Tag: Financial Advisor
The Dirty Truth (Of Agriculture) with Wes Koedam (Ep. 17)

The Dirty Truth (Of Agriculture) with Wes Koedam (Ep. 17)

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The world is not the way it used to be, in a good way.

The technological advances we see today have made many processes easier, especially in agriculture.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen chats with Wes Koedam to discuss the agricultural field and the changes he has seen throughout the past few decades in the industry. Additionally, they explain how crucial it is to plan for retirement.

Wes discusses:

  • His background in the agricultural industry and how it has changed in the past 30 years
  • The ways in which corporate markets set the value of agricultural products
  • His view on ethanol and wind turbines in farming
  • The risk of borrowing money from banks for the agricultural industry
  • His thoughts on retiring and why it was hard at first, and the importance of having someone you trust in the process
  • And more!

Resources:

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The Moral Assessment (EP. 16)

The Moral Assessment (EP. 16)

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People often think, that when investing, we should only care about the economic returns.

But the truth is these investments can have negative consequences in other aspects that could impact employees and the environment.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains why it’s crucial to consider our values before making any financial decisions, as these could negatively affect others.

Corey discusses:

  • How our morals can affect our investment strategies
  • The role of Environmental, Social, and Corporate Governance (ESG) and Biblical Responsible Investing (BRI) when it comes to incentivizing projects that don’t harm people and the environment
  • The importance of getting to know your clients’ values before providing advice 
  • The importance of communication between advisors and clients
  • And more!

Resources:

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

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

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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:

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What You Should Know About Investing in Commodities and Real Estate (Ep.7)

What You Should Know About Investing in Commodities and Real Estate (Ep.7)

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Have you ever considered investing in tangible assets, outside of the stock market?

Commodity and real estate investing are popular alternatives to market investing, but their financial benefits are often debated.

In this episode, Corey Heimensen unveils the truth about investing in commodities and real estate while evaluating their financial impact and implication.

Corey discusses:

  • What are commodities 
  • The truth about gold: Is it financially beneficial in the long run?
  • Implications of investing in real estate
  • Pros of investing in commercial real estate
  • And more!

Resources:

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

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

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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:

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Becoming a Client at Heimensen Wealth Advisors (Ep. 2)

Becoming a Client at Heimensen Wealth Advisors (Ep. 2)

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Have you ever been nervous about reaching out to a new financial advisor? It can be a stressful process leaving you feeling vulnerable.

But, Corey Heimensen and his team at Heimensen Wealth Advisors work hard to assure the comfort and ease of all of their new and existing clients.

In this episode, Corey reveals the process of signing new clients to his business. He also explains what prospects can expect from the minute they call in the office while highlighting why communication is a two-way street for the company. 

Corey discusses:

  • The steps of becoming a Heimensen Wealth client 
  • What clients should bring in when they start working alongside their financial advisor
  • The benefits of having a financial advisor to take things ‘off your plate’
  • How the team at Heimensen Wealth can help you ‘take care of your problems’
  • And more!

Resources:

Connect with Corey Heimensen:

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