AI, Financial Strategizing, and Life Planning with Ben Hoeger

About this episode

Ben Hoeger discusses the importance of personal values in financial planning and offers practical advice for navigating financial success.

How Values Shape Financial Success with Ben Hoeger In this episode of Looking Forward Our Way, we talk with Ben Hoeger, financial advisor and Director of Private Wealth Management at the Hedley Hoeger Group at Baird Private Wealth Management . Ben provides practical advice on navigating the often intimidating world of financial planning, especially during turbulent economic times. We begin by celebrating Ben’s team’s recent recognition by Forbes and Shook Research as a best-in-state wealth management team—a testament to their teamwork and dedication. Ben shares some of his own journey into this field, shaped by his education at Otterbein and early career experiences that focused not just on investments, but on supporting people through life’s twists and turns. Ben explains the key questions to ask when choosing a financial advisor, emphasizing the importance of understanding an advisor’s process, communication style, and compensation. More critically, he highlights the personal side of financial planning: finding a relationship rooted in trust and genuine interest in your life, not just your money. We walk through what it’s like to become a new client—starting with conversations…

People in this episode

Hosts: Carol Ventresca, Brett Johnson

Guest: Ben Hoeger

Topics covered

• financial planning
• wealth management
• personal values
• trust in finance
• economic turbulence
• client-advisor relationship

Keywords

• financial advisor
• wealth management team
• financial success
• communication style
• life planning
• economic challenges
• client relationship

Mentioned in this episode

Organizations: Shook Research, Hedley Hoeger Group, Baird Private Wealth Management, Forbes

Places: Otterbein

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