Pre-flight Checks and Financial Planning (Ep. 48)

By The-WIN-Podcast | February 20, 2024

Ever considered the parallels between piloting a plane and navigating your finances?

Buckle up as we unravel the connections between these seemingly unrelated realms. Whether you’re soaring through the skies or charting your financial course, one thing remains constant: the need for meticulous planning, sharp attention to detail, and the ability to gracefully adjust to unforeseen circumstances.

In this episode, Corey Heimensen draws parallels between aviation and financial planning. Using preflight checklists as an analogy, he emphasizes the importance of preparation, communication, and experience in navigating the uncertainties of both fields. Drawing inspiration from Captain Sully’s emergency landing, Corey highlights the significance of a solid plan during challenging times.

Corey discusses:

Parallels between preflight checks done by pilots and successful strategies in financial planning
Comparing the pilot’s exterior inspection of the plane to a financial advisor’s assessment of a client’s situation before moving forward
Captain Sully’s landing on the Hudson River and emphasizes the importance of being prepared for unforeseen circumstances
The importance of a preflight survey in aviation and how it can be applied to financial advising
The importance of controlling emotions
And more!