2025 Road Ahead: Planning for Change and the Value of an Advisor with Jaycob Keuning
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2025 Road Ahead: Planning for Change and the Value of an Advisor with Jaycob Keuning
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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: / daniel-cook-cfp%c2%ae-a0b321b3
Guest Spotlight:
This episode features Jaycob Keuning, CFP®
Connect with Jaycob: LinkedIn: / 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...
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