Life Insurance – The WIN Podcast

The Top Client Questions and Conversations From the Last 90 Days (Ep. 39)

By The-WIN-Podcast | October 17, 2023

Navigating the world of wealth management and financial planning can often feel overwhelming, as there are numerous tax strategies, investment options, and estate planning considerations.

What are the latest worries of our clients?

In this episode, Corey Heimensen touches on some of the recent client conversations and the most common questions he is asked. Corey also talks about tax-free retirement accounts, trust benefits and more.

Corey discusses:

The misconception of special tax-free retirement accounts only available to the rich
What a trust is and its purpose as a planning tool
Investing in an era of high rates CDs
His opinion about listening to financial advice from famous personalities such as Dave Ramsey
The different factors to consider when deciding if buying land is a good investment
The importance of open communication between financial advisors and CPAs

Resources:

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Parallels (Ep. 33)

By The-WIN-Podcast | July 25, 2023

Throughout our lives, we will always be “in between” periods.

During these, we will face many struggles and points where our decision-making will be crucial for our success. We have to make the best of situations by focusing on “What’s Important Now”.

In this episode, Corey Heimensen plays a card game called “Yablon” (also known as “Red Dog” or “In Between”) to demonstrate the parallels between the game and life decision-making, particularly in finance. Corey chats about the concept of being “in-between” life events and the importance of planning and enjoying life.

Corey discusses:

The game Yablon (also known as Red Dog or In Between)
What Yablon teaches us about decision-making, risk management, diversification, risk-return in finance, and life in general
How decision-making is crucial for life
The importance of enjoying life and having fun experiences without stressing about the next hurdle
And more!