IWealth - Podcast Details

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iWealth PodcastGameStop, Greed, and Lessons in Emotional Investing | iWealth PodcastIn this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into the long-term fallout of the GameStop frenzy—and the timeless investing lessons it revealed.They break down why emotions lead to bad decisions, how easy it is to get OUT of the market (and why it’s much harder to know when to get back IN), and why calm, steady strategy wins every time.💬 The good and bad of the GameStop wave 💬 Why emotional decisions destroy long-term success 💬 How margin, options, and quick trades burn more investors than they bless 💬 Why patience—and per...2025-05-0505 min

iWealth PodcastHow to Retire Early: Tips and Realities from the iWealth TeamIn this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss the topic of early retirement and what it really takes to achieve it. From the importance of saving early and avoiding debt to understanding the implications of early withdrawals and taxes, they provide practical advice for those considering an early exit from the workforce. They also explore why some people who achieve financial independence choose to keep working and how having a purpose and a plan is essential. Tune in for valuable insights on how to retire early—or decide if it's the right mo...2024-12-2004 min

iWealth PodcastWhy Tax Planning is Critical: Insights from the iWealth TeamIn this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss the importance of tax planning for both income and estate taxes. They dive into why financial advisors ask for tax returns, how they use software to analyze and optimize future tax strategies, and the critical role these insights play in planning for retirement. The team also covers the often-overlooked aspect of estate taxes and why it’s vital to review and update estate documents as your net worth changes. Whether you're preparing for retirement or managing a large estate, this episode provides valuable advice fo...2024-12-1106 min

iWealth PodcastThe iWealth Advantage: Why Our Team Approach Makes the DifferenceIn this episode of the iWealth Podcast, Brad Connors sits down with Shawn Pomeroy and JP Eykyn to discuss the unique approach and team dynamics that set iWealth apart. They dive into how their collaborative environment and shared values ensure that clients receive personalized, goal-oriented financial planning. With advanced tools and consistent processes, the iWealth team provides continuity and support, even when an advisor is unavailable. Whether you're a client or a financial advisor considering a career move, learn why the iWealth ecosystem is designed for success and client satisfaction.#iWealthPodcast #Teamwork #FinancialAdvisors #ClientFirst #FinancialPlanning #InvestmentAdvice #iWealthTeam #WealthManagement 2024-11-1609 min

Podcast gospodarczy F-Trust iWealthTrump trade, czyli America FirstInwestorzy czekali na wynik wyborów prezydenckich w USA i się doczekali. „America First” wypchnęła indeksy w USA na nowe szczyty, w tym szczególnie mniejsze spółki oraz technologię. Rozmawiamy o tym co dalej i jak wygląda sytuacja makroekonomiczna w ujęciu globalnym. -- Niniejszy materiał ma charakter edukacyjny, informacyjny i reklamowy oraz nie może być podstawą samodzielnych decyzji inwestycyjnych. Nie stanowi on oferty w rozumieniu Kodeksu cywilnego, usługi doradztwa inwestycyjnego, ani rekomendacji inwestycyjnej. F-Trust iWealth informuje, że z każdą inwestycją wiąże się ryzyko. Fundusze nie gwarantują realizacji założonego celu inwestycyjnego, an...2024-11-0822 min

iWealth PodcastThe iWealth Holiday Food Baskets: 14 Years of Community ImpactIn this heartwarming episode of the iWealth Podcast, Brad and his wife, Trudi, discuss the iWealth Holiday Food Baskets initiative, now in its 14th year. They share the inspiration behind the program, how it has grown over the years, and the incredible impact it has had on the community. From packing Christmas meals to supporting the local backpack program for children in need, the iWealth team and the broader community come together to make a difference. Learn how you can get involved and help spread holiday cheer this season! #HolidayGiving #iWealthPodcast #CommunityImpact #FoodDrive #BackpackProgram...2024-11-0106 min

Podcast gospodarczy F-Trust iWealthDuże szanse na poprawęObniżki stóp procentowych w ujęciu globalnym, wspierana niskimi cenami ropy naftowej i słabnącym dolarem zaczynała faworyzować pozytywny scenariusz na kolejne miesiące, który jednak ponownie stanął pod znakiem zapytania ze względu na eskalację konfliktu na Bliskim Wschodzie. Ropa naftowa zanotowała istotne wzrosty, dolar przestał się osłabiać, a na giełdy zawitał lekki risk-off. -- Niniejszy materiał ma charakter edukacyjny, informacyjny i reklamowy oraz nie może być podstawą samodzielnych decyzji inwestycyjnych. Nie stanowi on oferty w rozumieniu Kodeksu cywilnego, usługi doradztwa inwestycyjnego, ani rekomendacji inwestycyjnej. F-Trust iWealth informuje, że z k...2024-10-0818 min

Podcast gospodarczy F-Trust iWealthChwilowa zadyszka?Modelowy cykl gospodarczy ulega znowu zniekształceniom spowodowanym z jednej strony zbyt długim okresem utrzymywania wysokich stóp procentowych oraz zagrożeniu wynikającemu z wojny celnej pomiędzy światem zachodnim a Chinami. Rynki wykorzystują to by realizować swój wzorzec jesiennej korekty. -- Niniejszy materiał ma charakter edukacyjny, informacyjny i reklamowy oraz nie może być podstawą samodzielnych decyzji inwestycyjnych. Nie stanowi on oferty w rozumieniu Kodeksu cywilnego, usługi doradztwa inwestycyjnego, ani rekomendacji inwestycyjnej. F-Trust iWealth informuje, że z każdą inwestycją wiąże się ryzyko. Fundusze nie gwarantują realizacji założonego celu inwestycyjnego, ani uzyskania określonego wyn...2024-09-0918 min

