iWealth Podcast

iWealth Podcast

By iWealthBusinessInvesting
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iWealth Podcast episodes

  • Adversity Is an Asset: Why Failure Can Make You Stronger
    What if some of your biggest failures actually became your greatest assets?In this episode of the iWealth Podcast, Brad and Mega Matt talk about a lesson Brad has been wrestling with after a Strategic Coach exercise: “Adversity is an asset.” They look back at business mistakes, financial struggles, parenting, sports, and pivotal moments that forced them to take responsibility and grow.The key isn’t simply experiencing adversity. It’s deciding what part of the situation you can own.They also tackle a difficult question for parents: Are we helping our kids so much that we’re preventing them from experiencing the struggles that build grit, responsibility, and resilience?Failure happens. Adversity happens. What matters is what you do next.What failure or difficult experience ended up making you stronger? Share it in the comments.Hashtags#iWealthPodcast #Adversity #PersonalGrowth #EntrepreneurMindset #BusinessOwners #FailureToSuccess #PersonalResponsibility #Leadership #LifeLessons #GrowthMindset
    12 min
  • How Much Work Does Financial Planning Really Take?
    One of the biggest barriers to meeting with a financial advisor is simple: “How much work is this going to be?”Brad and Mega Matt break down what you actually need to prepare for a financial planning meeting—from tax returns and 401(k) statements to insurance, budgeting, risk, and your bigger financial goals.For many people, gathering everything may take around an hour. For business owners, the process can be more involved—but the stakes are also much higher.What happens to your business if you unexpectedly aren’t there to run it? Who takes over? Could your family be forced to sell it for less than it’s worth?The time to answer those questions is while you’re healthy, the business is working, and you still have options.Good financial planning means telling your whole financial story—not looking at one account in a vacuum.Start the conversation. Get organized. Make the plan before life makes the decisions for you.Hashtags#iWealth #iWealthPodcast #FinancialPlanning #BusinessOwners #FinancialAdvisor #EstatePlanning #SuccessionPlanning #RetirementPlanning #MoneyWisdom #FinancialEducation
    7 min
  • The Future of Health Optimization with Regan Archibald

    If you’re successful financially but your energy, focus, sleep, or health are declining, this episode is for you. In this powerful conversation, Brad Connors sits down with health optimization expert Regan Archibald to explore why so many people are told they are “fine” by traditional medicine—while still feeling exhausted, inflamed, overweight, or mentally foggy.Regan shares his personal story of battling autoimmune disease after toxic chemical exposure and explains how that experience led him away from conventional medicine and into the world of functional medicine, peptides, hormone optimization, and regenerative health strategies. Together, Brad and Regan unpack what true health optimization actually looks like and why simply managing symptoms is no longer enough.They discuss:The difference between traditional medicine and functional medicineWhy “normal labs” don’t always mean optimal healthPeptides and how they support recovery, performance, and longevityThe truth about GLP-1 medications like Ozempic and TirzepatideMuscle mass, VO2 max, and why they matter more than the scaleWhy entrepreneurs and high performers are investing in their healthHow inflammation, hormones, sleep, and stress all work togetherBrad also shares parts of his own personal health journey, including body composition changes, fitness optimization, and working with Regan’s team at Ageless Future.If you want more energy, sharper thinking, better recovery, improved body composition, and a proactive strategy for long-term health, this conversation offers a practical look at where healthcare and longevity are heading next.#HealthOptimization #Peptides #FunctionalMedicine #Longevity #GLP1 #HormoneHealth #Biohacking #Wellness #iWealth #ReganArchibaldiWealthSUBSCRIBEEducation 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/videosFacebook: https://www.facebook.com/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#home


