Hosted by Straight Path Wealth Management · 🇺🇸 US · EN-US · 10 episodes
Established thought leaders with verified media credentials.
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 Wealth Management hosts Straight Path Podcast, a business show with 10 episodes published.
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—
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 differ
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 timeli
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. F
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 docu
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
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 caree
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 dis
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
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 financi
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Straight Path Podcast is hosted by Straight Path Wealth Management. The show is categorised under business and has published 10 episodes.
Straight Path Podcast has published 10 episodes.
Straight Path Podcast regularly covers business. It sits in the business category.
Straight Path Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Straight Path Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Straight Path Podcast average 14 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Straight Path Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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