Tag: Planning
What Ostriches, Lightning, and Goldfish Can Teach You About Money (EP. 82)

What Ostriches, Lightning, and Goldfish Can Teach You About Money (EP. 82)

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We’ve all believed things that aren’t quite true—like the idea that ostriches bury their heads in the sand or that goldfish forget everything in three seconds. In this episode, we unpack five common myths people believe without question and explore the surprising ways they connect to financial behavior. From ignoring your budget like an ostrich to reacting emotionally to market “red” like a charging bull, we break down how these false beliefs can quietly derail your financial plan.

Sometimes, what costs us most isn’t what we don’t know—it’s what we think we know.

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Financial Fables: What a tortoise, a fox, and a golden goose can teach you about your wallet (EP. 81)

Financial Fables: What a tortoise, a fox, and a golden goose can teach you about your wallet (EP. 81)

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In this episode of WIN: What’s Important Now, we unpack five classic Fables—stories you may have heard as a child—and discover the powerful financial wisdom they hold for adults. From the slow-and-steady tortoise to the golden-egg-laying goose, these tales reveal truths about saving, investing, greed, preparation, and mindset. Join us as we connect ancient stories to modern money habits and ask: what’s your financial fable?

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If a Tree Falls… and a Cart is Left Behind (EP. 80)

If a Tree Falls… and a Cart is Left Behind (EP. 80)

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What do a falling tree, a shopping cart, and your retirement account have in common? In this episode, we explore the unseen choices that shape our lives—from acts of everyday integrity to the quiet discipline of long-term investing. Inspired by the Grocery Cart Theory and the age-old forest riddle, this conversation is a reminder that what’s important now isn’t always visible—but it always matters.

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Timeless Truths (EP. 79)

Timeless Truths (EP. 79)

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In Episode 79 of WIN: What’s Important Now, we explore five timeless truths about human behavior — and how they still shape our decisions today. Inspired by Morgan Housel’s Same as Ever, we examine surprising moments from history that reveal why some lessons never go out of style.

Through stories of risk, patience, and the power of incentives, we connect the past to the present, showing how what’s always been true still matters now. Whether you’re thinking about money, mindset, or meaning, this episode is a reminder that some of the most important things… don’t really change.

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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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Don’t Fix the Roof in a Snowstorm (EP. 76)

Don’t Fix the Roof in a Snowstorm (EP. 76)

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Making changes in the middle of a crisis is like trying to fix your shingles during a snowstorm—frustrating, ineffective, and often too late. In this episode, we explore why the best time to prepare, adjust, and plan is when things are going well, not when you’re under pressure. Whether it’s managing your health, career, relationships, or big life decisions, taking proactive steps before problems arise can save you from unnecessary stress and poor decision-making.

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Bracketology & Bankrolls: The Madness of March & Markets (EP. 75)

Bracketology & Bankrolls: The Madness of March & Markets (EP. 75)

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March Madness isn’t just about basketball—it’s about risk, reward, and the unpredictable nature of both brackets and investing. In this episode of WIN: What’s Important Now, we break down the financial lessons hidden in the tournament, from the psychology of picking Cinderella teams to the importance of diversification in both your portfolio and your bracket. Plus, we explore the staggering impact March Madness has on workplace productivity. Whether you’re a hoops fan or a finance geek, this episode is a slam dunk!

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The 25th Hour: Time, Priorities, and Financial Growth (EP. 73)

The 25th Hour: Time, Priorities, and Financial Growth (EP. 73)

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What would you do if every day came with an extra hour? In this episode of WIN: What’s Important Now, Corey and Zed explore how they would use an additional 60 minutes and what it reveals about priorities, productivity, and financial habits.

Just like money, time is a limited resource that can be invested wisely—or wasted. Zed and Corey discuss the concept of Return on Time Invested (ROTI), share personal insights on maximizing time, and draw parallels between smart time management and financial success. Whether it’s compounding interest, intentional budgeting, or eliminating “time debt,” this episode will challenge you to rethink how you spend your most valuable asset—your time.

Tune in for practical takeaways on making the most of every hour, whether in life, work, or finances. How would you use an extra hour? Let’s find out together!

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

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

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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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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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