Tag: Effective Communication
What Ostriches, Lightning, and Goldfish Can Teach You About Money (EP. 82)

What Ostriches, Lightning, and Goldfish Can Teach You About Money (EP. 82)

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We’ve all believed things that aren’t quite true—like the idea that ostriches bury their heads in the sand or that goldfish forget everything in three seconds. In this episode, we unpack five common myths people believe without question and explore the surprising ways they connect to financial behavior. From ignoring your budget like an ostrich to reacting emotionally to market “red” like a charging bull, we break down how these false beliefs can quietly derail your financial plan.

Sometimes, what costs us most isn’t what we don’t know—it’s what we think we know.

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Financial Fables: What a tortoise, a fox, and a golden goose can teach you about your wallet (EP. 81)

Financial Fables: What a tortoise, a fox, and a golden goose can teach you about your wallet (EP. 81)

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In this episode of WIN: What’s Important Now, we unpack five classic Fables—stories you may have heard as a child—and discover the powerful financial wisdom they hold for adults. From the slow-and-steady tortoise to the golden-egg-laying goose, these tales reveal truths about saving, investing, greed, preparation, and mindset. Join us as we connect ancient stories to modern money habits and ask: what’s your financial fable?

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If a Tree Falls… and a Cart is Left Behind (EP. 80)

If a Tree Falls… and a Cart is Left Behind (EP. 80)

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What do a falling tree, a shopping cart, and your retirement account have in common? In this episode, we explore the unseen choices that shape our lives—from acts of everyday integrity to the quiet discipline of long-term investing. Inspired by the Grocery Cart Theory and the age-old forest riddle, this conversation is a reminder that what’s important now isn’t always visible—but it always matters.

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Timeless Truths (EP. 79)

Timeless Truths (EP. 79)

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In Episode 79 of WIN: What’s Important Now, we explore five timeless truths about human behavior — and how they still shape our decisions today. Inspired by Morgan Housel’s Same as Ever, we examine surprising moments from history that reveal why some lessons never go out of style.

Through stories of risk, patience, and the power of incentives, we connect the past to the present, showing how what’s always been true still matters now. Whether you’re thinking about money, mindset, or meaning, this episode is a reminder that some of the most important things… don’t really change.

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Laying Up or Going for It: Risk, Reward, and the Green Ahead (EP. 78)

Laying Up or Going for It: Risk, Reward, and the Green Ahead (EP. 78)

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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.

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Clocking Out: The Art of Leaving Work at Work (EP. 77)

Clocking Out: The Art of Leaving Work at Work (EP. 77)

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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.

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Don’t Fix the Roof in a Snowstorm (EP. 76)

Don’t Fix the Roof in a Snowstorm (EP. 76)

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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.

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The Science of Knowing When to Say Yes (EP. 74)

The Science of Knowing When to Say Yes (EP. 74)

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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!

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Flipping the Odds: Finding Success Amid Uncertainty (EP. 70)

Flipping the Odds: Finding Success Amid Uncertainty (EP. 70)

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In this special Christmas Eve episode, we explore how life’s uncertainties can still lead to incredible success. Drawing inspiration from stories like Walt Disney’s rise from failure and Heinz Berggruen’s journey from refugee to renowned art collector, we’ll discuss how focusing on what you can control—and letting go of what you can’t—can transform your mindset.

We’ll also dive into the art of picking your battles, whether during the holiday hustle or in your financial life. Join us for a thoughtful conversation about finding joy in the unknown, making intentional choices, and celebrating the moments that truly matter this season.

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Pre-flight Checks and Financial Planning (Ep. 48)

Pre-flight Checks and Financial Planning (Ep. 48)

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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
  • The importance of controlling emotions
  • And more!

 

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