The WIN Podcast, What’s Important Now: Recent Episodes
Corey Heimensen
What’s Your Story? Whether you are a client or an independent financial advisor, we know you face many important decisions that can affect your (and your client’s) long-term financial success. Welcome to The WIN Podcast, What’s Important Now with Corey Heimensen, Accredited Investment Fiduciary, and President of Heimensen Wealth Advisors. In this podcast, Corey helps you identify your goals and objectives through financial education and comprehensive planning while inspiring you to make better behavioral decisions in your personal finance. With a twist on pop culture and current events, join us as we explore growth and protection strategies for individuals, advisors, and their businesses. Come and discover what’s important to you, now.
Every summer, thousands of players gather in Las Vegas with one goal: winning the World Series of Poker. While luck may determine the outcome of a single hand, the world’s best players know that long-term success is built on discipline, probability, patience, and making consistently good decisions. In this episode, we explore the history of the World Series of Poker and uncover the surprising lessons it offers investors.
From bankroll management and expected value to knowing when to take calculated risks, poker and investing have more in common than you might think. Join us as we discuss why success isn’t about winning every hand—it’s about making smart decisions over time and staying in the game long enough for the odds to work in your favor.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen, AIF®
- LinkedIn: Zed Heimensen, CFP®
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Every four years, the FIFA World Cup captures the attention of billions, but the lessons extend far beyond the soccer pitch. In this episode, we explore what makes the world’s most popular sporting event so captivating and uncover the surprising parallels between winning a championship and building long-term financial success. From the group stage to the knockout rounds, every match offers a lesson in preparation, patience, discipline, and resilience.
Just like investing, championships aren’t won with one spectacular play—they’re earned through consistency, smart decisions, and the ability to stay in the game when the pressure is highest. Whether you’re a lifelong soccer fan or have never watched a match, you’ll discover why the principles that lead to lifting the World Cup trophy are the very same principles that can help you achieve lasting financial success.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen, AIF®
- LinkedIn: Zed Heimensen, CFP®
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
What are you pursuing? It’s a simple question, but one that has shaped lives, careers, and civilizations throughout history. In this episode, we explore the meaning and origins of the word pursuit—from its historical roots to its appearance in phrases like “the pursuit of happiness,” the classic board game Trivial Pursuit, and the inspiring story told in The Pursuit of Happyness. Along the way, we examine why the things we choose to chase often reveal more about us than the things we eventually achieve.
Whether it’s wealth, success, security, knowledge, or purpose, every pursuit comes with tradeoffs. Join us as we discuss the difference between chasing what is merely interesting and pursuing what is truly important. Because in the end, a meaningful life isn’t defined only by what we attain—it’s shaped by what we choose to pursue.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen, AIF®
- LinkedIn: Zed Heimensen, CFP®
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
For years, we’ve been told that reaching a certain number—often $1 million—is the key to a successful retirement. But is there really a magic number that guarantees financial security? In this episode, we explore why humans are naturally drawn to round numbers, milestones, and even superstitions, and how those tendencies can influence the way we think about money and retirement.
From lucky numbers and cultural beliefs to retirement targets and net worth goals, we’ll examine why numbers often carry more emotional weight than practical meaning. Most importantly, we’ll discuss why a successful retirement isn’t determined by a single figure in an account balance, but by the relationship between your resources, your lifestyle, and the life you want to live.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen, AIF®
- LinkedIn: Zed Heimensen, CFP®
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In 1849, hundreds of thousands of people rushed west in search of gold, hoping to strike it rich. While a few found fortunes in the mines, many of the greatest and most lasting fortunes were built by the people selling the tools, supplies, transportation, and infrastructure that supported the boom. The California Gold Rush offers a fascinating lesson about wealth, opportunity, and human behavior that remains just as relevant today.
In this episode, we explore what the Gold Rush can teach us about the modern AI revolution and why the biggest opportunities are not always where the crowd is looking. From pickaxes and shovels to chips, cloud computing, and digital infrastructure, we’ll examine how every boom creates winners—and why those who support the opportunity often outperform those chasing it.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen, AIF®
- LinkedIn: Zed Heimensen, CFP®
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Success isn’t usually destroyed by one catastrophic mistake — it slowly erodes through years of neglected maintenance. In this episode, Corey and Zed explore why the most important parts of life and wealth require constant attention, even after we’ve worked hard to build them. From finances and health to relationships and personal growth, the things that matter most rarely take care of themselves.
We’ll discuss the hidden cost of deferred maintenance, why people naturally avoid upkeep, and how small overlooked issues often become major problems over time. Because in the end, success isn’t something we achieve once — it’s something we protect intentionally.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen, AIF®
- LinkedIn: Zed Heimensen, CFP®
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
The Stanley Cup Playoffs remind us that the thin line between winning and losing is often measured in inches — a puck off the post, a fortunate bounce, or one split-second decision under pressure. In this episode of The WIN Podcast, we explore how hockey’s chaos and unpredictability mirror the world of investing, where short-term outcomes are often driven by volatility, emotion, and events no one can fully control.
We discuss why “this time is different” is one of the most dangerous phrases in finance, how discipline matters more than prediction, and why successful investors — like championship teams — stay committed to the process even when the bounces don’t go their way.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen, AIF®
- LinkedIn: Zed Heimensen, CFP®
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
What if winning isn’t the goal—but the problem?
In this episode of The WIN Podcast: What’s Important Now, we explore the strange world of Guinness World Records to uncover a deeper truth: you can optimize for almost anything—even when it doesn’t actually matter. Through extreme examples, we highlight how easy it is to chase the wrong metrics in money, life, and decision-making.
Because in the end, the real risk isn’t losing—it’s winning a game that was never worth playing.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen, AIF®
- LinkedIn: Zed Heimensen, CFP®
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Most people expect the path to wealth to be a straight line—but just like the roads we drive every day, it’s anything but. In this episode, we explore why curves, bridges, and changing conditions aren’t flaws in the journey—they’re intentional design features that keep us moving forward safely and efficiently.
Using real-world road engineering as a guide, we break down how volatility, preparation, strong financial foundations, and ongoing adjustments all play a role in building lasting wealth. If your financial path feels unpredictable, this episode will help you see why that might be exactly what it’s supposed to look like.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- LinkedIn: Zed Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode, we explore the key ideas from Die with Zero and challenge the traditional mindset of saving for “someday.” What if the goal isn’t to die rich, but to use your money to create meaningful experiences at the right time?
We tie it back to What’s Important Now?—looking at experiences that expire, whether or not there is a risk of over-saving, and how to better align your money with the life you actually want to live.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
What’s the most important phone call ever made? It may have been the very first one. In 1876, Alexander Graham Bell spoke the words, “Mr. Watson, come here — I want to see you,” proving for the first time that the human voice could travel through a wire.
In this episode of The WIN Podcast: What’s Important Now, we explore how that simple moment changed communication—and what it teaches us about investing, personal finance, and decision-making in a faster world.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Are you the hero… or the bottleneck? In this episode of The WIN Podcast, we explore how constantly saving the day in your business, finances, or family might actually be holding you back. Hustle and heroics work in the beginning — but if everything depends on you, growth has a ceiling.
