Tag: Podcast
One Shot (EP. 116)

One Shot (EP. 116)

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Most decisions in life come with a second chance—you can adjust, change course, or try again. But some of life’s biggest financial moments don’t offer the same flexibility. Retirement, helping aging parents, receiving an inheritance, selling a business, and preparing an estate can represent decisions where much of the important work needs to happen long before the moment itself arrives.

In this episode, we explore why preparation often matters more than prediction and how decisions made years in advance can shape some of life’s most important transitions. Because while we may not know exactly when these moments will arrive, we can make sure we’re better prepared when they do.

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The IKEA Effect (EP. 115)

The IKEA Effect (EP. 115)

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Have you ever spent hours assembling a piece of furniture only to feel strangely proud of the finished product? There may actually be a psychological reason for that. In this episode, we explore the history of IKEA and the fascinating phenomenon known as the “IKEA Effect”—our tendency to place greater value on things simply because we helped create them.

But the IKEA Effect extends far beyond bookshelves and Allen wrenches. From home projects and businesses to ideas and investments, the time and effort we put into something can influence how objectively we see its value. We discuss why taking pride in what we build can be powerful, when that attachment can work against us, and why sometimes it’s important to ask whether something is valuable because of what it is—or simply because we built it.

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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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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 Maintenance Myth: Why Success Is Never Finished (EP. 107)

The Maintenance Myth: Why Success Is Never Finished (EP. 107)

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Success isn’t usually destroyed by one catastrophic mistake — it slowly erodes through years of neglected maintenance. In this episode, Corey and Zed explore why the most important parts of life and wealth require constant attention, even after we’ve worked hard to build them. From finances and health to relationships and personal growth, the things that matter most rarely take care of themselves.

We’ll discuss the hidden cost of deferred maintenance, why people naturally avoid upkeep, and how small overlooked issues often become major problems over time. Because in the end, success isn’t something we achieve once — it’s something we protect intentionally.

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The Thin Line Between Winning and Losing (EP. 106)

The Thin Line Between Winning and Losing (EP. 106)

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The Stanley Cup Playoffs remind us that the thin line between winning and losing is often measured in inches — a puck off the post, a fortunate bounce, or one split-second decision under pressure. In this episode of The WIN Podcast, we explore how hockey’s chaos and unpredictability mirror the world of investing, where short-term outcomes are often driven by volatility, emotion, and events no one can fully control.

We discuss why “this time is different” is one of the most dangerous phrases in finance, how discipline matters more than prediction, and why successful investors — like championship teams — stay committed to the process even when the bounces don’t go their way.

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Why the Road to Wealth Isn’t Straight (EP. 104)

Why the Road to Wealth Isn’t Straight (EP. 104)

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Most people expect the path to wealth to be a straight line—but just like the roads we drive every day, it’s anything but. In this episode, we explore why curves, bridges, and changing conditions aren’t flaws in the journey—they’re intentional design features that keep us moving forward safely and efficiently.

Using real-world road engineering as a guide, we break down how volatility, preparation, strong financial foundations, and ongoing adjustments all play a role in building lasting wealth. If your financial path feels unpredictable, this episode will help you see why that might be exactly what it’s supposed to look like.

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The Time Crunch (EP. 56)

The Time Crunch (EP. 56)

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In an ever-evolving world, resilience can become our greatest strength. Unexpected changes are not just obstacles; they are opportunities to showcase the strength of the human spirit.

This episode heralds a new era for the WIN Podcast: a shift to more concise episodes, filled with actionable insights ready to inspire action across generations. As we embark on this fresh path, we’ll delve into the multifaceted aspects of an investor’s journey, showing the way forward with clarity and purpose.

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Under the Hood of Risk and Exposure (Ep. 54)

Under the Hood of Risk and Exposure (Ep. 54)

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Have you ever wondered how to differentiate between risk and exposure when it comes to your investments? 

This week, Corey Heimensen in a new episode of The WIN Podcast, explores the crucial distinctions between risk and exposure in the realm of financial planning. He dives into the importance of understanding these concepts and examines the mindset for mitigating risks and managing exposure to ensure a secure financial future.

Corey discusses:

  • Understanding the fundamental difference between risk and exposure in financial planning
  • Exploring the significance of managing exposure to potential risks in investments
  • Strategies for quantifying and assessing the magnitude of outcomes in financial decision-making
  • The role of professional guidance in navigating the complexities of investment risks and exposure
  • And more!

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