iWealth PodcastExploring AI's Impact: Insights from the iWealth PodcastIn this episode of the iWealth Podcast, Brad Connor joins host Matt to discuss the pervasive influence of artificial intelligence (AI) across various industries. While Matt highlights AI's prominence in marketing and video production, Brad offers insights into its integration within the financial sector. Brad elucidates how AI initially manifested in finance through the emergence of Robo advisors, automated investment platforms designed to manage portfolios based on predetermined algorithms. Despite the convenience of Robo advisors for certain investors, Brad emphasizes the enduring value of human financial advisors in navigating complex financial landscapes, particularly as clients' needs evolve...2024-05-1707 min

iWealth PodcastNavigating the Bitcoin Craze: Insights from the iWealth PodcastIn this episode of the iWealth Podcast, Brad Connors discusses the ever-popular topic of Bitcoin with host Matt. Brad shares his perspective on Bitcoin's surge in popularity, reminiscing about how discussions about it have become ubiquitous in everyday conversations. Despite the widespread interest, Brad remains skeptical about Bitcoin's underlying value and its implications for taxation and government oversight. The conversation delves into the mechanics of Bitcoin, including its basis as a decentralized currency and the emergence of Bitcoin ETFs (Exchange-Traded Funds). Brad expresses concerns about the lack of tangible assets backing Bitcoin, contrasting it with traditional currencies like gold or...2024-05-1004 min

iWealth PodcastMaximizing Roth IRA Contributions: How to Fund Your RetirementIn this enlightening episode of the iWealth Podcast, Brad Connors and financial advisor Shawn Pomeroy delve into the world of Roth IRAs. Discover who can contribute to Roth IRAs, the annual contribution limits, and the strategies for high-income individuals to access the benefits of Roth conversions. Whether you're just starting your retirement savings journey or looking to optimize your existing portfolio, this episode offers valuable insights into making the most of Roth IRAs. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money...2024-05-0303 min

iWealth PodcastThe Power of Keeping Promises: Trustworthiness and Your WordIn this episode of the iWealth Podcast, Brad Connors and Matt discuss the importance of keeping promises and the impact it has on trustworthiness and one's word. They reflect on the value of reliability and sticking to commitments, emphasizing that your word should be as good as gold. Join the conversation and share your thoughts on keeping promises in the comments below! iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage...2024-04-2603 min

iWealth PodcastThe Power of Looking Forward: Staying Motivated and Positive In this episode of the iWealth Podcast, Brad Connors discusses the importance of having a forward-looking mindset and finding things to look forward to in life. Discover how this mindset can help you stay motivated, positive, and overcome challenges, whether in your career, personal life, or retirement planning. Join the conversation and start embracing a brighter future today! iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it...2024-04-1905 min

iWealth PodcastEmbracing Life's Ups and Downs: The Power of PerspectiveJoin Brad Connors and Mega Matt in this episode of the iWealth Podcast as they delve into the ebb and flow of life. Brad shares his recent perspective shift with "It Is Written," emphasizing that one's path may already be determined, so why worry about the future? Discover how embracing life's ups and downs, having something to look forward to, and accepting that happiness isn't constant can lead to a more fulfilling journey. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money...2024-04-1205 min

iWealth PodcastUnderstanding the Fed, Interest Rates, and Investments Join Brad Connors on the iWealth Podcast as he discusses the Federal Reserve, interest rates, and their impact on investments. Gain insights into the recent changes in interest rates and how they affect the real estate market and borrowing. Brad shares valuable perspectives on managing your finances in a changing economic landscape. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you...2024-04-0504 min

iWealth PodcastEmergency Funds: How Much Should You Save?Join Brad Connors on the iWealth Podcast as he discusses the importance of emergency funds. Brad emphasizes that the size of your emergency fund depends on your life situation, and it's crucial to have one. Learn how to balance paying off debt and saving for emergencies, and discover investment options to make your emergency fund work harder for you. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that...2024-03-2903 min

iWealth PodcastNavigating Insurance: Protecting What MattersJoin Brad Connors on the iWealth Podcast as he discusses the importance of insurance. Brad emphasizes that insurance should protect what you can't replace and shares insights on various insurance types, including life, health, car, and long-term care insurance. Learn how to optimize your insurance policies and why regular policy audits are essential. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides...2024-03-2204 min

iWealth PodcastFinancial Tips for Couples Getting MarriedJoin Brad Connors on the iWealth Podcast as he discusses important financial considerations for couples getting married. Brad emphasizes the value of honesty, communication, and financial transparency in building a strong financial foundation for your marriage. Learn how to manage your finances as a team and get practical advice for starting your financial journey together. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you...2024-03-1506 min

iWealth PodcastInsurance Audits: How Often Should You Review Your Policies?In this episode of the iWealth Podcast, Brad Connors discusses the importance of insurance audits and how often you should review your insurance policies. Discover why regular check-ups with your insurance agent are essential to ensure your coverage aligns with your changing life circumstances. Don't miss this insightful discussion on optimizing your insurance protection. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth...2024-03-0803 min

iWealth PodcastBig Picture Money PrinciplesJoin Brad Connors from iWealth in this episode of the iWealth Podcast as he discusses essential guiding principles for managing money. Discover how to make smart decisions about borrowing money and investing, and learn why being intentional with your finances is crucial. Brad and Matt's insights will help you navigate the world of personal finance effectively. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for...2024-03-0104 min

iWealth PodcastDedication to Community: 1000-Hour Volunteering ChallengeIn this iWealth Podcast episode, Brad Connors and Shawn Pomeroy, prominent speakers and key members of the iWealth team, discuss iWealth's core values, emphasizing the importance of taking care of people and giving back to the community. Shawn shares his remarkable goal of serving others by dedicating 1000 hours of volunteer service in a year, and Brad joins the conversation to highlight the impact of their dedication. Discover how Brad and Shawn's commitment reflects iWealth's mission of making a difference in people's lives. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it...2024-02-2304 min

