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

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