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. From navigating rising interest rates to understanding what really matters when applying for a loan, Emrah shares practical insights from his experience as a mortgage loan officer at LMCU. Tune in for practical tips, expert insights, and guidance on making smart home financing decisions in any market.

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/

Guest Spotlight:

This episode features Emrah Sero, NMLS: 1313035

Connect with Emrah:

- LinkedIn: https://www.linkedin.com/in/emrah-sero-21bb04143/

- Email: Emrah.Sero@lmcu.org

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

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 documents every plan should include, and how Straight Path is making the process simpler through a streamlined partnership with an attorney’s office. Madelyn also shares how estate planning fits into our holistic approach—and why it’s a key part of managing your full financial picture. Tune in for insights on planning ahead, protecting your legacy, and making estate planning less overwhelming.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 Madelyn Rozeboom, CFP®Connect with Madelyn: - LinkedIn: https://www.linkedin.com/in/madelyn-rozeboom-cfp%C2%AE-23ba3b20/- 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 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