Look for any podcast host, guest or anyone
Showing episodes and shows of

IWealth

Shows

iWealth Podcast
iWealth PodcastStock Market OpinionThe S&P 500 has had an incredible run—but is it *really* as diversified as most people think?In today’s episode, Brad Connors (iWealth) and Mega Matt zoom out and talk about what’s driving markets right now, what’s worth watching in 2026, and why the “set it and forget it” S&P approach may have more hidden concentration risk than most investors realize.Brad shares what he’s hearing from portfolio managers and economists, why keeping a pulse on younger investors matters (Robinhood, Reddit chatter, and quick-trade culture), and how Bitcoin and the NASDAQ have started to move together at ti...
2026-01-1712 miniWealth Podcast
iWealth PodcastInside iWealth’s Private Client Group: Planning, Gaps, and the “Who Network” for $10M+ FamiliesBrad explains why iWealth created the **Private Client Group** and the **Plan On Purpose Office**: not because clients are “better,” but because higher net worth brings **different problems**. The goal is to inventory everything, identify blind spots, and then *connect clients to the right people*—quickly and intentionally.You’ll hear how the **For Days Coming Network** works: a curated circle of vetted specialists (healthcare advocates, estate attorneys, executive search firms, private aviation contacts, and more). Instead of spending months searching, clients are introduced to **three trusted options**, saving time and reducing stress—without revenue sharing or hidden incentives.Brad also share...
2026-01-0312 miniWealth Podcast
iWealth PodcastA $10 Million Life Insurance Mistake? What Kyle Busch’s Story Teaches InvestorsKyle Busch’s TikTok lawsuit story sparked a client question we hear all the time: “Do I own the same thing?” In this episode, Brad and Mega Matt break down *why life insurance policies can look similar on the surface—and work wildly differently in real life* based on how they’re designed and sold.We unpack the “term vs. permanent” debate (whole life, universal life, indexed UL, variable UL), and why most people lump everything into two buckets: **cheap coverage vs. cash value**. Then Brad explains the real lever that often gets missed: **death benefit size vs. cash value growth**—and h...
2025-12-2011 miniWealth Podcast
iWealth PodcastMedicaid 5-Year Look back & Putting Your House in Your Kids’ NamesFamilies with parents age 70+ (or adult children helping them) who are considering **transferring a home to children** because of health concerns and potential long-term care costs.Avoids expensive mistakes when you “add the kids to the house” or gift assets without understanding **Medicaid rules, debt liability, and the 5-year lookback**.Nursing home costs can run as high as $10,000–$ 12,000 per month, and decisions made today can have major consequences later—especially if care is needed within the next five years.In this episode, Brad and Matt unpack a real-world question: a 70+ parent wants to transfer their house into the children’s names. Sou...
2025-12-1316 miniWealth Podcast
iWealth PodcastPurposeful Retirement: Retire To Something (Not Just From Work)Brad and Matt unpack what "purposeful retirement" actually looks like in real life. They contrast the classic picture—slow mornings, newspaper, coffee, “I’m done”—with a more fulfilling version: "desirement" (what you "desire" to do next), fueled by meaningful projects and relationships.Brad explains why he rewrote "Fish Don’t Clap": too many people loved the parable, but needed the “how.” The new chapter is the bridge between ideas and action—helping readers move from "retiring from" a job to "retiring to" a life they’re excited about.Matt shares a surprisingly specific vision: staying creative through tabletop video work while being sur...
2025-11-2211 miniWealth Podcast
iWealth PodcastFish Don’t Clap (Updated Edition): Why Brad Rewrote It + How to Put Purpose Into ActionWho it’s for: People who want a meaningful, well-run life in (and beyond) retirement—and advisors guiding them.What pain it solves: “Great idea…now what?” Brad explains how to move from inspiration to implementation so you don’t drift into a purpose-empty retirement.Why watch now: The updated edition of Fish Don’t Clap is out—with a brand-new implementation chapter, an audiobook, workshops, and a national advisor network you can actually contact.Brad shares why he refreshed a book that was already helping readers: too many folks loved the parable but asked, “How do I put this into practice?” Th...
2025-10-2507 miniWealth Podcast
