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 shares what the client experience looks like when someone becomes a client at Straight Path Wealth Management, and what the future of marketing in the financial industry holds. Tune in for insights on staying ahead in the ever-evolving marketing landscape and how Straight Path is shaping the future of client relationships and experiences.About Your HostThis podcast is hosted by Dan Cook, CFP®, Wealth AdvisorSchedule a call with Dan: https://dancookcfp.youcanbook.meLearn more about Dan: https://www.straightpathwealth.com/me...Connect with Dan: / daniel-cook-cfp%c2%ae-a0b321b3 Guest Spotlight This episode features Caitlin SeaverConnect with Caitlin: LinkedIn: / caitlin-seaver-2b1937172 Website: https://www.straightpathwealth.com/Learn More About Straight Path Wealth ManagementGet a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st...To reach our social channels visit: https://hopp.bio/straightpathwealth

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 career shifts, how their backgrounds have shaped their approach, and key lessons that influence their work today. If you’re considering a career shift, they also share valuable advice on making a smooth transition and setting yourself up for long-term success. Tune in for insights on growth, adaptation, and navigating change in the financial industry!About Your HostThis podcast is hosted by Dan Cook, CFP®, Wealth AdvisorSchedule a call with Dan: https://dancookcfp.youcanbook.meLearn more about Dan: https://www.straightpathwealth.com/me...Connect with Dan: / daniel-cook-cfp%c2%ae-a0b321b3 Guest Spotlight This episode features Ken Welch, CFP®, CPAConnect with Ken: LinkedIn: / kenwelch1 Website: https://www.straightpathwealth.com/Learn More About Straight Path Wealth ManagementGet a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/st...To reach our social channels visit: https://hopp.bio/straightpathwealth

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 discuss the optimal timing for filing your return, break down key tax deadlines, and highlight common pitfalls to avoid. Plus, enjoy a fun fact-or-false segment where Dan quizzes Rhiannon on tax trivia. Tune in for practical tips to simplify your tax planning!

About Your Host

This podcast is hosted by Dan Cook, CFP®, 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/

Guest Spotlight

This episode features Rhiannon Diekema, EA

Connect with Rhiannon: LinkedIn: https://www.linkedin.com/in/rhiannon-d-454a8b55/

Website: https://www.straightpathwealth.com/

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