iWealth PodcastUnlocking New Possibilities for 529 Plans: Secure Act 2.0 ExplainedJoin the iWealth Podcast as Brad Connors and financial advisor Shawn Pomeroy dive into the changes brought by the Secure Act 2.0. Discover how 529 plans can now be converted into Roth IRAs, offering flexibility and potential tax benefits. Learn how this impacts college savings and opens up new avenues for financial planning. Don't miss out on this informative discussion that could transform your approach to 529 plans! iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it...2024-02-1603 min

iWealth PodcastPreparing Financially for Life's Unexpected MomentsIn this enlightening episode of the iWealth Podcast, Brad Connors and Shawn Pomeroy discuss the importance of holistic financial planning. They touch on topics such as beneficiaries, wills, healthcare directives, and the significance of caring advisors. Learn why having a comprehensive financial plan is essential to navigate life's unexpected moments. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools...2024-02-0905 min

iWealth PodcastExciting News: EFS Joins Forces with iWealth!iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life. Hello, everyone! Brad Connors here, and today we have some thrilling news to share with you. As many of you know, I've been working alongside the renowned Gary Guentzel. In 2023, we partnered...2024-02-0203 min

iWealth PodcastExciting News: iWealth Welcomes EFSHello, everyone! Brad Connors here, and today we have some exciting news to share with you. As you know, we've been working closely with Gary Guentzel and his incredible team at EFS. Over the past six months, we've been busy merging EFS into the iWealth family. It's been a fantastic journey, and we're thrilled to let you in on the details. Gary and Kim have been serving their clients diligently for years, and their dedication has always aligned with our core values at iWealth. With this merger, we aim to create a seamless experience for all our clients while...2024-01-2602 min

iWealth PodcastMarket Trends and Expectations for 2024 with Brad and Shawn at iWealthIn this episode of the iWealth Podcast, Brad Connors and Shawn Pomeroy, both investment advisors at iWealth in Waseca, Minnesota, delve into the positive developments of 2023 and discuss the market's performance at the end of the year. They touch upon various topics, including the FED's actions, stock valuations, and the importance of diversification in portfolios. Join them for valuable insights into the financial landscape as they shed light on what to expect in 2024. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money...2024-01-1911 min

iWealth PodcastDemystifying Variable Annuities: Benefits and Common MisconceptionsWelcome back to the iWealth Podcast! In this episode, Brad is joined by Gary Guentzel, a seasoned advisor at iWealth, with over 40 years of experience. They delve into the topic of variable annuities, shedding light on their benefits and addressing common misconceptions. Gary explains how variable annuities can be a valuable financial tool when used in the right situations, providing death benefits and guaranteed income streams. Tune in for an informative discussion and gain a better understanding of these financial products. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions...2024-01-1906 min

iWealth PodcastThe Power of Holistic Financial PlanningWelcome back to the iWealth Podcast! In this episode, Brad sits down with Gary Guentzel, a seasoned financial expert with over 40 years of experience. They discuss the unique approach of their firm and the importance of holistic financial planning. Gary explains how they act as the quarterback, coordinating with legal and tax professionals to ensure clients have a comprehensive and organized plan for their financial future. Join them for valuable insights into the world of financial planning. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know...2024-01-1203 min

iWealth PodcastHow iWealth Transforms Retirement Planning with Gary GuentzelWelcome back to the iWealth Podcast! In this episode, Brad sits down with Gary Guentzel at our Mankato office to answer a significant question: Why choose Gary and iWealth for your retirement plan? They discuss the unique approach iWealth takes when working with clients, focusing on getting to know them personally and understanding their goals. Gary also sheds light on the importance of family meetings in estate planning. Discover the value of personalized financial services and why clients trust iWealth. Don't miss this informative episode! Keywords: iWealth Podcast, retirement plan, iWealth, financial services, estate planning, family meetings, personalized financial...2024-01-0504 min

iWealth PodcastThe iWealth Holiday Food Drive with Special Guest TrudiIn this episode of the iWealth Podcast, Brad is joined by his wife Trudi to discuss the iWealth Holiday Food Drive. They share the origin of the drive, which started as a way to give back during the holiday season, and how it has grown over the years. Trudi talks about her favorite part of the process: packing the food bags with the help of high school students and the Boy Scouts. Brad explains that the funds collected for the drive provide Christmas dinner and support the backpack program for kids in need. If you'd like to contribute to the...2023-12-1506 min

iWealth PodcastThe iWealth Foundation and Its ImpactIn this episode of the iWealth Podcast, Brad is joined by his wife Trudi to discuss the iWealth Foundation and its impact on the community. They talk about the origins of the foundation and its mission to give back to the community, especially in supporting local students pursuing business-related careers. Brad and Trudi also share their recent partnership with the Waseca Area Foundation, which allows them to further manage and grow the foundation's funds while contributing to the local community. If you're interested in learning more about the iWealth Foundation or considering ways to support your community, don't miss this...2023-11-1205 min

iWealth PodcastiWealth Podcast - Unveiling the CD Maturity StrategyWelcome back to the iWealth Podcast! If you've been waiting for your CD to mature, the time has finally come. In this episode, we explore the intriguing world of CDs and interest rates. Discover why laddering your CDs can be a smart strategy and how it can benefit you in the long run. Learn about the current interest rate landscape and make informed decisions about your financial future. Tune in to get valuable insights and guidance from our expert. Don't miss this episode of the iWealth Podcast!2023-11-0304 min

