In our sixth episode of The Straight Path Podcast, Madelyn Rozeboom, CFP®, joins host Dan Cook, CFP®, EA, to explore the often-overlooked topic of estate planning. They discuss why so many people delay it, what core documents every plan should include, and how Straight Path is making the process simpler through a streamlined partnership with an attorney’s office. Madelyn also shares how estate planning fits into our holistic approach—and why it’s a key part of managing your full financial picture. Tune in for insights on planning ahead, protecting your legacy, and making estate planning less overwhelming.

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 Madelyn Rozeboom, CFP®

Connect with Madelyn:

- LinkedIn: https://www.linkedin.com/in/madelyn-rozeboom-cfp%C2%AE-23ba3b20/

- Website: https://www.straightpathwealth.com/

Learn More About Straight Path Wealth Management

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