What’s Important Now isn’t more effort — it’s better systems. From money automation to life design, this episode challenges you to stop managing chaos and start building structure. Because real success isn’t about being needed… it’s about creating something that works even when you’re not in the room.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Episode 100 is here — and we’re celebrating by distilling 100 conversations into the Top 10 lessons that have shaped how we think about money, mindset, leadership, and purposeful living. From Olympic-level preparation and strategic financial planning to the domino effect of small habits and becoming the “coffee bean” under pressure, this episode captures the ideas that mattered most. These aren’t just highlights — they’re principles we’ve seen play out in real lives, real markets, and real decisions.
Reaching 100 episodes is a milestone we don’t take lightly. Most podcasts never get here, and we’re grateful for every listener who has joined the journey. In this special episode, Corey and Zed go back and forth, sharing the lessons that have defined WIN — and what will guide the next 100. If you want a condensed blueprint for what truly matters now, this is the episode to hear.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Money feels permanent, but the way it’s made has changed constantly. In this episode of WIN: What’s Important Now, we explore how the U.S. Mint was created, how American currency evolved from metal to modern money, and why trust—not gold or paper—is what really makes money work.
Along the way, we share the remarkable true story of Peter the Eagle, a bald eagle who lived inside the Philadelphia Mint and became part of U.S. money lore. It’s a reminder that even our most serious financial systems are shaped by people, symbols, and stories—and understanding them can change how we think about money today.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
The money rules many of us grew up with were shaped by a very different economic world. In this episode of What’s Important Now, we look at where that advice came from and why it worked so well for our parents’ generation. Then we ask the harder question: Does it still work today? We explore what needs updating, what still matters, and how investors can apply timeless principles in a modern financial landscape—focusing on what’s truly important now.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Not everyone’s New Year starts on January 1—and neither does smart financial planning. In this episode, we explore Calendar Chaos: how different cultures mark time, why calendars don’t always align, and what that means for your money. From the lunar New Year to fiscal years, we break down how understanding when you plan can be just as important as how you plan.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Most people feel behind when it comes to money—but that feeling isn’t a failure, it’s a blindfold. We were never taught how the financial game actually works, our instincts push us toward the wrong decisions, and the system quietly rewards spending over patience. When you combine psychology, brutal math, and constant noise, it’s no surprise money feels confusing and stressful.
In this episode of The WIN Podcast: What’s Important Now, we talk about why money is so unintuitive, the common mistakes almost everyone makes, and what changes once you finally understand the rules. This isn’t about perfection or timing—it’s about removing the blindfold, playing intentionally, and quietly doing better than most people over the long run.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode of The WIN Podcast, we dive into the hidden weight of indecision and explore why the word “maybe” quietly drains our energy, momentum, and opportunity. From historical missteps to modern-day moments of analysis paralysis, we unpack the psychological forces that keep us stuck and the surprising cost of delaying even the smallest decisions.
We also draw clear parallels to personal finance, showing how hesitation can erode wealth just as easily as it stalls personal growth. With practical frameworks and real-world examples, this conversation gives you the tools to move from uncertainty to confident action. If you’ve been parked in neutral—mentally, emotionally, or financially—this episode will help you shift into gear and move forward with purpose.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Blind spots aren’t a sign of ignorance — they’re part of being human. In this episode, we explore the unseen forces that quietly shape how we think, behave, and make decisions. From generational overcorrections to psychological patterns like confirmation bias, we break down where blind spots come from and why they’re so difficult to recognize in ourselves. We also share practical tools to reveal those hidden assumptions so you can make clearer, more intentional choices in your life, relationships, and financial future.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
We all carry a few “what ifs.” The job we didn’t take, the person we didn’t call, the risk we were too scared to try. Regret isn’t just emotional baggage — it’s data. A built-in feedback mechanism that tells us what truly matters to us.
In this episode of The WIN Podcast: What’s Important Now, we unpack the psychology of regret — why we feel it, what it’s trying to teach us, and how to use it to make better decisions moving forward. From the stories of famous inventors and investors who learned from their biggest missteps, to everyday moments we all replay in our minds, we’ll explore how looking back can actually help us move forward.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Every generation believes they’re raising their children differently — better — than the last. But what if every rebellion simply sets the stage for the next correction? In this episode of The WIN Podcast: What’s Important Now, we explore how the voices of our past shape the way we parent, lead, and live. From strict Victorian discipline to the free-range movements of today, we trace how values echo across generations — and how awareness helps us break, or balance, those cycles in our families, careers, and finances.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In a world that promises to make everything effortless — from one-click shopping to instant streaming — our decisions should feel easier. Yet somehow, we’re more overwhelmed, less satisfied, and financially less disciplined than ever. In this episode of The WIN Podcast: What’s Important Now, we explore the hidden costs of convenience and the paradox of choice: how modern design, tech, and abundance quietly shape our behavior and wealth. You’ll learn why our brains crave simplicity but struggle with too much of it — and how to reclaim control by reintroducing intentional friction and strategic constraints in life, money, and mindset.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Pickleball has exploded from a backyard game into the fastest-growing sport in America, and its journey offers valuable lessons for investors. In this episode of The WIN Podcast, Corey and Zed look at how the sport’s rapid rise mirrors trends in finance, from spotting opportunities early to understanding the importance of having a reliable partner.
We connect paddles to portfolios, exploring what pickleball teaches us about patience, risk, strategy, and long-term thinking. Whether you’re on the court or in the market, the principles are the same: play smart, stay adaptable, and focus on the bigger picture.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Sometimes it’s not the big decisions that shape history—it’s the small ones. Ronald Wayne’s decision to sell his 10% stake in Apple for $800 cost him over $100 billion in missed gains. Even NASA’s choice of a simple pencil reshaped safety in space.
In this episode, Corey and Zed explore how tiny decisions—both famous and forgotten—set off domino chains with massive consequences. Then, they tie it back to money: how everyday choices like starting a savings plan, skipping one payment, or investing a single dollar at 25 can determine your financial future.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Why do we fall in love with fads? From hula hoops to Beanie Babies to meme stocks, history is filled with crazes that capture our imagination—and our wallets—before vanishing almost overnight. They make us laugh, they make us hope, and sometimes they cost us big. In this episode, Corey and Zed explore why fads are so powerful, what they reveal about human behavior, and how the same forces that drive silly cultural trends also fuel risky financial manias.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
From ancient campfires to current-day slang, language has always shaped the way humans think, act, and connect. In this episode, Corey and Zed trace the journey of language through history—how early tribes relied on clarity for survival, how the printing press standardized communication, and how the digital age introduced memes, slang, and financial jargon at lightning speed.
Just as language influences culture, the words we use around money influence how we invest, save, and plan for the future. The hosts explore why misunderstanding terms like APY, diversification, or volatility can lead to costly mistakes, and how mastering the “language of wealth” creates confidence and clarity.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Everyone loves an underdog. From the Jamaican bobsled team to Seabiscuit, we’re drawn to the grit, heart, and improbable rise of those who weren’t “supposed” to win. But when emotion takes the wheel — especially in investing — it can lead us into risky bets masked as hopeful stories.
In this episode, Corey and Zed unpack three powerful underdog stories and break down what they can teach us about risk, value, and decision-making. Why do we root for long shots? When does hope help — and when does it cloud judgment? And how do we separate an inspiring story from a sound investment?
