iWealth Podcast

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

#iWealthPodcast #EarlyRetirement #FinancialPlanning #RetireEarly #InvestmentAdvice #FinancialIndependence #SaveSmart #WealthManagement

In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn use a fun pizza analogy to explain the concept of rebalancing your investment portfolio. They discuss why it's essential to periodically rebalance, how it works in practice, and the common mistakes investors make when they let their portfolios become too heavily weighted in one area. Whether you're new to investing or just need a refresher, this episode provides practical tips for keeping your investments diversified and aligned with your goals.

#iWealthPodcast #InvestmentStrategy #PortfolioRebalancing #Diversification #FinancialPlanning #Investing101 #SmartInvesting #WealthManagement

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

#iWealthPodcast #TaxPlanning #EstatePlanning #RetirementStrategy #FinancialAdvice #InvestmentPlanning #TaxOptimization #WealthManagement

In this episode of the iWealth Podcast, Brad Connors and JP Eykyn discuss a surprising statistic—54% of Millennials believe they received bad advice when handling an inheritance. They explore why this happens, from the complexities of tax consequences to the lack of professional guidance. Whether you're a Millennial, Gen Z, or Gen X, JP and Brad emphasize the importance of seeking trusted advice when managing a sudden influx of wealth, such as an inheritance. Tune in to learn why professional support is essential and how iWealth offers initial consultations at no cost to ensure you make the best financial decisions.#iWealthPodcast #InheritancePlanning #FinancialAdvice #MillennialFinance #WealthManagement #TaxPlanning #SmartInvesting #FinancialDecisions

In this episode of the iWealth Podcast, Brad Connors, Shawn Pomeroy, and JP Eykyn discuss an insightful analogy between investing and maintaining good health. Just like a balanced lifestyle improves your odds of staying healthy, disciplined financial habits can increase the chances of long-term success. The team dives into how regular financial checkups, adjusting strategies, and planning for the future are essential to securing a stable financial future—much like good sleep, exercise, and diet contribute to a healthy life. Tune in to learn why your financial wellness might need a similar approach to your physical health.#iWealthPodcast #InvestingWisely #FinancialHealth #InvestmentStrategy #Discipline #FinancialPlanning #LongTermSuccess #WealthManagement

In this episode of the iWealth Podcast, CEO Brad Connors

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

In this episode of the iWealth Podcast, JP  and Brad explore the psychological challenges retirees face when transitioning from a steady paycheck to relying on their investments. They discuss common concerns, such as the fear of outliving one's savings and the emotional adjustment of not receiving a regular income. Tune in to learn strategies for navigating this shift and to understand how financial planning can help retirees find peace of mind in this new chapter of life.