iWealth Podcast

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

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In this episode of the iWealth Podcast, Brad Connor sits down with Sean Pomeroy and JP Eykyn to recap Q3 2024 and share insights as we move into the final quarter of the year. They discuss the state of the markets, the impact of interest rates, and the potential effects of the upcoming election. With a focus on providing clients with actionable advice, the team dives into investment strategies, the importance of aligning portfolios with goals, and how to navigate volatility as we approach year-end. Whether you’re curious about the housing market, stock performance, or what’s next for the economy, this episode offers valuable guidance for investors.

In this episode of the iWealth Podcast, Brad Connors shares insights on managing rash financial decisions, whether it's impulsively investing in stocks, purchasing a rental property, or succumbing to the allure of a timeshare. Brad emphasizes the importance of taking time to make sound financial decisions, drawing parallels to the caution exercised in personal relationships like marriage. He discusses the significance of discernment and careful consideration before committing to significant financial undertakings, urging listeners to avoid impulsive actions fueled by emotion or external pressures. Tune in to learn how to navigate the temptation of immediate gratification and make informed, prudent financial choices for long-term success.

In this episode of the iWealth Podcast, Brad Connors discusses the delicate balance between saving for your children's college education and planning for your own retirement. Brad emphasizes the importance of putting your own financial security first, drawing parallels to the airplane oxygen mask analogy: "You have to make sure that your retirement plan is secure before you're giving lump sums of money to your kids." While supporting your children's education is important, Brad highlights the need to maintain a focus on your long-term financial well-being. Tune in to learn how to navigate this common dilemma and find the right balance for your family's financial future.

Join Matt and Brad on the iWealth Podcast as they discuss the overwhelming world of financial tools and the ones that stand out in their practice. In this engaging conversation, Brad shares his top three favorite tools that provide confidence and clarity to both advisors and clients. From the revolutionary document-sharing and budgeting tool "iTrack" to the risk assessment platform "Nitrogen" (formerly known as Riskalyze), and the comprehensive planning organizer "FDC Plan on Purpose," these tools empower advisors to streamline financial planning and provide clients with a roadmap to success. Discover how technology enhances accountability and transforms the way advisors navigate the complex world of finance. Tune in now and gain valuable insights into the tools that can revolutionize your practice!

Join Brad Connors, owner and wealth manager at iWealth, in a riveting discussion on the top three financial tools essential for navigating the complexities of financial planning. In this episode of the iWealth Podcast, Brad shares insights into budgeting tools, risk assessment platforms, and comprehensive financial organizers. Discover how these tools empower individuals to manage their finances effectively, from day-to-day budgeting to long-term investment planning. Whether you're a seasoned investor or just starting your financial journey, this podcast provides valuable guidance to help you achieve your financial goals. Tune in now and unlock the secrets to financial success!

Join Mr. Brad Connors, owner and wealth manager at iWealth, as he discusses the distinction between wealth managers and stock brokers. In this enlightening episode of the iWealth Podcast, Brad explains the evolution from traditional stock brokers to modern-day wealth managers, emphasizing the role of wealth managers in holistic financial management. Discover the significance of having a dedicated wealth manager who acts as a quarterback for your financial team, helping you make informed decisions and organize your financial life. Whether you're considering working with a wealth manager or a stock broker, this podcast provides valuable insights to help you navigate the world of financial advising. Tune in to learn more and make empowered choices for your financial future.

In this episode of the iWealth Podcast, join Mr. Brad Connors, owner of iWealth, as he delves into the world of financial advising. With a focus on the big picture and a 20,000-foot overview, Brad discusses the age-old question: who should you trust for financial advice? Brad explores the distinction between human and robo-advisors, highlighting the importance of personalized financial planning versus automated investment strategies. Whether you're considering sticking with a trusted human advisor or venturing into the realm of AI-driven robo advisors, this episode provides valuable insights to help you make informed decisions about your financial future. Tune in to learn more about the role of advisors in setting goals, managing risks, and navigating the complexities of financial planning.