iWealth: Recent Episodes
iWealth
In this episode of the iWealth Podcast, Brad Connors shares crucial insights on cybersecurity in financial management. Host Matt starts the conversation by highlighting the alarming reality that individuals are just two passwords away from accessing someone's bank account, emphasizing the gravity of protecting one's financial assets in an increasingly digital world.
Brad underscores the importance of cybersecurity, drawing attention to recent incidents where clients fell victim to cybercrimes, resulting in substantial financial losses. He discusses the evolving threat landscape, noting the intersection of cyber threats and artificial intelligence, which poses new challenges for safeguarding sensitive financial information.
Reflecting on practical measures to enhance cybersecurity, Brad outlines proactive steps his firm has taken to mitigate risks, including implementing stringent authentication protocols for high-value transactions. He emphasizes the significance of in-person meetings and physical signatures in verifying sensitive financial transactions, highlighting the value of personal interaction in fostering trust and accountability.
Furthermore, Brad discusses the role of regulatory bodies and broker-dealers in monitoring and identifying potential security threats, citing examples of proactive measures adopted by reputable financial institutions to safeguard client assets.
Throughout the conversation, Brad underscores the importance of vigilance and caution in financial transactions, urging listeners to remain vigilant against phishing attempts and fraudulent activities. He encourages individuals to prioritize cybersecurity awareness and adopt robust security practices to protect their financial well-being.
In conclusion, Brad emphasizes the need for ongoing vigilance and collaboration in combating cyber threats, emphasizing the role of both financial institutions and individuals in safeguarding against potential risks. He reaffirms his commitment to ensuring the security and integrity of his clients' financial assets, emphasizing the importance of trust and transparency in financial management.
Join Brad and Matt as they delve into the complexities of cybersecurity in financial management, offering valuable insights and practical tips for safeguarding against cyber threats in an increasingly digital landscape.
In this episode of the podcast, Brad shares valuable insights on managing finances as a young couple, particularly focusing on the importance of transparency and communication in financial matters. Host Matt begins the conversation by humorously acknowledging Brad's enduring "honeymoon period" of over 27 years with his wife, setting the stage for a candid discussion on financial dynamics within relationships.Brad underscores the significance of understanding each partner's financial upbringing and biases, acknowledging the potential challenges that arise when couples with divergent financial philosophies come together. Drawing from his extensive experience as a financial advisor, Brad emphasizes the need for open dialogue and joint decision-making regarding finances.Addressing common pitfalls, Brad challenges the notion of segregating finances into "his" and "hers" accounts, advocating instead for a shared approach to managing finances. He shares personal anecdotes and reflections on his own financial journey, acknowledging past mistakes and highlighting the importance of learning from experience.Throughout the conversation, Brad stresses the importance of honesty and transparency in financial matters, urging couples to confront any hidden biases or debts. He encourages couples to have open conversations about their financial goals, priorities, and spending habits, fostering a sense of shared responsibility and accountability.With practical advice and personal anecdotes, Brad offers listeners valuable guidance on navigating the complexities of financial management as a young couple. From budgeting to debt management, Brad's insights provide a roadmap for building a solid financial foundation and fostering a healthy relationship dynamic.The episode concludes with a reminder of the importance of ongoing communication and collaboration in managing finances as a couple. Brad's candid insights and relatable anecdotes leave listeners with valuable takeaways for strengthening their financial partnership and laying the groundwork for a successful future together.Join Brad and Matt as they delve into the nuances of financial management for young couples, offering practical advice and personal reflections to help listeners navigate this important aspect of their relationship journey.
