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.
Most people are familiar with the not-so-positive side of inflation. But what if Corey Heimensen from Heimensen Wealth Advisors told you that inflation can be beneficial, too?
This week, Corey examines the current standing of inflation within the markets. He outlines the ins and outs of inflation while revealing why it is so important to plan your finances around the current inflation scenario.
Corey discusses:
What is inflation, and how does it work
The benefits of inflation
The importance of ‘rainy day funds’ and reasons it’s crucial to have ‘something to fall back on’
How many of you are familiar with the roles and responsibilities of a good financial advisor?
In this episode, Corey Heimensen outlines the five roles of a financial advisor. From their role as the weatherman to marriage counseling and even acting as forest rangers, Corey explains what each hat means and how each of them is applied to different client situations.
Corey discusses:
The power of advisor straightforwardness and honesty
Ways advisors can help couples navigate their financial planning and show them a ‘travel guide’ of their possibilities
How to securely create and store your passwords and make them accessible to your family if necessary
The importance of saving and financial education for young people
Financial jargon can be confusing and hard to understand, and so can complex financial situations.
But, Corey Heimensen is here to help make these situations understandable and accessible for anybody, even if you have no previous financial experience.
In this episode, Corey reveals what motivated him to write his book, “Stop Doing Dumb Things With Your Money,” and explores the value of chapter two (focused on why you shouldn’t buy more financial services than you need) and three (the importance of goal-setting).
Corey discusses:
Reasoning and timing around his book
Tips to keep in mind when meeting with a potential financial advisor
The importance of setting realistic financial goals
What you should know about purchasing financial products and services
Have you ever asked yourself, ‘what’s next?’ after signing with a financial advisor?
Sometimes it can be unclear, and the process can be confusing.
But Corey Heimensen from Heimensen Wealth Advisors is here to help!
In this episode, Corey reveals what comes after you decide to become a Heimensen Wealth client. He also provides you with the rundown you need to smoothly navigate this new transition.
Corey discusses:
What sets Heimensen Wealth apart from other financial advisors
The tools and resources clients have access to when they become the firm’s client
Examples of how his practice helped their clients navigate tricky financial situations
The company’s client expectations and what life events the team expects to be updated on
Have you ever been nervous about reaching out to a new financial advisor? It can be a stressful process leaving you feeling vulnerable.
But, Corey Heimensen and his team at Heimensen Wealth Advisors work hard to assure the comfort and ease of all of their new and existing clients.
In this episode, Corey reveals the process of signing new clients to his business. He also explains what prospects can expect from the minute they call in the office while highlighting why communication is a two-way street for the company.
Corey discusses:
The steps of becoming a Heimensen Wealth client
What clients should bring in when they start working alongside their financial advisor
The benefits of having a financial advisor to take things ‘off your plate’
How the team at Heimensen Wealth can help you ‘take care of your problems’
Everybody knows what winners are and what winning is. But Corey Heimensen from Heimensen Wealth Advisors uses WIN as an acronym for What’s Important Now.
In the inaugural episode of The WIN Podcast, What’s Important Now, Corey shares everything you need to know about him. Including how he educates clients on what is important right now to his passion for eighties hair bands and rock and roll music. Corey provides you with the rundown you need to get to know him while revealing the easy ways he and his team can help you reach your goals and objectives through education and comprehensive planning.
Corey discusses:
His motivation to get into the financial services industry
Heimensen Wealth’s client demographic and why is it so important for the company to work alongside optimistic individuals
The two types of investors the firm specializes in
Reasons why he decided to be an Accredited Investment Fiduciary
His inspiring business (and investment) philosophy
Corey’s investment career began in 1992 in the field of private equity, specializing in commercial real estate development. He is the owner of Heimensen Wealth Advisors, holding Securities Registrations 7, 63, and 66. Corey has also earned the Accredited Investment Fiduciary (AIF) designation.
Through Securities America, Inc., a registered broker-dealer, Heimensen Wealth Advisors provides a full range of securities products. The firm also works with various CPAs and attorneys on tax minimization strategies and wealth transfers.
Corey earned a degree in Finance from Buena Vista University. In his leisure time, he enjoys boating, reading, and attending sporting events. Corey resides in Rock Rapids, Iowa, with his wife and three children.
