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 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
Disclaimer
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