iWealth PodcastMastering the Art of Gifting and Inheritance PlanningJoin us on the iWealth Podcast as we sit down with Mr. Brad Connors to delve into the world of giving. Discover effective strategies and important insights on how to gift to your loved ones or charitable causes. Brad shares the "Random Wednesday" gift rule and explains why it's crucial to avoid gift-giving on special occasions. Learn how to teach responsible financial behavior while ensuring your legacy lives on. Don't miss this valuable discussion on the joy of giving and how to do it right. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make ...2023-10-2006 min

iWealth PodcastThe Joys of Volunteering: Behind-the-Scenes ImpactIn this episode of the iWealth Podcast, the hosts discuss their favorite volunteering experiences and the importance of giving back. They share personal stories of their involvement in volunteer work, highlighting the fulfillment they find in helping others during times of crisis or behind the scenes. The hosts emphasize the value of volunteering as an integral part of their financial plans and overall mindset. They also discuss the establishment of the Iowa foundation, a public initiative aimed at making a positive impact in the community. The hosts express their belief in the joy of giving and the satisfaction that...2023-08-1903 min

iWealth PodcastPaying for College: Understanding the FAFSA and Financial AidIn this episode of the iWealth Podcast, the hosts discuss the financial aspects of sending a child to college. They address common questions parents have, such as how to pay for college and the importance of the FAFSA form. The hosts highlight that the FAFSA form uncovers assets and provides information on how much parents are expected to contribute to their child's education. They emphasize that the child's own assets are considered more heavily than the parents' assets when it comes to funding college expenses. The hosts also discuss the role of 529 plans and the impact of gifting from...2023-08-0404 min

iWealth PodcastRetirement Strategies: Setting Goals and Managing InvestmentsIn this episode of the iWealth Podcast, Brad Connors joins the discussion on retirement planning. The conversation begins with the importance of setting financial goals, specifically the goal of having a million dollars at retirement. However, Brad emphasizes that simply reaching a financial milestone like a million dollars is not enough; one must consider their spending needs in retirement. Brad explains the concept of the "burn rate," which refers to the monthly expenses individuals have during retirement. He emphasizes the need to match the financial goal with the burn rate to ensure a comfortable retirement. For example, a million...2023-07-2105 min

iWealth PodcastNavigating Bear Markets: Strategies for Different Phases of InvestingIn this episode of the iWealth Podcast, Brad Connors delves into the topic of bear markets and provides insights on how investors can approach them based on their specific situations. The discussion focuses on two key phases: the accumulation phase and the distribution phase. During the accumulation phase, Brad emphasizes the importance of staying invested and not succumbing to panic during bear markets. He highlights the advantage of buying more shares at lower prices, as regular contributions to investments can lead to increased share ownership over time. Brad advises investors to evaluate their risk tolerance and diversify their portfolios...2023-07-1406 min

iWealth PodcastRetirement Planning and Life Insurance: Assessing Your NeedsIn this episode of the iWealth Podcast, Brad Connors dives into the topic of whether life insurance is necessary during retirement. He emphasizes that the need for life insurance depends on individual circumstances and desired outcomes. Brad explores situations where life insurance may be crucial during the journey to retirement, such as providing financial security for loved ones in the event of premature death. As retirement approaches, he discusses the subjective nature of life insurance and highlights cases where retirees choose to purchase permanent life insurance policies to ensure a specific inheritance for their children. Addressing the scenario where...2023-07-0705 min

iWealth PodcastThe Power of Dividends: Growing Wealth through Compoundingn this episode of the iWealth Podcast, the hosts, Brad Connors and Matt, discuss the concept of dividends and their significance in investment strategies. They clarify that dividends are payments made by companies to their shareholders based on the company's profitability. Dividends are comparable to interest earned on investments, but with the added potential for stock growth. Brad explains how reinvesting dividends can lead to buying more shares over time, especially during market downturns when share prices are lower. He emphasizes the benefits of dividend-paying stocks and the potential for compounding returns. The hosts also explore dividend-focused index funds...2023-06-3004 min

iWealth PodcastExploring Artificial Intelligence (AI) and Its ImplicationsMatt Wiechmann is not affiliated with LPL Financial. AI holds tremendous promise to boost business productivity, but also poses risks. Our latest video explores the current state of AI, its business impact, challenges to address, and why companies must implement responsible strategies to leverage its full potential. Artificial intelligence (AI) is dominating technology headlines lately. ChatGPT, Google Bard, Claude 2, generative design - these new AI capabilities have sparked intense interest and debate. In this post, we'll discuss the current state of AI, its promise for the future, and the implications for businesses. iWealth SUBSCRIBE Education is first! At iWealth...2023-06-1607 min

iWealth PodcastNavigating Financial Changes as an Empty NesterThe hosts of the iWealth Podcast delve into the topic of what money means for couples, whether it means security or freedom. They explore the importance of understanding your partner's financial priorities, especially as you approach retirement age. They also discuss the common dynamic between couples where one is a spender and one is a saver, and how to balance both financial perspectives in a healthy way. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how...2023-06-0905 min

iWealth PodcastMutual Funds vs. ETFs: Which One Should You Choose?In this episode of the iWealth podcast, hosts Matt Wiechmann and Brad Connors discuss the differences between mutual funds and ETFs, two popular investment options. They explain how mutual funds are baskets of stocks or bonds managed by a team, while ETFs are index funds that mirror an exchange. They also touch upon the emergence of hybrid funds, which are a combination of different ETFs packaged together. The hosts stress the importance of being disciplined and investing in the right funds for your age and risk tolerance. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping...2023-06-0204 min

