Episodes

When we reach a certain age or stage in life, we start to think about leaving our belongings to our children or any other person who, according to us, deserves it. But sometimes, this process is not always in a straight line and can entail many conditions that must be respected. In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen dives into the aspect of conditional giving and connects it to the Super Bowl in six steps. Additionally, Corey explains the implications of condi...

In the last episode of The WIN Podcast, Corey Heimensen committed to asking his clients about their biggest concerns. Since then, he has asked 26 clients from 26 different states about what issues keep them awake at night. In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen answers these questions and provides his personal as well as professional views on them. Corey answers questions about: Taxes in different states Bitcoin and his view on cryptocurrencies as an investmen...

When it comes to interacting with clients, understanding their biggest concerns or fears and helping them overcome those issues is essential in increasing their probability of success. In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen shares his new commitment to providing more value to his clients, showing that he and his team are not just advisors but they are genuinely interested in their well-being. Corey discusses: Why setting a goal and partially achieving it is al...

Are you ever curious to find out how financial advisors would invest for themselves? The short answer is: It’s a whole process, where the most important thing is to be consistent and responsible. In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen gives some details on how he manages his own investments as well as what should be considered when controlling our finances. Corey discusses: The importance of having a process in serious life matters and a personal story that il...

The world is not the way it used to be, in a good way. The technological advances we see today have made many processes easier, especially in agriculture. In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen chats with Wes Koedam to discuss the agricultural field and the changes he has seen throughout the past few decades in the industry. Additionally, they explain how crucial it is to plan for retirement. Wes discusses: His background in the agricultural industry and how i...

People often think, that when investing, we should only care about the economic returns. But the truth is these investments can have negative consequences in other aspects that could impact employees and the environment. In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains why it’s crucial to consider our values before making any financial decisions, as these could negatively affect others. Corey discusses: How our morals can affect our investment strategies The ro...

There are often many lessons in previous historical events that can be implemented in today’s day to improve people’s lives or even help them achieve their goals. In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen sits down with Zed Heimensen to discuss how the Black Plague and the history behind anesthesia can be related to the behavior people have today when making important financial decisions. Corey & Zed discuss: A summary of what the Black Plague was and how this ep...

Discipline is about keeping ourselves in control. And not about being punished if we step out of line. In this episode of The Win Podcast, What’s Important Now, Jason Engleman joins your host Corey Heimensen to discuss the importance of being disciplined in our lives to achieve success in all aspects. Additionally, they talk about their passion for baseball and how discipline is key to the game. Corey and Jason discuss: Jason’s background as an educator, athlete, coach, and parent of six Why di...

Retirement is not about having nothing to do. It’s about doing the things that you are passionate about. In this episode of the WIN Podcast, What’s Important Now, Corey Heimensen sits down with Dave Ackerman to discuss the importance of working on ourselves and our hobbies during retirement. Dave also tells about his beginnings in the education industry and how good financial planning led him to retire at age 55. Dave discusses: His career as a teacher and how he planned for retirement How he s...

Everyone wants to grab the opportunities that will give them a better tomorrow. But the truth is that this feeling can cause us to make major and avoidable mistakes. In this episode, Corey Heimensen explains how our emotions and regrets push us to make bad decisions and why it is necessary to connect emotionally with clients to control their fears. Corey Heimensen discusses: How FOMO and ROMO relate to finance How social media and the news control our decisions The importance of seeking help wh...

When looking for a financial advisor, you want to make sure they have your best interests in mind. That’s why it’s important to ask advisors questions while vetting them to see if they will be a good fit for you. In this episode, Corey Heimensen outlines the seven questions you should ask any financial advisor before becoming a client. Along with what would happen to your account if your advisor couldn’t fulfill their duties. Corey discusses: The importance of finding an advisor who knows how t...

Let’s face it. We have all witnessed difficult times, uncertainty, and stormy life events. Learn the tips you need to prepare and get past those in this episode of The WIN Podcast, What’s Important Now with Corey Heimensen! This week, Corey explains how to financially prepare for these life storms. He reveals the value of building resiliency and adaptability through the process while highlighting the importance of building a good foundation to weather the storm. Corey discusses: The importance ...

In finances, there are eight rules we all need to know and follow — no matter our age! Referring to the 1977 sitcom, “Eight Is Enough,” this week, Corey Heimensen provides you with a list of eight easy and achievable concepts you can do to protect and manage your finances. Corey discusses: The importance of paying yourself first and incorporating it into your routine Why pay your bills on time, and what are some tools you can use to make it simple How being optimistic can help you in every aspe...

Money, cryptocurrency, investing, and the use of mobile assets are four areas where millennials and Gen Xers share different viewpoints. For most Gen Xers, embracing new technology is a daunting task. Is there a way where we can bridge the gap between these two generations? In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen introduces us to two millennial members of his team. First, his son Zed Heimensen and second Ryan Metzger. Zed & Ryan are financial advisors with Heime...

Have you ever considered investing in tangible assets, outside of the stock market? Commodity and real estate investing are popular alternatives to market investing, but their financial benefits are often debated. In this episode, Corey Heimensen unveils the truth about investing in commodities and real estate while evaluating their financial impact and implication. Corey discusses: What are commodities The truth about gold: Is it financially beneficial in the long run? Implications of investin...

Most people are familiar with the not-so-positive side of inflation. But what if Corey Heimensen from Heimensen Wealth Advisors told you that inflation can be beneficial, too? This week, Corey examines the current standing of inflation within the markets. He outlines the ins and outs of inflation while revealing why it is so important to plan your finances around the current inflation scenario. Corey discusses: What is inflation, and how does it work The benefits of inflation The importance of ...

How many of you are familiar with the roles and responsibilities of a good financial advisor? In this episode, Corey Heimensen outlines the five roles of a financial advisor. From their role as the weatherman to marriage counseling and even acting as forest rangers, Corey explains what each hat means and how each of them is applied to different client situations. Corey discusses: The power of advisor straightforwardness and honesty Ways advisors can help couples navigate their financial plannin...

Financial jargon can be confusing and hard to understand, and so can complex financial situations. But, Corey Heimensen is here to help make these situations understandable and accessible for anybody, even if you have no previous financial experience. In this episode, Corey reveals what motivated him to write his book, “Stop Doing Dumb Things With Your Money,” and explores the value of chapter two (focused on why you shouldn’t buy more financial services than you need) and three (the importance ...

Have you ever asked yourself, ‘what’s next?’ after signing with a financial advisor? Sometimes it can be unclear, and the process can be confusing. But Corey Heimensen from Heimensen Wealth Advisors is here to help! In this episode, Corey reveals what comes after you decide to become a Heimensen Wealth client. He also provides you with the rundown you need to smoothly navigate this new transition. Corey discusses: What sets Heimensen Wealth apart from other financial advisors The tools and reso...

Have you ever been nervous about reaching out to a new financial advisor? It can be a stressful process leaving you feeling vulnerable. But, Corey Heimensen and his team at Heimensen Wealth Advisors work hard to assure the comfort and ease of all of their new and existing clients. In this episode, Corey reveals the process of signing new clients to his business. He also explains what prospects can expect from the minute they call in the office while highlighting why communication is a two-way st...

Everybody knows what winners are and what winning is. But Corey Heimensen from Heimensen Wealth Advisors uses WIN as an acronym for What’s Important Now. In the inaugural episode of The WIN Podcast, What’s Important Now, Corey shares everything you need to know about him. Including how he educates clients on what is important right now to his passion for eighties hair bands and rock and roll music. Corey provides you with the rundown you need to get to know him while revealing the easy ways he a...