iWealth Podcast

iWealth Podcast

By iWealthBusinessInvesting
Download on the App Store

iWealth Podcast episodes

  • The Giving Pledge: Philanthropy of the Wealthy

    In this episode of the iWealth podcast, host Brad Connors discusses the

    concept of the Giving Pledge, where some of the wealthiest people in
    society pledge to give away a significant portion of their wealth to
    philanthropic endeavors. Brad and his guest, Matt, talk about various
    ways individuals can contribute to charity, such as purchasing life
    insurance policies, donating appreciated stocks, and giving to
    non-profit organizations. They also highlight the benefits of being
    involved in charitable activities, such as connecting with like-minded
    people and finding fulfillment in helping others. Overall, the podcast
    encourages listeners to consider giving back to their communities and
    making a positive impact through philanthropy.
    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
  • The Importance of Gratitude in Managing Money

    In this episode of the iWealth podcast, Brad and Matt discuss the

    attitude of gratitude and how it applies to money management. They
    stress the importance of focusing on what's going well in your life and
    how gratitude can help alleviate anxiety and scarcity. Brad also
    suggests ways to incorporate giving into your financial planning, such
    as supporting non-profits or leaving part of your IRA to charity. They
    encourage listeners to look for opportunities to help others, even if
    it's done anonymously. By being outward-facing and in a state of
    gratitude, the hosts argue that retirement can take on a new meaning and
    purpose beyond just personal comfort.
    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]


    7 min
  • The Debate on Prioritizing Child's Education vs Retirement Savings

    In this podcast, Brad Connors and his co-hosts discuss whether funding a

    child's education or saving for retirement is more important. The
    guest, Matt, has a daughter and believes that taking care of her
    education is the priority. However, Brad argues that it's important to
    prioritize retirement savings, and getting rid of debt first, before
    funding a child's education. They caution against sacrificing retirement
    savings for education as the child may not use it or may drop out of
    college. The podcast ends with a discussion on the importance of taking
    care of oneself first, similar to putting on an oxygen mask on an
    airplane.
    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]


    3 min
  • Saving for College: Understanding the Different Options and Strategies

    In this episode of the iWealth podcast, the hosts discuss the importance

    of saving for college education for children. They recommend that
    parents get on the same page with their spouse on whether they want to
    pay for college education or not, and if yes, to explore different
    savings options such as the 529 plan, gifts, or life insurance. Brad
    Connors also suggest that parents consider encouraging their children to
    work in their business to earn income and save for their college
    education. Additionally, they touch on the rising cost of college
    education and the increasing demand for trade schools. Overall, the
    hosts recommend that parents seek professional advice and start saving
    for their children's education as early as possible.
    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]


    7 min
  • Retirement Planning: Finding Purpose in Life After Work

    Retirement planning must include much more than just the financial

    aspect. There needs to be a focus on the importance of having a purpose
    in retirement. In this video, Brad discusses how part-time work, family,
    travel, and volunteering can provide retirees with a sense of purpose
    and fulfillment. He emphasizes that focusing on what's next, rather than
    getting away from work, is crucial when developing a vision for
    retirement. He also touches on the emotional challenges of retirement
    and the importance of having existing relationships and purpose before
    retiring. The video concludes with a reminder to seek professional
    advice and plan for retirement well in advance.
    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]


    7 min
  • The Importance of Discipline in Investing

    In this podcast, the host interviews Mr. Brad Connors about the

    importance of being a disciplined investor. They discuss how irrational
    behavior can lead to poor investment decisions and why it's crucial to
    remain rational and disciplined during market downturns. They also touch
    on the impact of external factors like health, family, and news cycles
    on investment decisions. They conclude by emphasizing the importance of
    seeking professional advice and turning off the news to avoid irrational
    behavior.
    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
  • When to Retire and Why Age Matters
    When is the right time to retire? It's a question that depends on your personal needs and circumstances. The age at which you retire will affect your finances. Depending on your financial situation, determine what age makes the most sense to retire for you so that you may enjoy retirement comfortably.

    Brad discusses 401Ks and Social Security and Minimum Required Distribution. Talk to your financial advisor to discuss your investments before and during retirement.


    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
  • iWealth Update Q1 2023

    In this quarterly update video, Brad Connors shares his thoughts on the

    1st quarter market activity. The market had positive momentum, with
    stocks and bonds bouncing back. He discusses the possibility of the FED
    raising interest rates and the potential break it could cause, which
    happened with Silicon Valley Bank. Brad believes that the breakage helps
    the Fed pause raising the interest rates. Looking out into the future,
    Brad feels that an increase in manufacturing on the home front may help
    to stabilize the market during the second half of the year.
    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]


    6 min
  • What's The Best Financial Advice You've Ever Received?
    Brad's two most crucial pieces of advice for 2023:
    1. Get out of debt as soon as you can. Decide that you're done with debt—right now. That means no more swiping that credit card, no more taking out personal loans for something you can't pay cash for.
    2. Get to 10% - If you consistently put away 10% of your income, the actual amount you contribute each month will grow as your salary rises, which can help you build up your retirement fund more quickly. If you can save more than 10% do it!


      3. 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
    3. Should My Kid Be Saving For Retirement?

      Most children, whether they are teenagers or younger, don't spend a lot of time worrying about retirement. After all, when you're juggling schoolwork, extracurricular activities, and all the other challenges of adolescence, saving for retirement may not even register on your radar screen.

      Some young people will open individual retirement accounts (IRAs) when they receive paychecks from their first job. But IRAs make excellent savings vehicles for people of an even younger age. Because of their tender years and the decades they have ahead of them; children are poised to take full advantage of time and the power of compounding within this type of tax-advantaged savings vehicle.

      However, savvy parents, grandparents, and other family members can still step in to help jumpstart their children's retirement savings. Talk to your financial advisor to the iWealth team to discuss your 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]







      4 min

    About iWealth Podcast

    From the publisher's feed

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