2025 Road Ahead: Planning for Change and the Value of an Advisor with Jaycob Keuning

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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