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 …
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 …
One of the most fascinating aspects of financial planning is how it can be related to almost anything in life. Whether it is music, art, sports, or movies, there are always lessons and insights that can be drawn from different domains and applied to our financial decisions. In this episode, Corey Heimensen is joined by …
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. …
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 …