One of the most fascinating aspects of financial planning is how it can be related to almost anything in life. 

Whether it is music, art, sports, or movies, there are always lessons and insights that can be drawn from different domains and applied to our financial decisions.

In this episode, Corey Heimensen is joined by Zed Heimensen, financial advisor at Heimensen Wealth Advisors, to explore the adaptability of finance. Drawing inspiration from Beethoven and the movie National Lampoon’s Christmas Vacation, they explore the importance of managing what we can control and planning for the unexpected. They also emphasize the value of hard work, surrounding ourselves with the right people, and diversification in financial planning.

Corey and Zed discuss:

• How Beethoven’s structured musical form can be related to financial efficiency and the importance of setting goals and having a plan
  
• The significance of Beethoven’s gradual loss of hearing and how it can be related to overcoming challenges in financial planning
  
• The importance of managing risk in various aspects of life
  
• The importance of passion and hard work in achieving greatness
  
• Financial lessons from National Lampoon’s Christmas Vacation, such as not depending too much on one source of income
  
• The concept of classics and how it relates to judging success in financial planning
  
• And more!
  

Resources:

• “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
  

Connect with Zed Heimensen:

• LinkedIn: Zed Heimensen
  

Connect with Corey Heimensen:

• (712) 472-3867
  
• Toll-Free: 800-657-4316
  
• LinkedIn: Corey Heimensen
  
• Heimensen Wealth Advisors 
  
• Facebook: Heimensen Wealth Advisors
  

About our guest:

Zed Heimensen, a graduate of Morningside University, began working at Heimensen Wealth Advisors in May 2022. Zed graduated with a bachelor’s degree in Finance while serving as the president of the university’s investment club. During his time at Morningside, Zed gained extensive knowledge of the finance industry through internships and high-level coursework.

Zed recognizes the importance of understanding each client’s life story and how their unique paths can impact their short- and long-term financial goals. As a financial advisor, Zed prepares individualized financial plans while fostering genuine client relationships. He holds Securities Registrations 7 and 66.

Outside of work, Zed enjoys golfing, reading, and spending time with his family and friends. Zed is also an avid sports fan, hoping to see the Vikings win a Super Bowl at some point in his life.