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.
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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
What do a falling tree, a shopping cart, and your retirement account have in common? In this episode, we explore the unseen choices that shape our lives—from acts of everyday integrity to the quiet discipline of long-term investing. Inspired by the Grocery Cart Theory and the age-old forest riddle, this conversation is a reminder that what’s important now isn’t always visible—but it always matters.
Resources
Corey's Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
In Episode 79 of WIN: What’s Important Now, we explore five timeless truths about human behavior — and how they still shape our decisions today. Inspired by Morgan Housel’s Same as Ever, we examine surprising moments from history that reveal why some lessons never go out of style.
Through stories of risk, patience, and the power of incentives, we connect the past to the present, showing how what’s always been true still matters now. Whether you're thinking about money, mindset, or meaning, this episode is a reminder that some of the most important things… don’t really change.
Resources
Corey's Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
Fresh off The Masters, we dive into the high-stakes decision every golfer faces on a par 5—lay up or go for the green—and explore how that same risk/reward choice shows up in personal finance. Whether you’re building a nest egg or eyeing a bold investment move, knowing when to play it safe and when to take a calculated shot is key. Tune in as we break down the parallels between smart course management and sound financial planning.
Resources
Corey's Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
In today’s always-on world, the line between work and personal life has never been blurrier. With emails, notifications, and workplace stress following us home, it’s no wonder so many struggle to truly “clock out.” In this episode, we explore the mental toll of work, the dangers of burnout, and why financial freedom plays a key role in work-life balance. Plus, we’ll share actionable strategies to set boundaries, reclaim your time, and redefine success beyond just a paycheck.
Are you ready to take control of your time and energy? Let’s dive in.
Resources
Corey's Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
Making changes in the middle of a crisis is like trying to fix your shingles during a snowstorm—frustrating, ineffective, and often too late. In this episode, we explore why the best time to prepare, adjust, and plan is when things are going well, not when you're under pressure. Whether it’s managing your health, career, relationships, or big life decisions, taking proactive steps before problems arise can save you from unnecessary stress and poor decision-making.
Resources
Corey's Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
March Madness isn’t just about basketball—it’s about risk, reward, and the unpredictable nature of both brackets and investing. In this episode of WIN: What’s Important Now, we break down the financial lessons hidden in the tournament, from the psychology of picking Cinderella teams to the importance of diversification in both your portfolio and your bracket. Plus, we explore the staggering impact March Madness has on workplace productivity. Whether you’re a hoops fan or a finance geek, this episode is a slam dunk!
Resources
Corey's Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
How do you know when to stop searching and finally make a decision? Whether you're picking a life partner, buying a house, or deciding when to invest, the fear of making the wrong choice can leave you stuck in indecision. In this episode, we explore Optimal Stopping Theory—a mathematical approach to decision-making that helps determine the perfect moment to act. Known as the 37% Rule, this principle provides a simple yet powerful way to balance exploration and commitment, so you don’t waste time searching forever or settle too soon.
From dating and job hunting to stock picking and real estate investing, this framework applies to almost every area of life. We’ll break down how it works, why perfection is a myth, and how using this strategy can help you make better, faster, and more confident decisions. Tune in to learn when to trust the process, take the leap, and stop second-guessing yourself!
Resources
Corey's Book
Connect
(712) 472-3867
Toll-Free: 800-657-4316
LinkedIn: Corey Heimensen
Heimensen Wealth Advisors
Facebook: Heimensen Wealth Advisors
What would you do if every day came with an extra hour? In this episode of WIN: What's Important Now, Corey and Zed explore how they would use an additional 60 minutes and what it reveals about priorities, productivity, and financial habits.
Just like money, time is a limited resource that can be invested wisely—or wasted. Zed and Corey discuss the concept of Return on Time Invested (ROTI), share personal insights on maximizing time, and draw parallels between smart time management and financial success. Whether it’s compounding interest, intentional budgeting, or eliminating "time debt," this episode will challenge you to rethink how you spend your most valuable asset—your time.
Tune in for practical takeaways on making the most of every hour, whether in life, work, or finances. How would you use an extra hour? Let’s find out together!
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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