Tag: Decision Making
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 Top Client Questions and Conversations From the Last 90 Days (Ep. 39)

The Top Client Questions and Conversations From the Last 90 Days (Ep. 39)

By |

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 also talks about tax-free retirement accounts, trust benefits and more.

Corey discusses:

  • The misconception of special tax-free retirement accounts only available to the rich
  • What a trust is and its purpose as a planning tool
  • Investing in an era of high rates CDs
  • His opinion about listening to financial advice from famous personalities such as Dave Ramsey 
  • The different factors to consider when deciding if buying land is a good investment
  • The importance of open communication between financial advisors and CPAs

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Raising The Bar with Zach Springer (Ep. 34)

Raising The Bar with Zach Springer (Ep. 34)

By |

In today’s world, the pursuit of higher education and professional aspirations takes individuals down various paths. 

That is why, this time, we’re asking a recent graduate to tell us about his experiences.

In this episode, Corey Heimensen is joined by Zach Springer, a recent graduate from the University of Iowa, to share his journey to law school and the process of preparing for law school admissions. They also touch on the comparison between the successful mind of an attorney versus a medical professional, the role of emotion in decision-making, and the importance of planning and perseverance in achieving long-term goals.

Corey and Zach discuss:

  • Zach’s path to law school, including his studies in political science and economics
  • The LSAT and how it tests logic rather than knowledge of the law
  • Zach’s interest in economics 
  • The efficiency of markets and how it can be difficult for people to take the emotion out of their decisions
  • The importance of trusting the process in financial planning and not changing objectives mid-flight 
  • Zach’s process of preparing for law school admissions and reveals his top three choices
  • The experience of meeting George Kittle, a famous Hawkeye football player who now plays for the 49ers
  • Their top three college bars and their most memorable experiences
  • And more!

Resources:

Connect with Zach Springer:

Connect with Corey Heimensen:

About Guest:

Zach Springer is an incoming J.D. candidate at Harvard Law School.  He will begin his legal education in the fall of 2023. Zach graduated summa cum laude from the University of Iowa in May of 2023 with degrees in Economics and Political Science, as well as a minor in Philosophy. Along with participating in the Honors and Presidential Scholars programs, he served as the President of the Phi Alpha Delta Pre-Law Fraternity. Zach was also an Undergraduate Student Government Senator for 2 years and mentored students in the political science and economics departments.

Zach’s mission-based goals, combined with his genuine enjoyment of learning about the law and collaborating with those around him, have confirmed his desire to enter the field of law. He hopes that the experiences he brings will allow him to have a positive impact on those around him and effectively contribute to the practice of law. Working with and learning from other students and faculty in his academic career and expanding his knowledge through internships and part-time opportunities have convinced him of his desire to work with entrepreneurs and other community businesses through legal work.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Death, Rats and Ether with Zed Heimensen (EP. 15)

Death, Rats and Ether with Zed Heimensen (EP. 15)

By |

There are often many lessons in previous historical events that can be implemented in today’s day to improve people’s lives or even help them achieve their goals.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen sits down with Zed Heimensen to discuss how the Black Plague and the history behind anesthesia can be related to the behavior people have today when making important financial decisions.

Corey & Zed discuss:

  • A summary of what the Black Plague was and how this epidemic can be related when we make decisions out of panic in the market
  • Why the Black Plague increased the number of lawyers
  • How anesthesia was first used in medicine and how this story relates to clients’ relationships with Heimensen Wealth Advisors
  • The importance of appreciating modern improvements
  • And more!

Resources:

Connect with Corey Heimensen:

Connect with Zed Heimensen:

About Zed Heimensen:

Zed Heimensen, a Morningside University graduate, began working at Heimensen Wealth Advisors in May 2022. Zed graduated with a bachelor’s degree in Finance while serving as the university’s investment club president. During his time at Morningside, Zed gained extensive knowledge within the finance industry via internships in Security National Bank’s Wealth Management Department and at Heimensen Wealth Advisors.

​​Zed values the importance of each client’s life story while understanding how these different paths can impact the short- and long-term financial goals of every individual client. With this in mind, Zed’s goal is to become an advisor so he can advise clients and prospects and prepare financial plans. At the same time, he looks to build sincere client relationships while keeping things light-hearted.

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

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More