iWealth PodcastSuccession Planning & Gen Z Advisors | Dan Hiebert (MSU Mankato CFP Director)Who it’s for: Firm owners, advisors, and students exploring a career in financial planning.What pain it solves: How to prepare for ownership transitions, recruit Gen Z talent, and adapt your practice for an AI-accelerated future.Why watch now: Baby-boomer exits are accelerating, advisor demand is rising, and the best time to prepare your team and succession plan is before you need it.Brad welcomes Dan Hiebert, Director of the CFP® program at Minnesota State University, Mankato, to dig into three big topics: 1) how Gen Z is reshaping the talent pipeline (work ethic, online learning, privacy-minded culture); 2) what firms can...
2025-10-1831 miniWealth Podcast
iWealth PodcastFall Market Update 2025 | iWealth’s 3rd Quarter Economic Snapshot with Brad ConnorsIf you’re an investor, retiree, or business owner looking to stay informed on where the markets are heading, this Fall Market Update 2025 from Brad Connors of iWealth breaks down everything you need to know. In just a few minutes, Brad explains how the markets have performed through the third quarter — from the Dow Jones Industrial Average and S&P 500 to the Bloomberg U.S. Aggregate Bond Index — and what current trends in inflation, interest rates, and consumer spending may signal for the months ahead.This episode is for anyone who wants to make smart, intentional financial decisions heading into the en...
2025-10-1101 miniWealth Podcast
iWealth PodcastGiving Back: How the iWealth Foundation Is Making a Local ImpactIn today’s iWealth Podcast, Brad Connors and Mega Matt dive into a powerful update: the evolution of the iWealth Foundation and the real-world impact it's making.Learn how iWealth’s commitment to giving—donating 1% of net revenues each quarter—has grown even stronger through a partnership with the Waseca Area Foundation. From supporting local nonprofits like Bethlehem Inn to inspiring a team culture built on service, the ripple effects are real.💡 How donor-advised funds can amplify giving 💡 Why giving today and planning for the future matters 💡 The joy of linking business success to community supportA b...
2025-06-3003 miniWealth Podcast
iWealth PodcastWhat Is the iPath? iWealth’s 8-Step Process to Purposeful Financial PlanningIn this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into iWealth’s signature client journey—the iPath. Designed to simplify the complex world of financial planning, the iPath is an eight-step process that helps individuals and families align their money with their most important goals.Brad explains that the iPath was created out of necessity. Clients often ask, “What do you actually do?” or “How are you different from other advisors?” The iPath answers those questions with clarity, structure, and purpose. Instead of offering vague promises or focusing only on investment returns, iWealth walks client...
2025-06-0605 miniWealth Podcast
iWealth PodcastWhat Is a Family Guided Office?In this episode of the iWealth Podcast, Brad Connors introduces an innovative and highly personalized offering called the Family Guided Office—a concierge-style network of trusted professionals curated over the past 15 years to help entrepreneurial families and high-capacity individuals navigate life's unique challenges.It all started when Matt got a call from a friend looking to bring on a C-level team member. Not knowing where to turn, Matt immediately thought of Brad—because iWealth isn’t just about traditional financial advising. Brad shares how he and his team have built a Rolodex-style network that extends far beyond invest...
2025-05-1304 miniWealth Podcast
iWealth PodcastWhat’s Your Lifetime Plan Score? Brad Connors Breaks Down iWealth’s Financial Planning SystemIn this episode of the iWealth Podcast, Brad Connors sits down to share how he and his team help clients simplify the overwhelming world of personal finances, business ownership, and estate planning through a proprietary system they call the Lifetime Plan Score.Whether you're a busy professional, a family juggling competing priorities, or a successful business owner with multiple entities to manage, it's easy to lose track of everything you should be doing—especially when acronyms and industry jargon come flying at you from every direction. Brad gets that. That’s why he’s built his entire advisory process around clarit...
2025-05-1005 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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 miniWealth Podcast
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