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

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.

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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/

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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/

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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

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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