Investing – The WIN Podcast

Presidents, Money, and the Stories They Tell (EP. 72)

By The-WIN-Podcast | January 21, 2025

In this episode of The WIN Podcast, we delve into the history books to uncover how U.S. presidents handled money, from George Washington’s savvy land investments to Lincoln’s creation of greenbacks during the Civil War. We’ll also explore Franklin D. Roosevelt’s bold departure from the gold standard and fun facts like presidential salaries.

Join us for a lighthearted yet insightful journey through history, where leadership and finance intersect in unexpected ways. Whether it’s lessons in diversification, adapting to change, or smart money management, these presidential stories prove that financial wisdom transcends time. Tune in and discover how the past can inspire your financial future!

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Thriving on Purpose: A Blueprint for Purposeful Living (EP. 71)

By The-WIN-Podcast | January 7, 2025

Start 2025 with a fresh take on retirement. In this episode, we explore why life after retirement needs as much planning as the journey to get there. From the surprising loss of structure to the challenge of reconnecting with passions, we uncover the realities of this major transition.

Learn how to move beyond “retiring to” something and focus on “retiring with” habits, relationships, and purpose that create a fulfilling and balanced new chapter.

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- Corey’s Book

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Flipping the Odds: Finding Success Amid Uncertainty (EP. 70)

By The-WIN-Podcast | December 24, 2024

In this special Christmas Eve episode, we explore how life’s uncertainties can still lead to incredible success. Drawing inspiration from stories like Walt Disney’s rise from failure and Heinz Berggruen’s journey from refugee to renowned art collector, we’ll discuss how focusing on what you can control—and letting go of what you can’t—can transform your mindset.

We’ll also dive into the art of picking your battles, whether during the holiday hustle or in your financial life. Join us for a thoughtful conversation about finding joy in the unknown, making intentional choices, and celebrating the moments that truly matter this season.

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The Hype and the Gap – Investing with Perspective (EP. 69)

By The-WIN-Podcast | December 10, 2024

In this episode of WIN: What’s Important Now, we explore the Gartner Hype Cycle—a framework for understanding the lifecycle of new technologies—and its parallels to market trends and investor behavior. Using real-world examples like self-driving cars and 3D printing, we uncover lessons on recognizing hype and identifying sustainable opportunities.

We also examine the “behavior gap” to discuss how emotions often derail smart investing. Tune in for practical tips on navigating market hype, managing emotional decisions, and aligning investments with long-term goals.

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Harvesting Wealth: Gratitude, Giving, and Financial Growth (EP. 68)

By The-WIN-Podcast | November 26, 2024

In this Thanksgiving-themed episode of WIN: What’s Important Now, we explore the financial lessons hidden in the holiday season. From the economics of Thanksgiving spending to discussing money matters with family, we uncover practical ways to align gratitude with your financial goals. Whether you’re navigating Black Friday deals or planning your holiday budget, this episode offers insights to keep your finances on track while embracing the spirit of giving.

We also discuss a different kind of year-end review, helping you assess your progress, identify areas for improvement, and set new goals for the coming year. With tips for fostering positive money conversations and strategies for recharging your financial plan, this episode will leave you feeling thankful, prepared, and ready to harvest the wealth of opportunities ahead.

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Placed with Purpose: How Layouts Shape Spending and Investing (EP. 67)

By The-WIN-Podcast | November 12, 2024

In this episode of WIN: What’s Important Now, we dive into the strategic placements that influence our everyday choices—whether in a grocery store, at the zoo, or in our financial portfolios. Have you ever wondered why milk is at the back of the store or why certain animals are placed at key points in the zoo? These decisions are intentional, designed to shape our behaviors, maximize engagement, and increase spending.

Join us as we explore the psychology behind these placements and reveal how businesses use strategic layouts to guide consumer behavior. We’ll then take these insights into the world of finance, drawing parallels between effective product placement and smart investment positioning. From high-demand groceries to high-yield investments, learn how understanding these strategies can empower your financial decisions and help you make better choices.

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Money Mind Tricks: How Biases Shape Your Financial Choices (EP. 64)

By The-WIN-Podcast | October 1, 2024

In this episode of WIN: What’s Important Now, we dive into the fascinating world of mental shortcuts, or “heuristics,” and how they shape our everyday decisions—especially when it comes to money. Have you ever bought something just because it was on sale or panicked over financial news? You’re not alone! We’ll explore three common biases—anchoring, availability, and representativeness—that can lead us astray in both everyday shopping and personal finance.

From negotiating a salary to deciding when to invest, these mental tricks can influence our thinking in subtle but powerful ways. We’ll break down relatable examples, from judging a deal based on the original price to making financial choices driven by recent events. Tune in to learn how to spot these biases and take control of your financial decisions with more confidence!

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Corey’s Book

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From Gridiron to Gains: Financial Lessons from the NFL Kickoff (EP. 62)

By The-WIN-Podcast | September 3, 2024

On this episode of the WIN Podcast: What’s Important Now, we tackle the NFL’s economic juggernaut as the new season kicks off. We’ll explore the significant financial impact of the NFL kickoff, from its $18 billion revenue to the effects on advertising, merchandise, and local economies.

We’ll also examine recent changes allowing private equity firms to take an ownership stake in NFL teams, discussing how this shift could alter team valuations and league dynamics. Plus, gain valuable insights into how football’s strategic planning can inspire smarter investment decisions. Tune in for a compelling look at the NFL’s financial landscape and practical takeaways for your own investments.

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Corey’s Book

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Crisis Investing: Turning Adversity into Advantage (EP. 59)

By The-WIN-Podcast | July 23, 2024

In this episode, we explore the concept of crisis investing, focusing on how individuals and companies have successfully navigated financial crises and turned them into opportunities for growth and profit. By delving into real-life examples and discussing strategies, this episode aims to provide listeners with actionable insights on how to stay resilient and capitalize on opportunities during economic downturns.

Join us as we uncover inspiring real-life examples from Warren Buffett, Howard Schultz, and Airbnb, revealing the strategies and mindsets that turned crises into triumphs. Remember, amid every crisis lies great opportunity—this episode will show you how to seize it.

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Corey’s Book

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Purposeful Patience (EP. 58)

By The-WIN-Podcast | July 9, 2024

In this episode, we dive deep into the art of patience and how it plays a crucial role in mastering various skills and achieving long-term success. From the precision required in golf and the calm persistence needed in fishing to the gradual progression in learning a new language and the meticulousness of perfecting a recipe, patience is the common thread that binds these activities. We explore how these principles also apply to investing, where patience can lead to substantial rewards over time.

Join us as we unravel the importance of purposeful patience and how embracing it can lead to greater fulfillment and success in all aspects of life. Whether you’re an aspiring chef, an eager learner, a dedicated golfer, or a budding investor, this episode offers valuable insights into making patience your greatest ally.