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 …
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 …
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 …
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 …
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 …
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 significance …
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 …
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 …
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 …
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 …