In this episode of the iWealth Podcast, Brad shares valuable insights on retirement planning, particularly tailored for business owners. The discussion delves into the challenges business owners face as they approach retirement and the importance of thorough planning.Brad emphasizes the lack of a one-size-fits-all approach in advising business owners due to the diverse nature of their enterprises. He highlights the critical need for proactive planning, noting that many business owners become so engrossed in day-to-day operations that they neglect to plan for their retirement years. Brad identifies common pitfalls, such as inadequate legal documents, succession planning, and financial preparation, which can significantly impact a business owner's transition into retirement.Drawing from his entrepreneurial experience and expertise as a financial advisor, Brad underscores the importance of strategic planning and envisioning retirement as a multifaceted journey. He shares anecdotes and insights from client interactions, highlighting the emotional, personal, and financial considerations that business owners must navigate as they contemplate retirement.The conversation delves into the misconceptions surrounding retirement, including the allure of idyllic visions like "sitting on the beach." Brad cautions against the pitfalls of abrupt retirement and underscores the importance of purposeful planning to ensure a fulfilling post-retirement lifestyle.Listeners gain practical advice and actionable strategies for retirement planning, including the need for financial preparedness, emotional readiness, and defining post-retirement goals. Brad's insights shed light on the complexities of retirement planning for business owners and underscore the value of seeking professional guidance to navigate this transition successfully.The episode concludes with gratitude for Brad's contributions, including his book "Fish Don't Clap," which offers valuable insights into retirement planning and life beyond business ownership. Matt expresses appreciation for Brad's expertise and looks forward to future discussions on the iWealth Podcast.Join Brad and Matt as they explore the intricacies of retirement planning for business owners, offering invaluable guidance and inspiration for listeners embarking on this transformative journey.
In this episode of the iWealth Podcast, Brad Connors joins the discussion to shed light on the evolving landscape of financial advisory services. Host Matt initiates the conversation by expressing his uncertainty regarding the type of advisor he has. Brad clarifies that financial advisors can generally be categorized into two groups: fiduciaries and traditional brokerage advisors.Fiduciaries are advisors who operate on a fee-based model, focusing on managing clients' money without relying on commissions. On the other hand, traditional brokerage advisors often work on commissions and may offer insurance products alongside investment services. However, Brad emphasizes a broader perspective when envisioning the role of advisors in the future, particularly looking ahead to 2030.Brad introduces a visionary outlook for advisors in 2030, emphasizing the need for a transformative shift in their approach. He envisions advisors who prioritize deep, meaningful conversations with clients about their hopes, dreams, and goals. Rather than solely focusing on investment strategies or fee structures, these advisors aim to become trusted partners who help clients navigate life's complexities and solve financial challenges.The conversation underscores the importance of ongoing financial planning and personalized advice tailored to each client's unique circumstances. Brad advocates for advisors who actively engage with clients, asking probing questions and listening attentively to uncover their aspirations and concerns.As Matt and Brad delve deeper into the topic, they highlight the critical role of human insight and empathy in financial advisory services. While technology, including AI, can augment the advisory process, it cannot replace the nuanced understanding and personalized guidance that human advisors provide.Listeners gain valuable insights into the future direction of financial advisory services and the importance of client-centric approaches. Whether you're a client seeking financial guidance or an advisor looking to enhance your practice, this episode offers practical wisdom and thought-provoking perspectives on the evolving role of financial advisors.Join Brad and Matt as they explore the future of financial advisory services, envisioning a landscape where empathy, expertise, and innovation converge to empower clients and advisors alike.
In 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 over time.
The conversation delves into the nuanced role of AI in financial planning, highlighting its potential to augment rather than replace human expertise. Brad underscores the importance of context and experience in guiding AI-driven decisions, advocating for a symbiotic relationship between technology and human insight.
Both hosts acknowledge the transformative potential of AI across industries, from enhancing productivity to revolutionizing consumer experiences. However, they caution against over-reliance on AI without the complementary guidance of experienced professionals.
Listeners interested in understanding AI's evolving role in finance and beyond will find this episode insightful and thought-provoking. Whether you're a business owner exploring AI applications or an investor navigating financial decisions, tune in to gain valuable perspectives on harnessing the power of AI responsibly and effectively.
Join Brad and Matt as they navigate the intersection of AI and finance, offering practical insights and forward-thinking strategies for leveraging technology in today's rapidly evolving world.
In 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 dollars. He highlights the potential risks associated with Bitcoin, such as heightened scrutiny from tax authorities and the volatile nature of its value.Matt shares similar reservations, emphasizing the importance of caution when considering Bitcoin investments, particularly due to its association with potential audits and regulatory challenges. Despite the uncertainty surrounding Bitcoin, both hosts acknowledge the enduring significance of blockchain technology and its potential applications beyond cryptocurrency.Listeners seeking insights into the Bitcoin phenomenon will find this episode informative and thought-provoking. Whether you're a seasoned investor or simply curious about the intricacies of digital currency, tune in to gain valuable perspectives on navigating the Bitcoin landscape.