    23 min
  • Why Financial Advisors Still Matter in an AI World
    With AI advancing rapidly, many people are starting to ask a fair question:Why would anyone pay for a financial advisor?In this episode of the iWealth Podcast, Brad Connors and Mega Matt tackle that question head-on — and the answer has less to do with investments and more to do with something AI can’t replicate: human understanding.### The Shift Happening Right NowThe financial advice industry is changing.If an advisor’s value is simply picking stocks, mutual funds, or ETFs, that value is quickly being replaced. Technology can already do that faster, cheaper, and at scale. In many ways, the industry is heading toward a “race to zero” on fees for basic investment management. So what’s left?The advisors who will stand out are the ones who move beyond performance and into something deeper.### It’s Not About Investments — It’s About Your StoryBrad explains that real value comes from helping clients think through their life — not just their portfolio.That means asking better questions.Understanding family dynamics.Helping clients make decisions around things like long-term care, college planning, estate intentions, and even digital assets.It’s not a one-time conversation. It’s an ongoing process.And that’s where tools like FDC Plan on Purpose come in — not as a static document, but as a living, interactive system where clients can see their progress, track decisions, and stay engaged in their own plan.Because people don’t just want to hand everything off.They want to be involved — but guided.### Accountability Is the Real ValueOne of the most powerful ideas in this episode is simple: people value what gets measured.When clients can see their progress — checking off key planning items over time — it creates momentum. It creates ownership. It creates accountability.And more importantly, it creates relationship depth.Because every completed decision — from beneficiaries to long-term care planning — becomes another layer of connection between the advisor and the client. ### The Future Isn’t Less Human — It’s MoreAI can organize data. It can generate reports. It can even help tell a story.But it can’t sit across from you and ask:“Did we get this right?”It can’t read hesitation.It can’t navigate emotion.It can’t guide a family through difficult decisions.That’s where real advisors separate themselves.The future of financial advice isn’t disappearing — it’s evolving.And the advisors who thrive will be the ones who help clients connect the numbers to their life, stay accountable to their goals, and continuously refine their plan as life changes.Because in the end, it’s not about having the best portfolio.It’s about having a plan — and someone who helps you live it out.#iWealth #FinancialPlanning #AI #WealthManagement #PlanOnPurpose #FutureOfAdvice
    13 min
  • War, Markets, and What You Can Actually Control
    What happens to your money when the world feels uncertain?In this episode of the iWealth Podcast, Brad Connors and Mega Matt take on a topic that’s on a lot of minds right now: war, market volatility, and how investors should respond when headlines feel overwhelming. Brad brings a steady perspective to a chaotic situation. While rising oil prices, global tension, and economic uncertainty can create fear, he reminds listeners of a key truth: from an investing standpoint, this isn’t new. Markets have weathered major global events before—and they’ve remained resilient over time.The bigger risk? Emotional decision-making.When uncertainty rises, many investors feel tempted to “jump off the roller coaster”—pulling money out, trying to predict downturns, or making bold bets based on fear. But as Brad explains, those moves rarely work out. Trying to guess where the market is headed—or when to get back in—can do more harm than good.Instead, the focus should shift to what can actually be controlled:Having a sound asset allocationStaying diversifiedAvoiding reactionary decisionsKeeping a long-term perspectiveBrad also emphasizes the importance of mental discipline. Constantly checking portfolios, consuming endless news, or engaging in heated debates doesn’t lead to better outcomes—it leads to stress. A healthier approach is to stay informed, but not consumed.The conversation also touches on the human side of uncertainty—faith, perspective, and daily life. While big global questions don’t always have clear answers, there is clarity in focusing on what matters most: family, purpose, and the responsibilities right in front of you.The takeaway is simple but powerful:You don’t need to predict the future to navigate it well. You just need a plan—and the discipline to stick to it.#iWealth #Investing #StockMarket #MarketVolatility #FinancialPlanning #LongTermInvesting #WealthManagement #EconomicOutlook #StayTheCourse**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](https://go.oncehub.com/BradConnors)►For more educational tips and wisdom from iWealth:YouTube: [https://www.youtube.com/user/iWealthTV/videos](https://www.youtube.com/user/iWealthTV/videos)Facebook: [https://www.facebook.com/iWealth4me](https://www.facebook.com/iWealth4me)LinkedIn: [https://www.linkedin.com/in/bradconnors/](https://www.linkedin.com/in/bradconnors/)Podcast: [https://anchor.fm/iwealth](https://anchor.fm/iwealth)Twitter: [https://twitter.com/iWealth4me](https://twitter.com/iWealth4me)Book: [https://fishdontclap.com/#home](https://fishdontclap.com/#home).
    9 min
  • Will AI Replace Financial Advisors?
