The WIN Podcast, What’s Important Now

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....

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 wo...

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. R esources Corey&...

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 chargi...

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 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...

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...

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 manage...

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...

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 pro...

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 impac...

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...

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)...

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...

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...

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 pic...

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&#82...

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 ins...

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 engage...

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, inflati...

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...

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 representati...

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...

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, d...

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 betwee...