Youngsters these days are often stereotyped by older generations as slackers. Is that true? In reality, youngsters’ ways of doing things are quite different from those of previous generations. In this episode, Corey Heimensen sits down with a mystery guest who falls under the Gen Z category, to talk about how younger generations perceive the …
Filing for Social Security may be perceived as complicated and confusing as there’s not much guidance about it. Is it even necessary to file for it? Due to this confusion, many just take Social Security as soon as they can without considering many aspects. In this episode, Corey Heimensen shares the 6 ways people justify …
In life, coaches are important as we will always have objectives that we will only accomplish with the help of others. In this episode, Corey Heimensen is joined by Caleb Montag, founder of Covey Rise Capital, to explain how crucial it is to have coaches in life, especially for our finances. Additionally, they talk about …
Working with qualified people is essential. But to level up, it is crucial to work with people who take the time to get to know you. In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains the types of advisors in the financial industry and why it’s important to work with the …
When we reach a certain age or stage in life, we start to think about leaving our belongings to our children or any other person who, according to us, deserves it. But sometimes, this process is not always in a straight line and can entail many conditions that must be respected. In this episode of …
In the last episode of The WIN Podcast, Corey Heimensen committed to asking his clients about their biggest concerns. Since then, he has asked 26 clients from 26 different states about what issues keep them awake at night. In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen answers these questions and provides …
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 …
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 …
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 …
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 …