Straight Path Podcast

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.

Straight Path Podcast is a business podcast hosted by Straight Path Wealth Management, with 10 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Straight Path Wealth Management hosts Straight Path Podcast, a business show with 10 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #10

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

  Sep 16, 20256 minS0

  <p>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 th...

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  Episode #9

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

  Aug 5, 202516 minS0

  <p>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 pla...

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  Episode #8

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

  Jul 15, 202515 minS0

  <p>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.</p><p>About Your Host</p><p>This podcast is hosted by Dan Cook, CFP®, EA, Wealth Advisor<br></p><p>Connect with Dan:</p><p>Schedule a call with Dan: https://dancookcfp.youcanbook.me</p>...

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  Episode #7

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

  Jun 18, 202514 minS0

  <p>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.</p><p><br></p><p>About Your Host:</p><p>This podcast is hoste...

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  Episode #6

  Protecting Your Legacy: Estate Planning Insights with Madelyn Rozeboom

  May 8, 202514 minS0

  <p>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.</p><p><br...

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