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 …
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 …
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. …
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 …
Success is often attributed to a combination of passion, perseverance, and a relentless pursuit of goals. Something that Angela Duckworth perfectly explains in her book “Grit.” Ready to get inspired with the second part of the book reviewing segment? In this episode, Corey Heimensen introduces us to Angela Duckworth’s book “Grit: The Power of Passion …
Having a solid financial plan is essential for achieving financial freedom. And we understand that many require assistance to develop a successful one. Thankfully, there are numerous books available to help us comprehend the importance of financial planning and guide us on how to get started. Today, we dive deep into one such book. In …
Do you know what finances and sports coaching have in common? Both require careful planning, strategic thinking, and a long-term vision. In this episode, Corey Heimensen chats with Bill Harmsen, coach at Dordt University, about achieving long-term success in coaching. Bill emphasizes the importance of having a strong vision, strategy, and structure, and that personal …
Sudden wealth can have a profound impact on our financial decisions and overall well-being, regardless of whether it comes as an inheritance or other unexpected windfall. What should we do to properly manage unexpected wealth? In this episode, Corey Heimensen delves on sudden wealth, specifically inheritance, using the Beverly Hillbillies show as an example and …
In today’s world, the pursuit of higher education and professional aspirations takes individuals down various paths. That is why, this time, we’re asking a recent graduate to tell us about his experiences. In this episode, Corey Heimensen is joined by Zach Springer, a recent graduate from the University of Iowa, to share his journey to …
Throughout our lives, we will always be “in between” periods. During these, we will face many struggles and points where our decision-making will be crucial for our success. We have to make the best of situations by focusing on “What’s Important Now”. In this episode, Corey Heimensen plays a card game called “Yablon” (also known …