The WIN Podcast, What’s Important Now

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, pers...

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 econ...

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 ho...

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 f...

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...

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...

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 en...

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 d...

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...

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 c...

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...

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 critic...

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 circumstan...

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...

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, P...

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 Heimense...

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...

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 th...

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 to real life, and talks about the imp...

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 Aric’s enjoyment of music for his last episode on the podcast. Additional...

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. He reminisces about the journey of his podc...

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 also talks about tax-free retirem...

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 and Perseverance,&#8221...

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 this episode, Corey Heimensen shares 11 takeaways from the bo...

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 and academic growth for athl...