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
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