iWealth Podcast

iWealth Podcast

By iWealthBusinessInvesting
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iWealth Podcast episodes

  • Preparing Financially for Life's Unexpected Moments
    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.
    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: / 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
  • Exciting News: EFS Joins Forces with iWealth!

    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.
    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/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
    For more information, call 507-835-9111 or email [email protected]


    4 min
  • Exciting News: iWealth Welcomes EFS

    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!
    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 [email protected]


    3 min
  • Market Trends and Expectations for 2024 with Brad and Shawn at iWealth
    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.
    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]
    12 min
  • Demystifying Variable Annuities: Benefits and Common Misconceptions

    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.

    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 andtheir families.

    For more information, call 507-835-9111 or email [email protected]


    7 min
  • The Power of Holistic Financial Planning
    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.
    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 [email protected]
    4 min
  • How iWealth Transforms Retirement Planning with Gary Guentzel

    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! 🎙️💼📈
    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 andtheir families.

    For more information, call 507-835-9111 or email [email protected]


    5 min
  • The Importance of Life Insurance in Financial Planning
    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.
    8 min
  • The iWealth Holiday Food Drive with Special Guest Trudi
    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.
    7 min
  • Building Your Financial Puzzle: Goals, Risk, and Legacy
    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.
    7 min

About iWealth Podcast

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