In 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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
In 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!iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
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!iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
Welcome back to the iWealth Podcast! In this episode, Brad and his guest dive into a discussion about the second quarter of 2024, providing insights into recent market trends and upcoming client updates. Reflecting on the previous quarter, Brad highlights the impressive performance of the market, attributing it to the strong economic conditions. He discusses the shift in market dynamics, noting the transition from growth stocks to value stocks and the emergence of new market leaders. Brad also shares insights from economic indicators, emphasizing the positive trend observed in various sectors. Addressing client concerns, Brad offers valuable advice on investment strategies amidst market fluctuations. He emphasizes the importance of diversification and the significance of staying focused on long-term goals, despite short-term market volatility. Furthermore, Brad provides updates on the transition to the iWealth Financial RIA registered investment advisory firm. He assures clients that while administrative changes may occur, their accounts, taxes, and fees will remain unchanged. Brad encourages clients to reach out with any questions or concerns, emphasizing the team's commitment to providing exceptional service. In closing, Brad expresses optimism about the future and looks forward to navigating the evolving market landscape alongside clients. He invites listeners to stay tuned for future episodes as they continue to explore market insights and client updates. Tune in to gain valuable insights into navigating the ever-changing financial landscape and stay informed about the latest developments at iWealth. Thank you for listening, and we'll see you back here next time!
Join 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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
Join 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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
Join 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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
Join 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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
In 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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
Join 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!iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
In 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. iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
iWealthSUBSCRIBEEducation 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 to ensure continuity and to provide exceptional service to our clients. Today, we wanted to give you an update on our journey.So, what have Gary and Kim been up to lately, you might wonder? Well, there's been a lot of paperwork and behind-the-scenes work, and we truly appreciate your patience and support. We hope you had a wonderful holiday season, surrounded by your loved ones.The transition has been a significant undertaking, but we're delighted with the progress. Our fantastic partners and staff have made the transition smooth. We are excited about the future and the opportunities that lie ahead.We also want to share some exciting news. iWealth is proud to be part of LPL Financial, the largest independent broker-dealer in the country. This partnership brings advanced technology and resources, enhancing our ability to serve you better.The heart of this collaboration lies in our shared core values. Gary and I have known each other for many years, and our alignment in values and commitment to giving back makes this partnership a perfect fit.Now, here's the big announcement: we are changing the name from EFS to iWealth. Rest assured, Gary and Kim are not going anywhere. They remain committed to serving you, and their names will continue to be prominently featured.As we move forward into 2024, know that our primary focus is on serving you even better. While you may see the name change to iWealth on your statements and letterheads, the exceptional service and dedication remain the same.We appreciate your trust and friendship and look forward to a bright future. If you have any questions or need assistance, please reach out to us. Thank you for being part of the iWealth family. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: https://www.youtube.com/user/iWealthTV/videosFacebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clapFor more information, call 507-835-9111 or email info@iwealth4me.com
Hello, 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 expanding our reach.LPL Financial, the largest independent broker-dealer in the country, has joined forces with us, bringing advanced technology and resources to better serve you. Our commitment to continuity and maintaining the level of service you're accustomed to remains unchanged. Gary and Kim will continue to be here for you.As we move forward into 2024, rest assured that our primary goal is to serve you better and provide you with the highest level of financial expertise. You may notice a slight change in the name – EFS will now be merged under the iWealth brand. You'll start seeing "I W" on your statements, but Gary's name will remain prominent.We appreciate your patience and understanding during this transition. If you have any questions or need assistance, please don't hesitate to reach out to us. Our dedication to your financial well-being is unwavering.Thank you for being part of the iWealth family. We look forward to continuing this exciting journey together. Here's to a fantastic 2024!iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: https://www.youtube.com/user/iWealthTV/videosFacebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clapBusiness Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
In 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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
Welcome 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.
iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: https://www.youtube.com/user/iWealthT...Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.
We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients andtheir families. For more information, call 507-835-9111 or email info@iwealth4me.com
Welcome 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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: https://www.youtube.com/user/iWealthTV/videosFacebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clapBusiness Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
Welcome 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 advice, Gary Guentzel.Enjoy the discussion and be sure to reach out if you have any questions Or need assistance with your financial planning needs. Have a fantastic day! 🎙️💼📈iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: https://www.youtube.com/user/iWealthT...Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.
We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients andtheir families. For more information, call 507-835-9111 or email info@iwealth4me.com
Welcome back to the iWealth Podcast! In this episode, Brad Connor and Matt discuss the significance of life insurance in financial planning. They cover various aspects of life insurance, including its tax efficiency, its role in replacing income, and its use in estate planning. Brad shares practical examples of how life insurance can be utilized to ensure financial security for loved ones and create equitable distributions of assets. Tune in to learn more about the value of life insurance and its applications in achieving your financial goals.
