Finances – Page 2 – The WIN Podcast

New Year, New Focus at Heimensen Wealth Advisors (Ep. 19)

By The-WIN-Podcast | January 10, 2023

When it comes to interacting with clients, understanding their biggest concerns or fears and helping them overcome those issues is essential in increasing their probability of success.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen shares his new commitment to providing more value to his clients, showing that he and his team are not just advisors but they are genuinely interested in their well-being.

Corey discusses:

Why setting a goal and partially achieving it is already a big step toward success
How he plans to add more value by tackling his clients’ biggest concerns in life
The reasons why our worries change as we age
The importance of living life and getting new experiences
Why we should reflect on our previous little wins
And more!

Resources:

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

Connect with Corey Heimensen:

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How I Invest My Money and Mechanical Bull Riding Tips (Ep. 18)

By The-WIN-Podcast | December 27, 2022

Are you ever curious to find out how financial advisors would invest for themselves?

The short answer is: It’s a whole process, where the most important thing is to be consistent and responsible.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen gives some details on how he manages his own investments as well as what should be considered when controlling our finances.

Corey discusses:

The importance of having a process in serious life matters and a personal story that illustrates this
His three-step system when it comes to investing
Why we should balance our finances and diversify our investments
The importance of trusting the experts and professionals who can guide us with our finances
What helps him get his mind off things and relax
And more!