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
When life heats up, how do you respond? This episode explores the powerful parable from The Coffee Bean—a story of a carrot that softens, an egg that hardens, and a coffee bean that transforms its environment. Through real-life examples of Elizabeth Holmes, Howard Hughes, and Viktor Frankl, we examine how people react under pressure—and what it means for life, leadership, and financial decisions. Are you letting adversity shape you, or are you shaping the outcome? Discover how to build resilience, stay grounded, and become the kind of person who changes the water around them.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In a world flooded with trends, opinions, and financial noise, independent thinking has never been more essential — or more difficult. In this special July 4th-themed episode, we explore what it means to declare your own financial independence. We’ll draw parallels between the American Revolution and modern money choices, offer practical tools to help you think for yourself in a dependent world, and sprinkle in some fun Fourth of July facts that just might shift your mindset.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Velcro. Post-its. Potato chips. What do they have in common? None of them were part of the plan. In this episode of WIN, we dive into the world of accidental inventions—and how their surprise success offers a powerful lesson for investors and dreamers alike. Because sometimes, the best financial returns don’t come from predicting the future, but from being ready when it shows up.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
We’ve all believed things that aren’t quite true—like the idea that ostriches bury their heads in the sand or that goldfish forget everything in three seconds. In this episode, we unpack five common myths people believe without question and explore the surprising ways they connect to financial behavior. From ignoring your budget like an ostrich to reacting emotionally to market “red” like a charging bull, we break down how these false beliefs can quietly derail your financial plan.
Sometimes, what costs us most isn’t what we don’t know—it’s what we think we know.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode of WIN: What’s Important Now, we unpack five classic Fables—stories you may have heard as a child—and discover the powerful financial wisdom they hold for adults. From the slow-and-steady tortoise to the golden-egg-laying goose, these tales reveal truths about saving, investing, greed, preparation, and mindset. Join us as we connect ancient stories to modern money habits and ask: what’s your financial fable?
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- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
What do a falling tree, a shopping cart, and your retirement account have in common? In this episode, we explore the unseen choices that shape our lives—from acts of everyday integrity to the quiet discipline of long-term investing. Inspired by the Grocery Cart Theory and the age-old forest riddle, this conversation is a reminder that what’s important now isn’t always visible—but it always matters.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In Episode 79 of WIN: What’s Important Now, we explore five timeless truths about human behavior — and how they still shape our decisions today. Inspired by Morgan Housel’s Same as Ever, we examine surprising moments from history that reveal why some lessons never go out of style.
Through stories of risk, patience, and the power of incentives, we connect the past to the present, showing how what’s always been true still matters now. Whether you’re thinking about money, mindset, or meaning, this episode is a reminder that some of the most important things… don’t really change.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Fresh off The Masters, we dive into the high-stakes decision every golfer faces on a par 5—lay up or go for the green—and explore how that same risk/reward choice shows up in personal finance. Whether you’re building a nest egg or eyeing a bold investment move, knowing when to play it safe and when to take a calculated shot is key. Tune in as we break down the parallels between smart course management and sound financial planning.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In today’s always-on world, the line between work and personal life has never been blurrier. With emails, notifications, and workplace stress following us home, it’s no wonder so many struggle to truly “clock out.” In this episode, we explore the mental toll of work, the dangers of burnout, and why financial freedom plays a key role in work-life balance. Plus, we’ll share actionable strategies to set boundaries, reclaim your time, and redefine success beyond just a paycheck.
Are you ready to take control of your time and energy? Let’s dive in.
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- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Making changes in the middle of a crisis is like trying to fix your shingles during a snowstorm—frustrating, ineffective, and often too late. In this episode, we explore why the best time to prepare, adjust, and plan is when things are going well, not when you’re under pressure. Whether it’s managing your health, career, relationships, or big life decisions, taking proactive steps before problems arise can save you from unnecessary stress and poor decision-making.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
March Madness isn’t just about basketball—it’s about risk, reward, and the unpredictable nature of both brackets and investing. In this episode of WIN: What’s Important Now, we break down the financial lessons hidden in the tournament, from the psychology of picking Cinderella teams to the importance of diversification in both your portfolio and your bracket. Plus, we explore the staggering impact March Madness has on workplace productivity. Whether you’re a hoops fan or a finance geek, this episode is a slam dunk!
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
How do you know when to stop searching and finally make a decision? Whether you’re picking a life partner, buying a house, or deciding when to invest, the fear of making the wrong choice can leave you stuck in indecision. In this episode, we explore Optimal Stopping Theory—a mathematical approach to decision-making that helps determine the perfect moment to act. Known as the 37% Rule, this principle provides a simple yet powerful way to balance exploration and commitment, so you don’t waste time searching forever or settle too soon.
From dating and job hunting to stock picking and real estate investing, this framework applies to almost every area of life. We’ll break down how it works, why perfection is a myth, and how using this strategy can help you make better, faster, and more confident decisions. Tune in to learn when to trust the process, take the leap, and stop second-guessing yourself!
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
What would you do if every day came with an extra hour? In this episode of WIN: What’s Important Now, Corey and Zed explore how they would use an additional 60 minutes and what it reveals about priorities, productivity, and financial habits.
Just like money, time is a limited resource that can be invested wisely—or wasted. Zed and Corey discuss the concept of Return on Time Invested (ROTI), share personal insights on maximizing time, and draw parallels between smart time management and financial success. Whether it’s compounding interest, intentional budgeting, or eliminating “time debt,” this episode will challenge you to rethink how you spend your most valuable asset—your time.
Tune in for practical takeaways on making the most of every hour, whether in life, work, or finances. How would you use an extra hour? Let’s find out together!
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode of The WIN Podcast, we delve into the history books to uncover how U.S. presidents handled money, from George Washington’s savvy land investments to Lincoln’s creation of greenbacks during the Civil War. We’ll also explore Franklin D. Roosevelt’s bold departure from the gold standard and fun facts like presidential salaries.
Join us for a lighthearted yet insightful journey through history, where leadership and finance intersect in unexpected ways. Whether it’s lessons in diversification, adapting to change, or smart money management, these presidential stories prove that financial wisdom transcends time. Tune in and discover how the past can inspire your financial future!
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Start 2025 with a fresh take on retirement. In this episode, we explore why life after retirement needs as much planning as the journey to get there. From the surprising loss of structure to the challenge of reconnecting with passions, we uncover the realities of this major transition.Learn how to move beyond “retiring to” something and focus on “retiring with” habits, relationships, and purpose that create a fulfilling and balanced new chapter.
Resources
-
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this special Christmas Eve episode, we explore how life’s uncertainties can still lead to incredible success. Drawing inspiration from stories like Walt Disney’s rise from failure and Heinz Berggruen’s journey from refugee to renowned art collector, we’ll discuss how focusing on what you can control—and letting go of what you can’t—can transform your mindset.
We’ll also dive into the art of picking your battles, whether during the holiday hustle or in your financial life. Join us for a thoughtful conversation about finding joy in the unknown, making intentional choices, and celebrating the moments that truly matter this season.
Resources
- Corey’s Book
- A Different Kind of Year-End-Review Blog
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode of WIN: What’s Important Now, we explore the Gartner Hype Cycle—a framework for understanding the lifecycle of new technologies—and its parallels to market trends and investor behavior. Using real-world examples like self-driving cars and 3D printing, we uncover lessons on recognizing hype and identifying sustainable opportunities.