In 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 iWealth Holiday Food Drive, you can make checks payable to the "Waseca Area Neighborhood Service Center" during the drive period. Don't miss this heartwarming episode about the joy of giving back.
Welcome back to the iWealth Podcast! In this episode, Brad and Matt discuss the concept of financial planning as a puzzle. They break down the puzzle into key components, such as risk, retirement, legacy, and personal goals. Brad emphasizes the importance of addressing each piece to create a complete and fulfilling financial picture. Tune in to gain insights on managing your financial puzzle and achieving your financial goals.
Welcome back to the iWealth Podcast! In this episode, Brad introduces a fascinating concept called the "birthday annuity." Imagine receiving a birthday card with cash from a deceased loved one every year for the rest of your life. Brad explains how this financial arrangement works, its benefits, and how it allows you to leave a meaningful legacy for your descendants. Discover the heartwarming and innovative way to continue giving from beyond the grave with the birthday annuity.
Welcome back to the IWealth Podcast! In this episode, Brad Connor and Matt discuss the importance of aligning your investment strategy with your financial goals. They emphasize the need to prioritize your goals and fund them appropriately rather than solely chasing high returns. Brad shares a personal story about the consequences of not funding a goal properly and offers insights into how IWealth helps clients set up various goal-based funds, from vacations to home improvements. Discover the key to achieving your bucket list dreams by listening to this episode of the IWealth Podcast!
Welcome back to the iWealth Podcast! In this episode, Brad Connor and Matt discuss the significance of life insurance in financial planning. They cover various aspects of life insurance, including its tax efficiency, its role in replacing income, and its use in estate planning. Brad shares practical examples of how life insurance can be utilized to ensure financial security for loved ones and create equitable distributions of assets. Tune in to learn more about the value of lPlease tuneife insurance and its applications in achieving your financial goals.
In 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 insightful episode.
Welcome back to the IWealth Podcast! In this episode, we explore the fascinating dynamics of team versus individual approaches in the financial advising business. Join us as we delve into Brad Connor's journey from being a one-man band to building a dedicated team of experts. Discover the advantages of having a team that specializes in various aspects of financial planning, from taxes to insurance. Learn how this team-based approach benefits clients and ensures continuity in service. If you're curious about the inner workings of financial advisory teams and how they can enhance your financial journey, don't miss this insightful episode of the IWealth Podcast!
Welcome 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!
Welcome back to the iWealth Podcast! In this episode, we dive into the world of financial responsibilities in your 40s. If you're feeling overwhelmed by multiple bank accounts, investments, and insurance policies, you're not alone. Join us as we discuss essential strategies for handling your finances effectively during this life stage. Discover the importance of organization, the role of an accountability partner, and practical tips to ensure you're on the right financial track. Tune in to gain clarity and confidence in managing your financial affairs.
Join 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.iWealthSUBSCRIBEEducation 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors►For more educational tips and wisdom from iWealth: YouTube: / iwealtht. .Facebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...Business Mission Statement· iWealth was created to help you manage risk while you invest wisely and live well.· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families. For more information, call 507-835-9111 or email info@iwealth4me.com
Welcome back to the iWealth Podcast! In this Q3 2023 update, we dive into the latest financial trends and market developments. Join us as we break down the performance of the S&P 500, the Magnificent 7 tech stocks, and the oil industry. Discover valuable insights about inflation, interest rates, and the potential for a future recession. Our host, Brad, simplifies complex financial concepts, making navigating these uncertain times easier. Learn why long-term investing in well-established companies remains a solid strategy and how to make the most of your investments in this ever-changing market. Don't miss out on this insightful episode!
In 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 comes from using their resources to help those in need, even if it goes unnoticed by others. They conclude by encouraging listeners to embrace volunteering and experience the rewarding nature of selfless acts.
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: / iwealtht. . Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
In 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 these plans on the FAFSA form. They caution against trying to manipulate assets to maximize financial aid, as it often yields unexpected results. Additionally, the hosts mention that filling out the FAFSA form is necessary for scholarships and grants, and not completing it may result in missing out on financial assistance. They encourage parents to ask questions, consider their financial situation, and make informed decisions regarding college funding.
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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT... Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. · We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. · We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
In 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 dollars may be sufficient for someone with a lower monthly burn rate, but it may fall short for someone with higher expenses.
