Tag: Wealth Management
Thriving in Change (EP. 57)

Thriving in Change (EP. 57)

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In this episode, we explore the fascinating journey of adaptation in both business and personal careers. We delve into how successful business models evolve to meet changing market demands, technological advancements, and societal shifts. Drawing parallels, the discussion shifts to the personal evolution from the height of one’s career to the transition into retirement.
Discover strategies for staying ahead in the business world and learn valuable insights on how individuals can gracefully navigate the transition from a bustling career to a fulfilling retirement. Join us for an engaging conversation on thriving through change and ensuring sustained success in both business and life.

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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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Artificial Intelligence Bucket List (Ep. 55)

Artificial Intelligence Bucket List (Ep. 55)

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Are you enjoying the money you’ve worked hard for or are you just saving it? 

This is an important question to ask ourselves at any point in life, as time is a precious commodity that we can never get back. It’s better to live our lives with responsibility while enjoying it. 

So, who can assist us in achieving this?

Join Corey Heimensen on The WIN Podcast as he explores the importance of valuing experiences over accumulating wealth. Corey mentions the potential of AI in personalizing bucket list adventures and emphasizes the importance of personalizing financial planning and preparing for life’s uncertainties.

Corey discusses:

  • The importance of enjoying the money you’ve worked hard for and the experiences it can provide
  • Comparing family vacation AI suggestions for different life stages: from theme parks to sophisticated international getaways
  • The role of a financial advisor in providing personalized guidance and weighing the pros and cons of financial decisions
  • The necessity of balancing spending on experiences with saving for the future and unexpected expenses
  • And more!

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Coaches Corner with Caleb Montag, CFP® (Ep. 23)

Coaches Corner with Caleb Montag, CFP® (Ep. 23)

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In life, coaches are important as we will always have objectives that we will only accomplish with the help of others.

In this episode, Corey Heimensen is joined by Caleb Montag, founder of Covey Rise Capital, to explain how crucial it is to have coaches in life, especially for our finances. Additionally, they talk about the importance of considering the individual needs of each client when planning retirement and not aiming to reach a specific amount.

Corey and Caleb discuss:

  • How Caleb got into the financial industry and what he does to help clients reach their objectives
  • The importance of having the correct coach in different life circumstances
  • How they help other financial advisors
  • Why do realtors’ properties stay on the market longer than their clients’
  • The most famous person Caleb has ever met
  • How retirement needs vary based on each individual and why it’s important to work on what’s important now
  • And more!

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About Our Guest:

Caleb Montag is a CERTIFIED FINANCIAL PLANNER™ Professional who has been working in the financial planning industry since 2012. The CERTIFIED FINANCIAL PLANNER™ Professional designation is a formal recognition of expertise in the areas of financial planning, investments, taxes, insurance, estate planning, and retirement.

Since 2012 Caleb has been dedicated to developing lasting relationships with all of his clients while helping them find solutions in their financial worlds.

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Level Up (Ep. 22)

Level Up (Ep. 22)

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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
  • And more!

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