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

Recent Episodes

Building Team Spirit & Relationships In The Workplace with Amy Wiseman (Ep. 10)

Posted June 19, 2024 • 00:20:07

Personal interests and passions influence our career paths and relationships a lot more than we think (especially in the financial services industry!)

Would...

Transforming Family-Owned Businesses For Continued Success with Jim Scatena (Ep. 9)

Posted May 22, 2024 • 00:31:58

Family-owned businesses face unique struggles and, therefore, require unique solutions.

What do those look like?

This release features...

Estate Planning To Manage Your Assets & Affairs During Your Lifetime with Joe Dallo (Ep. 8)

Posted December 11, 2023 • 00:22:19

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...

Here’s How Habitat for Humanity of Mason County, Michigan, Builds Homes, Communities & Hope with Jamie Healy (Ep. 7)

Posted November 13, 2023 • 00:22:23

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...

Unlocking the Secrets of Successful Estate Planning with Blake Riemer (Ep. 6)

Posted September 5, 2023 • 00:21:02

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...