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

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

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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)

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

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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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The Economics of Hobbies (EP. 65)

The Economics of Hobbies (EP. 65)

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In this episode of WIN: What’s Important Now, we examine how the activities we dedicate our time to can influence both our financial outlook and personal fulfillment. From gaming and golfing to traveling and gardening, we explore how different hobbies can evolve over a lifetime, offering unique experiences and potential opportunities.

 

Hobbies can provide more than just enjoyment—they can contribute to personal development and skill-building, sometimes opening up new income streams. Join us as we explore the broader impact hobbies have on our lives, beyond the costs, and how they can shape our experiences and future possibilities.

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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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Level Up (Ep. 22)

Level Up (Ep. 22)

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Working with qualified people is essential. But to level up, it is crucial to work with people who take the time to get to know you.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains the types of advisors in the financial industry and why it’s important to work with the ones whom you can have a more personal connection with and how that can help you succeed, both financially and personally.

Corey discusses:

  • The four types of advisors in the financial industry and the ways they are represented in a pyramid
  • The importance of making small steps to level up in life
  • A true understanding of fulfillment and how it relates to leaving a legacy
  • The value of teaming up with those who understand your goals before helping you with your finances
  • And more!

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6 Degrees of the Super Bowl (Ep. 21)

6 Degrees of the Super Bowl (Ep. 21)

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When we reach a certain age or stage in life, we start to think about leaving our belongings to our children or any other person who, according to us, deserves it.

But sometimes, this process is not always in a straight line and can entail many conditions that must be respected.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen dives into the aspect of conditional giving and connects it to the Super Bowl in six steps. Additionally, Corey explains the implications of conditional giving for the parties involved and some examples.

Corey discusses:

  • The concept of conditional giving
  • Why your children must have a positive experience in investing so they can contribute to their long-term goals
  • How the course of giving or passing wealth to children varies depending on the parents
  • The effects of inheriting money at a young age without the proper wisdom
  • The process of passing collectibles
  • And more!

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26 States, 26 Questions (Ep. 20)

26 States, 26 Questions (Ep. 20)

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In the last episode of The WIN Podcast, Corey Heimensen committed to asking his clients about their biggest concerns.

Since then, he has asked 26 clients from 26 different states about what issues keep them awake at night. 

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen answers these questions and provides his personal as well as professional views on them.

Corey answers questions about:

  • Taxes in different states
  • Bitcoin and his view on cryptocurrencies as an investment
  • Transferring assets and gifting money to family members
  • Financial aid and college tuition
  • Retirement and savings
  • And more!

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New Year, New Focus at Heimensen Wealth Advisors (Ep. 19)

New Year, New Focus at Heimensen Wealth Advisors (Ep. 19)

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When it comes to interacting with clients, understanding their biggest concerns or fears and helping them overcome those issues is essential in increasing their probability of success.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen shares his new commitment to providing more value to his clients, showing that he and his team are not just advisors but they are genuinely interested in their well-being.

Corey discusses:

  • Why setting a goal and partially achieving it is already a big step toward success
  • How he plans to add more value by tackling his clients’ biggest concerns in life
  • The reasons why our worries change as we age
  • The importance of living life and getting new experiences
  • Why we should reflect on our previous little wins 
  • And more!

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How I Invest My Money and Mechanical Bull Riding Tips (Ep. 18)

How I Invest My Money and Mechanical Bull Riding Tips (Ep. 18)

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Are you ever curious to find out how financial advisors would invest for themselves?

The short answer is: It’s a whole process, where the most important thing is to be consistent and responsible.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen gives some details on how he manages his own investments as well as what should be considered when controlling our finances.

Corey discusses:

  • The importance of having a process in serious life matters and a personal story that illustrates this
  • His three-step system when it comes to investing 
  • Why we should balance our finances and diversify our investments
  • The importance of trusting the experts and professionals who can guide us with our finances
  • What helps him get his mind off things and relax
  • And more!

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What You Should Know About Investing in Commodities and Real Estate (Ep.7)

What You Should Know About Investing in Commodities and Real Estate (Ep.7)

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Have you ever considered investing in tangible assets, outside of the stock market?

Commodity and real estate investing are popular alternatives to market investing, but their financial benefits are often debated.

In this episode, Corey Heimensen unveils the truth about investing in commodities and real estate while evaluating their financial impact and implication.

Corey discusses:

  • What are commodities 
  • The truth about gold: Is it financially beneficial in the long run?
  • Implications of investing in real estate
  • Pros of investing in commercial real estate
  • And more!

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