We also examine the “behavior gap” to discuss how emotions often derail smart investing. Tune in for practical tips on navigating market hype, managing emotional decisions, and aligning investments with long-term goals.
Resources
- Corey’s Book
- A Different Kind of Year-End-Review Blog
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this Thanksgiving-themed episode of WIN: What’s Important Now, we explore the financial lessons hidden in the holiday season. From the economics of Thanksgiving spending to discussing money matters with family, we uncover practical ways to align gratitude with your financial goals. Whether you’re navigating Black Friday deals or planning your holiday budget, this episode offers insights to keep your finances on track while embracing the spirit of giving.
We also discuss a different kind of year-end review, helping you assess your progress, identify areas for improvement, and set new goals for the coming year. With tips for fostering positive money conversations and strategies for recharging your financial plan, this episode will leave you feeling thankful, prepared, and ready to harvest the wealth of opportunities ahead.
Resources
- Corey’s Book
- A Different Kind of Year-End-Review Blog
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode of WIN: What’s Important Now, we dive into the strategic placements that influence our everyday choices—whether in a grocery store, at the zoo, or in our financial portfolios. Have you ever wondered why milk is at the back of the store or why certain animals are placed at key points in the zoo? These decisions are intentional, designed to shape our behaviors, maximize engagement, and increase spending.
Join us as we explore the psychology behind these placements and reveal how businesses use strategic layouts to guide consumer behavior. We’ll then take these insights into the world of finance, drawing parallels between effective product placement and smart investment positioning. From high-demand groceries to high-yield investments, learn how understanding these strategies can empower your financial decisions and help you make better choices.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode of WIN: What’s Important Now, we explore the captivating history of currency—from ancient coins to today’s digital assets. Through stories of iconic currency imagery and milestones like the gold standard, we reveal how money has shaped societies and economies.
We’ll also connect these historical shifts to modern investing, discussing how currency changes, inflation, and the rise of digital assets impact personal finance today. Join us to uncover what money’s past can teach us about protecting and growing wealth in the present.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode of WIN: What’s Important Now, we examine how the activities we dedicate our time to can influence both our financial outlook and personal fulfillment. From gaming and golfing to traveling and gardening, we explore how different hobbies can evolve over a lifetime, offering unique experiences and potential opportunities.Hobbies can provide more than just enjoyment—they can contribute to personal development and skill-building, sometimes opening up new income streams. Join us as we explore the broader impact hobbies have on our lives, beyond the costs, and how they can shape our experiences and future possibilities.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode of WIN: What’s Important Now, we dive into the fascinating world of mental shortcuts, or “heuristics,” and how they shape our everyday decisions—especially when it comes to money. Have you ever bought something just because it was on sale or panicked over financial news? You’re not alone! We’ll explore three common biases—anchoring, availability, and representativeness—that can lead us astray in both everyday shopping and personal finance.
From negotiating a salary to deciding when to invest, these mental tricks can influence our thinking in subtle but powerful ways. We’ll break down relatable examples, from judging a deal based on the original price to making financial choices driven by recent events. Tune in to learn how to spot these biases and take control of your financial decisions with more confidence!
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode of WIN: What’s Important Now, we explore the power of relationships as an investment with long-term dividends. Drawing from the work of Robert Putnam, we dive into the concept of social capital, the value that comes from our networks, and how investing in personal and professional relationships can lead to greater financial, career, and personal success. Just like financial capital, social capital grows over time, offering returns in the form of opportunities, trust, and collaboration. Whether through mentorship, networking, or simple reciprocity, the relationships we nurture today have the potential to transform our futures.
We’ll also take a look at the ways social capital influences financial outcomes, from expanding career opportunities to gaining access to valuable resources. In a world that’s increasingly digital, we examine how authentic connections can still thrive and deliver returns, both personally and professionally. Tune in to learn practical steps for building and leveraging social capital, and why these intangible investments may be among the most important you make for the future.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
On this episode of the WIN Podcast: What’s Important Now, we tackle the NFL’s economic juggernaut as the new season kicks off. We’ll explore the significant financial impact of the NFL kickoff, from its $18 billion revenue to the effects on advertising, merchandise, and local economies.
We’ll also examine recent changes allowing private equity firms to take an ownership stake in NFL teams, discussing how this shift could alter team valuations and league dynamics. Plus, gain valuable insights into how football’s strategic planning can inspire smarter investment decisions. Tune in for a compelling look at the NFL’s financial landscape and practical takeaways for your own investments.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this thought-provoking episode of WIN: What’s Important Now, we explore the profound value of time and how its significance evolves throughout our lives. We’ll delve into the 1965 Senate subcommittee testimony that anticipated a future overflowing with free time, and contrast that vision with the realities of today’s average workweek. Discover how the psychological trade-offs between time and money impact our decision-making, and learn how cultural and generational differences shape our perspectives on time.
We’ll discuss why time becomes increasingly valuable as we age, driven by a heightened awareness of its finite nature, shifting priorities towards meaningful experiences, and the desire for autonomy and peace. Join us as we unravel the complexities of how time is perceived and utilized, offering insights on making the most of this precious resource in a world that constantly demands more of our time. Whether you’re reflecting on your own use of time or seeking to understand different cultural attitudes, this episode provides valuable perspectives on navigating the time-money trade-off and finding fulfillment in your everyday life.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode of WIN: What’s Important Now, we dive into the world of Olympic athletes to uncover the parallels between their training strategies and successful investing. From long-term planning and goal setting to resilience and diversification, Olympic champions provide valuable lessons that can be applied to your financial journey. Join us as we explore the importance of patience, perseverance, and strategic planning in achieving both athletic and financial success. Plus, we’ll share some fascinating fun facts about the 2024 Paris Olympics and how Olympic athletes earn their income. Tune in and get inspired to invest like a champion!
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode, we explore the concept of crisis investing, focusing on how individuals and companies have successfully navigated financial crises and turned them into opportunities for growth and profit. By delving into real-life examples and discussing strategies, this episode aims to provide listeners with actionable insights on how to stay resilient and capitalize on opportunities during economic downturns.Join us as we uncover inspiring real-life examples from Warren Buffett, Howard Schultz, and Airbnb, revealing the strategies and mindsets that turned crises into triumphs. Remember, amid every crisis lies great opportunity—this episode will show you how to seize it.Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode, we dive deep into the art of patience and how it plays a crucial role in mastering various skills and achieving long-term success. From the precision required in golf and the calm persistence needed in fishing to the gradual progression in learning a new language and the meticulousness of perfecting a recipe, patience is the common thread that binds these activities. We explore how these principles also apply to investing, where patience can lead to substantial rewards over time.Join us as we unravel the importance of purposeful patience and how embracing it can lead to greater fulfillment and success in all aspects of life. Whether you’re an aspiring chef, an eager learner, a dedicated golfer, or a budding investor, this episode offers valuable insights into making patience your greatest ally.Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In this episode, we explore the fascinating journey of adaptation in both business and personal careers. We delve into how successful business models evolve to meet changing market demands, technological advancements, and societal shifts. Drawing parallels, the discussion shifts to the personal evolution from the height of one’s career to the transition into retirement.Discover strategies for staying ahead in the business world and learn valuable insights on how individuals can gracefully navigate the transition from a bustling career to a fulfilling retirement. Join us for an engaging conversation on thriving through change and ensuring sustained success in both business and life.Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In an ever-evolving world, resilience can become our greatest strength. Unexpected changes are not just obstacles; they are opportunities to showcase the strength of the human spirit.
