Category: Financial Advisor
Death, Rats and Ether with Zed Heimensen (EP. 15)

Death, Rats and Ether with Zed Heimensen (EP. 15)

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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 important financial decisions.

Corey & Zed discuss:

  • A summary of what the Black Plague was and how this epidemic can be related when we make decisions out of panic in the market
  • Why the Black Plague increased the number of lawyers
  • How anesthesia was first used in medicine and how this story relates to clients’ relationships with Heimensen Wealth Advisors
  • The importance of appreciating modern improvements
  • And more!

Resources:

Connect with Corey Heimensen:

Connect with Zed Heimensen:

About Zed Heimensen:

Zed Heimensen, a Morningside University graduate, began working at Heimensen Wealth Advisors in May 2022. Zed graduated with a bachelor’s degree in Finance while serving as the university’s investment club president. During his time at Morningside, Zed gained extensive knowledge within the finance industry via internships in Security National Bank’s Wealth Management Department and at Heimensen Wealth Advisors.

​​Zed values the importance of each client’s life story while understanding how these different paths can impact the short- and long-term financial goals of every individual client. With this in mind, Zed’s goal is to become an advisor so he can advise clients and prospects and prepare financial plans. At the same time, he looks to build sincere client relationships while keeping things light-hearted.

Outside of work, Zed enjoys reading, spending time with his family and friends, and watching movies. He is also an avid sports fan, hoping he can see the Minnesota Vikings win a Super Bowl at some point in his life.

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The Bridge with Jason Engleman (Ep. 14)

The Bridge with Jason Engleman (Ep. 14)

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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.

Corey and Jason discuss:

  • Jason’s background as an educator, athlete, coach, and parent of six
  • Why discipline is about being focused on ourselves  
  • The importance of discipline in sports like baseball
  • Why it is crucial to stay focused on our objectives to avoid making wrong decisions
  • And more!

Resources:

Connect with Corey Heimensen:

Connect with Jason Engleman:

About Jason Engleman:

Jason Engleman is the 7-12 Principal at Central Lyon.  Prior to his role as a principal, Jason served the district in other capacities including activities director, coach, and third-grade teacher. His education includes graduating from Morningside College, in Sioux City, with a Bachelor of Science Degree in Elementary Education followed by a Master’s Degree in School Administration from Dordt College, in Sioux Center.  

Outside of my administrative responsibilities, Jason loves to stay active through exercise and other sporting activities. In his free time, Jason enjoys reading, playing games, going on walks or bike rides and spending time with his family.  

Jason and his family also like to spend time attending and supporting the many activities Central Lyon has to offer.

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Liquid Goals – Straight Up with Dave Ackerman (Ep. 13)

Liquid Goals – Straight Up with Dave Ackerman (Ep. 13)

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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 led him to retire at age 55.

Dave discusses:

  • His career as a teacher and how he planned for retirement
  • How he started his retirement job/hobby of distilling alcohol
  • Why your retirement should be spent doing the things you enjoy
  • The importance of being opportunistic
  • And more!

Resources:

Connect with David Ackerman:

Connect with Corey Heimensen:

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FOMO vs. ROMO (AKA Fear of Missing Out Versus Regret of Missing Out) (Ep.12)

FOMO vs. ROMO (AKA Fear of Missing Out Versus Regret of Missing Out) (Ep.12)

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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 relate to finance
  • How social media and the news control our decisions
  • The importance of seeking help when unsure
  • Physical and emotional consequences of FOMO
  • And more!

Resources:

Connect with Corey Heimensen:

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Seven things you should ask a Financial Advisor (Ep. 11)

Seven things you should ask a Financial Advisor (Ep. 11)

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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 couldn’t fulfill their duties.

Corey discusses:

  • The importance of finding an advisor who knows how to explain and break down complex financial concepts such as how they’re compensated 
  • the value of ensuring your advisor is a fiduciary
  • Why splitting your accounts between several advisors is a bad idea
  • And more!

