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 …
The pain felt by the loss of a child is indescribable. That is why seeking support is essential, even more so from people who really know what you feel. In this episode, Corey Heimensen continues the conversation with Travis and Jessica Remme. This time they go in-depth regarding the Oaklyn Foundation and what they do …
Life can sometimes take an unexpected turn that can leave a lasting impact on us. Hearing about the experiences of others can provide us with valuable insight and help us cultivate the proper mentality going forward. In this episode, Corey Heimensen sits down with Jessica and Travis Remme. They share the story behind the sudden …
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 …