Artificial intelligence(AI) is becoming more prevalent in our lives and is helping us simplify many tasks. 

But it’s important to understand when it’s appropriate to use AI and when it’s not.

In this episode, Corey Heimensen chats about artificial intelligence and the biggest concerns people have about its impact. Additionally, Corey talks about how new technology can be scary and it will never be perfect but it is an advancement in our society.

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Successful people may appear to be living their best life, but they too, make huge mistakes. 

By learning from their experiences without judging or criticizing, we can gain valuable lessons for our lives.

In this episode of The WIN Podcast, Corey Heimensen shares lessons learned from the financial errors made by six NFL owners. He emphasizes the importance of effective estate planning and communication to prevent family conflicts.

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Taxes are a necessary but often stressful obligation and it’s understandable why people might have negative thoughts toward them. 

Due to these feelings, there are numerous myths about taxes that persist and are often perpetuated unintentionally.

In this episode of The WIN Podcast, Corey Heimensen shares and gives his view on some of the most common tax myths mentioned in the article “10 Common Tax Myths, Debunked.” Additionally, he sheds light on the importance of paying taxes and the misinformation surrounding it.

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Youngsters these days are often stereotyped by older generations as slackers.

Is that true? In reality, youngsters’ ways of doing things are quite different from those of previous generations.

In this episode, Corey Heimensen sits down with a mystery guest who falls under the Gen Z category, to talk about how younger generations perceive the current world, from finances to technology.

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Filing for Social Security may be perceived as complicated and confusing as there’s not much guidance about it.

Is it even necessary to file for it?

Due to this confusion, many just take Social Security as soon as they can without considering many aspects. In this episode, Corey Heimensen shares the 6 ways people justify taking it early. Also, he explains why Social Security shouldn’t be an “easy way out” when it comes to our cash flow.

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In life, coaches are important as we will always have objectives that we will only accomplish with the help of others.

In this episode, Corey Heimensen is joined by Caleb Montag, founder of Covey Rise Capital, to explain how crucial it is to have coaches in life, especially for our finances. Additionally, they talk about the importance of considering the individual needs of each client when planning retirement and not aiming to reach a specific amount.

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About Our Guest:

Caleb Montag is a CERTIFIED FINANCIAL PLANNER™ Professional who has been working in the financial planning industry since 2012. The CERTIFIED FINANCIAL PLANNER™ Professional designation is a formal recognition of expertise in the areas of financial planning, investments, taxes, insurance, estate planning, and retirement.

Since 2012 Caleb has been dedicated to developing lasting relationships with all of his clients while helping them find solutions in their financial worlds.

Working with qualified people is essential. But to level up, it is crucial to work with people who take the time to get to know you.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains the types of advisors in the financial industry and why it’s important to work with the ones whom you can have a more personal connection with and how that can help you succeed, both financially and personally.

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When we reach a certain age or stage in life, we start to think about leaving our belongings to our children or any other person who, according to us, deserves it.

But sometimes, this process is not always in a straight line and can entail many conditions that must be respected.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen dives into the aspect of conditional giving and connects it to the Super Bowl in six steps. Additionally, Corey explains the implications of conditional giving for the parties involved and some examples.

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In the last episode of The WIN Podcast, Corey Heimensen committed to asking his clients about their biggest concerns.

Since then, he has asked 26 clients from 26 different states about what issues keep them awake at night. 

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen answers these questions and provides his personal as well as professional views on them.

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When it comes to interacting with clients, understanding their biggest concerns or fears and helping them overcome those issues is essential in increasing their probability of success.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen shares his new commitment to providing more value to his clients, showing that he and his team are not just advisors but they are genuinely interested in their well-being.

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