June 2022 – The WIN Podcast

Learn The Five Roles of A Financial Advisor (Ep. 5)

By The-WIN-Podcast | June 28, 2022

How many of you are familiar with the roles and responsibilities of a good financial advisor?

In this episode, Corey Heimensen outlines the five roles of a financial advisor. From their role as the weatherman to marriage counseling and even acting as forest rangers, Corey explains what each hat means and how each of them is applied to different client situations.

Corey discusses:

The power of advisor straightforwardness and honesty
Ways advisors can help couples navigate their financial planning and show them a ‘travel guide’ of their possibilities
How to securely create and store your passwords and make them accessible to your family if necessary
The importance of saving and financial education for young people
And more!

Resources:

“Stop Doing Dumb Things With Your Money” – by Corey Heimensen

Connect with Corey Heimensen:

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Here’s the Resource You Need to Financially Educate Yourself (Ep. 4)

By The-WIN-Podcast | June 14, 2022

Financial jargon can be confusing and hard to understand, and so can complex financial situations.

But, Corey Heimensen is here to help make these situations understandable and accessible for anybody, even if you have no previous financial experience.

In this episode, Corey reveals what motivated him to write his book, “Stop Doing Dumb Things With Your Money,” and explores the value of chapter two (focused on why you shouldn’t buy more financial services than you need) and three (the importance of goal-setting).

Corey discusses:

Reasoning and timing around his book
Tips to keep in mind when meeting with a potential financial advisor
The importance of setting realistic financial goals
What you should know about purchasing financial products and services
And more!