Simply Wealth

In Episode 5 of Simply Wealth, Cory Cook is joined by Dan Cox, Dakota Steele, and special guest Rich Seils, an experienced estate planning attorney. They break down the fundamentals of estate planning in plain English — answering key questions like: Who needs an estate plan? What happens if you become incapacitated? What is probate, and why does it have such a bad reputation? The conversation cove...

This time around, Cory and Dan deliver a candid, no-nonsense look at the current state of the financial advisory industry and the challenges clients face when choosing the right partner. They pull back the curtain on the confusion clients face when choosing an advisor: the critical difference between fiduciary, suitability, and hybrid standards; how compensation models create conflicts of interest...

This time, Cory and Dan break down the age old question, to Roth or not to Roth. We cover the basics, benefits, contribution limits, conversion strategies, tax advantages, and how they fit into your overall retirement planning. Whether you're considering opening a Roth, converting a traditional IRA, or optimizing for tax-free growth, we simplify the details with practical insights to help you...

In this episode of Simply Wealth, we tackle the intersection of marriage and money with honesty, humor, and real-world insights. Drawing from our own personal experiences—as newlyweds, long-term partners, and financial advisors—we explore how couples can build a strong financial foundation together.

We kick off our first ever podcast with a topic that is brought up often - emotional investing. In other words, how to manage your emotions when investing for the future. Follow along as your host, Cory Cook goes through a few scenarios and what to avoid.