Episodes

Giving is one of the most powerful ways to make a positive impact in the world. Whether it’s donating money, time, or skills, giving can help improve the lives of others and ourselves. Giving can also be a source of joy, fulfillment, and gratitude. But how do we give effectively and wisely? How do we balance our own needs and goals with our desire to help others? In this episode, Corey Heimensen explores the power of giving and how it can shape our financial decisions and personal growth. He dis...

One of the most fascinating aspects of financial planning is how it can be related to almost anything in life. Whether it is music, art, sports, or movies, there are always lessons and insights that can be drawn from different domains and applied to our financial decisions. In this episode, Corey Heimensen is joined by Zed Heimensen, financial advisor at Heimensen Wealth Advisors, to explore the adaptability of finance. Drawing inspiration from Beethoven and the movie National Lampoon’s Christma...

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...

The long-term success of a business depends on how smoothly it transitions from one generation to the next. Therefore, having a well-designed succession strategy is crucial. What other factors should we consider? In this episode, Corey Heimensen tackles the topic of succession for families and business owners. Corey relates the series “Succession” aired on HBO to real life, and talks about the importance of having a solid plan and effective communication, along with the need to involve your fami...

The worlds of music and finance often intersect in life. This intersection can offer a valuable perspective to explore our connection with money, happiness, and the pursuit of our aspirations. In this episode, Corey Heimensen and Aric Johnson play a game where they relate song lyrics to finances and life as a fun tribute to Aric’s enjoyment of music for his last episode on the podcast. Additionally, Aric shares about his next venture with Boys Town in Omaha to work with at-risk youth. Corey says...

Life is an ever-changing journey, filled with twists, turns, and unforeseen encounters. The power of change shapes our lives, steering us in new directions and offering opportunities for personal and professional growth. In this episode of The WIN Podcast, Corey Heimensen explores why change can be scary and how change could look in different situations. He reminisces about the journey of his podcast so far with the podcast’s producer and co-host, Aric, as they chat about the latter’s career cha...

Navigating the world of wealth management and financial planning can often feel overwhelming, as there are numerous tax strategies, investment options, and estate planning considerations. What are the latest worries of our clients? In this episode, Corey Heimensen touches on some of the recent client conversations and the most common questions he is asked. Corey also talks about tax-free retirement accounts, trust benefits and more. Corey discusses: The misconception of special tax-free retirem...

Success is often attributed to a combination of passion, perseverance, and a relentless pursuit of goals. Something that Angela Duckworth perfectly explains in her book “Grit.” Ready to get inspired with the second part of the book reviewing segment? In this episode, Corey Heimensen introduces us to Angela Duckworth’s book “Grit: The Power of Passion and Perseverance,” which explores the concept of passion and perseverance leading to long-term success. He emphasizes the importance of setting sma...

Having a solid financial plan is essential for achieving financial freedom. And we understand that many require assistance to develop a successful one. Thankfully, there are numerous books available to help us comprehend the importance of financial planning and guide us on how to get started. Today, we dive deep into one such book. In this episode, Corey Heimensen shares 11 takeaways from the book “The One Page Financial Plan” by Carl Richards and leads an exercise on creating a one-page financi...

Do you know what finances and sports coaching have in common? Both require careful planning, strategic thinking, and a long-term vision. In this episode, Corey Heimensen chats with Bill Harmsen, coach at Dordt University, about achieving long-term success in coaching. Bill emphasizes the importance of having a strong vision, strategy, and structure, and that personal and academic growth for athletes is just as important as winning. Corey and Bill also talk about the importance of competitiveness...

Sudden wealth can have a profound impact on our financial decisions and overall well-being, regardless of whether it comes as an inheritance or other unexpected windfall. What should we do to properly manage unexpected wealth? In this episode, Corey Heimensen delves on sudden wealth, specifically inheritance, using the Beverly Hillbillies show as an example and how it can influence financial decisions. He touches on the concept of lifestyle inflation and the importance of seeking professional ad...