iWealth PodcastDoes Money Buy Happiness?In this podcast episode, host Brad Connors discusses whether having more money leads to greater happiness. While money is necessary to meet basic needs, he argues that it does not necessarily lead to happiness beyond a certain point. He shares examples of people with significant wealth who are unhappy, and emphasizes the importance of finding happiness in the present moment and with loved ones. He concludes by urging listeners to be prudent with their money, but not to equate the size of their bank account with their overall well-being. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves...2023-05-2604 min

iWealth PodcastThe Giving Pledge: Philanthropy of the WealthyIn this episode of the iWealth podcast, host Brad Connors discusses the concept of the Giving Pledge, where some of the wealthiest people in society pledge to give away a significant portion of their wealth to philanthropic endeavors. Brad and his guest, Matt, talk about various ways individuals can contribute to charity, such as purchasing life insurance policies, donating appreciated stocks, and giving to non-profit organizations. They also highlight the benefits of being involved in charitable activities, such as connecting with like-minded people and finding fulfillment in helping others. Overall, the podcast encourages listeners to consider giving back to...2023-05-1905 min

iWealth PodcastThe Importance of Gratitude in Managing MoneyIn this episode of the iWealth podcast, Brad and Matt discuss the attitude of gratitude and how it applies to money management. They stress the importance of focusing on what's going well in your life and how gratitude can help alleviate anxiety and scarcity. Brad also suggests ways to incorporate giving into your financial planning, such as supporting non-profits or leaving part of your IRA to charity. They encourage listeners to look for opportunities to help others, even if it's done anonymously. By being outward-facing and in a state of gratitude, the hosts argue that retirement can take on...2023-05-1206 min

iWealth PodcastThe Debate on Prioritizing Child's Education vs Retirement SavingsIn this podcast, Brad Connors and his co-hosts discuss whether funding a child's education or saving for retirement is more important. The guest, Matt, has a daughter and believes that taking care of her education is the priority. However, Brad argues that it's important to prioritize retirement savings, and getting rid of debt first, before funding a child's education. They caution against sacrificing retirement savings for education as the child may not use it or may drop out of college. The podcast ends with a discussion on the importance of taking care of oneself first, similar to putting on...2023-05-0502 min

iWealth PodcastSaving for College: Understanding the Different Options and StrategiesIn this episode of the iWealth podcast, the hosts discuss the importance of saving for college education for children. They recommend that parents get on the same page with their spouse on whether they want to pay for college education or not, and if yes, to explore different savings options such as the 529 plan, gifts, or life insurance. Brad Connors also suggest that parents consider encouraging their children to work in their business to earn income and save for their college education. Additionally, they touch on the rising cost of college education and the increasing demand for trade schools...2023-04-2806 min

iWealth PodcastRetirement Planning: Finding Purpose in Life After WorkRetirement planning must include much more than just the financial aspect. There needs to be a focus on the importance of having a purpose in retirement. In this video, Brad discusses how part-time work, family, travel, and volunteering can provide retirees with a sense of purpose and fulfillment. He emphasizes that focusing on what's next, rather than getting away from work, is crucial when developing a vision for retirement. He also touches on the emotional challenges of retirement and the importance of having existing relationships and purpose before retiring. The video concludes with a reminder to seek professional advice...2023-04-2106 min

iWealth PodcastThe Importance of Discipline in InvestingIn this podcast, the host interviews Mr. Brad Connors about the importance of being a disciplined investor. They discuss how irrational behavior can lead to poor investment decisions and why it's crucial to remain rational and disciplined during market downturns. They also touch on the impact of external factors like health, family, and news cycles on investment decisions. They conclude by emphasizing the importance of seeking professional advice and turning off the news to avoid irrational behavior. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You...2023-04-1405 min

iWealth PodcastWhen to Retire and Why Age MattersWhen is the right time to retire? It's a question that depends on your personal needs and circumstances. The age at which you retire will affect your finances. Depending on your financial situation, determine what age makes the most sense to retire for you so that you may enjoy retirement comfortably. Brad discusses 401Ks and Social Security and Minimum Required Distribution. Talk to your financial advisor to discuss your investments before and during retirement. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make sm...2023-04-0805 min

iWealth PodcastiWealth Update Q1 2023In this quarterly update video, Brad Connors shares his thoughts on the 1st quarter market activity. The market had positive momentum, with stocks and bonds bouncing back. He discusses the possibility of the FED raising interest rates and the potential break it could cause, which happened with Silicon Valley Bank. Brad believes that the breakage helps the Fed pause raising the interest rates. Looking out into the future, Brad feels that an increase in manufacturing on the home front may help to stabilize the market during the second half of the year. Education is first! At iWealth we pride...2023-04-0805 min

iWealth PodcastWhat's The Best Financial Advice You've Ever Received?Brad's two most crucial pieces of advice for 2023: Get out of debt as soon as you can. Decide that you're done with debt—right now. That means no more swiping that credit card, no more taking out personal loans for something you can't pay cash for. Get to 10% - If you consistently put away 10% of your income, the actual amount you contribute each month will grow as your salary rises, which can help you build up your retirement fund more quickly. If you can save more than 10% do it! iWealth SUBSCRIBE Ed...2023-04-0104 min

iWealth PodcastShould My Kid Be Saving For Retirement?Most children, whether they are teenagers or younger, don't spend a lot of time worrying about retirement. After all, when you're juggling schoolwork, extracurricular activities, and all the other challenges of adolescence, saving for retirement may not even register on your radar screen. Some young people will open individual retirement accounts (IRAs) when they receive paychecks from their first job. But IRAs make excellent savings vehicles for people of an even younger age. Because of their tender years and the decades they have ahead of them; children are poised to take full advantage of time and the...2023-03-2503 min

