55 episodes

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.

The WIN Podcast, What’s Important Now Corey Heimensen

    • Business
    • 5.0 • 14 Ratings

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.

    Under the Hood of Risk and Exposure (Ep. 54)

    Under the Hood of Risk and Exposure (Ep. 54)

    Have you ever wondered how to differentiate between risk and exposure when it comes to your investments?  This week, Corey Heimensen in a new episode of The WIN Podcast, explores the crucial distinctions between risk and exposure in the realm of financial planning. He dives into the importance of understanding these concepts and examines the … Read More Read More

    • 33 min
    2 Finance Guys and Their Life Lessons (Ep. 53)

    2 Finance Guys and Their Life Lessons (Ep. 53)

    Have you ever considered the lessons learned from major financial crises that shaped our history? In this episode of The WIN Podcast, Corey Heimensen dives into pivotal events like the Enron scandal, Madoff Ponzi scheme, and the stock market crash of 1987.  Listen today and discover the valuable lessons gleaned from these financial disasters and … Read More Read More

    • 35 min
    There are 2 I’s in Team with Zed Heimensen (Ep. 52)

    There are 2 I’s in Team with Zed Heimensen (Ep. 52)

    Baseball is shaped by strategic decisions both on the field and in the boardroom.  The signing of a high-profile player like Shohei Ohtani by the Los Angeles Dodgers is a significant event that reflects the interplay of talent evaluation, contract negotiation, and long-term financial planning.  Such moves are pivotal, potentially influencing the team’s performance and … Read More Read More

    • 31 min
    The Climb (Ep. 51)

    The Climb (Ep. 51)

    Life is full of mountains. Some are easy to climb, some are hard, and some seem impossible.  But what can we learn from the people who dare to face these mountains and reach the summit? How do they overcome the obstacles, the risks, and the doubts that come with such a challenge? And how can … Read More Read More

    • 31 min
    The Elimination of Hurry with Grace Heimensen (Ep. 50)

    The Elimination of Hurry with Grace Heimensen (Ep. 50)

    We live in a fast-paced world, where everything seems to demand our attention and time.  But what if we are missing out on something more important by being constantly busy and rushed? What if the key to a happier and healthier life is to slow down and eliminate hurry from our lives? For the 50th … Read More Read More

    • 36 min
    Navigating Healthcare Costs in Retirement: Strategies for Financial Wellness (Ep. 49)

    Navigating Healthcare Costs in Retirement: Strategies for Financial Wellness (Ep. 49)

    Healthcare costs are one of the biggest expenses that retirees face, and they can vary depending on factors such as age, health, location, and lifestyle.  Planning for these costs can be challenging, but also rewarding, as it can help you achieve your retirement goals and enjoy your golden years without worrying about unexpected medical bills. … Read More Read More

    • 30 min

Customer Reviews

5.0 out of 5
14 Ratings

14 Ratings

Top Podcasts In Business

Money Rehab with Nicole Lapin
Money News Network
REAL AF with Andy Frisella
Andy Frisella #100to0
PBD Podcast
PBD Podcast
Prof G Markets
Vox Media Podcast Network
Habits and Hustle
Jen Cohen and Habit Nest
The Money Mondays
Dan Fleyshman

You Might Also Like