The Myth of the Magic Number (EP. 109)

The Pursuit (Ep. 110)

What are you pursuing? It’s a simple question, but one that has shaped lives, careers, and civilizations throughout history. In this episode, we explore the meaning and origins of the word pursuit—from its historical roots to its appearance in phrases like “the pursuit of happiness,” the classic board game Trivial Pursuit, and the inspiring story told in The Pursuit of Happyness. Along the way, we examine why the things we choose to chase often reveal more about us than the things we eventually achieve. Whether it’s wealth, success, security, knowledge, or purpose, every pursuit comes with tradeoffs. Join us as we discuss the difference between chasing what is merely interesting and pursuing what is truly important. Because in the end, a meaningful life isn’t defined only by what we attain—it’s shaped by what we choose to pursue. Resources * Corey’s Book [https://www.heimensenwealth.com/coreys-book] Connect * (712) 472-3867 * Toll-Free: 800-657-4316 * LinkedIn: Corey Heimensen, AIF® [https://www.linkedin.com/in/coreyheimensen/] * LinkedIn: Zed Heimensen, CFP® [https://www.linkedin.com/in/zed-heimensen-9a3aa3191/] * Heimensen Wealth Advisors [https://www.heimensenwealth.com/] * Facebook: Heimensen Wealth Advisors [https://www.facebook.com/heimensenwealth/]

The Myth of the Magic Number (EP. 109)

For years, we’ve been told that reaching a certain number—often $1 million—is the key to a successful retirement. But is there really a magic number that guarantees financial security? In this episode, we explore why humans are naturally drawn to round numbers, milestones, and even superstitions, and how those tendencies can influence the way we think about money and retirement. From lucky numbers and cultural beliefs to retirement targets and net worth goals, we’ll examine why numbers often carry more emotional weight than practical meaning. Most importantly, we’ll discuss why a successful retirement isn’t determined by a single figure in an account balance, but by the relationship between your resources, your lifestyle, and the life you want to live. Resources * Corey’s Book [https://www.heimensenwealth.com/coreys-book] Connect * (712) 472-3867 * Toll-Free: 800-657-4316 * LinkedIn: Corey Heimensen, AIF® [https://www.linkedin.com/in/coreyheimensen/] * LinkedIn: Zed Heimensen, CFP® [https://www.linkedin.com/in/zed-heimensen-9a3aa3191/] * Heimensen Wealth Advisors [https://www.heimensenwealth.com/] * Facebook: Heimensen Wealth Advisors [https://www.facebook.com/heimensenwealth/]

Selling Shovels in the Digital Age (EP. 108)

In 1849, hundreds of thousands of people rushed west in search of gold, hoping to strike it rich. While a few found fortunes in the mines, many of the greatest and most lasting fortunes were built by the people selling the tools, supplies, transportation, and infrastructure that supported the boom. The California Gold Rush offers a fascinating lesson about wealth, opportunity, and human behavior that remains just as relevant today. In this episode, we explore what the Gold Rush can teach us about the modern AI revolution and why the biggest opportunities are not always where the crowd is looking. From pickaxes and shovels to chips, cloud computing, and digital infrastructure, we’ll examine how every boom creates winners—and why those who support the opportunity often outperform those chasing it. Resources * Corey’s Book [https://www.heimensenwealth.com/coreys-book] Connect * (712) 472-3867 * Toll-Free: 800-657-4316 * LinkedIn: Corey Heimensen, AIF® [https://www.linkedin.com/in/coreyheimensen/] * LinkedIn: Zed Heimensen, CFP® [https://www.linkedin.com/in/zed-heimensen-9a3aa3191/] * Heimensen Wealth Advisors [https://www.heimensenwealth.com/] * Facebook: Heimensen Wealth Advisors [https://www.facebook.com/heimensenwealth/]

The Maintenance Myth: Why Success Is Never Finished (EP. 107)

Success isn’t usually destroyed by one catastrophic mistake — it slowly erodes through years of neglected maintenance. In this episode, Corey and Zed explore why the most important parts of life and wealth require constant attention, even after we’ve worked hard to build them. From finances and health to relationships and personal growth, the things that matter most rarely take care of themselves. We’ll discuss the hidden cost of deferred maintenance, why people naturally avoid upkeep, and how small overlooked issues often become major problems over time. Because in the end, success isn’t something we achieve once — it’s something we protect intentionally. Resources * Corey’s Book [https://www.heimensenwealth.com/coreys-book] Connect * (712) 472-3867 * Toll-Free: 800-657-4316 * LinkedIn: Corey Heimensen, AIF® [https://www.linkedin.com/in/coreyheimensen/] * LinkedIn: Zed Heimensen, CFP® [https://www.linkedin.com/in/zed-heimensen-9a3aa3191/] * Heimensen Wealth Advisors [https://www.heimensenwealth.com/] * Facebook: Heimensen Wealth Advisors [https://www.facebook.com/heimensenwealth/]

The Thin Line Between Winning and Losing (EP. 106)

The Stanley Cup Playoffs remind us that the thin line between winning and losing is often measured in inches — a puck off the post, a fortunate bounce, or one split-second decision under pressure. In this episode of The WIN Podcast, we explore how hockey’s chaos and unpredictability mirror the world of investing, where short-term outcomes are often driven by volatility, emotion, and events no one can fully control. We discuss why “this time is different” is one of the most dangerous phrases in finance, how discipline matters more than prediction, and why successful investors — like championship teams — stay committed to the process even when the bounces don’t go their way. Resources * Corey’s Book [https://www.heimensenwealth.com/coreys-book] Connect * (712) 472-3867 * Toll-Free: 800-657-4316 * LinkedIn: Corey Heimensen, AIF® [https://www.linkedin.com/in/coreyheimensen/] * LinkedIn: Zed Heimensen, CFP® [https://www.linkedin.com/in/zed-heimensen-9a3aa3191/] * Heimensen Wealth Advisors [https://www.heimensenwealth.com/] * Facebook: Heimensen Wealth Advisors [https://www.facebook.com/heimensenwealth/]