The Top Client Questions and Conversations From the Last 90 Days (Ep. 39)
Navigating the world of wealth management and financial planning can often feel overwhelming, as there are numerous tax strategies, investment options, and estate planning considerations.
What are the latest worries of our clients?
In this episode, Corey Heimensen touches on some of the recent client conversations and the most common questions he is asked. Corey also talks about tax-free retirement accounts, trust benefits and more.
Corey discusses:
- The misconception of special tax-free retirement accounts only available to the rich
- What a trust is and its purpose as a planning tool
- Investing in an era of high rates CDs
- His opinion about listening to financial advice from famous personalities such as Dave Ramsey
- The different factors to consider when deciding if buying land is a good investment
- The importance of open communication between financial advisors and CPAs
Resources:
- The WIN Podcast Ep. 20 – 26 States, 26 Questions
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
Connect with Corey Heimensen:
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Podcast: Play in new window | Download | Embed