This episode heralds a new era for the WIN Podcast: a shift to more concise episodes, filled with actionable insights ready to inspire action across generations. As we embark on this fresh path, we’ll delve into the multifaceted aspects of an investor’s journey, showing the way forward with clarity and purpose.
Resources
- Corey’s Book
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Are you enjoying the money you’ve worked hard for or are you just saving it?
This is an important question to ask ourselves at any point in life, as time is a precious commodity that we can never get back. It’s better to live our lives with responsibility while enjoying it.
So, who can assist us in achieving this?
Join Corey Heimensen on The WIN Podcast as he explores the importance of valuing experiences over accumulating wealth. Corey mentions the potential of AI in personalizing bucket list adventures and emphasizes the importance of personalizing financial planning and preparing for life’s uncertainties.
Corey discusses:
- The importance of enjoying the money you’ve worked hard for and the experiences it can provide
- Comparing family vacation AI suggestions for different life stages: from theme parks to sophisticated international getaways
- The role of a financial advisor in providing personalized guidance and weighing the pros and cons of financial decisions
- The necessity of balancing spending on experiences with saving for the future and unexpected expenses
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Have you ever wondered how to differentiate between risk and exposure when it comes to your investments?
This week, Corey Heimensen in a new episode of The WIN Podcast, explores the crucial distinctions between risk and exposure in the realm of financial planning. He dives into the importance of understanding these concepts and examines the mindset for mitigating risks and managing exposure to ensure a secure financial future.
Corey discusses:
- Understanding the fundamental difference between risk and exposure in financial planning
- Exploring the significance of managing exposure to potential risks in investments
- Strategies for quantifying and assessing the magnitude of outcomes in financial decision-making
- The role of professional guidance in navigating the complexities of investment risks and exposure
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Have you ever considered the lessons learned from major financial crises that shaped our history?
In this episode of The WIN Podcast, Corey Heimensen dives into pivotal events like the Enron scandal, Madoff Ponzi scheme, and the stock market crash of 1987.
Listen today and discover the valuable lessons gleaned from these financial disasters and how they can shape your financial decisions.
Corey discusses:
- Lessons from the Enron scandal and the importance of understanding investments before diving in
- Insights into the notorious Bernie Madoff Ponzi scheme and the dangers of unrealistic returns
- Reflections on the 1987 stock market crash and the significance of cash flow and reserves
- Valuable takeaways from history to navigate financial markets with wisdom and perspective
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Baseball is shaped by strategic decisions both on the field and in the boardroom.
The signing of a high-profile player like Shohei Ohtani by the Los Angeles Dodgers is a significant event that reflects the interplay of talent evaluation, contract negotiation, and long-term financial planning.
Such moves are pivotal, potentially influencing the team’s performance and financial health for seasons to come.
In this episode, Corey Heimensen sits down with Zed Heimensen to explore the baseball season and Shohei Ohtani’s landmark signing with the Dodgers. They examine Ohtani’s unique contract, particularly its deferred compensation aspect, the financial implications for the team and player, and the lessons we can learn.
Corey and Zed touch on:
- The unique structure of Shohei Ohtani’s contract with the Los Angeles Dodgers
- The concept of deferred compensation
- The risks associated with deferred compensation, including inflation, tax rates, and the potential for bankruptcy affecting the contract
- The risks faced by both Shohei Ohtani and the Los Angeles Dodgers in the unique contract arrangement
- The Dodgers’ deferred contracts and the potential financial implications for the team in the future
- Parallels between deferred compensation in sports and everyday financial decisions
- 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.
Life is full of mountains. Some are easy to climb, some are hard, and some seem impossible.
But what can we learn from the people who dare to face these mountains and reach the summit? How do they overcome the obstacles, the risks, and the doubts that come with such a challenge? And how can we apply their lessons to our own lives?
In this episode, Corey Heimensen explores the parallels between climbing mountains like Kilimanjaro and making life’s tough decisions. He dives into the mental strategies for facing challenges, the growth that comes from pushing past our limits, and the importance of adapting goals as life changes. Additionally, Corey emphasizes the value of partnership and support systems in achieving success, and the complexities of managing the aftermath of reaching our goals.
Corey discusses:
- The idea of mountain climbing and its challenges, including physical and mental preparation
- The challenges and routes of climbing Mount Kilimanjaro
- The importance of mental preparation in both mountain climbing and life
- The significance of having support and guidance in achieving goals and making important decisions
- The negative impact of overconfidence in various aspects of life
- The importance of financial planning and the potential consequences of relying solely on social security for retirement
- The risks and challenges faced during the descent in mountain climbing and drawing parallels to life’s challenges and decision-making
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
We live in a fast-paced world, where everything seems to demand our attention and time.
But what if we are missing out on something more important by being constantly busy and rushed? What if the key to a happier and healthier life is to slow down and eliminate hurry from our lives?
For the 50th episode of The WIN Podcast, Corey Heimensen brings back Grace Heimensen to explore the book “The Ruthless Elimination of Hurry” by John Mark Comer, examining the cultural obsession with speed and its impact on well-being. They dive into finding balance, the importance of rest, the effects of technology, and intentional living.
Corey and Grace discuss:
- The difficulty of finding balance in life
- The influence of technology and social media on rest and the challenge of finding true rest in a hurried culture
- Retirement and the urge to avoid feeling hurried in life
- The impact of slowing down and making meaningful connections with others in everyday situations
- The concept of enjoyable moments and how to extend and savor them
- Mindfulness and living in the present moment
- And more!
Resources:
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
- Maybe the Youth of Today Are Not So Mixed Up After All | The WIN Podcast Ep. 25
- “The Ruthless Elimination of Hurry” by John Mark Comer
- “Atomic Habits” by James Clear
Connect with Corey Heimensen:
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Healthcare costs are one of the biggest expenses that retirees face, and they can vary depending on factors such as age, health, location, and lifestyle.
Planning for these costs can be challenging, but also rewarding, as it can help you achieve your retirement goals and enjoy your golden years without worrying about unexpected medical bills.
In this episode, Corey Heimensen dives into the critical topic of healthcare costs in retirement. He breaks down estimated expenses while highlighting the importance of Social Security and Health Savings Accounts. Corey also touches on the impact of lifestyle choices and the benefits of preventative care, and he provides insights into managing healthcare costs through financial goals, considering inflation, and government support programs.
Corey discusses:
- Healthcare costs in retirement and the fear associated with it
- How media use scare tactics to draw attention to healthcare costs in retirement
- The estimated healthcare costs for a couple in retirement
- The role of Social Security as a piece of the retirement financial puzzle
- The impact of healthy lifestyle choices and preventative care in managing future healthcare expenses
- Health Savings Accounts and their potential benefits for managing future healthcare costs
- How inflation and income/ increases can impact financial planning for healthcare costs
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Ever considered the parallels between piloting a plane and navigating your finances?
Buckle up as we unravel the connections between these seemingly unrelated realms. Whether you’re soaring through the skies or charting your financial course, one thing remains constant: the need for meticulous planning, sharp attention to detail, and the ability to gracefully adjust to unforeseen circumstances.
