Fresh off The Masters, we dive into the high-stakes decision every golfer faces on a par 5—lay up or go for the green—and explore how that same risk/reward choice shows up in personal finance. Whether you’re building a nest egg or eyeing a bold investment move, knowing when to play it safe and when to take a calculated shot is key. Tune in as we break down the parallels between smart course management and sound financial planning.
In today’s always-on world, the line between work and personal life has never been blurrier. With emails, notifications, and workplace stress following us home, it’s no wonder so many struggle to truly “clock out.” In this episode, we explore the mental toll of work, the dangers of burnout, and why financial freedom plays a key role in work-life balance. Plus, we’ll share actionable strategies to set boundaries, reclaim your time, and redefine success beyond just a paycheck.
Are you ready to take control of your time and energy? Let’s dive in.
Making changes in the middle of a crisis is like trying to fix your shingles during a snowstorm—frustrating, ineffective, and often too late. In this episode, we explore why the best time to prepare, adjust, and plan is when things are going well, not when you’re under pressure. Whether it’s managing your health, career, relationships, or big life decisions, taking proactive steps before problems arise can save you from unnecessary stress and poor decision-making.
March Madness isn’t just about basketball—it’s about risk, reward, and the unpredictable nature of both brackets and investing. In this episode of WIN: What’s Important Now, we break down the financial lessons hidden in the tournament, from the psychology of picking Cinderella teams to the importance of diversification in both your portfolio and your bracket. Plus, we explore the staggering impact March Madness has on workplace productivity. Whether you’re a hoops fan or a finance geek, this episode is a slam dunk!
How do you know when to stop searching and finally make a decision? Whether you’re picking a life partner, buying a house, or deciding when to invest, the fear of making the wrong choice can leave you stuck in indecision. In this episode, we explore Optimal Stopping Theory—a mathematical approach to decision-making that helps determine the perfect moment to act. Known as the 37% Rule, this principle provides a simple yet powerful way to balance exploration and commitment, so you don’t waste time searching forever or settle too soon.
From dating and job hunting to stock picking and real estate investing, this framework applies to almost every area of life. We’ll break down how it works, why perfection is a myth, and how using this strategy can help you make better, faster, and more confident decisions. Tune in to learn when to trust the process, take the leap, and stop second-guessing yourself!
In this episode of The WIN Podcast, we delve into the history books to uncover how U.S. presidents handled money, from George Washington’s savvy land investments to Lincoln’s creation of greenbacks during the Civil War. We’ll also explore Franklin D. Roosevelt’s bold departure from the gold standard and fun facts like presidential salaries.
Join us for a lighthearted yet insightful journey through history, where leadership and finance intersect in unexpected ways. Whether it’s lessons in diversification, adapting to change, or smart money management, these presidential stories prove that financial wisdom transcends time. Tune in and discover how the past can inspire your financial future!
Start 2025 with a fresh take on retirement. In this episode, we explore why life after retirement needs as much planning as the journey to get there. From the surprising loss of structure to the challenge of reconnecting with passions, we uncover the realities of this major transition.
Learn how to move beyond “retiring to” something and focus on “retiring with” habits, relationships, and purpose that create a fulfilling and balanced new chapter.
In this episode of WIN: What’s Important Now, we examine how the activities we dedicate our time to can influence both our financial outlook and personal fulfillment. From gaming and golfing to traveling and gardening, we explore how different hobbies can evolve over a lifetime, offering unique experiences and potential opportunities.
Hobbies can provide more than just enjoyment—they can contribute to personal development and skill-building, sometimes opening up new income streams. Join us as we explore the broader impact hobbies have on our lives, beyond the costs, and how they can shape our experiences and future possibilities.
In an ever-evolving world, resilience can become our greatest strength. Unexpected changes are not just obstacles; they are opportunities to showcase the strength of the human spirit.
This episode heralds a new era for the WIN Podcast: a shift to more concise episodes, filled with actionable insights ready to inspire action across generations. As we embark on this fresh path, we’ll delve into the multifaceted aspects of an investor’s journey, showing the way forward with clarity and purpose.
Ever considered the parallels between piloting a plane and navigating your finances?
Buckle up as we unravel the connections between these seemingly unrelated realms. Whether you’re soaring through the skies or charting your financial course, one thing remains constant: the need for meticulous planning, sharp attention to detail, and the ability to gracefully adjust to unforeseen circumstances.
In this episode, Corey Heimensen draws parallels between aviation and financial planning. Using preflight checklists as an analogy, he emphasizes the importance of preparation, communication, and experience in navigating the uncertainties of both fields. Drawing inspiration from Captain Sully’s emergency landing, Corey highlights the significance of a solid plan during challenging times.
Corey discusses:
Parallels between preflight checks done by pilots and successful strategies in financial planning
Comparing the pilot’s exterior inspection of the plane to a financial advisor’s assessment of a client’s situation before moving forward
Captain Sully’s landing on the Hudson River and emphasizes the importance of being prepared for unforeseen circumstances
The importance of a preflight survey in aviation and how it can be applied to financial advising
