Tag: Heimensen Wealth Advisors
Win the Match, Not the Point (EP. 114)

Win the Match, Not the Point (EP. 114)

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As the U.S. Open takes center stage and Roger Federer enters the International Tennis Hall of Fame, we look back at one remarkable statistic from his legendary career: Federer won only about 54% of the points he played, yet won 82% of his matches. It’s a powerful reminder that success doesn’t require winning every single point—it requires staying focused on the bigger objective.

Investing works much the same way. Markets will have bad days, difficult years, and periods when a strategy simply doesn’t go as planned. In this episode, we use tennis and Federer’s extraordinary career to explore the importance of patience, perspective, and keeping your eyes on the long-term goal. You don’t have to win every point—you just have to win the match.

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The Great Wealth Transfer (EP. 113)

The Great Wealth Transfer (EP. 113)

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For generations, Americans have spent decades building wealth through homes, businesses, investments, and retirement accounts. Now, much of that wealth is beginning to move to the next generation. In this episode, we explore The Great Wealth Transfer—how we got here, why trillions of dollars are expected to change hands, and what that could mean for families and investors.

But transferring wealth is about more than simply passing along money. We discuss the importance of preparation, communication, estate planning, and teaching the next generation how to handle what they receive. Because building wealth is only half the journey—the real challenge may be making sure the next generation is ready for the handoff.

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Know When to Hold ‘Em (EP. 112)

Know When to Hold ‘Em (EP. 112)

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Every summer, thousands of players gather in Las Vegas with one goal: winning the World Series of Poker. While luck may determine the outcome of a single hand, the world’s best players know that long-term success is built on discipline, probability, patience, and making consistently good decisions. In this episode, we explore the history of the World Series of Poker and uncover the surprising lessons it offers investors.

From bankroll management and expected value to knowing when to take calculated risks, poker and investing have more in common than you might think. Join us as we discuss why success isn’t about winning every hand—it’s about making smart decisions over time and staying in the game long enough for the odds to work in your favor.

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The Long Game (EP. 111)

The Long Game (EP. 111)

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Every four years, the FIFA World Cup captures the attention of billions, but the lessons extend far beyond the soccer pitch. In this episode, we explore what makes the world’s most popular sporting event so captivating and uncover the surprising parallels between winning a championship and building long-term financial success. From the group stage to the knockout rounds, every match offers a lesson in preparation, patience, discipline, and resilience.

Just like investing, championships aren’t won with one spectacular play—they’re earned through consistency, smart decisions, and the ability to stay in the game when the pressure is highest. Whether you’re a lifelong soccer fan or have never watched a match, you’ll discover why the principles that lead to lifting the World Cup trophy are the very same principles that can help you achieve lasting financial success.

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The Most Important Call in History (EP. 102)

The Most Important Call in History (EP. 102)

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What’s the most important phone call ever made? It may have been the very first one. In 1876, Alexander Graham Bell spoke the words, “Mr. Watson, come here — I want to see you,” proving for the first time that the human voice could travel through a wire.

In this episode of The WIN Podcast: What’s Important Now, we explore how that simple moment changed communication—and what it teaches us about investing, personal finance, and decision-making in a faster world.

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Are You the Hero… or the Bottleneck? (EP. 101)

Are You the Hero… or the Bottleneck? (EP. 101)

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Are you the hero… or the bottleneck? In this episode of The WIN Podcast, we explore how constantly saving the day in your business, finances, or family might actually be holding you back. Hustle and heroics work in the beginning — but if everything depends on you, growth has a ceiling.

What’s Important Now isn’t more effort — it’s better systems. From money automation to life design, this episode challenges you to stop managing chaos and start building structure. Because real success isn’t about being needed… it’s about creating something that works even when you’re not in the room.

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From Calendar Chaos to Financial Clarity (EP. 97)

From Calendar Chaos to Financial Clarity (EP. 97)

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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.

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From Courts to Capital: What Pickleball Teaches Us About Investing (EP. 90)

From Courts to Capital: What Pickleball Teaches Us About Investing (EP. 90)

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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.

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The Long Tail of Fads: When Today’s Trend is Tomorrow’s Prank (EP. 88)

The Long Tail of Fads: When Today’s Trend is Tomorrow’s Prank (EP. 88)

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Why do we fall in love with fads? From hula hoops to Beanie Babies to meme stocks, history is filled with crazes that capture our imagination—and our wallets—before vanishing almost overnight. They make us laugh, they make us hope, and sometimes they cost us big. In this episode, Corey and Zed explore why fads are so powerful, what they reveal about human behavior, and how the same forces that drive silly cultural trends also fuel risky financial manias.

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Same Water Different Outcomes (EP. 85)

Same Water Different Outcomes (EP. 85)

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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.

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