Month: February 2023
Level Up (Ep. 22)

Level Up (Ep. 22)

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Working with qualified people is essential. But to level up, it is crucial to work with people who take the time to get to know you.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains the types of advisors in the financial industry and why it’s important to work with the ones whom you can have a more personal connection with and how that can help you succeed, both financially and personally.

Corey discusses:

  • The four types of advisors in the financial industry and the ways they are represented in a pyramid
  • The importance of making small steps to level up in life
  • A true understanding of fulfillment and how it relates to leaving a legacy
  • The value of teaming up with those who understand your goals before helping you with your finances
  • And more!

Resources:

Connect with Corey Heimensen:

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6 Degrees of the Super Bowl (Ep. 21)

6 Degrees of the Super Bowl (Ep. 21)

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When we reach a certain age or stage in life, we start to think about leaving our belongings to our children or any other person who, according to us, deserves it.

But sometimes, this process is not always in a straight line and can entail many conditions that must be respected.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen dives into the aspect of conditional giving and connects it to the Super Bowl in six steps. Additionally, Corey explains the implications of conditional giving for the parties involved and some examples.

Corey discusses:

  • The concept of conditional giving
  • Why your children must have a positive experience in investing so they can contribute to their long-term goals
  • How the course of giving or passing wealth to children varies depending on the parents
  • The effects of inheriting money at a young age without the proper wisdom
  • The process of passing collectibles
  • And more!

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

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