Fiduciary – The WIN Podcast

Seven things you should ask a Financial Advisor (Ep. 11)

By The-WIN-Podcast | September 20, 2022

When looking for a financial advisor, you want to make sure they have your best interests in mind.

That’s why it’s important to ask advisors questions while vetting them to see if they will be a good fit for you.

In this episode, Corey Heimensen outlines the seven questions you should ask any financial advisor before becoming a client. Along with what would happen to your account if your advisor couldn’t fulfill their duties.

Corey discusses:

The importance of finding an advisor who knows how to explain and break down complex financial concepts such as how they’re compensated
the value of ensuring your advisor is a fiduciary
Why splitting your accounts between several advisors is a bad idea
And more!

Resources:

“Stop Doing Dumb Things With Your Money” – by Corey Heimensen

Connect with Corey Heimensen:

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Here’s the Resource You Need to Financially Educate Yourself (Ep. 4)

By The-WIN-Podcast | June 14, 2022

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
And more!