Tag: Financial Mistakes
A Collection of Change (Ep. 40)

A Collection of Change (Ep. 40)

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Life is an ever-changing journey, filled with twists, turns, and unforeseen encounters.

The power of change shapes our lives, steering us in new directions and offering opportunities for personal and professional growth.

In this episode of The WIN Podcast, Corey Heimensen explores why change can be scary and how change could look in different situations. He reminisces about the journey of his podcast so far with the podcast’s producer and co-host, Aric, as they chat about the latter’s career change.

Join in as Corey shares the importance of embracing change in business and the significance of financial planning for the future.

Corey discusses:

  • The abundance of books about change that can be found online
  • The drive and mindset needed to build and maintain a successful business, as well as the importance of embracing change
  • The need to adapt to changes in the financial planning industry
  • The impact of health on retirement and the challenges of dealing with deteriorating health
  • Aric’s departure from the podcast to work with Boys Town to help at-risk youth
  • And more!

Resources:

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Book Club – Part 1 (Ep. 37)

Book Club – Part 1 (Ep. 37)

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Having a solid financial plan is essential for achieving financial freedom. And we understand that many require assistance to develop a successful one. 

Thankfully, there are numerous books available to help us comprehend the importance of financial planning and guide us on how to get started. 

Today, we dive deep into one such book.

In this episode, Corey Heimensen shares 11 takeaways from the book “The One Page Financial Plan” by Carl Richards and leads an exercise on creating a one-page financial plan. 

Corey discusses:

  • 11 key takeaways from “The One Page Financial Plan” book
  • Why people need to think about and identify “Why is money important to you?”
  • Reasons why you shouldn’t obsess over goals
  • The importance of being aware of how you spend and what you’re spending on every month
  • Why you should invest like a scientist
  • Creating a one-page financial plan in three steps
  • The importance of estimating cash flow needed in retirement and types of debts to include in a one-page financial plan
  • How having a financial advisor can be a game changer for your financial future 
  • And more!

Resources:

Connect with Corey Heimensen:

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