In finances, there are eight rules we all need to know and follow — no matter our age!
Referring to the 1977 sitcom, “Eight Is Enough,” this week, Corey Heimensen provides you with a list of eight easy and achievable concepts you can do to protect and manage your finances.
Corey discusses:
The importance of paying yourself first and incorporating it into your routine
Why pay your bills on time, and what are some tools you can use to make it simple
How being optimistic can help you in every aspect of your life
The importance of being patient with your finances
Money, cryptocurrency, investing, and the use of mobile assets are four areas where millennials and Gen Xers share different viewpoints. For most Gen Xers, embracing new technology is a daunting task.
Is there a way where we can bridge the gap between these two generations?
In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen introduces us to two millennial members of his team. First, his son Zed Heimensen and second Ryan Metzger. Zed & Ryan are financial advisors with Heimensen Wealth Advisors. They discuss why using mobile assets such as online banking can be beneficial and why millennials & Gen Xers view money differently.
Ryan & Zed discuss:
Why online banking is an asset for them
How their views on money differ from older generations
Why investing in the Cryptocurrency market isn’t an asset
Zed Heimensen, a Morningside University graduate, began working at Heimensen Wealth Advisors in May 2022. Zed graduated with a bachelor’s degree in Finance while serving as the university’s investment club president. During his time at Morningside, Zed gained extensive knowledge within the finance industry via internships in Security National Bank’s Wealth Management Department and at Heimensen Wealth Advisors.
Zed values the importance of each client’s life story while understanding how these different paths can impact the short- and long-term financial goals of every individual client. With this in mind, Zed’s goal is to become an advisor so he can advise clients and prospects and prepare financial plans. At the same time, he looks to build sincere client relationships while keeping things light-hearted.
Outside of work, Zed enjoys reading, spending time with his family and friends, and watching movies. He is also an avid sports fan, hoping he can see the Minnesota Vikings win a Super Bowl at some point in his life.
About Ryan Metzger
Ryan Metzger, Financial Advisor, provides clients with an intentional listening ear and uses what he learns to design their financial plans.
He believes in the value of listening to clients, learning about their lives and their lifestyle, growing a genuine relationship with his clients and understanding their situations.
Ryan is a home-grown Iowan, growing up right here in Rock Rapids. He graduated from the University of South Dakota with a bachelor’s degree in Finance. Shortly after graduation, in June 2021, he started working here at Heimensen Wealth Advisors. Ryan enjoys working out, watching sports, and spending time with friends and family.
