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.
In today’s always-on world, the line between work and personal life has never been blurrier. With emails, notifications, and workplace stress following us home, it’s no wonder so many struggle to truly “clock out.” In this episode, we explore the mental toll of work, the dangers of burnout, and why financial freedom plays a key role in work-life balance. Plus, we’ll share actionable strategies to set boundaries, reclaim your time, and redefine success beyond just a paycheck.
Are you ready to take control of your time and energy? Let’s dive in.
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!
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!
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.
In this episode of WIN: What’s Important Now, we explore the captivating history of currency—from ancient coins to today’s digital assets. Through stories of iconic currency imagery and milestones like the gold standard, we reveal how money has shaped societies and economies.
We’ll also connect these historical shifts to modern investing, discussing how currency changes, inflation, and the rise of digital assets impact personal finance today. Join us to uncover what money’s past can teach us about protecting and growing wealth in the present.
Healthcare costs are one of the biggest expenses that retirees face, and they can vary depending on factors such as age, health, location, and lifestyle.
Planning for these costs can be challenging, but also rewarding, as it can help you achieve your retirement goals and enjoy your golden years without worrying about unexpected medical bills.
In this episode, Corey Heimensen dives into the critical topic of healthcare costs in retirement. He breaks down estimated expenses while highlighting the importance of Social Security and Health Savings Accounts. Corey also touches on the impact of lifestyle choices and the benefits of preventative care, and he provides insights into managing healthcare costs through financial goals, considering inflation, and government support programs.
Corey discusses:
Healthcare costs in retirement and the fear associated with it
How media use scare tactics to draw attention to healthcare costs in retirement
The estimated healthcare costs for a couple in retirement
The role of Social Security as a piece of the retirement financial puzzle
The impact of healthy lifestyle choices and preventative care in managing future healthcare expenses
Health Savings Accounts and their potential benefits for managing future healthcare costs
How inflation and income/ increases can impact financial planning for healthcare costs
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
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
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
