Saving – The WIN Podcast

Book Club – Part 1 (Ep. 37)

By The-WIN-Podcast | September 19, 2023

Having a solid financial plan is essential for achieving financial freedom. And we understand that many require assistance to develop a successful one.

Thankfully, there are numerous books available to help us comprehend the importance of financial planning and guide us on how to get started.

Today, we dive deep into one such book.

In this episode, Corey Heimensen shares 11 takeaways from the book “The One Page Financial Plan” by Carl Richards and leads an exercise on creating a one-page financial plan.

Corey discusses:

11 key takeaways from “The One Page Financial Plan” book
Why people need to think about and identify “Why is money important to you?”
Reasons why you shouldn’t obsess over goals
The importance of being aware of how you spend and what you’re spending on every month
Why you should invest like a scientist
Creating a one-page financial plan in three steps
The importance of estimating cash flow needed in retirement and types of debts to include in a one-page financial plan
How having a financial advisor can be a game changer for your financial future
And more!

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

By The-WIN-Podcast | June 28, 2022

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!