Month: September 2022
Seven things you should ask a Financial Advisor (Ep. 11)

Seven things you should ask a Financial Advisor (Ep. 11)

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When looking for a financial advisor, you want to make sure they have your best interests in mind.

That’s why it’s important to ask advisors questions while vetting them to see if they will be a good fit for you. 

In this episode, Corey Heimensen outlines the seven questions you should ask any financial advisor before becoming a client. Along with what would happen to your account if your advisor couldn’t fulfill their duties.

Corey discusses:

  • The importance of finding an advisor who knows how to explain and break down complex financial concepts such as how they’re compensated 
  • the value of ensuring your advisor is a fiduciary
  • Why splitting your accounts between several advisors is a bad idea
  • And more!

Resources:

Connect with Corey Heimensen:

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Helping You Get Through The Storm (Ep. 10)

Helping You Get Through The Storm (Ep. 10)

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Let’s face it. We have all witnessed difficult times, uncertainty, and stormy life events.

Learn the tips you need to prepare and get past those in this episode of The WIN Podcast, What’s Important Now with Corey Heimensen!

This week, Corey explains how to financially prepare for these life storms. He reveals the value of building resiliency and adaptability through the process while highlighting the importance of building a good foundation to weather the storm.

Corey discusses:

  • The importance of spotting life events and ways to prepare and plan for them
  • Why you should put your money into buckets
  • Reasons why you shouldn’t be afraid to spend money 
  • The value of making conscious financial decisions for a bright and secure future 
  • And more!

Resources:

Connect with Corey Heimensen:

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