Tag: Preparation
Pre-flight Checks and Financial Planning (Ep. 48)

Pre-flight Checks and Financial Planning (Ep. 48)

By |

Ever considered the parallels between piloting a plane and navigating your finances? 

Buckle up as we unravel the connections between these seemingly unrelated realms. Whether you’re soaring through the skies or charting your financial course, one thing remains constant: the need for meticulous planning, sharp attention to detail, and the ability to gracefully adjust to unforeseen circumstances.

In this episode, Corey Heimensen draws parallels between aviation and financial planning. Using preflight checklists as an analogy, he emphasizes the importance of preparation, communication, and experience in navigating the uncertainties of both fields. Drawing inspiration from Captain Sully’s emergency landing, Corey highlights the significance of a solid plan during challenging times.

Corey discusses:

  • Parallels between preflight checks done by pilots and successful strategies in financial planning
  • Comparing the pilot’s exterior inspection of the plane to a financial advisor’s assessment of a client’s situation before moving forward
  • Captain Sully’s landing on the Hudson River and emphasizes the importance of being prepared for unforeseen circumstances
  • The importance of a preflight survey in aviation and how it can be applied to financial advising
  • The importance of controlling emotions
  • And more!

 

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Helping You Get Through The Storm (Ep. 10)

Helping You Get Through The Storm (Ep. 10)

By |

Let’s face it. We have all witnessed difficult times, uncertainty, and stormy life events.

Learn the tips you need to prepare and get past those in this episode of The WIN Podcast, What’s Important Now with Corey Heimensen!

This week, Corey explains how to financially prepare for these life storms. He reveals the value of building resiliency and adaptability through the process while highlighting the importance of building a good foundation to weather the storm.

Corey discusses:

  • The importance of spotting life events and ways to prepare and plan for them
  • Why you should put your money into buckets
  • Reasons why you shouldn’t be afraid to spend money 
  • The value of making conscious financial decisions for a bright and secure future 
  • And more!

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More