Tag: Financial Advisors
Placed with Purpose: How Layouts Shape Spending and Investing (EP. 67)

Placed with Purpose: How Layouts Shape Spending and Investing (EP. 67)

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In this episode of WIN: What’s Important Now, we dive into the strategic placements that influence our everyday choices—whether in a grocery store, at the zoo, or in our financial portfolios. Have you ever wondered why milk is at the back of the store or why certain animals are placed at key points in the zoo? These decisions are intentional, designed to shape our behaviors, maximize engagement, and increase spending.

Join us as we explore the psychology behind these placements and reveal how businesses use strategic layouts to guide consumer behavior. We’ll then take these insights into the world of finance, drawing parallels between effective product placement and smart investment positioning. From high-demand groceries to high-yield investments, learn how understanding these strategies can empower your financial decisions and help you make better choices.

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The Evolution of Money – How Currency Shapes Investment (EP. 66)

The Evolution of Money – How Currency Shapes Investment (EP. 66)

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In this episode of WIN: What’s Important Now, we explore the captivating history of currency—from ancient coins to today’s digital assets. Through stories of iconic currency imagery and milestones like the gold standard, we reveal how money has shaped societies and economies.

We’ll also connect these historical shifts to modern investing, discussing how currency changes, inflation, and the rise of digital assets impact personal finance today. Join us to uncover what money’s past can teach us about protecting and growing wealth in the present.

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The Economics of Hobbies (EP. 65)

The Economics of Hobbies (EP. 65)

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In this episode of WIN: What’s Important Now, we examine how the activities we dedicate our time to can influence both our financial outlook and personal fulfillment. From gaming and golfing to traveling and gardening, we explore how different hobbies can evolve over a lifetime, offering unique experiences and potential opportunities.

 

Hobbies can provide more than just enjoyment—they can contribute to personal development and skill-building, sometimes opening up new income streams. Join us as we explore the broader impact hobbies have on our lives, beyond the costs, and how they can shape our experiences and future possibilities.

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The ROI of Relationships: Investing in Social Capital (EP. 63)

The ROI of Relationships: Investing in Social Capital (EP. 63)

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In this episode of WIN: What’s Important Now, we explore the power of relationships as an investment with long-term dividends. Drawing from the work of Robert Putnam, we dive into the concept of social capital, the value that comes from our networks, and how investing in personal and professional relationships can lead to greater financial, career, and personal success. Just like financial capital, social capital grows over time, offering returns in the form of opportunities, trust, and collaboration. Whether through mentorship, networking, or simple reciprocity, the relationships we nurture today have the potential to transform our futures.

We’ll also take a look at the ways social capital influences financial outcomes, from expanding career opportunities to gaining access to valuable resources. In a world that’s increasingly digital, we examine how authentic connections can still thrive and deliver returns, both personally and professionally. Tune in to learn practical steps for building and leveraging social capital, and why these intangible investments may be among the most important you make for the future.

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From Gridiron to Gains: Financial Lessons from the NFL Kickoff (EP. 62)

From Gridiron to Gains: Financial Lessons from the NFL Kickoff (EP. 62)

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On this episode of the WIN Podcast: What’s Important Now, we tackle the NFL’s economic juggernaut as the new season kicks off. We’ll explore the significant financial impact of the NFL kickoff, from its $18 billion revenue to the effects on advertising, merchandise, and local economies.

We’ll also examine recent changes allowing private equity firms to take an ownership stake in NFL teams, discussing how this shift could alter team valuations and league dynamics. Plus, gain valuable insights into how football’s strategic planning can inspire smarter investment decisions. Tune in for a compelling look at the NFL’s financial landscape and practical takeaways for your own investments.

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Succession – Streaming and in Real Life (Ep. 42)

Succession – Streaming and in Real Life (Ep. 42)

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The long-term success of a business depends on how smoothly it transitions from one generation to the next.

Therefore, having a well-designed succession strategy is crucial.

What other factors should we consider?

In this episode, Corey Heimensen tackles the topic of succession for families and business owners. Corey relates the series “Succession” aired on HBO to real life, and talks about the importance of having a solid plan and effective communication, along with the need to involve your family in the process.

Corey discusses:

  • The TV series “Succession” and how it relates to real succession stories 
  • The challenges faced by family-owned businesses in transitioning from one generation to the next
  • The need for effective communication in the succession planning process
  • The process at Heimensen Wealth when it comes to succession planning
  • Why it is important to prepare someone before taking over a business
  • The significance of having difficult conversations during the succession process
  • And more!

 

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

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

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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!

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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.

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FOMO vs. ROMO (AKA Fear of Missing Out Versus Regret of Missing Out) (Ep.12)

FOMO vs. ROMO (AKA Fear of Missing Out Versus Regret of Missing Out) (Ep.12)

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Everyone wants to grab the opportunities that will give them a better tomorrow.

But the truth is that this feeling can cause us to make major and avoidable mistakes.

In this episode, Corey Heimensen explains how our emotions and regrets push us to make bad decisions and why it is necessary to connect emotionally with clients to control their fears.

 Corey Heimensen discusses:

  • How FOMO and ROMO relate to finance
  • How social media and the news control our decisions
  • The importance of seeking help when unsure
  • Physical and emotional consequences of FOMO
  • 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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