Tag: Finance
The Time Crunch (EP. 56)

The Time Crunch (EP. 56)

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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.

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Lyrical Finance (Ep. 41)

Lyrical Finance (Ep. 41)

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The worlds of music and finance often intersect in life. 

This intersection can offer a valuable perspective to explore our connection with money, happiness, and the pursuit of our aspirations.

In this episode, Corey Heimensen and Aric Johnson play a game where they relate song lyrics to finances and life as a fun tribute to Aric’s enjoyment of music for his last episode on the podcast.

Additionally, Aric shares about his next venture with Boys Town in Omaha to work with at-risk youth. Corey says goodbye to Aric and welcomes his new producer, Bill Tucker.

Corey and Aric share:

  • The idea that money can not buy love, but can provide security and joy
  • The concept of inheritance and the importance of not spending it, but creating a legacy
  • The lyrics of the song “Working for the Weekend” by Loverboy and the concept of living paycheck to paycheck
  • The lyrics of the song “Billionaire” by Bruno Mars and Travie McCoy, focusing on the concept of having material wealth and the importance of having a realistic plan
  • The complications and challenges that come with accumulating wealth 
  • The importance of setting goals and saving a portion of your pay to reach those goals
  • And more!

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Parallels (Ep. 33)

Parallels (Ep. 33)

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Throughout our lives, we will always be “in between” periods.

During these, we will face many struggles and points where our decision-making will be crucial for our success. We have to make the best of situations by focusing on “What’s Important Now”.

In this episode, Corey Heimensen plays a card game called “Yablon” (also known as “Red Dog” or “In Between”) to demonstrate the parallels between the game and life decision-making, particularly in finance. Corey chats about the concept of being “in-between” life events and the importance of planning and enjoying life.

Corey discusses:

  • The game Yablon (also known as Red Dog or In Between)
  • What Yablon teaches us about decision-making, risk management, diversification, risk-return in finance, and life in general
  • How decision-making is crucial for life
  • The importance of enjoying life and having fun experiences without stressing about the next hurdle
  • And more!

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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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Helping You Get Through The Storm (Ep. 10)

Helping You Get Through The Storm (Ep. 10)

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Let’s face it. We have all witnessed difficult times, uncertainty, and stormy life events.

Learn the tips you need to prepare and get past those in this episode of The WIN Podcast, What’s Important Now with Corey Heimensen!

This week, Corey explains how to financially prepare for these life storms. He reveals the value of building resiliency and adaptability through the process while highlighting the importance of building a good foundation to weather the storm.

Corey discusses:

  • The importance of spotting life events and ways to prepare and plan for them
  • Why you should put your money into buckets
  • Reasons why you shouldn’t be afraid to spend money 
  • The value of making conscious financial decisions for a bright and secure future 
  • And more!

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Here’s How You Can Protect & Manage Your Finances (Ep. 9)

Here’s How You Can Protect & Manage Your Finances (Ep. 9)

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In finances, there are eight rules we all need to know and follow — no matter our age!

Referring to the 1977 sitcom, “Eight Is Enough,” this week, Corey Heimensen provides you with a list of eight easy and achievable concepts you can do to protect and manage your finances.

Corey discusses:

  • The importance of paying yourself first and incorporating it into your routine
  • Why pay your bills on time, and what are some tools you can use to make it simple
  • How being optimistic can help you in every aspect of your life
  • The importance of being patient with your finances
  • And more!

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Learn The Five Roles of A Financial Advisor (Ep. 5)

Learn The Five Roles of A Financial Advisor (Ep. 5)

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How many of you are familiar with the roles and responsibilities of a good financial advisor?

In this episode, Corey Heimensen outlines the five roles of a financial advisor. From their role as the weatherman to marriage counseling and even acting as forest rangers, Corey explains what each hat means and how each of them is applied to different client situations.  

Corey discusses:

  • The power of advisor straightforwardness and honesty
  • Ways advisors can help couples navigate their financial planning and show them a ‘travel guide’ of their possibilities
  • How to securely create and store your passwords and make them accessible to your family if necessary
  • The importance of saving and financial education for young people
  • 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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