Episode
AI, Financial Strategizing, and Life Planning with Ben Hoeger
- Podcast
- Looking Forward Our Way
- Published
- May 18, 2026
- Duration seconds
- 2393
- Processing state
not_requested- Canonical source
- https://lookingforwardourway.com
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Summary
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 around personal values and goals long before crunching numbers. Ben underlines how effective financial planning is built on clarity around what matters most to you, so decisions during life’s expected and unexpected changes always circle back to those core values. Our conversation covers techniques for balancing savings for near-term needs, emergencies, and longer-term goals, using a “bucket” approach to risk and time horizons. We also round out the discussion by addressing how tools like artificial intelligence fit into the advisor-client relationship, and why the human touch remains irreplace…