Straight Path Podcast

Straight Path Wealth Management
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Welcome to The Straight Path Podcast—where financial planning and tax preparation finally make sense! 🎙️ Join our team and guest experts as we tackle the topics that matter most to your financial journey, breaking down the jargon into easy-to-understand advice. It’s laid-back, relatable, and packed with tips to help you Plan Better, Invest Better, and Live Better. Because at the end of the day, we’re people just like you, here to make the complicated simple.

Episodes

  1. 09/16/2025

    An Advisor's Journey: Sam Genzink's Transition from College Intern to Full-Time Advisor

    In our tenth episode of The Straight Path Podcast, Sam Genzink, Associate Wealth Advisor at Straight Path Wealth Management, joins host Dan Cook, CFP®, EA, to reflect on his path from college intern to full-time advisor—and everything he’s learned along the way. From adjusting to life after graduation to navigating professional growth and personal transitions, Sam shares honest insights from his unique journey.They explore what it’s like to go from student to full-time advisor, how Sam navigated both personal and professional transitions, and the mindset shifts that helped him along the way. From licensing exams like the Series 65 to the lessons he wishes he had focused on earlier, Sam opens up about the realities of launching a career in finance. Whether you're early in your career or mentoring someone who is, this episode offers a candid look at growing into the financial planning profession. About Your HostThis podcast is hosted by Dan Cook, CFP®, EA, Wealth AdvisorSchedule a call with Dan: https://dancookcfp.youcanbook.me Learn more about Dan: https://www.straightpathwealth.com/me... Connect with Dan: https://www.linkedin.com/in/daniel-cook-cfp%C2%AE-a0b321b3/ Guest Spotlight This episode features Sam Genzink, Associate Wealth Advisor at Straight Path Wealth Management.Website: https://www.straightpathwealth.com/ LinkedIn: https://www.linkedin.com/in/sam-genzink/ Learn More About Straight Path Wealth Management Get a FREE Retirement Assessment today: https://www.straightpathwealth.com/st... Visit all our social channels: https://hopp.bio/straightpathwealth

    6 min

  2. 08/05/2025

    Financial Coaching Unpacked: Budgeting, Debt Payoff & Foundational Guidance with Michael Eggebrecht

    In our ninth episode of The Straight Path Podcast, Michael Eggebrecht joins host Dan Cook, CFP®, EA, to talk all things financial coaching—what it is, how it works, and who can benefit most. From understanding the difference between a coach and an advisor to building a budget that actually works, Michael shares practical insights from his experience as a Certified Financial Coach. Tune in to learn about the two main ways Michael works with clients, how coaching can help you gain clarity and control, and why it can be a powerful first step before diving into long-term financial planning. ________________________________________________________ About Your Host This podcast is hosted by Dan Cook, CFP®, EA, Wealth Advisor Schedule a call with Dan: https://dancookcfp.youcanbook.me Learn more about Dan: https://www.straightpathwealth.com/me... Connect with Dan: https://www.linkedin.com/in/daniel-cook-cfp%C2%AE-a0b321b3/ ________________________________________________________ Guest Spotlight This episode features Michael Eggebrecht, Certified Financial Coach. Connect with Michael: Email: NestEggFinancialCoaching@gmail.com Website: https://www.nesteggfinancialcoaching.com/ LinkedIn: https://www.linkedin.com/in/michael-eggebrecht-19056516b/ ________________________________________________________ Learn More About Straight Path Wealth Management Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st... To reach our social channels visit: https://hopp.bio/straightpathwealth ________________________________________________________

    16 min

  3. 07/15/2025

    Navigating Medicare: Enrollment, Coverage, and What to Watch Out For with Tyler Decker

    In our eighth episode of The Straight Path Podcast, Tyler Decker, Sales Leader at HealthMarkets Insurance Agency, joins host Dan Cook, CFP®, EA, to break down the often-confusing world of Medicare. From enrollment timelines and coverage options to the differences between Medicare Advantage and Medigap, Tyler explains what individuals approaching retirement need to know, and why starting early can help you avoid costly penalties. About Your Host This podcast is hosted by Dan Cook, CFP®, EA, Wealth Advisor Connect with Dan: Schedule a call with Dan: https://dancookcfp.youcanbook.me Learn more about Dan: https://www.straightpathwealth.com/me... Connect with Dan: https://www.linkedin.com/in/daniel-cook-cfp%C2%AE-a0b321b3/ Guest Spotlight This episode features Tyler Decker, Sales Leader at HealthMarkets Insurance Agency Connect with Tyler: LinkedIn: https://www.linkedin.com/in/tyler-decker-853939139/ Email: tdecker@healthmarkets.com Phone: (616) 457-2568 Learn More About Straight Path Wealth Management Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st... To reach our social channels visit: https://hopp.bio/straightpathwealth