In this episode, Corey Heimensen draws parallels between aviation and financial planning. Using preflight checklists as an analogy, he emphasizes the importance of preparation, communication, and experience in navigating the uncertainties of both fields. Drawing inspiration from Captain Sully’s emergency landing, Corey highlights the significance of a solid plan during challenging times.
Corey discusses:
- Parallels between preflight checks done by pilots and successful strategies in financial planning
- Comparing the pilot’s exterior inspection of the plane to a financial advisor’s assessment of a client’s situation before moving forward
- Captain Sully’s landing on the Hudson River and emphasizes the importance of being prepared for unforeseen circumstances
- The importance of a preflight survey in aviation and how it can be applied to financial advising
- The importance of controlling emotions
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
What do tennis and finance have in common?
More than you might think!
In both fields, unforced errors can have a huge impact on your performance and outcomes.
This week, Corey Heimensen explores the concept of unforced errors in finance, draws parallels between tennis and decision-making, and dives into the psychology behind our choices. He also emphasizes the importance of learning from mistakes, avoiding overconfidence, and planning for the future.
Corey discusses:
- Unforced errors in tennis and golf, and how they relate to mistakes made in the investing and finance world
- The US Open, the crowd, and the drink called ‘Honey Deuce’
- The importance of evaluating mistakes and learning from them in order to improve in various aspects of life
- The importance of understanding and not underestimating the risks associated with investments and financial decisions
- The dangers of overconfidence and the inevitable market downturns
- The importance of managing taxes, ensuring cash flow, and weathering market volatility for long-term success
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Religion, politics, and money are three words that often produce strong emotions and opinions in people.
These words are also closely connected in many aspects of our lives, from our social interactions to our economic decisions.
How do we navigate these controversial topics in a respectful, informed, and beneficial way?
In this episode, Corey Heimensen analyzes three powerful words: Religion, Politics, and Money from his book “Stop Doing Dumb Things With Your Money.” Corey uses these words to describe the importance of making informed financial decisions, the power of faith in investing, and the significance of enjoying one’s wealth. Additionally, Corey also emphasizes the importance of education and shares how crucial it is to be optimistic in life.
Corey discusses:
- The concept of faith and how it relates to investing and relationships
- The relationship between optimism and happiness
- The significance of being an opportunist and seizing opportunities
- The importance of spending and enjoying money and assets
- The long-standing tradition of avoiding discussions about politics
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Giving is one of the most powerful ways to make a positive impact in the world.
Whether it’s donating money, time, or skills, giving can help improve the lives of others and ourselves.
Giving can also be a source of joy, fulfillment, and gratitude. But how do we give effectively and wisely? How do we balance our own needs and goals with our desire to help others?
In this episode, Corey Heimensen explores the power of giving and how it can shape our financial decisions and personal growth. He discusses the concept of “Giving Tuesday” and emphasizes that giving should not be confined to a single day or cause. Additionally, Corey also discusses Donor-Advised Funds as a flexible way to control donations and receive tax deductions.
Corey discusses:
- The concept of Giving Tuesday, a movement where people are encouraged to be charitable and give to different causes
- The value of charity and the importance of teaching and learning about being charitable from an early age
- A plan to donate $25 to charity for every client who signs up for electronic delivery of paper in 2024
- The importance of education and its power to improve lives and society
- The perspective on giving and how it doesn’t have to be at the level of billionaires
- The concept of a Donor-Advised Fund, where individuals can donate money to a fund and control its distribution to different charities
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
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.
Have you ever thought about how the increase in the occupation of storage units can relate to the need for financial organization?
The truth is that the clutter in our storage units often mirrors the chaos in our financial affairs.
In this episode, Corey Heimensen touches on the relevance of organization in one’s financial life. He draws a parallel between the clutter in storage units and the financial mess many people have, emphasizing the importance of seeking help from trusted advisors to get organized.
Corey discusses:
- The popularity of storage units and their surprising statistics
- The seven popular reasons people rent storage units
- The correlation between the size of the storage unit rented and the length of stay
- The importance of organizing finances and drawing parallels with the Marie Kondo method of keeping things that bring joy
- The stress caused by financial disorganization and the need for intentional financial planning
- How a financial advisor can assist in organizing financial goals
- The need for a genuine connection and trust with a financial advisor
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
The long-term success of a business depends on how smoothly it transitions from one generation to the next. Therefore, having a well-designed succession strategy is crucial. What other factors should we consider? In this episode, Corey Heimensen tackles the topic of succession for families and business owners. Corey relates the series “Succession” aired on HBO …
The worlds of music and finance often intersect in life. This intersection can offer a valuable perspective to explore our connection with money, happiness, and the pursuit of our aspirations. In this episode, Corey Heimensen and Aric Johnson play a game where they relate song lyrics to finances and life as a fun tribute to …
Life is an ever-changing journey, filled with twists, turns, and unforeseen encounters. The power of change shapes our lives, steering us in new directions and offering opportunities for personal and professional growth. In this episode of The WIN Podcast, Corey Heimensen explores why change can be scary and how change could look in different situations. …
Navigating the world of wealth management and financial planning can often feel overwhelming, as there are numerous tax strategies, investment options, and estate planning considerations. What are the latest worries of our clients? In this episode, Corey Heimensen touches on some of the recent client conversations and the most common questions he is asked. Corey …
Success is often attributed to a combination of passion, perseverance, and a relentless pursuit of goals. Something that Angela Duckworth perfectly explains in her book “Grit.” Ready to get inspired with the second part of the book reviewing segment? In this episode, Corey Heimensen introduces us to Angela Duckworth’s book “Grit: The Power of Passion …
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 …
Do you know what finances and sports coaching have in common? Both require careful planning, strategic thinking, and a long-term vision. In this episode, Corey Heimensen chats with Bill Harmsen, coach at Dordt University, about achieving long-term success in coaching. Bill emphasizes the importance of having a strong vision, strategy, and structure, and that personal … Continue reading Vision, Strategy, and Structure with Bill Harmsen (Ep. 36) →
Sudden wealth can have a profound impact on our financial decisions and overall well-being, regardless of whether it comes as an inheritance or other unexpected windfall. What should we do to properly manage unexpected wealth? In this episode, Corey Heimensen delves on sudden wealth, specifically inheritance, using the Beverly Hillbillies show as an example and … Continue reading The Clampett Connection (Ep. 35) →
In today’s world, the pursuit of higher education and professional aspirations takes individuals down various paths. That is why, this time, we’re asking a recent graduate to tell us about his experiences. In this episode, Corey Heimensen is joined by Zach Springer, a recent graduate from the University of Iowa, to share his journey to … Continue reading Raising The Bar with Zach Springer (Ep. 34) →
Throughout our lives, we will always be “in between” periods. During these, we will face many struggles and points where our decision-making will be crucial for our success. We have to make the best of situations by focusing on “What’s Important Now”. In this episode, Corey Heimensen plays a card game called “Yablon” (also known … Continue reading Parallels (Ep. 33) →
The pain felt by the loss of a child is indescribable. That is why seeking support is essential, even more so from people who really know what you feel. In this episode, Corey Heimensen continues the conversation with Travis and Jessica Remme. This time they go in-depth regarding the Oaklyn Foundation and what they do … Continue reading Turning Tragedy Into Support for Others with Jessica and Travis Remme – Part 2 (Ep. 32) →
Life can sometimes take an unexpected turn that can leave a lasting impact on us. Hearing about the experiences of others can provide us with valuable insight and help us cultivate the proper mentality going forward. In this episode, Corey Heimensen sits down with Jessica and Travis Remme. They share the story behind the sudden … Continue reading Turning Tragedy Into Support for Others with Jessica and Travis Remme – Part 1 (Ep. 31) →
Have we ever paused to reflect on the uncomfortable situations we’ve encountered during our travels and pondered the lessons they might offer us about life? In this episode, Corey Heimensen recounts the tale of when he was recently traveling for work and in an effort to save a few bucks, took a route that included … Continue reading Blockers and Other Tales From the Airport (Ep. 30) →
As the NBA finals are approaching, have you ever thought about the amount of money the players make? Yes, a lot. But despite earning millions, are they financially responsible? What mistake do they make with their money? In this episode, Corey Heimensen chats about how NBA players handle their personal finances, sharing important lessons that … Continue reading Financial Fouls – Exploring Topics Related to Finance and the NBA (Ep. 29) →
Artificial intelligence(AI) is becoming more prevalent in our lives and is helping us simplify many tasks.