    Is artificial intelligence about to replace your financial advisor?In this episode of the iWealth Podcast, Brad Connors and Mega Matt tackle one of the biggest questions facing every industry right now: what happens when AI gets really good—and really fast? There’s no denying it—AI is changing everything. It can analyze data, build portfolios, and even automate tasks that once took hours. But Brad makes one thing clear: while AI is powerful, it’s not the whole answer.Because financial planning isn’t just about data—it’s about people.Brad explains that many advisors who rely only on picking investments or competing on price may struggle in the years ahead. If the value you bring is just “being cheaper” or “being smarter with stocks,” AI is already catching up. The real shift is happening toward something deeper.**Wisdom. Story. Human understanding.**AI can process numbers—but it can’t sit across the table and understand your fears, your past experiences, or the emotional side of money. It can’t pick up on subtle cues, ask the right follow-up questions, or help a couple navigate the tension of merging financial lives.That’s where real advisors stand out.Brad shares that the future of financial advising will center around helping clients:Understand their “money story” and how past experiences shape decisionsNavigate life transitions like marriage, retirement, or lossPlan for legacy, family, and long-term impactStay accountable to goals over timeIn other words, it’s not about transactions—it’s about transformation.The conversation also highlights a broader trend happening across industries: a “race to the bottom” on price for basic services, while premium, high-value experiences continue to grow. People are still willing to pay—just not for something they can get anywhere.They’ll pay for insight.They’ll pay for clarity.They’ll pay for someone who sees what they don’t.The takeaway?AI will change the tools—but it won’t replace the human element that truly matters.If your financial plan is just numbers on a screen, AI might be enough. But if your plan involves your life, your family, and your future—that’s where real guidance still wins.#iWealth #AI #FinancialAdvisor #WealthPlanning #FutureOfWork #FinancialPlanning #MoneyMindset #Investing #Technology**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](https://go.oncehub.com/BradConnors)►For more educational tips and wisdom from iWealth:YouTube: [https://www.youtube.com/user/iWealthTV/videos](https://www.youtube.com/user/iWealthTV/videos)Facebook: [https://www.facebook.com/iWealth4me](https://www.facebook.com/iWealth4me)LinkedIn: [https://www.linkedin.com/in/bradconnors/](https://www.linkedin.com/in/bradconnors/)Podcast: [https://anchor.fm/iwealth](https://anchor.fm/iwealth)Twitter: [https://twitter.com/iWealth4me](https://twitter.com/iWealth4me)Book: [https://fishdontclap.com/#home](https://fishdontclap.com/#home).
    12 min
  • The Hidden Risk No One Talks About: Widowhood Before Retirement
    What if your financial life had to change overnight—before retirement even begins?In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack a surprising and sobering statistic: the average age of widowhood is around 59½—right before many people even reach retirement. That timing creates a major challenge. Many couples haven’t fully transitioned into retirement planning yet, and in some cases, one spouse has handled most of the financial decisions. When that person is gone, the surviving spouse is left to sort through accounts, decisions, and responsibilities—often without a clear plan.Brad explains that this isn’t just a financial issue—it’s a life transition that can take years to navigate.At a minimum, it often takes **12 months or more** just to begin organizing everything—accounts, insurance, Social Security decisions, and long-term income planning. And in many cases, it can take several years to fully stabilize. During that time, emotions run high, and the risk of making poor financial decisions increases.That’s why one of the most common pieces of advice is simple:**Don’t make major financial decisions in the first year.**Instead, slow down. Take things step by step. Avoid big moves like selling a home or making large purchases until there’s clarity and stability.The conversation also highlights a growing reality: while tools like AI can help organize information or provide general guidance, they can’t replace the human side of planning. Every family has a story—how money was handled, what matters most, and what the future should look like. That story can’t be solved with a checklist.Planning ahead changes everything.Brad emphasizes that couples should start having these conversations well before retirement:Both spouses should understand where assets are heldThere should be clarity on income, expenses, and long-term goalsKey documents like wills, trusts, and directives should be in placeA trusted advisor relationship should already existBecause when life changes unexpectedly, preparation turns a crisis into something manageable.The takeaway is clear:You don’t plan because something will go wrong—you plan because you don’t know when life will change.#iWealth #FinancialPlanning #RetirementPlanning #Widowhood #LifePlanning #WealthManagement #FamilyPlanning #MoneyMatters**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](https://go.oncehub.com/BradConnors)►For more educational tips and wisdom from iWealth:YouTube: [https://www.youtube.com/user/iWealthTV/videos](https://www.youtube.com/user/iWealthTV/videos)Facebook: [https://www.facebook.com/iWealth4me](https://www.facebook.com/iWealth4me)LinkedIn: [https://www.linkedin.com/in/bradconnors/](https://www.linkedin.com/in/bradconnors/)Podcast: [https://anchor.fm/iwealth](https://anchor.fm/iwealth)Twitter: [https://twitter.com/iWealth4me](https://twitter.com/iWealth4me)Book: [https://fishdontclap.com/#home](https://fishdontclap.com/#home).
    11 min
  • The Dark Side of Digital After Death: Scams You Need to Know About
