Category: Retirement
The Hype and the Gap – Investing with Perspective (EP 69)

The Hype and the Gap – Investing with Perspective (EP 69)

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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” to discuss how emotions often derail smart investing. Tune in for practical tips on navigating market hype, managing emotional decisions, and aligning investments with long-term goals.

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Harvesting Wealth: Gratitude, Giving, and Financial Growth (EP. 68)

Harvesting Wealth: Gratitude, Giving, and Financial Growth (EP. 68)

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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 insights to keep your finances on track while embracing the spirit of giving.

We also discuss a different kind of year-end review, helping you assess your progress, identify areas for improvement, and set new goals for the coming year. With tips for fostering positive money conversations and strategies for recharging your financial plan, this episode will leave you feeling thankful, prepared, and ready to harvest the wealth of opportunities ahead.

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Placed with Purpose: How Layouts Shape Spending and Investing (EP. 67)

Placed with Purpose: How Layouts Shape Spending and Investing (EP. 67)

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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 engagement, and increase spending.

Join us as we explore the psychology behind these placements and reveal how businesses use strategic layouts to guide consumer behavior. We’ll then take these insights into the world of finance, drawing parallels between effective product placement and smart investment positioning. From high-demand groceries to high-yield investments, learn how understanding these strategies can empower your financial decisions and help you make better choices.

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The Evolution of Money – How Currency Shapes Investment (EP. 66)

The Evolution of Money – How Currency Shapes Investment (EP. 66)

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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, inflation, and the rise of digital assets impact personal finance today. Join us to uncover what money’s past can teach us about protecting and growing wealth in the present.

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The Economics of Hobbies (EP. 65)

The Economics of Hobbies (EP. 65)

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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 can contribute to personal development and skill-building, sometimes opening up new income streams. Join us as we explore the broader impact hobbies have on our lives, beyond the costs, and how they can shape our experiences and future possibilities.

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Money Mind Tricks: How Biases Shape Your Financial Choices (EP. 64)

Money Mind Tricks: How Biases Shape Your Financial Choices (EP. 64)

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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 representativeness—that can lead us astray in both everyday shopping and personal finance.

From negotiating a salary to deciding when to invest, these mental tricks can influence our thinking in subtle but powerful ways. We’ll break down relatable examples, from judging a deal based on the original price to making financial choices driven by recent events. Tune in to learn how to spot these biases and take control of your financial decisions with more confidence!

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The ROI of Relationships: Investing in Social Capital (EP. 63)

The ROI of Relationships: Investing in Social Capital (EP. 63)

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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 capital, social capital grows over time, offering returns in the form of opportunities, trust, and collaboration. Whether through mentorship, networking, or simple reciprocity, the relationships we nurture today have the potential to transform our futures.

We’ll also take a look at the ways social capital influences financial outcomes, from expanding career opportunities to gaining access to valuable resources. In a world that’s increasingly digital, we examine how authentic connections can still thrive and deliver returns, both personally and professionally. Tune in to learn practical steps for building and leveraging social capital, and why these intangible investments may be among the most important you make for the future.

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The Time Crunch (EP. 56)

The Time Crunch (EP. 56)

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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 multifaceted aspects of an investor’s journey, showing the way forward with clarity and purpose.

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Artificial Intelligence Bucket List (Ep. 55)

Artificial Intelligence Bucket List (Ep. 55)

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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 of valuing experiences over accumulating wealth. Corey mentions the potential of AI in personalizing bucket list adventures and emphasizes the importance of personalizing financial planning and preparing for life’s uncertainties.

Corey discusses:

  • The importance of enjoying the money you’ve worked hard for and the experiences it can provide
  • Comparing family vacation AI suggestions for different life stages: from theme parks to sophisticated international getaways
  • The role of a financial advisor in providing personalized guidance and weighing the pros and cons of financial decisions
  • The necessity of balancing spending on experiences with saving for the future and unexpected expenses
  • And more!

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Under the Hood of Risk and Exposure (Ep. 54)

Under the Hood of Risk and Exposure (Ep. 54)

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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 ensure a secure financial future.

Corey discusses:

  • Understanding the fundamental difference between risk and exposure in financial planning
  • Exploring the significance of managing exposure to potential risks in investments
  • Strategies for quantifying and assessing the magnitude of outcomes in financial decision-making
  • The role of professional guidance in navigating the complexities of investment risks and exposure
  • And more!

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