iWealth Podcast

iWealth Podcast

By iWealthBusinessInvesting
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iWealth Podcast episodes

  • 2024 Q4 Update

    In this episode of the iWealth Podcast, Brad Connors and Matt Wiechmann dive into a comprehensive recap of the 2024 financial year and discuss expectations for 2025. From the sustained bull market to the impact of interest rates on mortgages, Brad shares insights into the trends shaping the economy. The duo also explores tax strategies, portfolio rebalancing, and maintaining a cash reserve to navigate the market's potential volatility. Tune in to get actionable advice on making smart financial decisions in the year ahead.

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    8 min
  • How a 10-Year-Old Manages Money and Sets Big Goals
    In this heartfelt and fun episode of the iWealth Podcast, Brad Connors sits down with Grace Wiechmann to discuss her unique approach to saving, spending, and giving as a 10-year-old entrepreneur. Grace shares how she balances earning money through lemonade stands, chores, and mowing lawns with her savings goals—like attending horse camp and dreaming of her own farm filled with goats and cows. Learn how her thoughtful strategies and big dreams inspire financial responsibility at any age!
    7 min
  • Lemonade Stands, Lawns, and Lessons: Grace’s Top Tips for Kids to Earn Money
    In this episode of the iWealth Podcast, Brad sits down with 10-year-old Grace Wiechmann to discuss creative ways kids can earn money and learn financial responsibility. From running a lemonade stand to mowing lawns and even managing employees (yes, you read that right!), Grace shares her entrepreneurial adventures and the lessons she’s learned about saving, spending, and sharing. Whether you’re a parent looking for tips or a young aspiring entrepreneur, Grace’s story is sure to inspire!
    6 min
  • Career Change Checklist: Managing Your Retirement Savings
    In this episode of the iWealth Podcast, Brad Connors dives into the often-overlooked financial steps you need to take when switching jobs. From evaluating your new benefits package to deciding what to do with your old 401(k), Brad shares practical advice to ensure your financial future stays on track. Discover why it’s crucial to be a good steward of your retirement savings and how to avoid common pitfalls during a career transition.
    6 min
  • Practicing What You Preach: Why Brad Has a Financial Planner
    In this episode of the iWealth Podcast, Brad Connors flips the script and answers the big question: does a financial advisor actually need their own financial advisor? Spoiler alert—he does, and for good reason! Brad shares how having his own advisor helps him stay accountable, manage his finances, and provide a safety net for his family. Learn why everyone, even financial pros, benefits from an accountability partner.
    3 min
  • Top Financial Tip: Staying on Top of Your Savings
    In this episode of the iWealth Podcast, Brad Connors shares his number one financial tip for achieving your goals: staying on top of your savings. Learn how often you should check your accounts, why the 4% rule matters, and how to plan for a secure retirement. Brad and Mega Matt also discuss how to bridge income gaps and make smart financial adjustments over time.
    4 min
  • The Truth About Credit Cards: Are Airline Miles Worth It?
    In this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into the pros and pitfalls of credit cards. They discuss the allure of airline miles and reward programs, share tips on using credit cards responsibly, and explain why debt can quickly become a financial trap. Whether you're just starting out or reevaluating your financial habits, this episode offers practical advice to keep you on track.
    4 min
  • The 8th Wonder of the World: Compound Interest Explained
    Join Brad Connors and Mega Matt as they uncover the power of compound interest—dubbed the 8th Wonder of the World by none other than Albert Einstein. They share relatable stories, from the high school student who starts saving early to the client reaping massive returns in retirement. Discover why starting early and staying consistent with savings can make all the difference in your financial future.
    4 min
  • Faith, Money, and the Open Hand: Lessons from the Parable of the Talents
    In this thought-provoking episode of the iWealth Podcast, Brad Connors and Mega Matt explore the intersection of faith and finances. Using the Parable of the Talents as a starting point, they discuss whether Jesus advocated for saving, the importance of being a good steward, and how generosity can transform your relationship with money. Learn how to avoid holding on too tightly and open your hand to blessings and opportunities.
    5 min
  • The Power of a Written Financial Game Plan
    In this episode of the iWealth Podcast, Brad Connors and Mega Matt discuss the transformative power of having a written financial plan. Did you know that 77% of people with a written financial plan are more likely to achieve their goals? Whether it's planning for retirement, funding a dream vacation, or setting new priorities as life changes, writing it down can make all the difference. Learn how to make your financial plan adaptable, actionable, and aligned with your evolving goals.
    4 min

About iWealth Podcast

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iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.