iWealth Podcast

iWealth Podcast

By iWealthBusinessInvesting
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iWealth Podcast episodes

  • The Birthday Annuity: A Unique Way to Leave a Lasting Legacy
    Welcome back to the iWealth Podcast! In this episode, Brad introduces a fascinating concept called the "birthday annuity." Imagine receiving a birthday card with cash from a deceased loved one every year for the rest of your life. Brad explains how this financial arrangement works, its benefits, and how it allows you to leave a meaningful legacy for your descendants. Discover the heartwarming and innovative way to continue giving from beyond the grave with the birthday annuity.
    5 min
  • Balancing Goals and Investment Returns

    Welcome back to the IWealth Podcast! In this episode, Brad Connor and Matt discuss the importance of aligning your investment strategy with your financial goals. They emphasize the need to prioritize your goals and fund them appropriately rather than solely chasing high returns.

    Brad shares a personal story about the consequences of not funding a goal properly and offers insights into how IWealth helps clients set up various goal-based funds, from vacations to home improvements. Discover the key to achieving your bucket list dreams by listening to this episode of the IWealth Podcast!


    7 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 lPlease tuneife insurance and its applications in achieving your financial goals.


    8 min
  • The iWealth Foundation and Its Impact
    In this episode of the iWealth Podcast, Brad is joined by his wife Trudi to discuss the iWealth Foundation and its impact on the community. They talk about the origins of the foundation and its mission to give back to the community, especially in supporting local students pursuing business-related careers. Brad and Trudi also share their recent partnership with the Waseca Area Foundation, which allows them to further manage and grow the foundation's funds while contributing to the local community. If you're interested in learning more about the iWealth Foundation or considering ways to support your community, don't miss this insightful episode.
    6 min
  • The Power of a Financial Advisory Team

    Welcome back to the IWealth Podcast! In this episode, we explore the fascinating dynamics of team versus individual approaches in the financial advising business. Join us as we delve into Brad Connor's journey from being a one-man band to building a dedicated team of experts. Discover the advantages of having a team that specializes in various aspects of financial planning, from taxes to insurance. Learn how this team-based approach benefits clients and ensures continuity in service. If you're curious about the inner workings of financial advisory teams and how they can enhance your financial journey, don't miss this insightful episode of the IWealth Podcast!


    6 min
  • iWealth Podcast - Unveiling the CD Maturity Strategy
    Welcome back to the iWealth Podcast! If you've been waiting for your CD to mature, the time has finally come. In this episode, we explore the intriguing world of CDs and interest rates. Discover why laddering your CDs can be a smart strategy and how it can benefit you in the long run. Learn about the current interest rate landscape and make informed decisions about your financial future. Tune in to get valuable insights and guidance from our expert. Don't miss this episode of the iWealth Podcast!
    5 min
  • Financial Management in Your 40s: What Should You Be Paying Attention To?

    Welcome back to the iWealth Podcast! In this episode, we dive into the world of financial responsibilities in your 40s. If you're feeling overwhelmed by multiple bank accounts, investments, and insurance policies, you're not alone. Join us as we discuss essential strategies for handling your finances effectively during this life stage. Discover the importance of organization, the role of an accountability partner, and practical tips to ensure you're on the right financial track. Tune in to gain clarity and confidence in managing your financial affairs.


    6 min
  • Mastering the Art of Gifting and Inheritance Planning

    Join us on the iWealth Podcast as we sit down with Mr. Brad Connors to

    delve into the world of giving. Discover effective strategies and
    important insights on how to gift to your loved ones or charitable
    causes. Brad shares the "Random Wednesday" gift rule and explains why
    it's crucial to avoid gift-giving on special occasions. Learn how to
    teach responsible financial behavior while ensuring your legacy lives
    on. Don't miss this valuable discussion on the joy of giving and how to
    do it right.
    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
  • Q3 2023 Update: Stock Market Trends, Oil, and Inflation

    Welcome back to the iWealth Podcast! In this Q3 2023 update, we dive

    into the latest financial trends and market developments. Join us as we
    break down the performance of the S&P 500, the Magnificent 7 tech
    stocks, and the oil industry. Discover valuable insights about
    inflation, interest rates, and the potential for a future recession. Our
    host, Brad, simplifies complex financial concepts, making navigating
    these uncertain times easier. Learn why long-term investing in
    well-established companies remains a solid strategy and how to make the
    most of your investments in this ever-changing market. Don't miss out on
    this insightful episode!


    8 min
  • The Joys of Volunteering: Behind-the-Scenes Impact

    In this episode of the iWealth Podcast, the hosts discuss their favorite

    volunteering experiences and the importance of giving back. They share
    personal stories of their involvement in volunteer work, highlighting
    the fulfillment they find in helping others during times of crisis or
    behind the scenes. The hosts emphasize the value of volunteering as an
    integral part of their financial plans and overall mindset. They also
    discuss the establishment of the Iowa foundation, a public initiative
    aimed at making a positive impact in the community. The hosts express
    their belief in the joy of giving and the satisfaction that comes from
    using their resources to help those in need, even if it goes unnoticed
    by others. They conclude by encouraging listeners to embrace
    volunteering and experience the rewarding nature of selfless acts.
    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.