iWealth Podcast

iWealth Podcast

By iWealthBusinessInvesting
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iWealth Podcast episodes

  • Paying for College: Understanding the FAFSA and Financial Aid

    In this episode of the iWealth Podcast, the hosts discuss the financial

    aspects of sending a child to college. They address common questions
    parents have, such as how to pay for college and the importance of the
    FAFSA form. The hosts highlight that the FAFSA form uncovers assets and
    provides information on how much parents are expected to contribute to
    their child's education. They emphasize that the child's own assets are
    considered more heavily than the parents' assets when it comes to
    funding college expenses. The hosts also discuss the role of 529 plans
    and the impact of gifting from these plans on the FAFSA form. They
    caution against trying to manipulate assets to maximize financial aid,
    as it often yields unexpected results. Additionally, the hosts mention
    that filling out the FAFSA form is necessary for scholarships and
    grants, and not completing it may result in missing out on financial
    assistance. They encourage parents to ask questions, consider their
    financial situation, and make informed decisions regarding college
    funding.
    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 and
    their families.
    For more information, call 507-835-9111 or email [email protected]


    5 min
  • Retirement Strategies: Setting Goals and Managing Investments

    In this episode of the iWealth Podcast, Brad Connors joins the

    discussion on retirement planning. The conversation begins with the
    importance of setting financial goals, specifically the goal of having a
    million dollars at retirement. However, Brad emphasizes that simply
    reaching a financial milestone like a million dollars is not enough; one
    must consider their spending needs in retirement.
    Brad explains the concept of the "burn rate," which refers to the
    monthly expenses individuals have during retirement. He emphasizes the
    need to match the financial goal with the burn rate to ensure a
    comfortable retirement. For example, a million dollars may be sufficient
    for someone with a lower monthly burn rate, but it may fall short for
    someone with higher expenses.
    The discussion then shifts to the strategies employed during retirement.
    Brad highlights the significance of transitioning from a dollar-cost
    averaging approach to a more structured investment plan. He introduces
    the concept of "sequence of returns," where the fluctuation of share
    prices in the market affects the sustainability of retirement income.
    Brad suggests having a diversified portfolio with different risk levels
    and creating separate buckets for various retirement needs.
    By strategically managing these buckets, retirees can make informed
    decisions on which investments to sell based on market conditions. Brad
    emphasizes the importance of working with a financial advisor to
    establish these strategies well before retirement, as it allows for
    smoother transitions and better risk management.
    Throughout the episode, Brad stresses the need for personalized
    retirement planning. Each individual's financial situation, goals, and
    risk tolerance are unique, and a tailored approach is necessary. By
    setting realistic goals, understanding the burn rate, and implementing
    effective investment strategies, individuals can navigate their
    retirement years with confidence and financial security.
    The iWealth Podcast, hosted by Brad Connors, provides valuable insights
    and practical advice for individuals looking to achieve their financial
    goals and navigate the complexities of retirement planning. With a focus
    on personalized strategies and informed decision-making, Brad empowers
    listeners to make sound financial choices that align with their
    long-term objectives.
    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...
    For more information, call 507-835-9111 or email [email protected]


