Category: Retirement
New Year, New Focus at Heimensen Wealth Advisors (Ep. 19)

New Year, New Focus at Heimensen Wealth Advisors (Ep. 19)

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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 genuinely interested in their well-being.

Corey discusses:

  • Why setting a goal and partially achieving it is already a big step toward success
  • How he plans to add more value by tackling his clients’ biggest concerns in life
  • The reasons why our worries change as we age
  • The importance of living life and getting new experiences
  • Why we should reflect on our previous little wins 
  • And more!

Resources:

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How I Invest My Money and Mechanical Bull Riding Tips (Ep. 18)

How I Invest My Money and Mechanical Bull Riding Tips (Ep. 18)

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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 finances.

Corey discusses:

  • The importance of having a process in serious life matters and a personal story that illustrates this
  • His three-step system when it comes to investing 
  • Why we should balance our finances and diversify our investments
  • The importance of trusting the experts and professionals who can guide us with our finances
  • What helps him get his mind off things and relax
  • And more!

Resources:

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The Dirty Truth (Of Agriculture) with Wes Koedam (Ep. 17)

The Dirty Truth (Of Agriculture) with Wes Koedam (Ep. 17)

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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 crucial it is to plan for retirement.

Wes discusses:

  • His background in the agricultural industry and how it has changed in the past 30 years
  • The ways in which corporate markets set the value of agricultural products
  • His view on ethanol and wind turbines in farming
  • The risk of borrowing money from banks for the agricultural industry
  • His thoughts on retiring and why it was hard at first, and the importance of having someone you trust in the process
  • And more!

Resources:

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The Moral Assessment (EP. 16)

The Moral Assessment (EP. 16)

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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 these could negatively affect others.

Corey discusses:

  • How our morals can affect our investment strategies
  • The role of Environmental, Social, and Corporate Governance (ESG) and Biblical Responsible Investing (BRI) when it comes to incentivizing projects that don’t harm people and the environment
  • The importance of getting to know your clients’ values before providing advice 
  • The importance of communication between advisors and clients
  • And more!

Resources:

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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:

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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:

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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:

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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:

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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:

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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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