Tag: Taxes
Are You the Hero… or the Bottleneck? (EP. 101)

Are You the Hero… or the Bottleneck? (EP. 101)

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Are you the hero… or the bottleneck? In this episode of The WIN Podcast, we explore how constantly saving the day in your business, finances, or family might actually be holding you back. Hustle and heroics work in the beginning — but if everything depends on you, growth has a ceiling.

What’s Important Now isn’t more effort — it’s better systems. From money automation to life design, this episode challenges you to stop managing chaos and start building structure. Because real success isn’t about being needed… it’s about creating something that works even when you’re not in the room.

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The 100 Lessons Project (EP. 100)

The 100 Lessons Project (EP. 100)

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Episode 100 is here — and we’re celebrating by distilling 100 conversations into the Top 10 lessons that have shaped how we think about money, mindset, leadership, and purposeful living. From Olympic-level preparation and strategic financial planning to the domino effect of small habits and becoming the “coffee bean” under pressure, this episode captures the ideas that mattered most. These aren’t just highlights — they’re principles we’ve seen play out in real lives, real markets, and real decisions.

Reaching 100 episodes is a milestone we don’t take lightly. Most podcasts never get here, and we’re grateful for every listener who has joined the journey. In this special episode, Corey and Zed go back and forth, sharing the lessons that have defined WIN — and what will guide the next 100. If you want a condensed blueprint for what truly matters now, this is the episode to hear.

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Removing the Blindfold: Why Money Feels Hard (EP. 96)

Removing the Blindfold: Why Money Feels Hard (EP. 96)

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Most people feel behind when it comes to money—but that feeling isn’t a failure, it’s a blindfold. We were never taught how the financial game actually works, our instincts push us toward the wrong decisions, and the system quietly rewards spending over patience. When you combine psychology, brutal math, and constant noise, it’s no surprise money feels confusing and stressful.

In this episode of The WIN Podcast: What’s Important Now, we talk about why money is so unintuitive, the common mistakes almost everyone makes, and what changes once you finally understand the rules. This isn’t about perfection or timing—it’s about removing the blindfold, playing intentionally, and quietly doing better than most people over the long run.

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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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Winter Tennis Breakdown (Ep. 47)

Winter Tennis Breakdown (Ep. 47)

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What do tennis and finance have in common? 

More than you might think!

In both fields, unforced errors can have a huge impact on your performance and outcomes.

This week, Corey Heimensen explores the concept of unforced errors in finance, draws parallels between tennis and decision-making, and dives into the psychology behind our choices. He also emphasizes the importance of learning from mistakes, avoiding overconfidence, and planning for the future.

Corey discusses:

  • Unforced errors in tennis and golf, and how they relate to mistakes made in the investing and finance world
  • The US Open, the crowd, and the drink called ‘Honey Deuce’
  • The importance of evaluating mistakes and learning from them in order to improve in various aspects of life
  • The importance of understanding and not underestimating the risks associated with investments and financial decisions
  • The dangers of overconfidence and the inevitable market downturns
  • The importance of managing taxes, ensuring cash flow, and weathering market volatility for long-term success
  • And more!

 

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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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The Mythology of Taxes (Ep. 26)

The Mythology of Taxes (Ep. 26)

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Taxes are a necessary but often stressful obligation and it’s understandable why people might have negative thoughts toward them. 

Due to these feelings, there are numerous myths about taxes that persist and are often perpetuated unintentionally.

In this episode of The WIN Podcast, Corey Heimensen shares and gives his view on some of the most common tax myths mentioned in the article “10 Common Tax Myths, Debunked.” Additionally, he sheds light on the importance of paying taxes and the misinformation surrounding it.

Corey discusses:

  • A reflection on the Huma Bird as a symbol of the irony in people’s desire for a solution to tax issues
  • The most common misconceptions and misunderstandings surrounding taxes
  • The importance of making your money work for you and why receiving your tax refund is not a cause for celebration
  • The significance of educating people about money and clarifying their biggest misconceptions
  • Why it’s important for every country that its citizens pay their taxes
  • And more!

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