Not everyone’s New Year starts on January 1—and neither does smart financial planning. In this episode, we explore Calendar Chaos: how different cultures mark time, why calendars don’t always align, and what that means for your money. From the lunar New Year to fiscal years, we break down how understanding when you plan can be just as important as how you plan.
Most people feel behind when it comes to money—but that feeling isn’t a failure, it’s a blindfold. We were never taught how the financial game actually works, our instincts push us toward the wrong decisions, and the system quietly rewards spending over patience. When you combine psychology, brutal math, and constant noise, it’s no surprise money feels confusing and stressful.
In this episode of The WIN Podcast: What’s Important Now, we talk about why money is so unintuitive, the common mistakes almost everyone makes, and what changes once you finally understand the rules. This isn’t about perfection or timing—it’s about removing the blindfold, playing intentionally, and quietly doing better than most people over the long run.
In this episode of The WIN Podcast, we dive into the hidden weight of indecision and explore why the word “maybe” quietly drains our energy, momentum, and opportunity. From historical missteps to modern-day moments of analysis paralysis, we unpack the psychological forces that keep us stuck and the surprising cost of delaying even the smallest decisions.
We also draw clear parallels to personal finance, showing how hesitation can erode wealth just as easily as it stalls personal growth. With practical frameworks and real-world examples, this conversation gives you the tools to move from uncertainty to confident action. If you’ve been parked in neutral—mentally, emotionally, or financially—this episode will help you shift into gear and move forward with purpose.
Blind spots aren’t a sign of ignorance — they’re part of being human. In this episode, we explore the unseen forces that quietly shape how we think, behave, and make decisions. From generational overcorrections to psychological patterns like confirmation bias, we break down where blind spots come from and why they’re so difficult to recognize in ourselves. We also share practical tools to reveal those hidden assumptions so you can make clearer, more intentional choices in your life, relationships, and financial future.
We all carry a few “what ifs.” The job we didn’t take, the person we didn’t call, the risk we were too scared to try. Regret isn’t just emotional baggage — it’s data. A built-in feedback mechanism that tells us what truly matters to us.
In this episode of The WIN Podcast: What’s Important Now, we unpack the psychology of regret — why we feel it, what it’s trying to teach us, and how to use it to make better decisions moving forward. From the stories of famous inventors and investors who learned from their biggest missteps, to everyday moments we all replay in our minds, we’ll explore how looking back can actually help us move forward.
Pickleball has exploded from a backyard game into the fastest-growing sport in America, and its journey offers valuable lessons for investors. In this episode of The WIN Podcast, Corey and Zed look at how the sport’s rapid rise mirrors trends in finance, from spotting opportunities early to understanding the importance of having a reliable partner.
We connect paddles to portfolios, exploring what pickleball teaches us about patience, risk, strategy, and long-term thinking. Whether you’re on the court or in the market, the principles are the same: play smart, stay adaptable, and focus on the bigger picture.
Everyone loves an underdog. From the Jamaican bobsled team to Seabiscuit, we’re drawn to the grit, heart, and improbable rise of those who weren’t “supposed” to win. But when emotion takes the wheel — especially in investing — it can lead us into risky bets masked as hopeful stories.
In this episode, Corey and Zed unpack three powerful underdog stories and break down what they can teach us about risk, value, and decision-making. Why do we root for long shots? When does hope help — and when does it cloud judgment? And how do we separate an inspiring story from a sound investment?
When life heats up, how do you respond? This episode explores the powerful parable from The Coffee Bean—a story of a carrot that softens, an egg that hardens, and a coffee bean that transforms its environment. Through real-life examples of Elizabeth Holmes, Howard Hughes, and Viktor Frankl, we examine how people react under pressure—and what it means for life, leadership, and financial decisions. Are you letting adversity shape you, or are you shaping the outcome? Discover how to build resilience, stay grounded, and become the kind of person who changes the water around them.
Velcro. Post-its. Potato chips. What do they have in common? None of them were part of the plan. In this episode of WIN, we dive into the world of accidental inventions—and how their surprise success offers a powerful lesson for investors and dreamers alike. Because sometimes, the best financial returns don’t come from predicting the future, but from being ready when it shows up.
Giving is one of the most powerful ways to make a positive impact in the world.
Whether it’s donating money, time, or skills, giving can help improve the lives of others and ourselves.
Giving can also be a source of joy, fulfillment, and gratitude. But how do we give effectively and wisely? How do we balance our own needs and goals with our desire to help others?
In this episode, Corey Heimensen explores the power of giving and how it can shape our financial decisions and personal growth. He discusses the concept of “Giving Tuesday” and emphasizes that giving should not be confined to a single day or cause. Additionally, Corey also discusses Donor-Advised Funds as a flexible way to control donations and receive tax deductions.
Corey discusses:
The concept of Giving Tuesday, a movement where people are encouraged to be charitable and give to different causes
The value of charity and the importance of teaching and learning about being charitable from an early age
A plan to donate $25 to charity for every client who signs up for electronic delivery of paper in 2024
The importance of education and its power to improve lives and society
The perspective on giving and how it doesn’t have to be at the level of billionaires
The concept of a Donor-Advised Fund, where individuals can donate money to a fund and control its distribution to different charities
