The Wealth Dock Podcast: Helping guide your path to long-term wealth

What happens when growth, discipline, and real standards matter more than quick rewards? In this episode, Mike Heckman talks with Master Mehrdad, Taekwondo Master, accomplished kickboxer, and school owner in Massachusetts, about building a martial arts program centered on skill, discipline, and earned progress. He explains why belt color should never outrank ability, how challenge helps students g...

What keeps people committed when things get difficult? What turns a simple activity into something deeply meaningful? In this episode, Mike Heckman interviews Master Eric Ford, Owner of TVMA Academy, about how martial arts shapes discipline, leadership, and personal growth beyond the mat. He shares his journey from student to school owner and how his philosophy centers on guiding others rather tha...

When Raquel Rae moved to Ludington, she didn’t just bring her real estate license; she brought heart, hustle, and a mission to build meaningful community roots.  In this episode, Mike sits down with the associate broker from Lighthouse Realty to explore how compassion, creativity, and connection drive her approach to real estate. From organizing family-friendly events to guiding clients through de...

What inspires a journey into the unknown? In this episode, Mike welcomes local business owner Bob Gibson to share his thrilling voyage, commonly known as the “Great Loop.” Discover how a simple boat ride turned into a life-altering adventure, circumnavigating the eastern United States by water. Bob recounts the ups and downs of this daring escape from daily routines, all underscored by...

Why do money decisions sometimes feel more emotional than logical? Mike Heckman sits down with Brendan Frazier to dive deep into the human side of finance. Together, they explore the surprising role of emotions in our financial choices and share insights on making more informed decisions. Brendan brings his expertise as the Chief Behavioral Officer at RFG Advisory, adding a fresh perspective on ho...

What keeps a family business thriving for over 80 years?  It’s a blend of tradition, resilience, and a willingness to evolve. This week on The Wealth Dock Podcast, Mike Heckman welcomes Trent Lundquist, third-generation owner of Lundquist Furniture in Scottville, Michigan. From assembling Harley Davidson parts to steering his family’s business, Trent shares how he’s modernizing a legacy built in 1...

Sometimes, a career starts long before you think—like in high school! This week on The Wealth Dock Podcast, Mike Heckman introduces Russell Schade, a newly promoted financial advisor trainee at Sable Point Wealth Management. Russell explains how a high school aptitude test sparked his passion for financial advising, leading to an accelerated education and hands-on experience through a life-changin...

Personal interests and passions influence our career paths and relationships a lot more than we think (especially in the financial services industry!) Would you agree? This episode of The Wealth Dock Podcast introduces Amy Wiseman, the new administrative assistant at Sable Point Wealth Management. Amy unpacks her journey from Indiana to Kentucky, her academic interest in psychology, and her entry...

Family-owned businesses face unique struggles and, therefore, require unique solutions.  What do those look like? This release features Mike Heckman chatting with Jim Scatena, former CEO of FloraCraft®. Jim discusses his consulting work with businesses, emphasizing the importance of financial understanding and management.  He shares some of the pain points family-owned businesses face, the signifi...

What would happen to your assets if something happened to you tomorrow?  It might not be the most fun conversation to have, but it’s one of the most important. In this episode, Mike Heckman is joined by Joe Dallo from Dallo Estate Planning to uncover the importance of creating legal documents for businesses and personal assets. Joe explains the difference between a will and a trust, the significan...

Having a safe and decent place is something everyone should have access to, but unfortunately, that’s not the reality for many in our communities. What can we do as a community and as individuals to help change this? In this episode, Mike Heckman talks to Jamie Healy, the executive director at Habitat for Humanity of Mason County, Michigan. Jamie sheds light on the work of the organization, emphas...

What would happen to your finances if you were suddenly unable to make decisions? How would you ensure your family and business are taken care of? In this episode, Mike Heckman is joined by Blake Riemer from Riemer Law PLLC to explore the value of estate planning and the common mistakes individuals make when handling it on their own.  Tune in as Blake emphasizes the need for designated individuals...

What’s happening in the market? Need to enhance your understanding of the current market landscape? In this episode, Rick Wedell, the Chief Investment Officer at RFG Advisory, joins Mike Heckman to talk about his approach to providing investment resources and managing assets for advisors and clients.  Rick emphasizes the importance of expertise in institutional investment teams while highlighting...

There are many dials that make the Sable Point Wealth Management clock go round, and Kimberly Stark and Alex Norath are two of those dials! In this episode, Mike Heckman is joined by Kim and Alex to explore the unique dynamic they have created at Sable Point while revealing everything you need to know about the firm’s two-team approach.  Everybody has a unique origin story of why they have the rol...

Ready to uncover the untold stories behind bank failures and their profound impact on the ever-evolving world of finance? In this episode, Mike Heckman invites Pete Oquist, a retired Federal Deposit Insurance Corporation (FDIC) examiner. This week, Pete dives into the gripping history of bank failures and their lasting impact on the financial industry. Pete discusses:  The interesting history of b...

Some people’s career paths have a bunch of twists, turns, and points where it’s flipped completely upside down. And then there’s Mike Heckman’s! In this episode, Mike unveils the path that led him to become the financial professional he’s today. This conversation is all about inspiring you in your own career journey. So, tune in as Mike reinforces the belief that you can truly pursue anythin...

The wait is finally over. Now you can learn about Sable Point Wealth Management’s tailored financial strategies from wherever you are! Introducing, The Wealth Dock Podcast with Mike Heckman In this inaugural episode, Mike introduces himself and his investing philosophies while revealing what his show will be all about.  Mike discusses:  Sable Point’s ideal client and how he can instantly tell if s...

Welcome to The Wealth Dock Podcast with Mike Heckman from Sable Point Wealth Management. In this podcast, Mike helps business owners, medical professionals, and retirees develop strategies to help preserve, protect, and pass on their wealth. Using practical strategies, Mike acts as your lighthouse keeper to guide your path of converting business assets into retirement income and inheritance fundin...