Tag: Adaptability
The Climb (Ep. 51)

The Climb (Ep. 51)

By |

Life is full of mountains. Some are easy to climb, some are hard, and some seem impossible. 

But what can we learn from the people who dare to face these mountains and reach the summit? How do they overcome the obstacles, the risks, and the doubts that come with such a challenge? And how can we apply their lessons to our own lives? 

In this episode, Corey Heimensen explores the parallels between climbing mountains like Kilimanjaro and making life’s tough decisions. He dives into the mental strategies for facing challenges, the growth that comes from pushing past our limits, and the importance of adapting goals as life changes. Additionally, Corey emphasizes the value of partnership and support systems in achieving success, and the complexities of managing the aftermath of reaching our goals.

Corey discusses:

  • The idea of mountain climbing and its challenges, including physical and mental preparation
  • The challenges and routes of climbing Mount Kilimanjaro
  • The importance of mental preparation in both mountain climbing and life
  • The significance of having support and guidance in achieving goals and making important decisions
  • The negative impact of overconfidence in various aspects of life
  • The importance of financial planning and the potential consequences of relying solely on social security for retirement
  • The risks and challenges faced during the descent in mountain climbing and drawing parallels to life’s challenges and decision-making
  • And more!

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Gauntlet with Zed Heimensen (Ep. 44)

The Gauntlet with Zed Heimensen (Ep. 44)

By |

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 Zed Heimensen, financial advisor at Heimensen Wealth Advisors, to explore the adaptability of finance. Drawing inspiration from Beethoven and the movie National Lampoon’s Christmas Vacation, they explore the importance of managing what we can control and planning for the unexpected. They also emphasize the value of hard work, surrounding ourselves with the right people, and diversification in financial planning.

Corey and Zed discuss:

  • How Beethoven’s structured musical form can be related to financial efficiency and the importance of setting goals and having a plan
  • The significance of Beethoven’s gradual loss of hearing and how it can be related to overcoming challenges in financial planning
  • The importance of managing risk in various aspects of life
  • The importance of passion and hard work in achieving greatness
  • Financial lessons from National Lampoon’s Christmas Vacation, such as not depending too much on one source of income
  • The concept of classics and how it relates to judging success in financial planning
  • And more!

 

Resources:

Connect with Zed Heimensen:

Connect with Corey Heimensen:

About our guest:

Zed Heimensen, a graduate of Morningside University, began working at Heimensen Wealth Advisors in May 2022. Zed graduated with a bachelor’s degree in Finance while serving as the president of the university’s investment club. During his time at Morningside, Zed gained extensive knowledge of the finance industry through internships and high-level coursework.

Zed recognizes the importance of understanding each client’s life story and how their unique paths can impact their short- and long-term financial goals. As a financial advisor, Zed prepares individualized financial plans while fostering genuine client relationships. He holds Securities Registrations 7 and 66.

Outside of work, Zed enjoys golfing, reading, and spending time with his family and friends. Zed is also an avid sports fan, hoping to see the Vikings win a Super Bowl at some point in his life.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More