Tag: Artificial Intelligence
Artificial Intelligence Bucket List (Ep. 55)

Artificial Intelligence Bucket List (Ep. 55)

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Are you enjoying the money you’ve worked hard for or are you just saving it? 

This is an important question to ask ourselves at any point in life, as time is a precious commodity that we can never get back. It’s better to live our lives with responsibility while enjoying it. 

So, who can assist us in achieving this?

Join Corey Heimensen on The WIN Podcast as he explores the importance of valuing experiences over accumulating wealth. Corey mentions the potential of AI in personalizing bucket list adventures and emphasizes the importance of personalizing financial planning and preparing for life’s uncertainties.

Corey discusses:

  • The importance of enjoying the money you’ve worked hard for and the experiences it can provide
  • Comparing family vacation AI suggestions for different life stages: from theme parks to sophisticated international getaways
  • The role of a financial advisor in providing personalized guidance and weighing the pros and cons of financial decisions
  • The necessity of balancing spending on experiences with saving for the future and unexpected expenses
  • And more!

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

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

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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!

 

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A.I. – Fact or Fiction? (Ep. 28)

A.I. – Fact or Fiction? (Ep. 28)

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Artificial intelligence(AI) is becoming more prevalent in our lives and is helping us simplify many tasks. 

But it’s important to understand when it’s appropriate to use AI and when it’s not.

In this episode, Corey Heimensen chats about artificial intelligence and the biggest concerns people have about its impact. Additionally, Corey talks about how new technology can be scary and it will never be perfect but it is an advancement in our society.

Corey discusses:

  • What Artificial Intelligence means
  • The two biggest concerns regarding AI among his clients
  • ChatGPT and the fascinating things the platform can do
  • The positive and negative implications for businesses through the advancement of technology
  • The rise and fall of Robo-Advisors in the financial industry and the importance of building relationships and trust with clients
  • The importance of focusing on the bigger things in life and using tools to free up time
  • And more!

Resources:

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