The WIN Podcast, What’s Important Now
Latest Episodes
Giving Tuesday (Ep. 45)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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,





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