But it’s important to understand when it’s appropriate to use AI and when it’s not.
In this episode, Corey Heimensen chats about artificial intelligence and the biggest concerns people have about its impact. Additionally, Corey talks about how new technology can be scary and it will never be perfect but it is an advancement in our society.
Corey discusses:
- What Artificial Intelligence means
- The two biggest concerns regarding AI among his clients
- ChatGPT and the fascinating things the platform can do
- The positive and negative implications for businesses through the advancement of technology
- The rise and fall of Robo-Advisors in the financial industry and the importance of building relationships and trust with clients
- The importance of focusing on the bigger things in life and using tools to free up time
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Successful people may appear to be living their best life, but they too, make huge mistakes.
By learning from their experiences without judging or criticizing, we can gain valuable lessons for our lives.
In this episode of The WIN Podcast, Corey Heimensen shares lessons learned from the financial errors made by six NFL owners. He emphasizes the importance of effective estate planning and communication to prevent family conflicts.
Corey discusses:
- How even smart people can make mistakes, and the takeaways can be valuable for anyone, regardless of their level of wealth or walk of life
- How these six NFL owners built their wealth
- The importance of effective estate planning and communication to prevent family conflict
- How illnesses or death can create disastrous situations for families and the need for a proper beneficiary designation
- The importance of considering whether family members are the best people to take over one’s job or role
- How crucial it is to have a succession plan for your organization
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Taxes are a necessary but often stressful obligation and it’s understandable why people might have negative thoughts toward them.
Due to these feelings, there are numerous myths about taxes that persist and are often perpetuated unintentionally.
In this episode of The WIN Podcast, Corey Heimensen shares and gives his view on some of the most common tax myths mentioned in the article “10 Common Tax Myths, Debunked.” Additionally, he sheds light on the importance of paying taxes and the misinformation surrounding it.
Corey discusses:
- A reflection on the Huma Bird as a symbol of the irony in people’s desire for a solution to tax issues
- The most common misconceptions and misunderstandings surrounding taxes
- The importance of making your money work for you and why receiving your tax refund is not a cause for celebration
- The significance of educating people about money and clarifying their biggest misconceptions
- Why it’s important for every country that its citizens pay their taxes
- And more!
Resources:
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
- 10 Common Tax Myths, Debunked
Connect with Corey Heimensen:
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Youngsters these days are often stereotyped by older generations as slackers.
Is that true? In reality, youngsters’ ways of doing things are quite different from those of previous generations.
In this episode, Corey Heimensen sits down with a mystery guest who falls under the Gen Z category, to talk about how younger generations perceive the current world, from finances to technology.
Corey & the guest discuss:
- Why there is a misconception regarding the productivity of youngsters
- What it is to be an influencer and how these individuals impact lives
- How technology has increased productivity
- The importance of being optimistic in our day-to-day lives
- Some details regarding the guest’s background and the most famous person she has met
- How and why older generations need to connect with the current generation
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Filing for Social Security may be perceived as complicated and confusing as there’s not much guidance about it.
Is it even necessary to file for it?
Due to this confusion, many just take Social Security as soon as they can without considering many aspects. In this episode, Corey Heimensen shares the 6 ways people justify taking it early. Also, he explains why Social Security shouldn’t be an “easy way out” when it comes to our cash flow.
Corey discusses:
- Why people need to be educated about Social Security early on
- In what life circumstances people should draw from it
- The six ways people justify taking it early
- Why a growing life expectancy requires a serious financial planning
- How crucial it is to get guidance about our Social Security from experts
- 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
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisor
In life, coaches are important as we will always have objectives that we will only accomplish with the help of others.
In this episode, Corey Heimensen is joined by Caleb Montag, founder of Covey Rise Capital, to explain how crucial it is to have coaches in life, especially for our finances. Additionally, they talk about the importance of considering the individual needs of each client when planning retirement and not aiming to reach a specific amount.
Corey and Caleb discuss:
- How Caleb got into the financial industry and what he does to help clients reach their objectives
- The importance of having the correct coach in different life circumstances
- How they help other financial advisors
- Why do realtors’ properties stay on the market longer than their clients’
- The most famous person Caleb has ever met
- How retirement needs vary based on each individual and why it’s important to work on what’s important now
- And more!
Resources:
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
Connect with Caleb Montag:
- LinkedIn: Caleb Montag
- Covey Rise Capital
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:
Caleb Montag is a CERTIFIED FINANCIAL PLANNER Professional who has been working in the financial planning industry since 2012. The CERTIFIED FINANCIAL PLANNER Professional designation is a formal recognition of expertise in the areas of financial planning, investments, taxes, insurance, estate planning, and retirement.
Since 2012 Caleb has been dedicated to developing lasting relationships with all of his clients while helping them find solutions in their financial worlds.
Working with qualified people is essential. But to level up, it is crucial to work with people who take the time to get to know you.
In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains the types of advisors in the financial industry and why it’s important to work with the ones whom you can have a more personal connection with and how that can help you succeed, both financially and personally.
Corey discusses:
- The four types of advisors in the financial industry and the ways they are represented in a pyramid
- The importance of making small steps to level up in life
- A true understanding of fulfillment and how it relates to leaving a legacy
- The value of teaming up with those who understand your goals before helping you with your finances
- And more!
Resources:
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
Connect with Corey Heimensen:
- podcast@thewin.today
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
When we reach a certain age or stage in life, we start to think about leaving our belongings to our children or any other person who, according to us, deserves it.
But sometimes, this process is not always in a straight line and can entail many conditions that must be respected.
In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen dives into the aspect of conditional giving and connects it to the Super Bowl in six steps. Additionally, Corey explains the implications of conditional giving for the parties involved and some examples.
Corey discusses:
- The concept of conditional giving
- Why your children must have a positive experience in investing so they can contribute to their long-term goals
- How the course of giving or passing wealth to children varies depending on the parents
- The effects of inheriting money at a young age without the proper wisdom
- The process of passing collectibles
- And more!
Resources:
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
Connect with Corey Heimensen:
- podcast@thewin.today
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
In the last episode of The WIN Podcast, Corey Heimensen committed to asking his clients about their biggest concerns.
Since then, he has asked 26 clients from 26 different states about what issues keep them awake at night.