The discussion then shifts to the strategies employed during retirement. Brad highlights the significance of transitioning from a dollar-cost averaging approach to a more structured investment plan. He introduces the concept of "sequence of returns," where the fluctuation of share prices in the market affects the sustainability of retirement income. Brad suggests having a diversified portfolio with different risk levels and creating separate buckets for various retirement needs.
By strategically managing these buckets, retirees can make informed decisions on which investments to sell based on market conditions. Brad emphasizes the importance of working with a financial advisor to establish these strategies well before retirement, as it allows for smoother transitions and better risk management.
Throughout the episode, Brad stresses the need for personalized retirement planning. Each individual's financial situation, goals, and risk tolerance are unique, and a tailored approach is necessary. By setting realistic goals, understanding the burn rate, and implementing effective investment strategies, individuals can navigate their retirement years with confidence and financial security.
The iWealth Podcast, hosted by Brad Connors, provides valuable insights and practical advice for individuals looking to achieve their financial goals and navigate the complexities of retirement planning. With a focus on personalized strategies and informed decision-making, Brad empowers listeners to make sound financial choices that align with their long-term objectives.
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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT... Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap...
For more information, call 507-835-9111 or email info@iwealth4me.com
In 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 to weather market fluctuations successfully.
In the distribution phase, when retirees start living off their investments, Brad acknowledges that bear markets can be unsettling. However, he emphasizes the need for a well-structured portfolio with different risk levels. By having separate buckets for different risk levels, retirees can strategically sell shares from the appropriate bucket to sustain their retirement income. Brad explains the concept of dollar-cost averaging before retirement and the transition to no dollar-cost averaging after retirement.
Throughout the episode, Brad highlights the importance of having a long-term perspective and a solid investment plan. He encourages investors to focus on their individual goals, risk tolerance, and overall financial strategy when considering bear markets. By understanding their unique situations, investors can navigate bear markets effectively and make informed decisions.
The iWealth Podcast, hosted by Brad Connors, provides valuable insights and practical strategies for investors in different phases of their financial journey. By addressing the specific challenges and opportunities presented by bear markets, Brad empowers listeners to approach market downturns with confidence and make strategic investment decisions aligned with their financial goals.
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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT... Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap...
In 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 retirees plan to exhaust their savings during retirement, Brad acknowledges that some individuals may not feel the need for life insurance. However, he points out the potential benefits of permanent insurance policies in guaranteeing an inheritance for children. He stresses the importance of having discussions about life insurance earlier in life to avoid relying solely on employer-provided policies during retirement.
Brad notes that while approximately 10% of his clients initially plan to spend all their retirement savings, their actual spending patterns often change over time. He emphasizes the value of having life insurance as a safety net for unexpected circumstances and as a means to leave a financial legacy.
The episode concludes by emphasizing the need for individuals to assess their unique situations and consult with a financial specialist like Brad Connors to determine the necessity of life insurance in retirement. Brad highlights the tax benefits associated with life insurance death benefits and its potential as a retirement vehicle. He emphasizes the importance of making informed decisions based on individual circumstances and goals, with the guidance of a professional.
Overall, the iWealth Podcast, hosted by Brad Connors, provides valuable insights into the need for life insurance during retirement planning. By encouraging listeners to evaluate their specific needs and seek professional advice, Brad empowers individuals to make well-informed decisions regarding life insurance in their retirement strategies.
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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT... Facebook: https://www.facebook.com/iWealth4me LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement · iWealth was created to help you manage risk while you invest wisely and live well. · We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.
For more information, call 507-835-9111 or email info@iwealth4me.com
In this quarterly update, we delve into the highlights of the market performance during the second quarter of 2023. The overall sentiment is one of optimism as various economic indicators suggest positive momentum.
The S&P 500 experienced significant growth, showcasing a strong performance and reflecting a robust market. Additionally, the Dow Jones Industrial Average rose by 5%, contributing to the overall positive market sentiment. Bonds also saw an upward trend, with a 2% increase, offering favorable opportunities for investors.
While the market exhibited resilience and growth, we were still dealing with the ongoing debt ceiling debate. Despite potential concerns, the House successfully engaged in negotiations with the White House, signaling progress in managing this critical issue.
Furthermore, the podcast acknowledges the presence of numerous job opportunities, indicating a healthy labor market. This favorable job market bodes well for individuals seeking employment and contributes to the overall economic growth.
