The WIN Podcast, What’s Important Now
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.
Episodes
April 16, 2024 • 31 mins
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 …
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April 2, 2024 • 31 mins
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 …
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March 19, 2024 • 36 mins
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 …
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March 5, 2024 • 30 mins
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. …
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February 20, 2024 • 31 mins
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 …
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February 13, 2024 • 33 mins
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 …
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January 23, 2024 • 31 mins
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 …
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January 9, 2024 • 27 mins
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 …
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December 26, 2023 • 31 mins
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 …
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December 12, 2023 • 33 mins
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. …
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November 28, 2023 • 31 mins
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 …
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November 14, 2023 • 40 mins
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 …
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October 31, 2023 • 29 mins
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. …
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October 17, 2023 • 36 mins
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 …
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October 3, 2023 • 30 mins
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 …
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September 19, 2023 • 32 mins
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 …
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September 5, 2023 • 45 mins
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 …
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August 22, 2023 • 35 mins
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 …
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August 8, 2023 • 41 mins
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 …
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July 25, 2023 • 26 mins
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 …
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