Tag: Goals
The Climb (Ep. 51)

The Climb (Ep. 51)

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Life is full of mountains. Some are easy to climb, some are hard, and some seem impossible. 

But what can we learn from the people who dare to face these mountains and reach the summit? How do they overcome the obstacles, the risks, and the doubts that come with such a challenge? And how can we apply their lessons to our own lives? 

In this episode, Corey Heimensen explores the parallels between climbing mountains like Kilimanjaro and making life’s tough decisions. He dives into the mental strategies for facing challenges, the growth that comes from pushing past our limits, and the importance of adapting goals as life changes. Additionally, Corey emphasizes the value of partnership and support systems in achieving success, and the complexities of managing the aftermath of reaching our goals.

Corey discusses:

  • The idea of mountain climbing and its challenges, including physical and mental preparation
  • The challenges and routes of climbing Mount Kilimanjaro
  • The importance of mental preparation in both mountain climbing and life
  • The significance of having support and guidance in achieving goals and making important decisions
  • The negative impact of overconfidence in various aspects of life
  • The importance of financial planning and the potential consequences of relying solely on social security for retirement
  • The risks and challenges faced during the descent in mountain climbing and drawing parallels to life’s challenges and decision-making
  • And more!

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The Joys of Organization (Ep. 43)

The Joys of Organization (Ep. 43)

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Have you ever thought about how the increase in the occupation of storage units can relate to the need for financial organization?

The truth is that the clutter in our storage units often mirrors the chaos in our financial affairs.

In this episode, Corey Heimensen touches on the relevance of organization in one’s financial life. He draws a parallel between the clutter in storage units and the financial mess many people have, emphasizing the importance of seeking help from trusted advisors to get organized.

Corey discusses:

  • The popularity of storage units and their surprising statistics
  • The seven popular reasons people rent storage units
  • The correlation between the size of the storage unit rented and the length of stay
  • The importance of organizing finances and drawing parallels with the Marie Kondo method of keeping things that bring joy
  • The stress caused by financial disorganization and the need for intentional financial planning
  • How a financial advisor can assist in organizing financial goals
  • The need for a genuine connection and trust with a financial advisor
  • And more!

 

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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!

 

Resources:

Connect with Corey Heimensen:

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