Regarding inflation, the podcast notes a downward trajectory, suggesting a potential easing of price pressures. However, strategists express cautious sentiments, anticipating the possibility of a mild recession on the horizon. The podcast delves into these predictions, exploring factors that could contribute to the emergence of a recession and potential implications for various sectors.
Join us as we analyze the market trends, economic indicators, and crucial factors that could shape the future economic landscape in the coming months. Gain insights from industry experts and strategists as we navigate through a period of optimism while remaining aware of the potential challenges that lie ahead.
When 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
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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.
Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated.
We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm.
We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Brad's two most crucial pieces of advice for 2023:1. 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. 2. 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
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.
Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated.
We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm.
We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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 power of compounding within this type of tax-advantaged savings vehicle.
However, savvy parents, grandparents, and other family members can still step in to help jumpstart their children's retirement savings. Talk to your financial advisor to the iWealth team to discuss your investments.
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.
Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated.
We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm.
We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Strictly speaking, filling out the FAFSA is not required to attend college. However, the FAFSA is a requirement for most need-based financial aid and many scholarship programs.
83.8% of first-time, first-year undergraduate students receive financial aid in some form. Each student borrows an average of $11,836 annually to pay for school. Public university attendees borrow an average of $30,030 each to attain a bachelor's degree.
Given the high tuition, even a family with solid financial standing can qualify. Give iWealth a call with your financial questions.
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 you, your spouse, and your loved ones. And you can't put a price tag on that.
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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.
Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated.
We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm.
We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
A 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.
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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.
Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated.
We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm.
We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Brad 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 the money at a certain age as either co-trustees or as recipients of the full balance of the trust.
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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.
Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated.
We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm.
We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Financially 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.
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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.
Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated.
We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm.
We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
"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 many investors.
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
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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.
Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated.
We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm.
We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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.
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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.
Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated.
We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth. · Our clients expect a highly customizable service with our firm.
We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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.
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Every 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.
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Every 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
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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 recover from their loss. It also gives them money they can invest for future income. Buying 10–12 times coverage guarantees that whatever else your family feels, they won’t feel a financial pinch when you’re gone.
iWealth
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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 recover from their loss. It also gives them money they can invest for future income. Buying 10–12 times coverage guarantees that whatever else your family
Setting 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.
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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.
The need for food assistance is greater than ever this year.
Please consider donating to help fund the Holiday Food Baskets, distributed by the Waseca Area Neighborhood Service Center!
https://iwealth4me.com/giving-back/holiday-food-drive/
Regardless 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
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Regardless 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
People 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
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
People 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 executing 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.
If 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
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complimentary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
It'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
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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.
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
High-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 topic in today's podcast.
iWealth
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Teach 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 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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Teach 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.
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.
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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 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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
Business Mission Statement ·
iWealth was created to help you manage risk while you invest wisely and live well. ·
We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate. ·
We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency. ·
We consistently do an excellent job of serving others for the greater good of society.
We believe we were put here to educate and protect family’s wealth. ·
Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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.
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
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap...
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.
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
What is a virtual family office? A Virtual Family Office (“VFO”) consists of a team of professionals who, rather than operate in silos, collaborate to create a seamless and holistic wealth management experience facilitated through a well-defined structure and process.
Matt 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 for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
Brad 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 tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life.
Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
FDC - 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 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. ►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthT...
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/ Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/ Amazon: https://www.amazon.com/Fish-Dont-Clap...
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 achieve your biggest goals and enjoy an unparalleled quality of life.
Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
How often should you check your investments? Research shows that the more frequently investors monitor their portfolio, the riskier they perceive investing. When investors constantly check their investments, they become more sensitive to losses than to gains. Are you looking at your investments too often or not often enough?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
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.
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthTV/videos
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clap
Business Mission Statement
· iWealth was created to help you manage risk while you invest wisely and live well.
· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.
· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.
· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.
· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Do 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
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthTV/videos
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clap
Business Mission Statement
· iWealth was created to help you manage risk while you invest wisely and live well.
· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.
· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.
· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.
· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthTV/videos
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clap
Business Mission Statement
· iWealth was created to help you manage risk while you invest wisely and live well.
· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.
· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.
· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.
· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Business 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
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthTV/videos
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clap
Business Mission Statement
· iWealth was created to help you manage risk while you invest wisely and live well.
· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.
· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.
· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.
· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
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.
iWealth
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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.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthTV/videos
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clap
Business Mission Statement
· iWealth was created to help you manage risk while you invest wisely and live well.
· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.
· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.
· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.
· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
Cryptocurrency? 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 enjoy an unparalleled quality of life.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthTV/videos
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clap
Business Mission Statement
· iWealth was created to help you manage risk while you invest wisely and live well.
· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.
· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.
· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.
· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
What 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 thinking tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthTV/videos
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clap
Business Mission Statement
· iWealth was created to help you manage risk while you invest wisely and live well.
· We believe in the “golden rule” of treating others how we would want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.
· We serve individuals and small businesses that are looking for clarity when it comes to their personal financial situations. People who need to find a team they can trust with integrity and transparency.
· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect family’s wealth.
· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath”TM that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com
What 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 of life.
►Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complimentary 30-minute discovery call to clarify your financial goals, what might be standing in your way, and whether iWealth is a good fit. Click here to book your call today: https://go.oncehub.com/BradConnors
►For more educational tips and wisdom from iWealth:
YouTube: https://www.youtube.com/user/iWealthTV/videos
Facebook: https://www.facebook.com/iWealth4me
LinkedIn: https://www.linkedin.com/in/bradconnors/
Podcast: https://anchor.fm/iwealth
Twitter: https://twitter.com/iWealth4me
Book: https://fishdontclap.com/#home
Websites: https://iwealthpcg.com/ or https://iwealth4me.com/
Amazon: https://www.amazon.com/Fish-Dont-Clap-Purposeful-Retirement/dp/0692322744/ref=sr_1_1?ie=UTF8&qid=1418927824&sr=8-1&keywords=fish+don%27t+clap
Business Mission Statement
· iWealth was created to help you manage risk while investing wisely and living well.
· We believe in the “golden rule” of treating others how we want to be treated. We believe in helping our clients not run out of money, manage risk and transfer wealth to who they feel appropriate.
· We serve individuals and small businesses looking for clarity regarding their personal financial situations. People who need to find a team they can trust with integrity and transparency.
· We consistently do an excellent job of serving others for the greater good of society. We believe we were put here to educate and protect our family’s wealth.
· Our clients expect a highly customizable service with our firm. We help them understand exactly where they are, where they are headed and how to get there. This will be done by following our unique process called “iPath” TM; that our research has shown valuable to our clients and their families.
For more information, call 507-835-9111 or email info@iwealth4me.com.
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 individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad 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 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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad 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 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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Markets go up and down, how should you respond? Markets go up and down, how should you respond? How much should you worry about a market in flux? When should you get out? Brad Connors of iWealth talks about common concerns people have when investing.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad 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 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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
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 individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad 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 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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad 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 investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad Connors of iWealth discusses paying off debt vs. saving your money.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad Connors of iWealth talks about saving at a young age. If you've got a little cash at a young age, what should you do with it?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad Connors of iWealth and Matt talk a bit about how to strategically save for retirement to avoid paying the most taxes. They also discuss Roth IRA vs. Deductible IRA.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
How should you delegate your dollars as you land a higher-paying job immediately after you graduate? Brad Connors of iWealth discusses the different things to consider when it comes to saving after you graduate college.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
What is a Roth and Roth Conversion? Brad Connors of iWealth talks a little about the strategy behind converting your retirement savings to a Roth IRA to save money on your taxes.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Leaving your job for retirement, there's no do-over. You want to make sure you put your money in the right place.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Should you be purchasing long term health care insurance or investing that cash and self-insuring?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad and Matt talk about the key mistakes people in Southern Minnesota make when it comes to finances.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
How are you going to pay for a nursing home someday?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Do you have an archive of financial documents? Is everything in a box? Do you need a bigger box?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
There is so much content being served around financial planning. Who has real experience & good intentions, and who is just trying to make a buck?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
If you only get one stock tip from Brad, it should be this one.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
How can brokerage services charge $0 for a stock trade?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
You're switching jobs, what do you have to think about financially?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
If you invested during the recession and are now experiencing profits, when should you pull that cash back out?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad gives the story about how he taught his children about finances.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Do all of the statements and numbers overwhelm you regarding your finances, maybe after a family member passed away?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad 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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
How robust is your savings/retirement plan?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad talks about avoiding debt and instances when debt may or may not be okay.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Are you experiencing big life changes during COVID?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad and Matt talk about investing in gold.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Where do you fall on the curve?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Matt asks Brad to explain 401k and common misconceptions about retirement savings.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad talks about the psychology of investing and what to consider when your thinking about getting in or out of the market.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad talks about common mistakes people make when it comes to income tax.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
A 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 making a decision.
MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad 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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
There are many ways to give to charities. Today Brad covers the financial side of charitable 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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Three months into covid, Brad talks about the current state of everything.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad introduces MegaMatt, the man behind the questions.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
How much income do you want in your retirement? Brad talks about the new buzzword Income Stability Ratio
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
There are good times and bad times to skim a little off the top. Brad talks about things to consider when considering taking a little out.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad and Matt talk tips and tricks when considering refinancing your house.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad and Matt talk about the "yin and yang" of aggressive or conservative investing.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
What is a Government saving plan? And what do they have to do with China? Brad explains the government savings plan.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad's advice on how to best utilize an HSA: Health Savings Account.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Do you have to invest in companies that you don't believe in? Can your portfolio thrive if you only invest in companies that support your worldviews?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Having family meetings is important, but it can be very difficult and awkward.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Deductibles vs Net Worth - do they correlate?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Do you take enough time to work on your business? How often do you step back and assess your current situation?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
A Roth IRA has some limitations, but there are ways to take advantages of them anyway.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad talks about the do's and do nots of umbrella insurance.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
The markets dipped, should you go all in? Maybe not. Brad offers advice on buying into dips.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Costs are going up, what's the best way to start saving?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad explains the concept of a pension and why they are in the news lately.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Should you be concerned about annuity payments?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Today we talk a little bit about the book Miracle Morning. How early should you start saving for your 401K
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad talks about helping clients and the benefits of making professional connections.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
When the market drops, is it a good time to get in? Well, yes and no. Brad and Matt tell you things you should consider when thinking about diving into the market.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
There's lots of little things you need to think about when setting up beneficiaries.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Maybe you've heard the term Dollar Cost Averaging but don't know what it means. Brad explains what it means and how it works.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad talks about interest rates, refinancing, during the 2020 pandemic.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
There are after tax and pre tax investments. Which one is better? Which one should you use?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Brad and Matt talk about the phrase "Pigs get slaughtered" and when the best time to take your gains out of the market.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Are low oil prices a good thing?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Money is just a tool, but you need to use it like a tool, and learn how to use it well.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
What is a bear market? What is a bull market? Brad explains the difference.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
It's good to get to know your financial advisor, but they do need to know what's going on with taxes so that they can help.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
At iWealth we make sure that the items in your "War Chest" are working for you.
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.
When the market starts to drop, should you get out?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
There's a lot of different family dynamics going on when children don't leave the nest. The "right answer" is different for everyone, but here are the things to think about.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
If it's too good to be true, it probably is. Tips and tricks to make good decisions with your money. www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
How you invest will differ depending on where you are at in life. Brad and Matt talk about the differences in investing while young and how to adapt your investments as you get older.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Over the last 25 years we've looked at different money management techniques, and here's the takeaways.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Don't put all your eggs in one basket, but what baskets should your eggs be in?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Some buckets already have names, but if you want to be intentional with your money you need to be specific with your bucket names
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
The current tax bracket is 36%, it could be higher in the future. Should you be deferring taxes for retirement or is it better to save post tax income. www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
The markets start to drop, what do you do? Brad may not have all the answers, but he has the questions you should be asking.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
How much do you need in your emergency fund? Should you put that money to work in other locations?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Financial advisors are good, but it's important to have follow through. A Financial Accountability partner can help by following up and making sure you've done the things you need to do. www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Having a financial advisor can be extremely beneficial, but also a little daunting. Brad explains what to expect and how to make the most out of your meetings.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Should you take all of your money out of the stock market and put it in bonds instead?
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
If you've had a big life event it might be time to have someone help look over your finances. www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
As a business owner, you need to make sure you spend time working on your business to make sure you're where you want to be.
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 and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Today we're talking about Life Insurance. www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Training children to use money wisely. www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Digital money can be difficult to teach. Even for adults. Brad gives advice on how to train children to manage their money well. www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Teaching your children good habits for money management is huge. www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Does your child have a Roth IRA? www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Do you have your SS statement? It might be good to check up on this every few years. www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Using life Insurance as an investment vehicle. Is it right for you? www.iWealth4me.com
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
Roth IRAs are an amazing tool, but they are not for everyone.
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.
Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.
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 appropriate qualified professional prior to making a decision.