Tag: Financial Advice

Everything You Need To Know About Inflation (Ep.6)

Everything You Need To Know About Inflation (Ep.6)

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 to deal with rising interest rates
  • And more!

Resources:

Connect with Corey Heimensen:

 

Learn The Five Roles of A Financial Advisor (Ep. 5)

Learn The Five Roles of A Financial Advisor (Ep. 5)

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
  • And more!

Resources:

Connect with Corey Heimensen: