Tag: Portfolio Management

Welcome To The Wealth Dock Podcast! With Your Host, Mike Heckman (Ep.1)

Welcome To The Wealth Dock Podcast! With Your Host, Mike Heckman (Ep.1)

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 someone is a good fit
  • How he (accidentally) got started in the financial services industry
  • The business and investing philosophy he implements with the investors and clients he works with (whether they’re new or highly experienced)
  • His connection with the martial arts world
  • What success means to him
  • And more!

Resources:

Connect with Mike Heckman: 

About Your Host:

Mike Heckman, MS, CFP®, CEPA®, BFA®, CDFA®, AWMA®, CRPS®, CRPC®, is a nationally recognized Financial Educator, Author, Speaker, Retirement Planner, and Wealth Advisor.

Mike and his team have been helping business owners, medical professionals, and retirees preserve, protect and pass on their wealth for over 12 years. In 2019, Mike founded Sable Point Wealth Management, serving Western Michigan with offices in Ludington and Spring Lake.

He’s currently conducting dissertation research on wealth preservation strategies in retirement to complete his Financial Management Doctorate from California Southern University.