9 episodes
The Wealth Dock Podcast: Helping guide your path to long-term wealth Mike Heckman
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- Business
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5.0 • 2 Ratings
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Welcome to The Wealth Dock Podcast with Mike Heckman from Sable Point Wealth Management. In this podcast, Mike helps business owners, medical professionals, and retirees develop strategies to help preserve, protect, and pass on their wealth.
Using practical strategies, Mike acts as your lighthouse keeper to guide your path of converting business assets into retirement income and inheritance funding.
We don't like that shipwreck feeling of not having enough. And you shouldn't either. Join Mike and get ready to explore the tools you need to manage your business efficiently, build its value, and have fun doing it!
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Estate Planning To Manage Your Assets & Affairs During Your Lifetime with Joe Dallo (Ep. 8)
What would happen to your assets if something happened to you tomorrow? It might not be the most fun conversation to have, but it’s one of the most important. In this episode, Mike Heckman is joined by Joe Dallo from Dallo Estate Planning to uncover the importance of creating legal documents for businesses and personal … Read More Read More
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Here’s How Habitat for Humanity of Mason County, Michigan, Builds Homes, Communities & Hope with Jamie Healy (Ep. 7)
Having a safe and decent place is something everyone should have access to, but unfortunately, that’s not the reality for many in our communities. What can we do as a community and as individuals to help change this? In this episode, Mike Heckman talks to Jamie Healy, the executive director at Habitat for Humanity of … Read More Read More
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Unlocking the Secrets of Successful Estate Planning with Blake Riemer (Ep. 6)
What would happen to your finances if you were suddenly unable to make decisions? How would you ensure your family and business are taken care of? In this episode, Mike Heckman is joined by Blake Riemer from Riemer Law PLLC to explore the value of estate planning and the common mistakes individuals make when handling … Read More Read More
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Important Investment and Personal Wealth Insights with Rick Wedell (Ep. 5)
What’s happening in the market? Need to enhance your understanding of the current market landscape? In this episode, Rick Wedell, the Chief Investment Officer at RFG Advisory, joins Mike Heckman to talk about his approach to providing investment resources and managing assets for advisors and clients. Rick emphasizes the importance of expertise in institutional investment … Read More Read More
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Get To Know The Team At Sable Point Wealth Management with Kimberly Stark and Alex Norath (Ep. 4)
There are many dials that make the Sable Point Wealth Management clock go round, and Kimberly Stark and Alex Norath are two of those dials! In this episode, Mike Heckman is joined by Kim and Alex to explore the unique dynamic they have created at Sable Point while revealing everything you need to know about … Read More Read More
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Bank Failures And How They Reshaped The Financial Industry with Pete Oquist (Ep. 3)
Ready to uncover the untold stories behind bank failures and their profound impact on the ever-evolving world of finance? In this episode, Mike Heckman invites Pete Oquist, a retired Federal Deposit Insurance Corporation (FDIC) examiner. This week, Pete dives into the gripping history of bank failures and their lasting impact on the financial industry. Pete … Read More Read More