Claim OwnershipThe WIN Podcast, What’s Important Now
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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, and President of Heimensen Wealth Advisors. In this podcast, Corey helps you identify your goals and objectives through financial education and comprehensive planning while inspiring you to make better behavioral decisions in your personal finance. With a twist on pop culture and current events, join us as we explore growth and protection strategies for individuals, advisors, and their businesses. Come and discover what’s important to you, now.
101 Episodes
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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.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
Money feels permanent, but the way it’s made has changed constantly. In this episode of WIN: What’s Important Now, we explore how the U.S. Mint was created, how American currency evolved from metal to modern money, and why trust—not gold or paper—is what really makes money work.
Along the way, we share the remarkable true story of Peter the Eagle, a bald eagle who lived inside the Philadelphia Mint and became part of U.S. money lore. It’s a reminder that even our most serious financial systems are shaped by people, symbols, and stories—and understanding them can change how we think about money today.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
The money rules many of us grew up with were shaped by a very different economic world. In this episode of What’s Important Now, we look at where that advice came from and why it worked so well for our parents’ generation. Then we ask the harder question: Does it still work today? We explore what needs updating, what still matters, and how investors can apply timeless principles in a modern financial landscape—focusing on what’s truly important now.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
Not everyone’s New Year starts on January 1—and neither does smart financial planning. In this episode, we explore Calendar Chaos: how different cultures mark time, why calendars don’t always align, and what that means for your money. From the lunar New Year to fiscal years, we break down how understanding when you plan can be just as important as how you plan.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
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.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
In this episode of The WIN Podcast, we dive into the hidden weight of indecision and explore why the word “maybe” quietly drains our energy, momentum, and opportunity. From historical missteps to modern-day moments of analysis paralysis, we unpack the psychological forces that keep us stuck and the surprising cost of delaying even the smallest decisions.
We also draw clear parallels to personal finance, showing how hesitation can erode wealth just as easily as it stalls personal growth. With practical frameworks and real-world examples, this conversation gives you the tools to move from uncertainty to confident action. If you’ve been parked in neutral—mentally, emotionally, or financially—this episode will help you shift into gear and move forward with purpose.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
Blind spots aren’t a sign of ignorance — they’re part of being human. In this episode, we explore the unseen forces that quietly shape how we think, behave, and make decisions. From generational overcorrections to psychological patterns like confirmation bias, we break down where blind spots come from and why they’re so difficult to recognize in ourselves. We also share practical tools to reveal those hidden assumptions so you can make clearer, more intentional choices in your life, relationships, and financial future.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
We all carry a few “what ifs.” The job we didn’t take, the person we didn’t call, the risk we were too scared to try. Regret isn’t just emotional baggage — it’s data. A built-in feedback mechanism that tells us what truly matters to us.
In this episode of The WIN Podcast: What’s Important Now, we unpack the psychology of regret — why we feel it, what it’s trying to teach us, and how to use it to make better decisions moving forward. From the stories of famous inventors and investors who learned from their biggest missteps, to everyday moments we all replay in our minds, we’ll explore how looking back can actually help us move forward.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
Every generation believes they’re raising their children differently — better — than the last. But what if every rebellion simply sets the stage for the next correction? In this episode of The WIN Podcast: What’s Important Now, we explore how the voices of our past shape the way we parent, lead, and live. From strict Victorian discipline to the free-range movements of today, we trace how values echo across generations — and how awareness helps us break, or balance, those cycles in our families, careers, and finances.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
In a world that promises to make everything effortless — from one-click shopping to instant streaming — our decisions should feel easier. Yet somehow, we’re more overwhelmed, less satisfied, and financially less disciplined than ever. In this episode of The WIN Podcast: What’s Important Now, we explore the hidden costs of convenience and the paradox of choice: how modern design, tech, and abundance quietly shape our behavior and wealth. You’ll learn why our brains crave simplicity but struggle with too much of it — and how to reclaim control by reintroducing intentional friction and strategic constraints in life, money, and mindset.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
Pickleball has exploded from a backyard game into the fastest-growing sport in America, and its journey offers valuable lessons for investors. In this episode of The WIN Podcast, Corey and Zed look at how the sport’s rapid rise mirrors trends in finance, from spotting opportunities early to understanding the importance of having a reliable partner.
