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

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

By |

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.

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
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)

By |

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?

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
If a Tree Falls… and a Cart is Left Behind (EP. 80)

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

By |

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.

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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)

By |

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.

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Clocking Out: The Art of Leaving Work at Work (EP. 77)

Clocking Out: The Art of Leaving Work at Work (EP. 77)

By |

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.

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Bracketology & Bankrolls: The Madness of March & Markets (EP. 75)

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

By |

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!

Resources

Connect

Podcast: Play in new window | Download | Embed

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

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

By |

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!

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Flipping the Odds: Finding Success Amid Uncertainty (EP. 70)

Flipping the Odds: Finding Success Amid Uncertainty (EP. 70)

By |

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.

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Evolution of Money – How Currency Shapes Investment (EP. 66)

The Evolution of Money – How Currency Shapes Investment (EP. 66)

By |

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.

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Navigating Healthcare Costs in Retirement: Strategies for Financial Wellness (Ep. 49)

Navigating Healthcare Costs in Retirement: Strategies for Financial Wellness (Ep. 49)

By |

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 
  • And more!

 

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More