Cash Flow – The WIN Podcast

Book Club – Part 1 (Ep. 37)

By The-WIN-Podcast | September 19, 2023

Having a solid financial plan is essential for achieving financial freedom. And we understand that many require assistance to develop a successful one.

Thankfully, there are numerous books available to help us comprehend the importance of financial planning and guide us on how to get started.

Today, we dive deep into one such book.

In this episode, Corey Heimensen shares 11 takeaways from the book “The One Page Financial Plan” by Carl Richards and leads an exercise on creating a one-page financial plan.

Corey discusses:

11 key takeaways from “The One Page Financial Plan” book
Why people need to think about and identify “Why is money important to you?”
Reasons why you shouldn’t obsess over goals
The importance of being aware of how you spend and what you’re spending on every month
Why you should invest like a scientist
Creating a one-page financial plan in three steps
The importance of estimating cash flow needed in retirement and types of debts to include in a one-page financial plan
How having a financial advisor can be a game changer for your financial future
And more!

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Social Security and the Easy Way Out (Ep. 24)

By The-WIN-Podcast | March 21, 2023

Filing for Social Security may be perceived as complicated and confusing as there’s not much guidance about it.

Is it even necessary to file for it?

Due to this confusion, many just take Social Security as soon as they can without considering many aspects. In this episode, Corey Heimensen shares the 6 ways people justify taking it early. Also, he explains why Social Security shouldn’t be an “easy way out” when it comes to our cash flow.

Corey discusses:

Why people need to be educated about Social Security early on
In what life circumstances people should draw from it
The six ways people justify taking it early
Why a growing life expectancy requires a serious financial planning
How crucial it is to get guidance about our Social Security from experts
And more!