We connect paddles to portfolios, exploring what pickleball teaches us about patience, risk, strategy, and long-term thinking. Whether you’re on the court or in the market, the principles are the same: play smart, stay adaptable, and focus on the bigger picture.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
Sometimes it’s not the big decisions that shape history—it’s the small ones. Ronald Wayne’s decision to sell his 10% stake in Apple for $800 cost him over $100 billion in missed gains. Even NASA’s choice of a simple pencil reshaped safety in space.
In this episode, Corey and Zed explore how tiny decisions—both famous and forgotten—set off domino chains with massive consequences. Then, they tie it back to money: how everyday choices like starting a savings plan, skipping one payment, or investing a single dollar at 25 can determine your financial future.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
Why do we fall in love with fads? From hula hoops to Beanie Babies to meme stocks, history is filled with crazes that capture our imagination—and our wallets—before vanishing almost overnight. They make us laugh, they make us hope, and sometimes they cost us big. In this episode, Corey and Zed explore why fads are so powerful, what they reveal about human behavior, and how the same forces that drive silly cultural trends also fuel risky financial manias.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
From ancient campfires to current-day slang, language has always shaped the way humans think, act, and connect. In this episode, Corey and Zed trace the journey of language through history—how early tribes relied on clarity for survival, how the printing press standardized communication, and how the digital age introduced memes, slang, and financial jargon at lightning speed.
Just as language influences culture, the words we use around money influence how we invest, save, and plan for the future. The hosts explore why misunderstanding terms like APY, diversification, or volatility can lead to costly mistakes, and how mastering the “language of wealth” creates confidence and clarity.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
Everyone loves an underdog. From the Jamaican bobsled team to Seabiscuit, we’re drawn to the grit, heart, and improbable rise of those who weren’t “supposed” to win. But when emotion takes the wheel — especially in investing — it can lead us into risky bets masked as hopeful stories.
In this episode, Corey and Zed unpack three powerful underdog stories and break down what they can teach us about risk, value, and decision-making. Why do we root for long shots? When does hope help — and when does it cloud judgment? And how do we separate an inspiring story from a sound investment?
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
When life heats up, how do you respond? This episode explores the powerful parable from The Coffee Bean—a story of a carrot that softens, an egg that hardens, and a coffee bean that transforms its environment. Through real-life examples of Elizabeth Holmes, Howard Hughes, and Viktor Frankl, we examine how people react under pressure—and what it means for life, leadership, and financial decisions. Are you letting adversity shape you, or are you shaping the outcome? Discover how to build resilience, stay grounded, and become the kind of person who changes the water around them.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
In a world flooded with trends, opinions, and financial noise, independent thinking has never been more essential — or more difficult. In this special July 4th-themed episode, we explore what it means to declare your own financial independence. We’ll draw parallels between the American Revolution and modern money choices, offer practical tools to help you think for yourself in a dependent world, and sprinkle in some fun Fourth of July facts that just might shift your mindset.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
Velcro. Post-its. Potato chips. What do they have in common? None of them were part of the plan. In this episode of WIN, we dive into the world of accidental inventions—and how their surprise success offers a powerful lesson for investors and dreamers alike. Because sometimes, the best financial returns don’t come from predicting the future, but from being ready when it shows up.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
We’ve all believed things that aren’t quite true—like the idea that ostriches bury their heads in the sand or that goldfish forget everything in three seconds. In this episode, we unpack five common myths people believe without question and explore the surprising ways they connect to financial behavior. From ignoring your budget like an ostrich to reacting emotionally to market “red” like a charging bull, we break down how these false beliefs can quietly derail your financial plan.
Sometimes, what costs us most isn’t what we don’t know—it’s what we think we know.
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
In this episode of WIN: What’s Important Now, we unpack five classic Fables—stories you may have heard as a child—and discover the powerful financial wisdom they hold for adults. From the slow-and-steady tortoise to the golden-egg-laying goose, these tales reveal truths about saving, investing, greed, preparation, and mindset. Join us as we connect ancient stories to modern money habits and ask: what’s your financial fable?
Resources
Corey’s Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
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