iWealth PodcastDo Both Spouses Need Life Insurance?Spouse life insurance ensures that if something happens to either spouse, the other spouse will be okay financially. It doesn't matter if one spouse or partner earns an income. For most families, both spouses contribute differently by providing services or helping out with the children. If your spouse were no longer in the picture, you would have to pay for housekeeping, laundry, meals, and transportation for the children. God willing, you'll never need to use that insurance policy - but in the meantime, having life insurance in place will give peace of mind to...2023-03-1102 min

iWealth PodcastStock Splits: What They Are, How They Affect Your PortfolioA stock split is a decision by a company's board to increase the number of outstanding shares in the company by issuing new shares to existing shareholders in a set proportion. While a split doesn't actually make your investment any more valuable in and of itself, a lower share price and the resulting increase in trading liquidity can certainly attract additional investors. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make mo...2023-03-0403 min

iWealth PodcastPremature Death with a Minor as a BeneficiaryBrad says that while only 30% of iWealth clients have a will made, he recommends 100% get one. Brad discusses how trusts may set children up for success. Trusts can be especially beneficial for minor children, as they allow for more control of the assets, even after your death. By setting up a trust, you can communicate how you want the money you leave to your children to be managed, the circumstances under which it can be distributed, and when it should be withheld. You can also determine if your children will be able to control t...2023-02-2405 min

iWealth PodcastFinancial Planning Sessions with Your KidsFinancially speaking, it's a tough time to be a parent. With economic turmoil reaching the boiling point and many companies freezing any extra spending, American families are more strapped than ever. Families are making budgets, and children are watching. Show your child the family's cost of living, teach them how to save, and introduce them to the power of compounding interest. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but...2023-02-1706 min

iWealth PodcastThe Advantages of Dollar-Cost Averaging"I keep hearing about dollar cost averaging and don't really understand it. How is it different from other investing strategies, and how will it help me in the long run?" Dollar-cost averaging is a strategy that takes advantage of the market by investing a set amount each month, regardless of the price of investments. Go back and look at how many shares you had at the start of 2022 and where you are now with that investment. Turning your eyes away from the $ to the amount of the company you own is a helpful shift for m...2023-02-1004 min

iWealth PodcastIs this a typical bear market?Even elite athletes need rest days to stay healthy. Sometimes financial markets need to reset from record-setting performance, too. Is the market behaving normally, or is it different this time? Today on the iWealth Podcast, Brad talks about investment strategies in a bear market with Matt. Having a financial advisor, like the iWealth team, may help provide clarity through market changes. Speak with your financial planner or give iWealth a call to discuss a plan for your future. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make...2023-02-0303 min

iWealth PodcastHow Do Interest Rates Affect Investments?Interest rate fluctuations can send ripple effects throughout the economy. While the most recent interest rate hikes are meant to help curb inflation, it’s possible these effects could have an impact on stocks, bonds and other investments. Learn more in today's podcast. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical th...2023-01-2005 min

iWealth PodcastTimeshares: Dream Vacation or Money Pit?Timeshares have great salesmen. In fact, they might have some of the best around. But do they make a good investment? Just because they tell you that you are getting a great deal, it doesn't mean that you really are. Before you buy, take some time to watch this podcast. Don't make your decision in haste, and never let the salespeople rush you. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do yo...2023-01-2005 min

iWealth PodcastThe Value of Trade Schools in Today’s EconomyEvery year, millions of high school seniors apply to college, but a good fraction of these students may not feel that a four-year degree is right for them. Even if they end up going to a traditional university and landing a stable job, they may find themselves in a career that isn't personally fulfilling. The constant demand for trade skills keeps wages high, but the greatest value of learning a trade might be embarking on an enriching career. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions...2023-01-0608 min

iWealth PodcastHow to Stay Informed Without Getting Paralyzed by Bad NewsEvery time we look at our phones, it seems something terrible has happened. Here’s how to monitor current events in a healthy way. Rather than clicking automatically on the dramatic headline, try following more outlets that focus on stories of progress, hope and kindness – share those stories, too. And when the inevitable bad news does hit the headlines, try to see whether it’s really telling the whole story. "And remember that problems are inevitable, but problems are solvable.” iWealth SUBSCRIBE Education is first! At iWealth we pride ourse...2022-12-3005 min

iWealth PodcastHow Much Life Insurance Do I Need?You decided you should buy a life insurance policy, but now you have one all too common question: How much life insurance do I really need? It's important not to underestimate your ideal amount of life insurance. A recent study found that one in three people say they don't have enough coverage. Remember to calculate for future expenses as well. J.P. gives us insight in today's podcast. The sweet and simple answer is 10–12 times your annual income. Why 10–12 times? Because if you die, that amount replaces your salary and gives your family a comfortable financial cushion while they...2022-12-2404 min

iWealth PodcastHow to Set Financial Goals for Your FutureSetting short-term financial goals, as well as mid-term and long-term, is an important step toward becoming financially secure. If you aren’t working toward anything specific, you’re likely to spend more than you should. You’ll then come up short when you need money for unexpected bills, not to mention when you want to retire. J.P. shares his plans and tips for a great retirement. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do...2022-12-1703 min

iWealth PodcastWhat Should You Do With Your Money When You Get A Raise?Landing a raise at work is a big achievement. Major kudos. It helps justify the job you are doing and makes you feel like a valuable part of your company. But salary increases are never guaranteed. They tend to be directly correlated to the success of the business and the economy. And let’s face it: It can be easy to get a raise at work and then continue living your life business as usual without making the most of those extra funds. iWealth SUBSCRIBE Education is first! At iWealth we pri...2022-12-0204 min

