Thriving in Change (EP. 57)
Resources
Connect
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
Podcast: Play in new window | Download | Embed
Resources
Connect
Podcast: Play in new window | Download | Embed
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.
Resources
Connect
Podcast: Play in new window | Download | Embed
Are you enjoying the money you’ve worked hard for or are you just saving it?
This is an important question to ask ourselves at any point in life, as time is a precious commodity that we can never get back. It’s better to live our lives with responsibility while enjoying it.
So, who can assist us in achieving this?
Join Corey Heimensen on The WIN Podcast as he explores the importance of valuing experiences over accumulating wealth. Corey mentions the potential of AI in personalizing bucket list adventures and emphasizes the importance of personalizing financial planning and preparing for life’s uncertainties.
Corey discusses:
Resources:
Connect with Corey Heimensen:
Podcast: Play in new window | Download | Embed
Have you ever wondered how to differentiate between risk and exposure when it comes to your investments?
This week, Corey Heimensen in a new episode of The WIN Podcast, explores the crucial distinctions between risk and exposure in the realm of financial planning. He dives into the importance of understanding these concepts and examines the mindset for mitigating risks and managing exposure to ensure a secure financial future.
Corey discusses:
Resources:
Connect with Corey Heimensen:
Podcast: Play in new window | Download | Embed
Have you ever considered the lessons learned from major financial crises that shaped our history?
In this episode of The WIN Podcast, Corey Heimensen dives into pivotal events like the Enron scandal, Madoff Ponzi scheme, and the stock market crash of 1987.
Listen today and discover the valuable lessons gleaned from these financial disasters and how they can shape your financial decisions.
Corey discusses:
Resources:
Connect with Corey Heimensen:
Podcast: Play in new window | Download | Embed
Baseball is shaped by strategic decisions both on the field and in the boardroom.
The signing of a high-profile player like Shohei Ohtani by the Los Angeles Dodgers is a significant event that reflects the interplay of talent evaluation, contract negotiation, and long-term financial planning.
Such moves are pivotal, potentially influencing the team’s performance and financial health for seasons to come.
In this episode, Corey Heimensen sits down with Zed Heimensen to explore the baseball season and Shohei Ohtani’s landmark signing with the Dodgers. They examine Ohtani’s unique contract, particularly its deferred compensation aspect, the financial implications for the team and player, and the lessons we can learn.
Corey and Zed touch on:
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
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:
Resources:
Connect with Corey Heimensen:
Podcast: Play in new window | Download | Embed
We live in a fast-paced world, where everything seems to demand our attention and time.
But what if we are missing out on something more important by being constantly busy and rushed? What if the key to a happier and healthier life is to slow down and eliminate hurry from our lives?
For the 50th episode of The WIN Podcast, Corey Heimensen brings back Grace Heimensen to explore the book “The Ruthless Elimination of Hurry” by John Mark Comer, examining the cultural obsession with speed and its impact on well-being. They dive into finding balance, the importance of rest, the effects of technology, and intentional living.
Corey and Grace discuss:
Resources:
Connect with Corey Heimensen:
Podcast: Play in new window | Download | Embed
Healthcare costs are one of the biggest expenses that retirees face, and they can vary depending on factors such as age, health, location, and lifestyle.
Planning for these costs can be challenging, but also rewarding, as it can help you achieve your retirement goals and enjoy your golden years without worrying about unexpected medical bills.
In this episode, Corey Heimensen dives into the critical topic of healthcare costs in retirement. He breaks down estimated expenses while highlighting the importance of Social Security and Health Savings Accounts. Corey also touches on the impact of lifestyle choices and the benefits of preventative care, and he provides insights into managing healthcare costs through financial goals, considering inflation, and government support programs.
Corey discusses:
Resources:
Connect with Corey Heimensen:
Podcast: Play in new window | Download | Embed
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:
Resources:
Connect with Corey Heimensen:
Podcast: Play in new window | Download | Embed