Tag: Fiduciary
What Our Parents Got Right—and Wrong—About Money (EP 98)

What Our Parents Got Right—and Wrong—About Money (EP 98)

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The money rules many of us grew up with were shaped by a very different economic world. In this episode of What’s Important Now, we look at where that advice came from and why it worked so well for our parents’ generation. Then we ask the harder question: Does it still work today? We explore what needs updating, what still matters, and how investors can apply timeless principles in a modern financial landscape—focusing on what’s truly important now.

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From Calendar Chaos to Financial Clarity (EP. 97)

From Calendar Chaos to Financial Clarity (EP. 97)

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Not everyone’s New Year starts on January 1—and neither does smart financial planning. In this episode, we explore Calendar Chaos: how different cultures mark time, why calendars don’t always align, and what that means for your money. From the lunar New Year to fiscal years, we break down how understanding when you plan can be just as important as how you plan.

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Removing the Blindfold: Why Money Feels Hard (EP. 96)

Removing the Blindfold: Why Money Feels Hard (EP. 96)

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Most people feel behind when it comes to money—but that feeling isn’t a failure, it’s a blindfold. We were never taught how the financial game actually works, our instincts push us toward the wrong decisions, and the system quietly rewards spending over patience. When you combine psychology, brutal math, and constant noise, it’s no surprise money feels confusing and stressful.

In this episode of The WIN Podcast: What’s Important Now, we talk about why money is so unintuitive, the common mistakes almost everyone makes, and what changes once you finally understand the rules. This isn’t about perfection or timing—it’s about removing the blindfold, playing intentionally, and quietly doing better than most people over the long run.

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Blind Spots: Why We Miss What’s Right in Front of Us (EP. 94)

Blind Spots: Why We Miss What’s Right in Front of Us (EP. 94)

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Blind spots aren’t a sign of ignorance — they’re part of being human. In this episode, we explore the unseen forces that quietly shape how we think, behave, and make decisions. From generational overcorrections to psychological patterns like confirmation bias, we break down where blind spots come from and why they’re so difficult to recognize in ourselves. We also share practical tools to reveal those hidden assumptions so you can make clearer, more intentional choices in your life, relationships, and financial future.

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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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Seven things you should ask a Financial Advisor (Ep. 11)

Seven things you should ask a Financial Advisor (Ep. 11)

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When looking for a financial advisor, you want to make sure they have your best interests in mind.

That’s why it’s important to ask advisors questions while vetting them to see if they will be a good fit for you. 

In this episode, Corey Heimensen outlines the seven questions you should ask any financial advisor before becoming a client. Along with what would happen to your account if your advisor couldn’t fulfill their duties.

Corey discusses:

  • The importance of finding an advisor who knows how to explain and break down complex financial concepts such as how they’re compensated 
  • the value of ensuring your advisor is a fiduciary
  • Why splitting your accounts between several advisors is a bad idea
  • And more!

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Here’s the Resource You Need to Financially Educate Yourself (Ep. 4)

Here’s the Resource You Need to Financially Educate Yourself (Ep. 4)

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Financial jargon can be confusing and hard to understand, and so can complex financial situations.

But, Corey Heimensen is here to help make these situations understandable and accessible for anybody, even if you have no previous financial experience.

In this episode, Corey reveals what motivated him to write his book, “Stop Doing Dumb Things With Your Money,” and explores the value of chapter two (focused on why you shouldn’t buy more financial services than you need) and three (the importance of goal-setting).

Corey discusses:

  • Reasoning and timing around his book
  • Tips to keep in mind when meeting with a potential financial advisor
  • The importance of setting realistic financial goals
  • What you should know about purchasing financial products and services 
  • And more!

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