    15 min

  4. 06/18/2025

    Mortgage Must-Knows: Tips on Loans, Rates, and Refinancing with Emrah Sero

    In our seventh episode of The Straight Path Podcast, Emrah Sero joins host Dan Cook, CFP®, EA, to talk all things mortgages—what buyers need to know in today’s market and how to make informed decisions with confidence. From navigating rising interest rates to understanding what really matters when applying for a loan, Emrah shares practical insights from his experience as a mortgage loan officer at LMCU. Tune in for practical tips, expert insights, and guidance on making smart home financing decisions in any market. About Your Host: This podcast is hosted by Dan Cook, CFP®, EA, Wealth Advisor - Schedule a call with Dan: https://dancookcfp.youcanbook.me - Learn more about Dan: https://www.straightpathwealth.com/me... - Connect with Dan: https://www.linkedin.com/in/daniel-cook-cfp%C2%AE-a0b321b3/ Guest Spotlight: This episode features Emrah Sero, NMLS: 1313035 Connect with Emrah: - LinkedIn: https://www.linkedin.com/in/emrah-sero-21bb04143/ - Email: Emrah.Sero@lmcu.org Learn More About Straight Path Wealth Management: Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st... To reach our social channels visit: https://hopp.bio/straightpathwealth

    14 min

  5. 05/08/2025

    Protecting Your Legacy: Estate Planning Insights with Madelyn Rozeboom

    In our sixth episode of The Straight Path Podcast, Madelyn Rozeboom, CFP®, joins host Dan Cook, CFP®, EA, to explore the often-overlooked topic of estate planning. They discuss why so many people delay it, what core documents every plan should include, and how Straight Path is making the process simpler through a streamlined partnership with an attorney’s office. Madelyn also shares how estate planning fits into our holistic approach—and why it’s a key part of managing your full financial picture. Tune in for insights on planning ahead, protecting your legacy, and making estate planning less overwhelming. About Your Host: This podcast is hosted by Dan Cook, CFP®, EA, Wealth Advisor Schedule a call with Dan: https://dancookcfp.youcanbook.me - Learn more about Dan: https://www.straightpathwealth.com/me... - Connect with Dan: https://www.linkedin.com/in/daniel-cook-cfp%C2%AE-a0b321b3/ Guest Spotlight: This episode features Madelyn Rozeboom, CFP® Connect with Madelyn: - LinkedIn: https://www.linkedin.com/in/madelyn-rozeboom-cfp%C2%AE-23ba3b20/ - Website: https://www.straightpathwealth.com/ Learn More About Straight Path Wealth Management Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st... To reach our social channels visit: https://hopp.bio/straightpathwealth

    14 min

  6. 04/10/2025

    Marketing with Purpose: Personalization, AI, and Client Experience with Caitlin Seaver

    In our fifth episode of The Straight Path Podcast, Caitlin Seaver and Dan Cook discuss the key differences between general vs. personalized marketing. Additionally, they discuss the role of AI and marketing. Caitlin also shares what the client experience looks like when someone becomes a client at Straight Path Wealth Management, and what the future of marketing in the financial industry holds. Tune in for insights on staying ahead in the ever-evolving marketing landscape and how Straight Path is shaping the future of client relationships and experiences. About Your Host: This podcast is hosted by Dan Cook, CFP®, Wealth Advisor Schedule a call with Dan: https://dancookcfp.youcanbook.me Learn more about Dan: https://www.straightpathwealth.com/me... Connect with Dan:   / daniel-cook-cfp%c2%ae-a0b321b3   Guest Spotlight: This episode features Caitlin Seaver Connect with Caitlin: LinkedIn:   / caitlin-seaver-2b1937172   Website: https://www.straightpathwealth.com/ Learn More About Straight Path Wealth Management Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st... To reach our social channels visit: https://hopp.bio/straightpathwealth

    12 min

  7. 03/13/2025

    The Career Shift: Advice for Transitioning Into the Financial Industry with Ken Welch

