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 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 Caitlin Seaver Connect with Caitlin: LinkedIn: https://www.linkedin.com/in/caitlin-seaver-2b1937172/ 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 ________________________________________________________ Timestamps: 0:00- 0:49 Introduction 0:50-2:40 Caitlin’s Background 2:41-3:24 What is Marketing? 3:25-5:32 Personalized vs. Generic Approach 5:33-9:33 Client Experience at Straight Path 8:34-10:04 AI vs. Human Touch 10:05-11:35 Future of Financial Marketing 11:36-11:54 Closing Remarks

We’re celebrating 14 years of Straight Path Wealth Management today! 🎉 In honor of our company anniversary (and April Fools’ Day), enjoy our behind-the-scenes bloopers, featuring the moments that didn’t make it into our polished videos. Thank you for 14 incredible years — for trusting us, growing with us, and being part of the Straight Path family. We wouldn’t be here without you.

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 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 Ken Welch, CFP®, CPA Connect with Ken: LinkedIn:https://www.linkedin.com/in/kenwelch1/ 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 ________________________________________________________ Timestamps: 0:00- 2:18 Introduction 2:19-5:43 Ken’s Background 5:44-6:49 Dan’s Background 6:50-8:19 How Our Backgrounds Shaped Us as Advisors 8:20-11:07 Biggest Career Shift Learning Curves 11:08-13:29 Advice for Those Considering a Career Shift 13:30-13:52 Closing Remarks

Market volatility can be unsettling, but understanding what’s driving the ups and downs—and staying focused on your long-term plan—can help you stay on track. In this video, we discuss the key factors fueling volatility and share practical tips like keeping a long-term perspective, diversifying, and leaning into your personalized strategy to keep your financial future moving forward. ____________________________ Download our FREE retirement guide here: https://www.straightpathwealth.com/free-retirement-guide Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/start-to-work-with-us To reach our social channels visit: https://hopp.bio/straightpathwealth ____________________________ Timestamps: 0:00-0:55 Intro 0:56-1:19 What's Fueling Market Volatility? 2:25-2:35 How to Stay on Track Despite Market Volatility 2:36-3:03 Stay Invested with a Long-term view 3:04-3:37 Diversification is Key 3:38-4:11 Focus on Your Personalized Strategy 4:12-5:00 Closing Remarks

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 ________________________________________________________ Timestamps: 0:00-1:04 Intro 1:05-2:04 Rhiannon's Background 2:05-3:30 When to File Your Tax Return? 3:31-4:23 Tax Deadlines 4:24-7:38 Fact or False 7:39-8:51 Tax Pitfalls 8:52-10:50 Straight Path's Proactive Tax Advantage 10:51-11:59 Key Tax Documents 12:00-13:20 Jobs Act Expiry & SALT Cap Changes 13:21-13:55 Closing Remarks

In our second episode of The Straight Path Podcast, Jaycob Keuning and Dan Cook explore the key steps to starting your financial journey, how to set meaningful New Year’s resolutions, and what to expect when working with an advisor. They also discuss who might not need an advisor, the unique benefits advisors bring, and the value of diverse perspectives in financial planning. Tune in to gain actionable tips for setting yourself up for success in the new year! ________________________________________________________ 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 Jaycob Keuning, CFP® Connect with Jaycob: LinkedIn: https://www.linkedin.com/in/jaycob-keuning-cfp%C2%AE-88ba5a1b3/ 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 ________________________________________________________ Timestamps: 0:00-0:44 Introduction 0:45-2:47 New Year’s Resolutions 2:58-5:25 How to Start the Financial Planning Process 5:26-9:42 What Advisors Bring to the Table 9:43-11:32 Who Doesn’t Need an Advisor? 11:33-16:23 The Value of Advisor Experience 16:24-17:34 Jake’s Take on New Year Resolutions 17:35-18:02 Closing Remarks

Welcome to our 2025 Financial Outlook! As we look ahead to the new year, it's important to consider how upcoming changes in policies, the economy, and personal circumstances can impact your financial future. Let's dive in and make sure you're set up for success in 2025. ____________________________ Download our FREE retirement guide here: https://www.straightpathwealth.com/free-retirement-guide Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/start-to-work-with-us To reach our social channels visit: https://hopp.bio/straightpathwealth ____________________________ Timestamps: 0:00 Introduction 0:26 What's Different in 2025? 0:40 Tariffs 1:11 Tax Policy 1:55 AI & Energy Regulations 2:19 2025 Market Outlook 2:34 Federal Reserve Policy 3:18 Inflation Trajectory 4:05 Stock Market Performance 5:30 Tax Policy Updates 5:52 Tax Bracket Adjustments 6:13 SECURE Act 2.0 Provisions 7:58 Retirement Planning Focus 9:06 Closing Remarks

In our debut episode, Matt Boersen takes you through a year in review, shares his journey to founding Straight Path, and breaks down our unique process for helping clients succeed. We also dive into the future of financial planning and what it means for you. Don’t miss this insightful kickoff to The Straight Path Podcast! ________________________________________________________ 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/meet-our-team/dan-cook%2C-cfp%C2%AE Connect with Dan: https://www.linkedin.com/in/daniel-cook-cfp%C2%AE-a0b321b3/ ________________________________________________________ Guest Spotlight This episode features Matthew Boersen, CFP®, CFA Connect with Matt: - LinkedIn: https://www.linkedin.com/in/matthewboersen/ - Website: https://www.straightpathwealth.com/ ________________________________________________________ Learn More About Straight Path Wealth Management Get a FREE Retirement Assessment today by visiting: https://www.straightpathwealth.com/start-to-work-with-us To reach our social channels visit: https://hopp.bio/straightpathwealth ________________________________________________________ Timestamps: 0:00 Introduction 1:07 Matt's Year in Review 3:39 Matt's Journey to Straight Path 6:09 What Makes Straight Path Different 10:50 The Future of Financial Planning 16:40 Closing Remarks