Resources:

Connect with Corey Heimensen:

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Helping You Get Through The Storm (Ep. 10)

Helping You Get Through The Storm (Ep. 10)

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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 building resiliency and adaptability through the process while highlighting the importance of building a good foundation to weather the storm.

Corey discusses:

  • The importance of spotting life events and ways to prepare and plan for them
  • Why you should put your money into buckets
  • Reasons why you shouldn’t be afraid to spend money 
  • The value of making conscious financial decisions for a bright and secure future 
  • And more!

Resources:

Connect with Corey Heimensen:

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Here’s How You Can Protect & Manage Your Finances (Ep. 9)

Here’s How You Can Protect & Manage Your Finances (Ep. 9)

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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 paying yourself first and incorporating it into your routine
  • Why pay your bills on time, and what are some tools you can use to make it simple
  • How being optimistic can help you in every aspect of your life
  • The importance of being patient with your finances
  • And more!

Resources:

Connect with Corey Heimensen:

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MMA – Millennials on Mobile Assets with Ryan Metzger and Zed Heimensen (Ep. 8)

MMA – Millennials on Mobile Assets with Ryan Metzger and Zed Heimensen (Ep. 8)

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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, Corey Heimensen introduces us to two millennial members of his team. First, his son Zed Heimensen and second Ryan Metzger. Zed & Ryan are financial advisors with Heimensen Wealth Advisors. They discuss why using mobile assets such as online banking can be beneficial and why millennials & Gen Xers view money differently.  

Ryan & Zed discuss:

  • Why online banking is an asset for them
  • How their views on money differ from older generations
  • Why investing in the Cryptocurrency market isn’t an asset
  • The importance of embracing mobile assets 
  • And more!

Resources:

Connect with Corey Heimensen:

Connect with Zed Heimensen:

Connect with Ryan Metzger:

About Zed Heimensen:

Zed Heimensen, a Morningside University graduate, began working at Heimensen Wealth Advisors in May 2022. Zed graduated with a bachelor’s degree in Finance while serving as the university’s investment club president. During his time at Morningside, Zed gained extensive knowledge within the finance industry via internships in Security National Bank’s Wealth Management Department and at Heimensen Wealth Advisors.

​​Zed values the importance of each client’s life story while understanding how these different paths can impact the short- and long-term financial goals of every individual client. With this in mind, Zed’s goal is to become an advisor so he can advise clients and prospects and prepare financial plans. At the same time, he looks to build sincere client relationships while keeping things light-hearted.

Outside of work, Zed enjoys reading, spending time with his family and friends, and watching movies. He is also an avid sports fan, hoping he can see the Minnesota Vikings win a Super Bowl at some point in his life. 

About Ryan Metzger

Ryan Metzger, Financial Advisor, provides clients with an intentional listening ear and uses what he learns to design their financial plans. 

He believes in the value of listening to clients, learning about their lives and their lifestyle, growing a genuine relationship with his clients and understanding their situations. 

Ryan is a home-grown Iowan, growing up right here in Rock Rapids. He graduated from the University of South Dakota with a bachelor’s degree in Finance. Shortly after graduation, in June 2021, he started working here at Heimensen Wealth Advisors. Ryan enjoys working out, watching sports, and spending time with friends and family.

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What You Should Know About Investing in Commodities and Real Estate (Ep.7)

What You Should Know About Investing in Commodities and Real Estate (Ep.7)

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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:

  • What are commodities 
  • The truth about gold: Is it financially beneficial in the long run?
  • Implications of investing in real estate
  • Pros of investing in commercial real estate
  • And more!

Resources:

Connect with Corey Heimensen:

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Everything You Need To Know About Inflation (Ep.6)

Everything You Need To Know About Inflation (Ep.6)

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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 plan your finances around the current inflation scenario. 

Corey discusses:

  • What is inflation, and how does it work
  • The benefits of inflation 
  • The importance of ‘rainy day funds’ and reasons it’s crucial to have ‘something to fall back on’
  • How to deal with rising interest rates
  • And more!

Resources:

Connect with Corey Heimensen:

 

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