    6 min
  • Navigating Bear Markets: Strategies for Different Phases of Investing

    In this episode of the iWealth Podcast, Brad Connors delves into the

    topic of bear markets and provides insights on how investors can
    approach them based on their specific situations. The discussion focuses
    on two key phases: the accumulation phase and the distribution phase.
    During the accumulation phase, Brad emphasizes the importance of staying
    invested and not succumbing to panic during bear markets. He highlights
    the advantage of buying more shares at lower prices, as regular
    contributions to investments can lead to increased share ownership over
    time. Brad advises investors to evaluate their risk tolerance and
    diversify their portfolios to weather market fluctuations successfully.
    In the distribution phase, when retirees start living off their
    investments, Brad acknowledges that bear markets can be unsettling.
    However, he emphasizes the need for a well-structured portfolio with
    different risk levels. By having separate buckets for different risk
    levels, retirees can strategically sell shares from the appropriate
    bucket to sustain their retirement income. Brad explains the concept of
    dollar-cost averaging before retirement and the transition to no
    dollar-cost averaging after retirement.
    Throughout the episode, Brad highlights the importance of having a
    long-term perspective and a solid investment plan. He encourages
    investors to focus on their individual goals, risk tolerance, and
    overall financial strategy when considering bear markets. By
    understanding their unique situations, investors can navigate bear
    markets effectively and make informed decisions.
    The iWealth Podcast, hosted by Brad Connors, provides valuable insights
    and practical strategies for investors in different phases of their
    financial journey. By addressing the specific challenges and
    opportunities presented by bear markets, Brad empowers listeners to
    approach market downturns with confidence and make strategic investment
    decisions aligned with their financial goals.
    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...

    7 min
  • Retirement Planning and Life Insurance: Assessing Your Needs

    In this episode of the iWealth Podcast, Brad Connors dives into the

    topic of whether life insurance is necessary during retirement. He
    emphasizes that the need for life insurance depends on individual
    circumstances and desired outcomes.
    Brad explores situations where life insurance may be crucial during the
    journey to retirement, such as providing financial security for loved
    ones in the event of premature death. As retirement approaches, he
    discusses the subjective nature of life insurance and highlights cases
    where retirees choose to purchase permanent life insurance policies to
    ensure a specific inheritance for their children.
    Addressing the scenario where retirees plan to exhaust their savings
    during retirement, Brad acknowledges that some individuals may not feel
    the need for life insurance. However, he points out the potential
    benefits of permanent insurance policies in guaranteeing an inheritance
    for children. He stresses the importance of having discussions about
    life insurance earlier in life to avoid relying solely on
    employer-provided policies during retirement.
    Brad notes that while approximately 10% of his clients initially plan to
    spend all their retirement savings, their actual spending patterns
    often change over time. He emphasizes the value of having life insurance
    as a safety net for unexpected circumstances and as a means to leave a
    financial legacy.
    The episode concludes by emphasizing the need for individuals to assess
    their unique situations and consult with a financial specialist like
    Brad Connors to determine the necessity of life insurance in retirement.
    Brad highlights the tax benefits associated with life insurance death
    benefits and its potential as a retirement vehicle. He emphasizes the
    importance of making informed decisions based on individual
    circumstances and goals, with the guidance of a professional.
    Overall, the iWealth Podcast, hosted by Brad Connors, provides valuable
    insights into the need for life insurance during retirement planning. By
    encouraging listeners to evaluate their specific needs and seek
    professional advice, Brad empowers individuals to make well-informed
    decisions regarding life insurance in their retirement strategies.
    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.
    For more information, call 507-835-9111 or email [email protected]


    6 min
  • Q2 2023 Market Update: Positive Momentum and Emerging Concerns

    In this quarterly update, we delve into the highlights of the market

    performance during the second quarter of 2023. The overall sentiment is
    one of optimism as various economic indicators suggest positive
    momentum.
    The S&P 500 experienced significant growth, showcasing a strong
    performance and reflecting a robust market. Additionally, the Dow Jones
    Industrial Average rose by 5%, contributing to the overall positive
    market sentiment. Bonds also saw an upward trend, with a 2% increase,
    offering favorable opportunities for investors.
    While the market exhibited resilience and growth, we were still dealing
    with the ongoing debt ceiling debate. Despite potential concerns, the
    House successfully engaged in negotiations with the White House,
    signaling progress in managing this critical issue.
    Furthermore, the podcast acknowledges the presence of numerous job
    opportunities, indicating a healthy labor market. This favorable job
    market bodes well for individuals seeking employment and contributes to
    the overall economic growth.
    Regarding inflation, the podcast notes a downward trajectory, suggesting
    a potential easing of price pressures. However, strategists express
    cautious sentiments, anticipating the possibility of a mild recession on
    the horizon. The podcast delves into these predictions, exploring
    factors that could contribute to the emergence of a recession and
    potential implications for various sectors.
    Join us as we analyze the market trends, economic indicators, and
    crucial factors that could shape the future economic landscape in the
    coming months. Gain insights from industry experts and strategists as we
    navigate through a period of optimism while remaining aware of the
    potential challenges that lie ahead.