iWealth PodcastDiscussing Long-Term Care Planning With Your ParentsRegardless of good health and well-being in the present, aging brings the ever-present possibility for a change in well-being and the need for new care. While planning for unpleasant events may not be the most pleasant topic, doing so will ensure that your loved ones are prepared and protected in case of emergencies. Planning ahead lays a foundation for peace of mind and reduced stress for seniors and their caregivers alike iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how...2022-11-2503 min

iWealth PodcastWhat Smart People Do for End of Life PlanningPeople often put more thought into preparing for the family vacation—the transportation, the timing, the meals—than planning for the end-of-life experience we’ll all have. You can leave your family scrambling to make arrangements—or calmly execute your wishes. Here's what you need to know about planning for the end of life, whether it's happening in months, years, or decades. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it...2022-11-1805 min

iWealth PodcastRetirement - Giving Back and VolunteeringIf you could retire from work today, what would you do with your time? Would you travel, spend more time with your families, volunteer or pursue a favorite hobby? Well, what if I told you that you could do all of those things -NOW- and still have money to plan comfortably for the future you desire? Yes, that’s actually possible. Shawn explains in today's podcast. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do...2022-11-1104 min

iWealth PodcastIt's An Exciting Time at iWealthIt's an exciting time at iWealth. We are happy to have extra team members serving our clients well. Brad shares his excitement for the iWealth Team. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life. 2022-11-0905 min

iWealth PodcastCan I Afford a New Home When I Retire?Buying a new home could be a great way to start your golden years, bu t there are some considerations to think through first. If you're buying a new house for retirement, it's important to consider certain factors. This purchase may call for even more careful consideration than your first home because your house for retirement will need to potentially meet your changing needs as you age. If you're wondering what to look for when buying a retirement home, listen to this podcast. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people...2022-10-2805 min

iWealth PodcastCan't Afford 15-year Mortgage? Then Don't Buy That HouseHigh-interest rates can be hard to swallow. But does that mean you shouldn’t buy a house? Is there ever a time when a 30-year mortgage is better than a 15-year mortgage? On a $300,000 mortgage, the interest savings (with a 15-year mortgage) are $127,000 over the life of the loan. Yes, you read that right. You can save a staggering amount of money simply by going with a 15-year fixed instead of the more commonplace 30-year fixed. Aside from saving a boatload of cash, you also own more of your home a lot faster. Shawn shares more on this t...2022-10-2205 min

iWealth PodcastMoney Memory - What I Wish I Knew Back ThenTeach your kids how to save money early. Discover helpful tips about how to teach kids budgeting skills. If you want to be good at something, it’s important to start learning early. The same goes for money and budgeting. Children might not be that interested in budgets, but the valuable lessons are worth it. These tips can help you teach kids budgeting. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you...2022-10-1404 min

iWealth PodcastDon't Blow Up Your Goals.Watching the stock market swing up and down is unnerving for most investors. The fear of incurring major losses could make it tempting to sell your investments. Yet while this may temporarily calm your nerves, doing so could put a significant dent in your long-term finances. Here are some tips to help you stay calm. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it...2022-10-0705 min

iWealth PodcastDo I Need a Financial Planner?A financial advisor is worth the money if you are uncertain about how to manage your money, invest for your future, and take care of your family. Expert financial advice may be needed at various turning points in your life: when you have a child, get a promotion, or come into an inheritance. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that...2022-09-3005 min

iWealth PodcastDoes Market Timing Work?Because timing the market perfectly is nearly impossible, the best strategy for most of us is not to try to market-time at all. Instead, make a plan and invest as soon as possible. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjoy...2022-09-2304 min

iWealth Podcast401Ks and Retirement Plans - Are You Saving 10%?Most retirement experts recommend you contribute 10% to 15% of your income toward your 401(k) each year. "You might need more." Brad discusses additional saving buckets that are helpful in planning for your retirement. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjo...2022-09-1603 min

iWealth PodcastRetirement: The Longest Vacation of Your LifeMatt calls Brad the "travel agent of retirement." Most families spend more time planning their upcoming vacation each year than their retirement. Brad encourages viewers to be intentional each year in planning for the longest vacation of their life: retirement. In this video, Brad gives tips on how to make sure retirement is a well-planned vacation. Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works...2022-09-0203 min

iWealth PodcastForming Good Habits is Key to Achieving Your Financial GoalsBrad shares the story of his early bad habits and how his view of money has changed since he was 21. He also shares good habits that have positively impacted his family and clients. If you are stuck in bad money habits, give your financial advisor a call for help today. Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking t...2022-08-2605 min

iWealth PodcastLong-term Care, Wills, and Legacy ConversationsFDC - Plan on Purpose is a tool that iWealth created to help its clients. Only 36% of iWealth clients have currently addressed their plan for long-term care. A thoughtful long-term care plan is about balance—weighing what you can afford, the kind of care you expect, and the risks you might face. Made carefully, it's a decision that may help give you peace of mind for your retirement. Who do you need to talk to? Sit down with your spouse, children, lawyer, and financial planner to make sure your checklist is complete. Education is first! At i...2022-08-1906 min

iWealth PodcastBuy Now. Pay Later. Don’t be fooled by these guys. They aren’t your friends.Most American live paycheck to paycheck, and the "Buy now- pay later" mentality isn't helping that trend go away. In today's podcast, Brad and Matt discuss the peace that comes with having the patience to buy the boat when you have the cash. Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you a...2022-08-1203 min

iWealth Podcast1031 Exchanges - Is this for me?Today Brad Connors of iWealth talks about 1031 Exchanges. A 1031 exchange gets its name from Section 1031 of the U.S. Internal Revenue Code, which allows you to avoid paying capital gains taxes when you sell an investment property and reinvest the proceeds from the sale within certain time limits in a property or properties of like kind and equal or greater value. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you kno...2022-08-0204 min

