The WIN Podcast, What’s Important Now
What’s Your Story? Whether you are a client or an independent financial advisor, we know you face many important decisions that can affect your (and your client’s) long-term financial success. Welcome to The WIN Podcast, What’s Important Now with Corey Heimensen, Accredited Investment Fiduciary, an...
Recent Episodes
117
Oct. 13, 2026
The Tetris Effect (EP. 117)
Have you ever played a video game so much that you started seeing it in your dreams? That’s the idea behind the Tetris Effect, a fascinating phenomenon where repeated experiences begin to influence how we think and perceive the world. In this episode, we explore the surprising history of Tetris, how a simple puzzle game became a worldwide sensation, and why our brains are constantly searching for patterns. But the Tetris Effect extends far beyond video games. From everyday habits to the way we
116
Sept. 29, 2026
One Shot (EP. 116)
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 i
115
Sept. 15, 2026
The IKEA Effect (EP. 115)
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 an
114
Sept. 1, 2026
Win the Match, Not the Point (EP. 114)
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 do
113
Aug. 18, 2026
The Great Wealth Transfer (EP. 113)
For generations, Americans have spent decades building wealth through homes, businesses, investments, and retirement accounts. Now, much of that wealth is beginning to move to the next generation. In this episode, we explore The Great Wealth Transfer—how we got here, why trillions of dollars are expected to change hands, and what that could mean for families and investors. But transferring wealth is about more than simply passing along money. We discuss the importance of preparation, communicat
112
Aug. 4, 2026
Know When to Hold ‘Em (EP. 112)
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 calcul