Straight Path Podcast
Straight Path Podcast
Podcast Description
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.
Podcast Insights
Content Themes
The podcast focuses on essential financial planning and tax preparation themes, including expert tips for tax season, the importance of working with a financial advisor, and actionable strategies for financial success. Episodes like 'Mastering Tax Season' and '2025 Road Ahead' explore topics such as optimal filing times, tax deadlines, and New Year's resolutions for financial goals.
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.
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: [email protected]
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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Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.