iWealth PodcastFinancial Wisdom - Having a Good CoachDo you have financial wisdom? Brad Connors of iWealth talks today about wise investments. Our experience has taught us that successful investing requires patience, discipline and the ability to control one’s emotions. Here are some of the best investment minds in history offering insights on timeless wealth-building principles. Be Patient and Think Long-Term Keep Emotions in Check Disregard Short-Term Forecasts Don’t Try to Time the Market Markets Fluctuate. Stay the Course. A Market Correction is an Opportunity iWealth SUBSCRIBE Education is first! At iWealth we pr...2022-07-2605 min

iWealth PodcastMoney Secrets (Dealing with Debt)Secret money? Debt can be very difficult to talk about, especially with those closest to you. Thousands of people are dealing with their debt alone, and have no one to talk to about it. This can make debt an even bigger burden to carry. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides pra...2022-07-1905 min

iWealth PodcastBusiness Owners - Tax SavingsBusiness owners often ask, "How can I save on taxes?" Today, Brad Connors of iWealth discusses 401K and what the government is doing to help businesses. A self-employed 401(k)—also called a solo-401(k) or an individual 401(k)—is a special savings option for small-business owners who don't have any employees (apart from a spouse). That makes these accounts a good fit for sole proprietors and independent consultants who are looking for a retirement plan similar to one they might get from working at a larger company. iWealth SUBSCRIBE Education is first! At iWealth we prid...2022-07-1206 min

iWealth PodcastGovernment Bonds - What do I do with these things?Brad Connors of iWealth discusses bonds. U.S. savings bonds have been used by generations of everyday Americans to generate a stable, low-risk return on investment for cash savings. Depending on the type of savings bond and the available interest rates when the bond is purchased, savings bonds may provide a better yield than a bank savings account, if you’re willing to wait several years for the bond to mature. I Bonds have strong, inflation-protected yields, both of which are significant benefits for investors. I Bonds must be held by investors for at least one year. 2022-07-0504 min

iWealth PodcastCryptocurrency InvestmentsCryptocurrency? Brad Connors of iWealth, talks with Matt about cryptocurrency. Is cryptocurrency a good investment? Investing in crypto assets is risky but also potentially extremely profitable. What should you understand before investing? iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and e...2022-06-2805 min

iWealth PodcastBoutique FirmsWhat different investment options open up when you have more than a million dollars? Brad Connors of iWealth, talks with Matt about boutique firms. A boutique firm is a small financial firm offering specialized and personalized investment management, banking, or niche financial services. iWealth SUBSCRIBE Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical th...2022-06-2107 min

iWealth PodcastInvesting in Individual StocksWhat you need to know about investing in individual stocks. Brad Connors of iWealth, talks with Matt about individual stocks. Should you invest your retirement in individual stocks? Are you looking to invest in a specific company? iWealth Education is first! At iWealth, we pride ourselves on helping people make smart decisions regarding money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures to help you achieve your biggest goals and enjoy an unparalleled quality o...2022-06-1404 min

iWealth PodcastWhat do young investors need to know?Brad Connors of iWealth sits down with JP and looks back on his path to iWealth. When it comes to finances, Robinhood and Acorn only go so far. Learn what it takes to have a well-rounded financial future. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any in...2022-06-0903 min

iWealth PodcastBrad and JP talk Investment StrategyBrad Connors of iWealth talks with JP about investment strategy. JP is the newest advisor that is part of the iWealth team. They discuss the holistic view of investments, not just Stock A v Stock B. Holistic planning involves different tools like Fish Don't Clap that you can use to have peace of mind with your financial career. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in...2022-06-0703 min

iWealth PodcastTransitioning to RetirementBrad Connors of iWealth visits with Shawn, a wealth advisor at iWealth, about the impact of taxes on an investor's net income. Retirement can be scary, but Brad and Shawn help their clients navigate the complex process at iWealth. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or...2022-06-0205 min

iWealth PodcastWhat is it like to work at iWealth with JP and ShawnBrad Connors introduces two iWealth wealth advisors from the iWealth team. Shawn enjoys what he does and the ability to work with a team of people that are all passionate about serving at iWealth. JP likes the mentorship of the iWealth team. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice o...2022-05-3104 min

iWealth PodcastJP Talks About His StoryBrad Connors of iWealth sits down with JP and looks back on his path to iWealth. When it comes to finances, Robinhood and Acorn only go so far. Learn what it takes to have a well-rounded financial future. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any i...2022-05-2604 min

iWealth PodcastNext Phase of Life - Impact of TaxesBrad Connors of iWealth visits with Shawn, a wealth advisor at iWealth, about the impact of taxes on an investor's net income. Retirement can be scary, but Brad and Shawn help their clients navigate the complex process at iWealth. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice o...2022-05-2404 min

iWealth PodcastBrad Interviews Shawn about His StoryBrad Connors of iWealth talks with Shawn, who is a wealth advisor at iWealth, about his story and why he loves his job and purpose as a wealth advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or inv...2022-05-1904 min

iWealth PodcastGiving opportunities at iWealthBrad talks about the opportunities that clients of iWealth have for giving. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production an...2022-03-1704 min

iWealth PodcastOn line meeting are now a thing at iWealthA lot of older demographics have used zoom or facetime and there are new expectations and allowances when meeting online. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to...2022-02-1504 min

iWealth PodcastiWealth and covid 19Brad talks about the changes lockdown brings and what iWealth is doing. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production an...2022-02-0804 min

iWealth PodcastIWealth Q2 2021 Update.Today Brad shares his article on LinkedIn about creating your own self-managed company with your finances. https://www.linkedin.com/posts/bradconnors_fdc-retirementplanning-fishdontclap-activity-6816730494714028032-1rVe Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the a...2021-07-0804 min