The WIN Podcast, What’s Important Now

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 how it can influence financial deci...

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 law school and the process of preparing for law s...

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 as “Red Dog” or “In B...

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 to help parents who have lost their child. Travis and Jessica discuss: Details a...

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 death of their daughter Oaklyn. Additionally, they talk about what mot...

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 multiple connections, which resulted in a lot of travel time and time to witn...

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 can be applied to anyone’s spending habits. He em...

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 an...

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 communic...

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 “...

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 &...

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...

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 planni...

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 suc...

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 giv...

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 a...

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 genui...

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 fin...

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 c...

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 making any financial decisions, as th...

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 can be related to the behavior people have today when making i...

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 their passion for baseball and how discipline is key to the game. C...

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 the education industry and how good financial planning...

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 clients to control their fears.  Corey Heimensen discusses: How FOMO and ROMO rel...

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 before becoming a client. Along with what would happen to your account if your advisor...