iWealth Podcast

iWealth Podcast

By iWealthBusinessInvesting
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iWealth Podcast episodes

  • Q1 2024

    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!

    8 min
  • Embracing Life's Ups and Downs: The Power of Perspective
    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.
    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: / 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 [email protected]
    6 min
  • Understanding the Fed, Interest Rates, and Investments


    Join Brad Connors on the iWealth Podcast as he discusses the Federal Reserve, interest rates, and their impact on investments. Gain insights into the recent changes in interest rates and how they affect the real estate market and borrowing. Brad shares valuable perspectives on managing your finances in a changing economic landscape.
    iWealth
    SUBSCRIBE
    Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? 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 [email protected]
    5 min
  • Emergency Funds: How Much Should You Save?
    Join Brad Connors on the iWealth Podcast as he discusses the importance of emergency funds. Brad emphasizes that the size of your emergency fund depends on your life situation, and it's crucial to have one. Learn how to balance paying off debt and saving for emergencies, and discover investment options to make your emergency fund work harder for you.
    iWealth
    SUBSCRIBE
    Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that 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 [email protected]
    4 min
  • Navigating Insurance: Protecting What Matters
    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.
    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: / 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 [email protected]
    5 min
  • Financial Tips for Couples Getting Married
    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.
    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: / 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 [email protected]
    7 min
  • Insurance Audits: How Often Should You Review Your Policies?
    In this episode of the iWealth Podcast, Brad Connors discusses the importance of insurance audits and how often you should review your insurance policies. Discover why regular check-ups with your insurance agent are essential to ensure your coverage aligns with your changing life circumstances. Don't miss this insightful discussion on optimizing your insurance protection.
    iWealth
    SUBSCRIBE
    Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth 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 [email protected]
    4 min
  • Big Picture Money Principles
    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.
    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: / 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 [email protected]
    5 min
  • Dedication to Community: 1000-Hour Volunteering Challenge
    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.
    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: / 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 [email protected]
    5 min
  • Unlocking New Possibilities for 529 Plans: Secure Act 2.0 Explained
    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!
    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: / 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 [email protected]
    4 min

About iWealth Podcast

From the publisher's feed

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