Financial jargon can be confusing and hard to understand, and so can complex financial situations.

But, Corey Heimensen is here to help make these situations understandable and accessible for anybody, even if you have no previous financial experience.

In this episode, Corey reveals what motivated him to write his book, “Stop Doing Dumb Things With Your Money,” and explores the value of chapter two (focused on why you shouldn’t buy more financial services than you need) and three (the importance of goal-setting).

Corey discusses:

• Reasoning and timing around his book
  
• Tips to keep in mind when meeting with a potential financial advisor
  
• The importance of setting realistic financial goals
  
• What you should know about purchasing financial products and services 
  
• And more!
  

Resources:

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

Connect with Corey Heimensen:

• (712) 472-3867
  
• Toll-Free: 800-657-4316
  
• podcast@thewin.today 
  
• LinkedIn: Corey Heimensen
  
• Heimensen Wealth Advisors 
  
• Facebook: Heimensen Wealth Advisors