alerted the moment this episode goes live.

📩 Want to Connect with Cody Directly?

If you’re interested in financial planning, informal business valuations, or exploring how Cody and his team can help you reach your goals, here’s how to get in touch:

Cody Farnes, CFP®, APMA®Financial Advisor — Harvest Wealth Advisors at Ameriprise Financial

📧 Email: Cody.Farnes@ampf.com 

📞 Phone: (503) 573-8138 ext. 105

Whether you’re thinking about retirement planning, business valuations, or just want to chat about your financial strategy, Cody welcomes introductory conversations to see if his team might be a good fit for your needs.

📌 Stay tuned and subscribe now so you’re among the first to watch the full episode when it premieres!