Tag: Financial Planning
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 2 (Ep. 38)

Book Club – Part 2 (Ep. 38)

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Success is often attributed to a combination of passion, perseverance, and a relentless pursuit of goals.

Something that Angela Duckworth perfectly explains in her book “Grit.”

Ready to get inspired with the second part of the book reviewing segment?

In this episode, Corey Heimensen introduces us to Angela Duckworth’s book “Grit: The Power of Passion and Perseverance,” which explores the concept of passion and perseverance leading to long-term success. He emphasizes the importance of setting smaller goals along the way to achieve a big ultimate goal. Additionally, Corey touches on the significance of having a life philosophy and making a positive impact on the world.

Corey discusses:

  • An analysis of the word “grit”
  • His own experience with grit and how it varies depending on the task or goal
  • The importance of having an ultimate goal and a life philosophy that serves a common purpose and benefits others
  • Personal life philosophies emphasizing the desire to leave the world a better place and provide a better lifestyle for future generations
  • The importance of long-term financial planning and enjoying the rewards of hard work
  • How passion can be found in all walks of life, not just tied to money
  • And more!

Resources:

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The Clampett Connection (Ep. 35)

The Clampett Connection (Ep. 35)

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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:

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The Bridge with Jason Engleman (Ep. 14)

The Bridge with Jason Engleman (Ep. 14)

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Discipline is about keeping ourselves in control. And not about being punished if we step out of line.

In this episode of The Win Podcast, What’s Important Now, Jason Engleman joins your host Corey Heimensen to discuss the importance of being disciplined in our lives to achieve success in all aspects. Additionally, they talk about their passion for baseball and how discipline is key to the game.

Corey and Jason discuss:

  • Jason’s background as an educator, athlete, coach, and parent of six
  • Why discipline is about being focused on ourselves  
  • The importance of discipline in sports like baseball
  • Why it is crucial to stay focused on our objectives to avoid making wrong decisions
  • And more!

Resources:

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About Jason Engleman:

Jason Engleman is the 7-12 Principal at Central Lyon.  Prior to his role as a principal, Jason served the district in other capacities including activities director, coach, and third-grade teacher. His education includes graduating from Morningside College, in Sioux City, with a Bachelor of Science Degree in Elementary Education followed by a Master’s Degree in School Administration from Dordt College, in Sioux Center.  

Outside of my administrative responsibilities, Jason loves to stay active through exercise and other sporting activities. In his free time, Jason enjoys reading, playing games, going on walks or bike rides and spending time with his family.  

Jason and his family also like to spend time attending and supporting the many activities Central Lyon has to offer.

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Liquid Goals – Straight Up with Dave Ackerman (Ep. 13)

Liquid Goals – Straight Up with Dave Ackerman (Ep. 13)

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Retirement is not about having nothing to do. It’s about doing the things that you are passionate about.

In this episode of the WIN Podcast, What’s Important Now, Corey Heimensen sits down with Dave Ackerman to discuss the importance of working on ourselves and our hobbies during retirement. Dave also tells about his beginnings in the education industry and how good financial planning led him to retire at age 55.

Dave discusses:

  • His career as a teacher and how he planned for retirement
  • How he started his retirement job/hobby of distilling alcohol
  • Why your retirement should be spent doing the things you enjoy
  • The importance of being opportunistic
  • And more!

Resources:

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Connect with Corey Heimensen:

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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!

Resources:

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Everything You Need To Know About Inflation (Ep.6)

Everything You Need To Know About Inflation (Ep.6)

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Most people are familiar with the not-so-positive side of inflation. But what if Corey Heimensen from Heimensen Wealth Advisors told you that inflation can be beneficial, too?

This week, Corey examines the current standing of inflation within the markets. He outlines the ins and outs of inflation while revealing why it is so important to plan your finances around the current inflation scenario. 

Corey discusses:

  • What is inflation, and how does it work
  • The benefits of inflation 
  • The importance of ‘rainy day funds’ and reasons it’s crucial to have ‘something to fall back on’
  • How to deal with rising interest rates
  • And more!

Resources:

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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!

Resources:

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What’s Next After Becoming a Client at Heimensen Wealth (Ep. 3)

What’s Next After Becoming a Client at Heimensen Wealth (Ep. 3)

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Have you ever asked yourself, ‘what’s next?’ after signing with a financial advisor? 

Sometimes it can be unclear, and the process can be confusing.

But Corey Heimensen from Heimensen Wealth Advisors is here to help!

In this episode, Corey reveals what comes after you decide to become a Heimensen Wealth client. He also provides you with the rundown you need to smoothly navigate this new transition. 

Corey discusses:

  • What sets Heimensen Wealth apart from other financial advisors
  • The tools and resources clients have access to when they become the firm’s client 
  • Examples of how his practice helped their clients navigate tricky financial situations
  • The company’s client expectations and what life events the team expects to be updated on
  • And more!

Resources:

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Becoming a Client at Heimensen Wealth Advisors (Ep. 2)

Becoming a Client at Heimensen Wealth Advisors (Ep. 2)

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Have you ever been nervous about reaching out to a new financial advisor? It can be a stressful process leaving you feeling vulnerable.

But, Corey Heimensen and his team at Heimensen Wealth Advisors work hard to assure the comfort and ease of all of their new and existing clients.

In this episode, Corey reveals the process of signing new clients to his business. He also explains what prospects can expect from the minute they call in the office while highlighting why communication is a two-way street for the company. 

Corey discusses:

  • The steps of becoming a Heimensen Wealth client 
  • What clients should bring in when they start working alongside their financial advisor
  • The benefits of having a financial advisor to take things ‘off your plate’
  • How the team at Heimensen Wealth can help you ‘take care of your problems’
  • And more!

Resources:

Connect with Corey Heimensen:

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