In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen answers these questions and provides his personal as well as professional views on them.
Corey answers questions about:
- Taxes in different states
- Bitcoin and his view on cryptocurrencies as an investment
- Transferring assets and gifting money to family members
- Financial aid and college tuition
- Retirement and savings
- And more!
Resources:
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
Connect with Corey Heimensen:
- podcast@thewin.today
- corey@heimensenwealth.com
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
When it comes to interacting with clients, understanding their biggest concerns or fears and helping them overcome those issues is essential in increasing their probability of success.
In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen shares his new commitment to providing more value to his clients, showing that he and his team are not just advisors but they are genuinely interested in their well-being.
Corey discusses:
- Why setting a goal and partially achieving it is already a big step toward success
- How he plans to add more value by tackling his clients’ biggest concerns in life
- The reasons why our worries change as we age
- The importance of living life and getting new experiences
- Why we should reflect on our previous little wins
- And more!
Resources:
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
Connect with Corey Heimensen:
- podcast@thewin.today
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Are you ever curious to find out how financial advisors would invest for themselves?
The short answer is: It’s a whole process, where the most important thing is to be consistent and responsible.
In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen gives some details on how he manages his own investments as well as what should be considered when controlling our finances.
Corey discusses:
- The importance of having a process in serious life matters and a personal story that illustrates this
- His three-step system when it comes to investing
- Why we should balance our finances and diversify our investments
- The importance of trusting the experts and professionals who can guide us with our finances
- What helps him get his mind off things and relax
- And more!
Resources:
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
Connect with Corey Heimensen:
- podcast@thewin.today
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
The world is not the way it used to be, in a good way.
The technological advances we see today have made many processes easier, especially in agriculture.
In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen chats with Wes Koedam to discuss the agricultural field and the changes he has seen throughout the past few decades in the industry. Additionally, they explain how crucial it is to plan for retirement.
Wes discusses:
- His background in the agricultural industry and how it has changed in the past 30 years
- The ways in which corporate markets set the value of agricultural products
- His view on ethanol and wind turbines in farming
- The risk of borrowing money from banks for the agricultural industry
- His thoughts on retiring and why it was hard at first, and the importance of having someone you trust in the process
- And more!
Resources:
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
Connect with Wes:
- LinkedIn: Wes Koedam
Connect with Corey Heimensen:
- podcast@thewin.today
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
People often think, that when investing, we should only care about the economic returns. But the truth is these investments can have negative consequences in other aspects that could impact employees and the environment. In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains why it’s crucial to consider our values before … Continue reading The Moral Assessment (EP. 16) →
There are often many lessons in previous historical events that can be implemented in today’s day to improve people’s lives or even help them achieve their goals. In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen sits down with Zed Heimensen to discuss how the Black Plague and the history behind anesthesia … Continue reading Death, Rats and Ether with Zed Heimensen (EP. 15) →
Discipline is about keeping ourselves in control. And not about being punished if we step out of line. In this episode of The Win Podcast, What’s Important Now, Jason Engleman joins your host Corey Heimensen to discuss the importance of being disciplined in our lives to achieve success in all aspects. Additionally, they talk about … Continue reading The Bridge with Jason Engleman (Ep. 14) →
Retirement is not about having nothing to do. It’s about doing the things that you are passionate about. In this episode of the WIN Podcast, What’s Important Now, Corey Heimensen sits down with Dave Ackerman to discuss the importance of working on ourselves and our hobbies during retirement. Dave also tells about his beginnings in … Continue reading Liquid Goals – Straight Up with Dave Ackerman (Ep. 13) →
Everyone wants to grab the opportunities that will give them a better tomorrow. But the truth is that this feeling can cause us to make major and avoidable mistakes. In this episode, Corey Heimensen explains how our emotions and regrets push us to make bad decisions and why it is necessary to connect emotionally with … Continue reading FOMO vs. ROMO (AKA Fear of Missing Out Versus Regret of Missing Out) (Ep.12) →
When looking for a financial advisor, you want to make sure they have your best interests in mind. That’s why it’s important to ask advisors questions while vetting them to see if they will be a good fit for you. In this episode, Corey Heimensen outlines the seven questions you should ask any financial advisor … Continue reading Seven things you should ask a Financial Advisor (Ep. 11) →
Let’s face it. We have all witnessed difficult times, uncertainty, and stormy life events. Learn the tips you need to prepare and get past those in this episode of The WIN Podcast, What’s Important Now with Corey Heimensen! This week, Corey explains how to financially prepare for these life storms. He reveals the value of … Continue reading Helping You Get Through The Storm (Ep. 10) →
In finances, there are eight rules we all need to know and follow — no matter our age! Referring to the 1977 sitcom, “Eight Is Enough,” this week, Corey Heimensen provides you with a list of eight easy and achievable concepts you can do to protect and manage your finances. Corey discusses: The importance of … Continue reading Here’s How You Can Protect & Manage Your Finances (Ep. 9) →
Money, cryptocurrency, investing, and the use of mobile assets are four areas where millennials and Gen Xers share different viewpoints. For most Gen Xers, embracing new technology is a daunting task. Is there a way where we can bridge the gap between these two generations? In this episode of The WIN Podcast, What’s Important Now, … Continue reading MMA – Millennials on Mobile Assets with Ryan Metzger and Zed Heimensen (Ep. 8) →
Have you ever considered investing in tangible assets, outside of the stock market? Commodity and real estate investing are popular alternatives to market investing, but their financial benefits are often debated. In this episode, Corey Heimensen unveils the truth about investing in commodities and real estate while evaluating their financial impact and implication. Corey discusses: … Continue reading What You Should Know About Investing in Commodities and Real Estate (Ep.7) →
Most people are familiar with the not-so-positive side of inflation. But what if Corey Heimensen from Heimensen Wealth Advisors told you that inflation can be beneficial, too? This week, Corey examines the current standing of inflation within the markets. He outlines the ins and outs of inflation while revealing why it is so important to … Continue reading Everything You Need To Know About Inflation (Ep.6) →
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 … Continue reading Learn The Five Roles of A Financial Advisor (Ep. 5) →
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 … Continue reading Here’s the Resource You Need to Financially Educate Yourself (Ep. 4) →
Have you ever asked yourself, ‘what’s next?’ after signing with a financial advisor? Sometimes it can be unclear, and the process can be confusing. But Corey Heimensen from Heimensen Wealth Advisors is here to help! In this episode, Corey reveals what comes after you decide to become a Heimensen Wealth client. He also provides you … Continue reading What’s Next After Becoming a Client at Heimensen Wealth (Ep. 3) →
Have you ever been nervous about reaching out to a new financial advisor? It can be a stressful process leaving you feeling vulnerable. But, Corey Heimensen and his team at Heimensen Wealth Advisors work hard to assure the comfort and ease of all of their new and existing clients. In this episode, Corey reveals the … Continue reading Becoming a Client at Heimensen Wealth Advisors (Ep. 2) →
Everybody knows what winners are and what winning is. But Corey Heimensen from Heimensen Wealth Advisors uses WIN as an acronym for What’s Important Now. In the inaugural episode of The WIN Podcast, What’s Important Now, Corey shares everything you need to know about him. Including how he educates clients on what is important right … Continue reading WIN Your Goals Through Financial Education and Comprehensive Planning with Corey Heimensen, AIF (Ep. 1) →