Tag: Opportunities

Laying Up or Going for It: Risk, Reward, and the Green Ahead (EP. 78)

Laying Up or Going for It: Risk, Reward, and the Green Ahead (EP. 78)

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Fresh off The Masters, we dive into the high-stakes decision every golfer faces on a par 5—lay up or go for the green—and explore how that same risk/reward choice shows up in personal finance. Whether you’re building a nest egg or eyeing a bold investment move, knowing when to play it safe and when to take a calculated shot is key. Tune in as we break down the parallels between smart course management and sound financial planning.

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The Science of Knowing When to Say Yes (EP. 74)

The Science of Knowing When to Say Yes (EP. 74)

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How do you know when to stop searching and finally make a decision? Whether you’re picking a life partner, buying a house, or deciding when to invest, the fear of making the wrong choice can leave you stuck in indecision. In this episode, we explore Optimal Stopping Theory—a mathematical approach to decision-making that helps determine the perfect moment to act. Known as the 37% Rule, this principle provides a simple yet powerful way to balance exploration and commitment, so you don’t waste time searching forever or settle too soon.

From dating and job hunting to stock picking and real estate investing, this framework applies to almost every area of life. We’ll break down how it works, why perfection is a myth, and how using this strategy can help you make better, faster, and more confident decisions. Tune in to learn when to trust the process, take the leap, and stop second-guessing yourself!

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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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The ROI of Relationships: Investing in Social Capital (EP. 63)

The ROI of Relationships: Investing in Social Capital (EP. 63)

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In this episode of WIN: What’s Important Now, we explore the power of relationships as an investment with long-term dividends. Drawing from the work of Robert Putnam, we dive into the concept of social capital, the value that comes from our networks, and how investing in personal and professional relationships can lead to greater financial, career, and personal success. Just like financial capital, social capital grows over time, offering returns in the form of opportunities, trust, and collaboration. Whether through mentorship, networking, or simple reciprocity, the relationships we nurture today have the potential to transform our futures.

We’ll also take a look at the ways social capital influences financial outcomes, from expanding career opportunities to gaining access to valuable resources. In a world that’s increasingly digital, we examine how authentic connections can still thrive and deliver returns, both personally and professionally. Tune in to learn practical steps for building and leveraging social capital, and why these intangible investments may be among the most important you make for the future.

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The 3 Curse Words from Corey’s Book (Ep. 46)

The 3 Curse Words from Corey’s Book (Ep. 46)

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Religion, politics, and money are three words that often produce strong emotions and opinions in people. 

These words are also closely connected in many aspects of our lives, from our social interactions to our economic decisions. 

How do we navigate these controversial topics in a respectful, informed, and beneficial way?

In this episode, Corey Heimensen analyzes three powerful words: Religion, Politics, and Money from his book “Stop Doing Dumb Things With Your Money.” Corey uses these words to describe the importance of making informed financial decisions, the power of faith in investing, and the significance of enjoying one’s wealth. Additionally, Corey also emphasizes the importance of education and shares how crucial it is to be optimistic in life. 

Corey discusses:

  • The concept of faith and how it relates to investing and relationships
  • The relationship between optimism and happiness
  • The significance of being an opportunist and seizing opportunities
  • The importance of spending and enjoying money and assets
  • The long-standing tradition of avoiding discussions about politics
  • And more!

 

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Liquid Goals – Straight Up with Dave Ackerman (Ep. 13)

Liquid Goals – Straight Up with Dave Ackerman (Ep. 13)

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Retirement is not about having nothing to do. It’s about doing the things that you are passionate about.

In this episode of the WIN Podcast, What’s Important Now, Corey Heimensen sits down with Dave Ackerman to discuss the importance of working on ourselves and our hobbies during retirement. Dave also tells about his beginnings in the education industry and how good financial planning led him to retire at age 55.

Dave discusses:

  • His career as a teacher and how he planned for retirement
  • How he started his retirement job/hobby of distilling alcohol
  • Why your retirement should be spent doing the things you enjoy
  • The importance of being opportunistic
  • And more!

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