Protecting Your Legacy: Estate Planning Insights with Madelyn Rozeboom

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

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 ________________________________________________________

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

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

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