    In our fourth episode of The Straight Path Podcast, Ken Welch and Dan Cook dive into the impact of past experiences on their careers as financial advisors. They discuss the biggest learning curves they faced during career shifts, how their backgrounds have shaped their approach, and key lessons that influence their work today. If you’re considering a career shift, they also share valuable advice on making a smooth transition and setting yourself up for long-term success. Tune in for insights on growth, adaptation, and navigating change in the financial industry! About Your Host: This podcast is hosted by Dan Cook, CFP®, Wealth Advisor Schedule a call with Dan: https://dancookcfp.youcanbook.me Learn more about Dan: https://www.straightpathwealth.com/me... Connect with Dan:   / daniel-cook-cfp%c2%ae-a0b321b3   Guest Spotlight: This episode features Ken Welch, CFP®, CPAConnect with Ken: LinkedIn:  / kenwelch1   Website: https://www.straightpathwealth.com/ Learn More About Straight Path Wealth Management Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st... To reach our social channels visit: https://hopp.bio/straightpathwealth

    14 min

  8. 02/13/2025

    Mastering Tax Season: Expert Tips with Rhiannon Diekema

    In our third episode of The Straight Path Podcast, Rhiannon Diekema and Dan Cook share insights from Rhiannon’s experience as an Enrolled Agent (EA)—a tax professional licensed by the IRS to represent taxpayers. They discuss the optimal timing for filing your return, break down key tax deadlines, and highlight common pitfalls to avoid. Plus, enjoy a fun fact-or-false segment where Dan quizzes Rhiannon on tax trivia. Tune in for practical tips to simplify your tax planning! About Your Host: This podcast is hosted by Dan Cook, CFP®, Wealth Advisor Schedule a call with Dan: https://dancookcfp.youcanbook.me Learn more about Dan: https://www.straightpathwealth.com/me... Connect with Dan: https://www.linkedin.com/in/daniel-cook-cfp%C2%AE-a0b321b3/ Guest Spotlight: This episode features Rhiannon Diekema, EA Connect with Rhiannon: LinkedIn: https://www.linkedin.com/in/rhiannon-d-454a8b55/ Website: https://www.straightpathwealth.com/ Learn More About Straight Path Wealth Management Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st... To reach our social channels visit: https://hopp.bio/straightpathwealth

    14 min

  9. 01/13/2025

    2025 Road Ahead: Planning for Change and the Value of an Advisor with Jaycob Keuning

    In our second episode of The Straight Path Podcast, Jaycob Keuning and Dan Cook explore the key steps to starting your financial journey, how to set meaningful New Year’s resolutions, and what to expect when working with an advisor. They also discuss who might not need an advisor, the unique benefits advisors bring, and the value of diverse perspectives in financial planning. Tune in to gain actionable tips for setting yourself up for success in the new year! About Your Host: This podcast is hosted by Dan Cook, CFP®, Wealth Advisor Schedule a call with Dan: https://dancookcfp.youcanbook.me Learn more about Dan: https://www.straightpathwealth.com/me... Connect with Dan:   / daniel-cook-cfp%c2%ae-a0b321b3   Guest Spotlight: This episode features Jaycob Keuning, CFP® Connect with Jaycob: LinkedIn:   / jaycob-keuning-cfp%c2%ae-88ba5a1b3   Website: https://www.straightpathwealth.com/ Learn More About Straight Path Wealth Management Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st... To reach our social channels visit: https://hopp.bio/straightpathwealth

    18 min

  10. 12/04/2024

    Shaping the Future: Matt Boersen’s Journey from Straight Path to the CFP Board

    In our debut episode, Matt Boersen takes you through a year in review, shares his journey to founding Straight Path, and breaks down our unique process for helping clients succeed. We also dive into the future of financial planning and what it means for you. Don’t miss this insightful kickoff to The Straight Path Podcast! About Your Host This podcast is hosted by Dan Cook, CFP®, Wealth Advisor Schedule a call with Dan: https://dancookcfp.youcanbook.me Learn more about Dan: https://www.straightpathwealth.com/me... Connect with Dan:   / daniel-cook-cfp%c2%ae-a0b321b3   Guest Spotlight This episode features Matthew Boersen, CFP®, CFA Connect with Matt: LinkedIn:   / matthewboersen   Website: https://www.straightpathwealth.com/ Learn More About Straight Path Wealth Management Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st... To reach our social channels visit: https://hopp.bio/straightpathwealth

    17 min
  • 10 Episodes

About

Welcome to The Straight Path Podcast—where financial planning and tax preparation finally make sense! 🎙️ Join our team and guest experts as we tackle the topics that matter most to your financial journey, breaking down the jargon into easy-to-understand advice. It’s laid-back, relatable, and packed with tips to help you Plan Better, Invest Better, and Live Better. Because at the end of the day, we’re people just like you, here to make the complicated simple.

Information

  • Creator
    Straight Path Wealth Management
  • Years Active
    2K
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © Straight Path Wealth Management
  • Show Website
    Straight Path Podcast