Category: Retirement
Blockers and Other Tales From the Airport (Ep. 30)

Blockers and Other Tales From the Airport (Ep. 30)

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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 witness things. Drawing on his experience from the trip, he categorized different types of people, the situations they are trying to control and stressed the significance of focusing on what we can control.

Corey discusses:

  • Staying on track when saving for retirement and other financial objectives by drawing a parallel with an airline pilot navigating the turbulence
  • The different categories of people he encountered and how they try to control situations
  • The human nature of wanting to control everything, and how this can be counterproductive, especially in situations where there is a lack of understanding
  • And more!

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Financial Fouls – Exploring Topics Related to Finance and the NBA (Ep. 29)

Financial Fouls – Exploring Topics Related to Finance and the NBA (Ep. 29)

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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 emphasizes the impact of nepotism and the importance of incorporating positive habits for future generations to learn from.

Corey discusses:

  • How finances can be related to any topic
  • The topic of whether professional athletes make too much money
  • The minimum and average salaries of NBA players and the value they bring to their companies
  • The importance of discipline in spending and how it applies to every individual with any level of income
  • Positive and negative stories about the spending habits of some NBA players
  • Why nepotism, done in the right way, it can be a good thing
  • The advantages and disadvantages of nepotism in business and how it can affect generational wealth
  • How our kids learn from our habits and the importance of being a good role model
  • And more!

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A.I. – Fact or Fiction? (Ep. 28)

A.I. – Fact or Fiction? (Ep. 28)

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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 and it will never be perfect but it is an advancement in our society.

Corey discusses:

  • What Artificial Intelligence means
  • The two biggest concerns regarding AI among his clients
  • ChatGPT and the fascinating things the platform can do
  • The positive and negative implications for businesses through the advancement of technology
  • The rise and fall of Robo-Advisors in the financial industry and the importance of building relationships and trust with clients
  • The importance of focusing on the bigger things in life and using tools to free up time
  • And more!

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6 Life Lessons From NFL Owners (Ep. 27)

6 Life Lessons From NFL Owners (Ep. 27)

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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 communication to prevent family conflicts.

Corey discusses:

  • How even smart people can make mistakes, and the takeaways can be valuable for anyone, regardless of their level of wealth or walk of life
  • How these six NFL owners built their wealth
  • The importance of effective estate planning and communication to prevent family conflict
  • How illnesses or death can create disastrous situations for families and the need for a proper beneficiary designation
  • The importance of considering whether family members are the best people to take over one’s job or role
  • How crucial it is to have a succession plan for your organization
  • And more!

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The Mythology of Taxes (Ep. 26)

The Mythology of Taxes (Ep. 26)

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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 “10 Common Tax Myths, Debunked.” Additionally, he sheds light on the importance of paying taxes and the misinformation surrounding it.

Corey discusses:

  • A reflection on the Huma Bird as a symbol of the irony in people’s desire for a solution to tax issues
  • The most common misconceptions and misunderstandings surrounding taxes
  • The importance of making your money work for you and why receiving your tax refund is not a cause for celebration
  • The significance of educating people about money and clarifying their biggest misconceptions
  • Why it’s important for every country that its citizens pay their taxes
  • And more!

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Maybe the Youth of Today Are Not So Mixed Up After All (Ep. 25)

Maybe the Youth of Today Are Not So Mixed Up After All (Ep. 25)

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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 & the guest discuss:

  • Why there is a misconception regarding the productivity of youngsters
  • What it is to be an influencer and how these individuals impact lives
  • How technology has increased productivity
  • The importance of being optimistic in our day-to-day lives
  • Some details regarding the guest’s background and the most famous person she has met
  • How and why older generations need to connect with the current generation 
  • And more!

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Social Security and the Easy Way Out (Ep. 24)

Social Security and the Easy Way Out (Ep. 24)

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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 be an “easy way out” when it comes to our cash flow.

Corey discusses:

  • Why people need to be educated about Social Security early on
  • In what life circumstances people should draw from it
  • The six ways people justify taking it early
  • Why a growing life expectancy requires a serious financial planning
  • How crucial it is to get guidance about our Social Security from experts
  • And more!

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Coaches Corner with Caleb Montag, CFP® (Ep. 23)

Coaches Corner with Caleb Montag, CFP® (Ep. 23)

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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 planning retirement and not aiming to reach a specific amount.

Corey and Caleb discuss:

  • How Caleb got into the financial industry and what he does to help clients reach their objectives
  • The importance of having the correct coach in different life circumstances
  • How they help other financial advisors
  • Why do realtors’ properties stay on the market longer than their clients’
  • The most famous person Caleb has ever met
  • How retirement needs vary based on each individual and why it’s important to work on what’s important now
  • And more!

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About Our Guest:

Caleb Montag is a CERTIFIED FINANCIAL PLANNER™ Professional who has been working in the financial planning industry since 2012. The CERTIFIED FINANCIAL PLANNER™ Professional designation is a formal recognition of expertise in the areas of financial planning, investments, taxes, insurance, estate planning, and retirement.

Since 2012 Caleb has been dedicated to developing lasting relationships with all of his clients while helping them find solutions in their financial worlds.

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Level Up (Ep. 22)

Level Up (Ep. 22)

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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 succeed, both financially and personally.

Corey discusses:

  • The four types of advisors in the financial industry and the ways they are represented in a pyramid
  • The importance of making small steps to level up in life
  • A true understanding of fulfillment and how it relates to leaving a legacy
  • The value of teaming up with those who understand your goals before helping you with your finances
  • And more!

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26 States, 26 Questions (Ep. 20)

26 States, 26 Questions (Ep. 20)

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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 answers questions about:

  • Taxes in different states
  • Bitcoin and his view on cryptocurrencies as an investment
  • Transferring assets and gifting money to family members
  • Financial aid and college tuition
  • Retirement and savings
  • And more!

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