Pre-flight Checks and Financial Planning (Ep. 48)

Pre-flight Checks and Financial Planning (Ep. 48)

Ever considered the parallels between piloting a plane and navigating your finances?  Buckle up as we unravel the connections between these seemingly unrelated realms. Whether you’re soaring through the skies or charting your financial course, one thing remains constant: the need for meticulous planning, sharp attention to detail, and the ability to gracefully adjust to …

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Winter Tennis Breakdown (Ep. 47)

Winter Tennis Breakdown (Ep. 47)

What do tennis and finance have in common?  More than you might think! In both fields, unforced errors can have a huge impact on your performance and outcomes. This week, Corey Heimensen explores the concept of unforced errors in finance, draws parallels between tennis and decision-making, and dives into the psychology behind our choices. He …

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The 3 Curse Words from Corey’s Book (Ep. 46)

The 3 Curse Words from Corey’s Book (Ep. 46)

Religion, politics, and money are three words that often produce strong emotions and opinions in people.  These words are also closely connected in many aspects of our lives, from our social interactions to our economic decisions.  How do we navigate these controversial topics in a respectful, informed, and beneficial way? In this episode, Corey Heimensen …

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Giving Tuesday (Ep. 45)

Giving Tuesday (Ep. 45)

Giving is one of the most powerful ways to make a positive impact in the world.  Whether it’s donating money, time, or skills, giving can help improve the lives of others and ourselves.  Giving can also be a source of joy, fulfillment, and gratitude. But how do we give effectively and wisely? How do we …

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The Joys of Organization (Ep. 43)

The Joys of Organization (Ep. 43)

Have you ever thought about how the increase in the occupation of storage units can relate to the need for financial organization? The truth is that the clutter in our storage units often mirrors the chaos in our financial affairs. In this episode, Corey Heimensen touches on the relevance of organization in one’s financial life. …

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Succession – Streaming and in Real Life (Ep. 42)

Succession – Streaming and in Real Life (Ep. 42)

The long-term success of a business depends on how smoothly it transitions from one generation to the next. Therefore, having a well-designed succession strategy is crucial. What other factors should we consider? In this episode, Corey Heimensen tackles the topic of succession for families and business owners. Corey relates the series “Succession” aired on HBO …

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Lyrical Finance (Ep. 41)

Lyrical Finance (Ep. 41)

The worlds of music and finance often intersect in life.  This intersection can offer a valuable perspective to explore our connection with money, happiness, and the pursuit of our aspirations. In this episode, Corey Heimensen and Aric Johnson play a game where they relate song lyrics to finances and life as a fun tribute to …

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A Collection of Change (Ep. 40)

A Collection of Change (Ep. 40)

Life is an ever-changing journey, filled with twists, turns, and unforeseen encounters. The power of change shapes our lives, steering us in new directions and offering opportunities for personal and professional growth. In this episode of The WIN Podcast, Corey Heimensen explores why change can be scary and how change could look in different situations. …

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The Top Client Questions and Conversations From the Last 90 Days (Ep. 39)

The Top Client Questions and Conversations From the Last 90 Days (Ep. 39)

Navigating the world of wealth management and financial planning can often feel overwhelming, as there are numerous tax strategies, investment options, and estate planning considerations.  What are the latest worries of our clients?  In this episode, Corey Heimensen touches on some of the recent client conversations and the most common questions he is asked. Corey …

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