Tag: Financial Advisor
Blockers and Other Tales From the Airport (Ep. 30)

Blockers and Other Tales From the Airport (Ep. 30)

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Have we ever paused to reflect on the uncomfortable situations we’ve encountered during our travels and pondered the lessons they might offer us about life? 

In this episode, Corey Heimensen recounts the tale of when he was recently traveling for work and in an effort to save a few bucks, took a route that included multiple connections, which resulted in a lot of travel time and time to witness things. Drawing on his experience from the trip, he categorized different types of people, the situations they are trying to control and stressed the significance of focusing on what we can control.

Corey discusses:

  • Staying on track when saving for retirement and other financial objectives by drawing a parallel with an airline pilot navigating the turbulence
  • The different categories of people he encountered and how they try to control situations
  • The human nature of wanting to control everything, and how this can be counterproductive, especially in situations where there is a lack of understanding
  • And more!

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6 Life Lessons From NFL Owners (Ep. 27)

6 Life Lessons From NFL Owners (Ep. 27)

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Successful people may appear to be living their best life, but they too, make huge mistakes. 

By learning from their experiences without judging or criticizing, we can gain valuable lessons for our lives.

In this episode of The WIN Podcast, Corey Heimensen shares lessons learned from the financial errors made by six NFL owners. He emphasizes the importance of effective estate planning and communication to prevent family conflicts.

Corey discusses:

  • How even smart people can make mistakes, and the takeaways can be valuable for anyone, regardless of their level of wealth or walk of life
  • How these six NFL owners built their wealth
  • The importance of effective estate planning and communication to prevent family conflict
  • How illnesses or death can create disastrous situations for families and the need for a proper beneficiary designation
  • The importance of considering whether family members are the best people to take over one’s job or role
  • How crucial it is to have a succession plan for your organization
  • And more!

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The Mythology of Taxes (Ep. 26)

The Mythology of Taxes (Ep. 26)

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Taxes are a necessary but often stressful obligation and it’s understandable why people might have negative thoughts toward them. 

Due to these feelings, there are numerous myths about taxes that persist and are often perpetuated unintentionally.

In this episode of The WIN Podcast, Corey Heimensen shares and gives his view on some of the most common tax myths mentioned in the article “10 Common Tax Myths, Debunked.” Additionally, he sheds light on the importance of paying taxes and the misinformation surrounding it.

Corey discusses:

  • A reflection on the Huma Bird as a symbol of the irony in people’s desire for a solution to tax issues
  • The most common misconceptions and misunderstandings surrounding taxes
  • The importance of making your money work for you and why receiving your tax refund is not a cause for celebration
  • The significance of educating people about money and clarifying their biggest misconceptions
  • Why it’s important for every country that its citizens pay their taxes
  • And more!

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Social Security and the Easy Way Out (Ep. 24)

Social Security and the Easy Way Out (Ep. 24)

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Filing for Social Security may be perceived as complicated and confusing as there’s not much guidance about it.

Is it even necessary to file for it?

Due to this confusion, many just take Social Security as soon as they can without considering many aspects. In this episode, Corey Heimensen shares the 6 ways people justify taking it early. Also, he explains why Social Security shouldn’t be an “easy way out” when it comes to our cash flow.

Corey discusses:

  • Why people need to be educated about Social Security early on
  • In what life circumstances people should draw from it
  • The six ways people justify taking it early
  • Why a growing life expectancy requires a serious financial planning
  • How crucial it is to get guidance about our Social Security from experts
  • And more!

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Coaches Corner with Caleb Montag, CFP® (Ep. 23)

Coaches Corner with Caleb Montag, CFP® (Ep. 23)

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In life, coaches are important as we will always have objectives that we will only accomplish with the help of others.

In this episode, Corey Heimensen is joined by Caleb Montag, founder of Covey Rise Capital, to explain how crucial it is to have coaches in life, especially for our finances. Additionally, they talk about the importance of considering the individual needs of each client when planning retirement and not aiming to reach a specific amount.

