Tag: Financial Decisions
Bracketology & Bankrolls: The Madness of March & Markets (EP. 75)

Bracketology & Bankrolls: The Madness of March & Markets (EP. 75)

By |

March Madness isn’t just about basketball—it’s about risk, reward, and the unpredictable nature of both brackets and investing. In this episode of WIN: What’s Important Now, we break down the financial lessons hidden in the tournament, from the psychology of picking Cinderella teams to the importance of diversification in both your portfolio and your bracket. Plus, we explore the staggering impact March Madness has on workplace productivity. Whether you’re a hoops fan or a finance geek, this episode is a slam dunk!

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Science of Knowing When to Say Yes (EP. 74)

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

By |

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!

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Presidents, Money, and the Stories They Tell (EP. 72)

Presidents, Money, and the Stories They Tell (EP. 72)

By |

In this episode of The WIN Podcast, we delve into the history books to uncover how U.S. presidents handled money, from George Washington’s savvy land investments to Lincoln’s creation of greenbacks during the Civil War. We’ll also explore Franklin D. Roosevelt’s bold departure from the gold standard and fun facts like presidential salaries.

Join us for a lighthearted yet insightful journey through history, where leadership and finance intersect in unexpected ways. Whether it’s lessons in diversification, adapting to change, or smart money management, these presidential stories prove that financial wisdom transcends time. Tune in and discover how the past can inspire your financial future!

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Thriving on Purpose: A Blueprint for Purposeful Living (EP. 71)

Thriving on Purpose: A Blueprint for Purposeful Living (EP. 71)

By |
Start 2025 with a fresh take on retirement. In this episode, we explore why life after retirement needs as much planning as the journey to get there. From the surprising loss of structure to the challenge of reconnecting with passions, we uncover the realities of this major transition.

Learn how to move beyond “retiring to” something and focus on “retiring with” habits, relationships, and purpose that create a fulfilling and balanced new chapter.

Resources

 

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Flipping the Odds: Finding Success Amid Uncertainty (EP. 70)

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

By |

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.

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Hype and the Gap – Investing with Perspective (EP. 69)

The Hype and the Gap – Investing with Perspective (EP. 69)

By |

In this episode of WIN: What’s Important Now, we explore the Gartner Hype Cycle—a framework for understanding the lifecycle of new technologies—and its parallels to market trends and investor behavior. Using real-world examples like self-driving cars and 3D printing, we uncover lessons on recognizing hype and identifying sustainable opportunities.

We also examine the “behavior gap” to discuss how emotions often derail smart investing. Tune in for practical tips on navigating market hype, managing emotional decisions, and aligning investments with long-term goals.

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Placed with Purpose: How Layouts Shape Spending and Investing (EP. 67)

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

By |

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.

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Artificial Intelligence Bucket List (Ep. 55)

Artificial Intelligence Bucket List (Ep. 55)

By |

Are you enjoying the money you’ve worked hard for or are you just saving it? 

This is an important question to ask ourselves at any point in life, as time is a precious commodity that we can never get back. It’s better to live our lives with responsibility while enjoying it. 

So, who can assist us in achieving this?

Join Corey Heimensen on The WIN Podcast as he explores the importance of valuing experiences over accumulating wealth. Corey mentions the potential of AI in personalizing bucket list adventures and emphasizes the importance of personalizing financial planning and preparing for life’s uncertainties.

Corey discusses:

  • The importance of enjoying the money you’ve worked hard for and the experiences it can provide
  • Comparing family vacation AI suggestions for different life stages: from theme parks to sophisticated international getaways
  • The role of a financial advisor in providing personalized guidance and weighing the pros and cons of financial decisions
  • The necessity of balancing spending on experiences with saving for the future and unexpected expenses
  • And more!

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Clampett Connection (Ep. 35)

The Clampett Connection (Ep. 35)

By |

Sudden wealth can have a profound impact on our financial decisions and overall well-being, regardless of whether it comes as an inheritance or other unexpected windfall. 

What should we do to properly manage unexpected wealth?

In this episode, Corey Heimensen delves on sudden wealth, specifically inheritance, using the Beverly Hillbillies show as an example and how it can influence financial decisions. He touches on the concept of lifestyle inflation and the importance of seeking professional advice when dealing with sudden wealth.

Corey discusses:

  • The recurring issue of the debt ceiling and how it can cause panic among individuals
  • Inheritance as an example of sudden wealth and how it can affect individuals and their financial decisions
  • Statistics on the average amount of inheritance received and how people spend it
  • How some people are afraid to spend or invest their inheritance and how to approach the situation
  • The concept of lifestyle inflation and how it can affect people’s spending habits
  • How people may spend lavishly on things without considering the consequences
  • The importance of having a professional team of advisors 
  • The importance of setting restrictions/safety nets on investments or inheritance to keep people on the right path, and how professionals can help with this
  • Why having financial literacy in banking, credit cards, and bill payments is essential for long-term success
  • And more!

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
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)

By |

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!

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More