    What happens when scammers show up in the middle of grief?In this episode of the iWealth Podcast, Brad Connors and Mega Matt discuss a real and unsettling situation: scammers using obituary posts and social media to exploit families after a loved one passes away. Matt shares a personal story—after posting about his father’s passing, fake accounts began circulating copied obituary content with added donation links. To an untrained eye, it looked real. Same photo. Same message. Just one subtle change directing people to send money somewhere else.It’s a reminder of how quickly bad actors can take advantage of emotional moments online.And this is where digital planning becomes more than just organization—it becomes protection.The challenge is that when families are grieving, the last thing they want to do is monitor social media for scams. But unfortunately, that’s exactly when people are most vulnerable.So what can be done?While there’s no perfect way to prevent situations like this, awareness is a powerful first step. A few practical takeaways from the conversation:Be cautious with public posts that include personal details or imagesIf donations are appropriate, clearly communicate one official sourceMonitor posts and comments closely in the days following an announcementReport fake accounts or scam posts immediatelyThe conversation also raises an important point: people want to help.When someone passes, friends and family often feel a strong desire to do something—bring meals, send support, or give financially. Providing a clear, trusted way to do that can both help your community and reduce confusion that scammers might exploit.At the center of this discussion is a bigger truth:Your digital presence doesn’t end when your life does.Social media, online accounts, and digital identity all continue—and without a plan, they can be misused in ways most families never expect.The takeaway?Digital planning isn’t just about access—it’s about safeguarding your story, your family, and your community when they’re most vulnerable.#iWealth #DigitalAssets #ScamAwareness #EstatePlanning #FinancialPlanning #OnlineSafety #LegacyPlanning #PersonalFinance**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](https://go.oncehub.com/BradConnors)►For more educational tips and wisdom from iWealth:YouTube: [https://www.youtube.com/user/iWealthTV/videos](https://www.youtube.com/user/iWealthTV/videos)Facebook: [https://www.facebook.com/iWealth4me](https://www.facebook.com/iWealth4me)LinkedIn: [https://www.linkedin.com/in/bradconnors/](https://www.linkedin.com/in/bradconnors/)Podcast: [https://anchor.fm/iwealth](https://anchor.fm/iwealth)Twitter: [https://twitter.com/iWealth4me](https://twitter.com/iWealth4me)Book: [https://fishdontclap.com/#home](https://fishdontclap.com/#home)
    7 min
  • The Overlooked Gap in Your Financial Plan: Digital Assets
    What happens to your digital life when you’re no longer here?In this episode of the iWealth Podcast, Brad Connors and Mega Matt explore a growing—and often overlooked—part of financial planning: digital assets. From email accounts and social media to online banking, crypto wallets, and password access, this is a new layer of complexity that didn’t exist even 10–15 years ago. As financial planning evolves, Brad explains how iWealth’s Plan on Purpose system continues to expand. Originally built to track key areas like family, legal, taxes, and giving, the platform now includes a new “digital assets” gap—because today, your financial life is deeply connected to your digital footprint.The challenge is simple—but serious:Most families don’t have a clear plan for how to access or manage digital accounts if something happens.In the past, families could rely on physical mail to uncover accounts and information. Today, many statements and assets exist only online—protected by passwords, two-factor authentication, and private keys. Without a system in place, important pieces can easily be lost or overlooked.And it’s not just about access—it’s about intention.Do you want your social media accounts to remain as a legacy?Should emails be archived, forwarded, or deleted?Where are passwords stored—and who can access them?What happens to digital investments like cryptocurrency?These are deeply personal decisions, and most people haven’t taken the time to think them through.Brad emphasizes that this isn’t a quick fix. Even a single conversation around digital assets can take hours—and without guidance, many families never have it at all. That’s where thoughtful planning comes in.Some practical steps discussed in the episode:Use a secure password manager that can be shared appropriatelyIdentify a trusted person who knows where key information is storedDocument wishes for social media, email, and digital accountsEnsure someone knows how to access or locate critical informationBecause without a plan, families are left guessing—often during one of the most difficult seasons of life.The takeaway?Your financial plan isn’t complete if your digital life isn’t accounted for.Start the conversation now. It’s one of the most practical—and meaningful—steps you can take to care for the people you love.#iWealth #FinancialPlanning #DigitalAssets #EstatePlanning #PlanOnPurpose #WealthManagement #LegacyPlanning #Crypto #PersonalFinance**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](https://go.oncehub.com/BradConnors)►For more educational tips and wisdom from iWealth:YouTube: [https://www.youtube.com/user/iWealthTV/videos](https://www.youtube.com/user/iWealthTV/videos)Facebook: [https://www.facebook.com/iWealth4me](https://www.facebook.com/iWealth4me)LinkedIn: [https://www.linkedin.com/in/bradconnors/](https://www.linkedin.com/in/bradconnors/)Podcast: [https://anchor.fm/iwealth](https://anchor.fm/iwealth)Twitter: [https://twitter.com/iWealth4me](https://twitter.com/iWealth4me)Book: [https://fishdontclap.com/#home](https://fishdontclap.com/#home).
    11 min
  • Fish Don’t Clap (Updated Edition): Why Brad Rewrote It + How to Put Purpose Into Action