Corey and Caleb discuss:

  • How Caleb got into the financial industry and what he does to help clients reach their objectives
  • The importance of having the correct coach in different life circumstances
  • How they help other financial advisors
  • Why do realtors’ properties stay on the market longer than their clients’
  • The most famous person Caleb has ever met
  • How retirement needs vary based on each individual and why it’s important to work on what’s important now
  • And more!

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About Our Guest:

Caleb Montag is a CERTIFIED FINANCIAL PLANNER™ Professional who has been working in the financial planning industry since 2012. The CERTIFIED FINANCIAL PLANNER™ Professional designation is a formal recognition of expertise in the areas of financial planning, investments, taxes, insurance, estate planning, and retirement.

Since 2012 Caleb has been dedicated to developing lasting relationships with all of his clients while helping them find solutions in their financial worlds.

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Level Up (Ep. 22)

Level Up (Ep. 22)

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Working with qualified people is essential. But to level up, it is crucial to work with people who take the time to get to know you.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains the types of advisors in the financial industry and why it’s important to work with the ones whom you can have a more personal connection with and how that can help you succeed, both financially and personally.

Corey discusses:

  • The four types of advisors in the financial industry and the ways they are represented in a pyramid
  • The importance of making small steps to level up in life
  • A true understanding of fulfillment and how it relates to leaving a legacy
  • The value of teaming up with those who understand your goals before helping you with your finances
  • And more!

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6 Degrees of the Super Bowl (Ep. 21)

6 Degrees of the Super Bowl (Ep. 21)

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When we reach a certain age or stage in life, we start to think about leaving our belongings to our children or any other person who, according to us, deserves it.

But sometimes, this process is not always in a straight line and can entail many conditions that must be respected.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen dives into the aspect of conditional giving and connects it to the Super Bowl in six steps. Additionally, Corey explains the implications of conditional giving for the parties involved and some examples.

Corey discusses:

  • The concept of conditional giving
  • Why your children must have a positive experience in investing so they can contribute to their long-term goals
  • How the course of giving or passing wealth to children varies depending on the parents
  • The effects of inheriting money at a young age without the proper wisdom
  • The process of passing collectibles
  • And more!

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26 States, 26 Questions (Ep. 20)

26 States, 26 Questions (Ep. 20)

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In the last episode of The WIN Podcast, Corey Heimensen committed to asking his clients about their biggest concerns.

Since then, he has asked 26 clients from 26 different states about what issues keep them awake at night. 

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen answers these questions and provides his personal as well as professional views on them.

Corey answers questions about:

  • Taxes in different states
  • Bitcoin and his view on cryptocurrencies as an investment
  • Transferring assets and gifting money to family members
  • Financial aid and college tuition
  • Retirement and savings
  • And more!

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New Year, New Focus at Heimensen Wealth Advisors (Ep. 19)

New Year, New Focus at Heimensen Wealth Advisors (Ep. 19)

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When it comes to interacting with clients, understanding their biggest concerns or fears and helping them overcome those issues is essential in increasing their probability of success.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen shares his new commitment to providing more value to his clients, showing that he and his team are not just advisors but they are genuinely interested in their well-being.

Corey discusses:

  • Why setting a goal and partially achieving it is already a big step toward success
  • How he plans to add more value by tackling his clients’ biggest concerns in life
  • The reasons why our worries change as we age
  • The importance of living life and getting new experiences
  • Why we should reflect on our previous little wins 
  • And more!

Resources:

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How I Invest My Money and Mechanical Bull Riding Tips (Ep. 18)

How I Invest My Money and Mechanical Bull Riding Tips (Ep. 18)

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Are you ever curious to find out how financial advisors would invest for themselves?

The short answer is: It’s a whole process, where the most important thing is to be consistent and responsible.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen gives some details on how he manages his own investments as well as what should be considered when controlling our finances.

Corey discusses:

  • The importance of having a process in serious life matters and a personal story that illustrates this
  • His three-step system when it comes to investing 
  • Why we should balance our finances and diversify our investments
  • The importance of trusting the experts and professionals who can guide us with our finances
  • What helps him get his mind off things and relax
  • And more!

Resources:

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