In today’s world, the pursuit of higher education and professional aspirations takes individuals down various paths. That is why, this time, we’re asking a recent graduate to tell us about his experiences. In this episode, Corey Heimensen is joined by Zach Springer, a recent graduate from the University of Iowa, to share his journey to law school and the process of preparing for law school admissions. They also touch on the comparison between the successful mind of an attorney versus a medical p...

Throughout our lives, we will always be “in between” periods. During these, we will face many struggles and points where our decision-making will be crucial for our success. We have to make the best of situations by focusing on “What’s Important Now”. In this episode, Corey Heimensen plays a card game called “Yablon” (also known as “Red Dog” or “In Between”) to demonstrate the parallels between the game and life decision-making, particularly in finance. Corey chats about the concept of being “in...

The pain felt by the loss of a child is indescribable. That is why seeking support is essential, even more so from people who really know what you feel. In this episode, Corey Heimensen continues the conversation with Travis and Jessica Remme. This time they go in-depth regarding the Oaklyn Foundation and what they do to help parents who have lost their child. Travis and Jessica discuss: Details about the Oaklyn Foundation and the events they organize to help families The resources and support ...

Life can sometimes take an unexpected turn that can leave a lasting impact on us. Hearing about the experiences of others can provide us with valuable insight and help us cultivate the proper mentality going forward. In this episode, Corey Heimensen sits down with Jessica and Travis Remme. They share the story behind the sudden death of their daughter Oaklyn. Additionally, they talk about what motivated them to start the Oaklyn Foundation which aims to support couples who have lost a child. Trav...

Have we ever paused to reflect on the uncomfortable situations we’ve encountered during our travels and pondered the lessons they might offer us about life? In this episode, Corey Heimensen recounts the tale of when he was recently traveling for work and in an effort to save a few bucks, took a route that included multiple connections, which resulted in a lot of travel time and time to witness things. Drawing on his experience from the trip, he categorized different types of people, the situatio...

As the NBA finals are approaching, have you ever thought about the amount of money the players make? Yes, a lot. But despite earning millions, are they financially responsible? What mistake do they make with their money? In this episode, Corey Heimensen chats about how NBA players handle their personal finances, sharing important lessons that can be applied to anyone’s spending habits. He emphasizes the impact of nepotism and the importance of incorporating positive habits for future generations...

Artificial intelligence(AI) is becoming more prevalent in our lives and is helping us simplify many tasks. But it’s important to understand when it’s appropriate to use AI and when it’s not. In this episode, Corey Heimensen chats about artificial intelligence and the biggest concerns people have about its impact. Additionally, Corey talks about how new technology can be scary and it will never be perfect but it is an advancement in our society. Corey discusses: What Artificial Intelligence mean...

Successful people may appear to be living their best life, but they too, make huge mistakes. By learning from their experiences without judging or criticizing, we can gain valuable lessons for our lives. In this episode of The WIN Podcast, Corey Heimensen shares lessons learned from the financial errors made by six NFL owners. He emphasizes the importance of effective estate planning and communication to prevent family conflicts. Corey discusses: How even smart people can make mistakes, and the...

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 misinforma...

Youngsters these days are often stereotyped by older generations as slackers. Is that true? In reality, youngsters’ ways of doing things are quite different from those of previous generations. In this episode, Corey Heimensen sits down with a mystery guest who falls under the Gen Z category, to talk about how younger generations perceive the current world, from finances to technology. Corey & the guest discuss: Why there is a misconception regarding the productivity of youngsters What it is to ...

Filing for Social Security may be perceived as complicated and confusing as there’s not much guidance about it. Is it even necessary to file for it? Due to this confusion, many just take Social Security as soon as they can without considering many aspects. In this episode, Corey Heimensen shares the 6 ways people justify taking it early. Also, he explains why Social Security shouldn’t be an “easy way out” when it comes to our cash flow. Corey discusses: Why people need to be educated about Soci...

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 int...

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 an...