    7 min
  • The Power of Dividends: Growing Wealth through Compounding

    n this episode of the iWealth Podcast, the hosts, Brad Connors and Matt,

    discuss the concept of dividends and their significance in investment
    strategies. They clarify that dividends are payments made by companies
    to their shareholders based on the company's profitability. Dividends
    are comparable to interest earned on investments, but with the added
    potential for stock growth.
    Brad explains how reinvesting dividends can lead to buying more shares
    over time, especially during market downturns when share prices are
    lower. He emphasizes the benefits of dividend-paying stocks and the
    potential for compounding returns. The hosts also explore
    dividend-focused index funds and ETFs, which offer investors exposure to
    a collection of dividend-paying stocks.
    While dividends can be a valuable component of an investment strategy,
    the hosts caution that not all companies pay dividends, especially those
    in the early stages of growth. They stress the importance of
    diversification and understanding the company's potential for future
    dividend payments.
    The episode concludes by highlighting the power of compounding interest
    and dividends and the long-term wealth-building opportunities they
    provide. Listeners are encouraged to consider incorporating dividends
    into their investment portfolios and to leverage the potential for
    growth through compounding.
    Overall, the iWealth Podcast delivers valuable insights into dividends
    as a means of wealth accumulation, aiming to educate listeners on the
    benefits and considerations surrounding dividend-paying investments.
    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 and
    their families.
    For more information, call 507-835-9111 or email [email protected]


    5 min
  • Exploring Artificial Intelligence (AI) and Its Implications

    Matt Wiechmann is not affiliated with LPL Financial.

    AI holds tremendous promise to boost business productivity, but also
    poses risks. Our latest video explores the current state of AI, its
    business impact, challenges to address, and why companies must implement
    responsible strategies to leverage its full potential.
    Artificial intelligence (AI) is dominating technology headlines lately.
    ChatGPT, Google Bard, Claude 2, generative design - these new AI
    capabilities have sparked intense interest and debate. In this post,
    we'll discuss the current state of AI, its promise for the future, and
    the implications for businesses.
    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 and
    their families.
    For more information, call 507-835-9111 or email [email protected]


    8 min
  • Navigating Financial Changes as an Empty Nester

    The hosts of the iWealth Podcast delve into the topic of what money

    means for couples, whether it means security or freedom. They explore
    the importance of understanding your partner's financial priorities,
    especially as you approach retirement age. They also discuss the common
    dynamic between couples where one is a spender and one is a saver, and
    how to balance both financial perspectives in a healthy way.
    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 and
    their families.
    For more information, call 507-835-9111 or email [email protected]


    6 min
  • Mutual Funds vs. ETFs: Which One Should You Choose?

    In this episode of the iWealth podcast, hosts Matt Wiechmann and Brad

    Connors discuss the differences between mutual funds and ETFs, two
    popular investment options. They explain how mutual funds are baskets of
    stocks or bonds managed by a team, while ETFs are index funds that
    mirror an exchange. They also touch upon the emergence of hybrid funds,
    which are a combination of different ETFs packaged together. The hosts
    stress the importance of being disciplined and investing in the right
    funds for your age and risk tolerance.
    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 and
    their families.
    For more information, call 507-835-9111 or email [email protected]


    5 min
  • Does Money Buy Happiness?

    In this podcast episode, host Brad Connors discusses whether having more

    money leads to greater happiness. While money is necessary to meet
    basic needs, he argues that it does not necessarily lead to happiness
    beyond a certain point. He shares examples of people with significant
    wealth who are unhappy, and emphasizes the importance of finding
    happiness in the present moment and with loved ones. He concludes by
    urging listeners to be prudent with their money, but not to equate the
    size of their bank account with their overall well-being.
    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 and
    their families.
    For more information, call 507-835-9111 or email [email protected]


    5 min

About iWealth Podcast

From the publisher's feed

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