The WIN Podcast, What’s Important Now

The WIN Podcast, What’s Important Now


Latest Episodes

Giving Tuesday (Ep. 45)
January 09, 2024

Giving is one of the most powerful ways to make a positive impact in the world. - Whether its donating money, time, or skills, giving can help improve the lives of others and ourselves. - Giving ca

The Gauntlet with Zed Heimensen (Ep. 44)
December 26, 2023

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 tha

The Joys of Organization (Ep. 43)
December 12, 2023

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 th

Succession – Streaming and in Real Life (Ep. 42)
November 28, 2023

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 sho

Lyrical Finance (Ep. 41)
November 14, 2023

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

A Collection of Change (Ep. 40)
October 31, 2023

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 an

The Top Client Questions and Conversations From the Last 90 Days (Ep. 39)
October 17, 2023

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

Book Club – Part 2 (Ep. 38)
October 03, 2023

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 inspir

Book Club – Part 1 (Ep. 37)
September 19, 2023

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 availabl

Vision, Strategy, and Structure with Bill Harmsen (Ep. 36)
September 05, 2023

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,