    If you’ve ever read Fish Don’t Clap and wondered, “This is powerful… but how do I actually apply it?” — this episode is for you.

    In this conversation, Brad Connors shares why he refreshed and expanded Fish Don’t Clap — even though it was already working. The original parable helped thousands rethink retirement, purpose, and what it really means to “hit your number.” But readers kept asking the same question: How do I put this into practice?

    The updated edition adds a brand-new implementation chapter that walks through:

    • The traits to look for in a financial advisor

    • The questions to ask before trusting someone with your life savings

    • How to align your money with your purpose

    • What real holistic planning actually looks like

    Brad also shares the behind-the-scenes story of recording the audiobook, building workshops around the book, and adding a QR code that connects readers to a growing national network of advisors using the Four Days Coming “Plan on Purpose” framework.

    This episode is for:

    • People approaching retirement who don’t want to lose purpose

    • Readers who loved the book but need practical next steps

    • Anyone searching for a more holistic approach to financial planning

    If you want your money decisions to reflect your values—and not just a retirement age—this episode explains why the updated Fish Don’t Clap matters right now.

    #FishDontClap #PurposeDrivenLife #FinancialPlanning #RetirementPlanning #FourDaysComing #PlanOnPurpose #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.

    ►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.

    7 min

About iWealth Podcast

From the publisher's feed

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