iWealth Podcast

Strictly speaking, filling out the FAFSA is not required to attend college. However, the FAFSA is a requirement for most need-based financial aid and many scholarship programs.

83.8% of first-time, first-year undergraduate students receive financial aid in some form. Each student borrows an average of $11,836 annually to pay for school. Public university attendees borrow an average of $30,030 each to attain a bachelor's degree.

Given the high tuition, even a family with solid financial standing can qualify. Give iWealth a call with your financial questions.

Spouse life insurance ensures that if something happens to either spouse, the other spouse will be okay financially. It doesn't matter if one spouse or partner earns an income. For most families, both spouses contribute differently by providing services or helping out with the children. If your spouse were no longer in the picture, you would have to pay for housekeeping, laundry, meals, and transportation for the children.

God willing, you'll never need to use that insurance policy - but in the meantime, having life insurance in place will give peace of mind to you, your spouse, and your loved ones. And you can't put a price tag on that.

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Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life.

Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors

►For more educational tips and wisdom from iWealth:

YouTube: 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]

A stock split is a decision by a company's board to increase the number of outstanding shares in the company by issuing new shares to existing shareholders in a set proportion.

While a split doesn't actually make your investment any more valuable in and of itself, a lower share price and the resulting increase in trading liquidity can certainly attract additional investors.

iWealth 

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Education is first! At iWealth we pride ourselves on helping people make smart decisions when it comes to money. You know how to make money, but do you know how to keep it? Invest it? Manage it so that it works for you? iWealth provides practical thinking tools and structures which will help you achieve your biggest goals and enjoy an unparalleled quality of life.

Please take a moment to comment and let us know what you thought of this video. Want to learn more about how iWealth can help you feel confident about your financial future? Schedule a complementary 30-minute discovery call to get clear on your financial goals, what might be standing in your way, and if iWealth is a good fit for you. Click here to book your call today: https://go.oncehub.com/BradConnors

►For more educational tips and wisdom from iWealth:

YouTube: 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]

Brad says that while only 30% of iWealth clients have a will made, he recommends 100% get one. 

Brad discusses how trusts may set children up for success. Trusts can be especially beneficial for minor children, as they allow for more control of the assets, even after your death. By setting up a trust, you can communicate how you want the money you leave to your children to be managed, the circumstances under which it can be distributed, and when it should be withheld. You can also determine if your children will be able to control the money at a certain age as either co-trustees or as recipients of the full balance of the trust.

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]

Financially speaking, it's a tough time to be a parent. With economic turmoil reaching the boiling point and many companies freezing any extra spending, American families are more strapped than ever. 

Families are making budgets, and children are watching. Show your child the family's cost of living, teach them how to save, and introduce them to the power of compounding interest. 

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]

"I keep hearing about dollar cost averaging and don't really understand it. How is it different from other investing strategies, and how will it help me in the long run?"

Dollar-cost averaging is a strategy that takes advantage of the market by investing a set amount each month, regardless of the price of investments. 

Go back and look at how many shares you had at the start of 2022 and where you are now with that investment. Turning your eyes away from the $ to the amount of the company you own is a helpful shift for many investors. 

Having a financial advisor, like the iWealth team, may help provide clarity through market changes. Speak with your financial planner or give iWealth a call to discuss a plan for your future. 

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]

Even elite athletes need rest days to stay healthy. Sometimes financial markets need to reset from record-setting performance, too. Is the market behaving normally, or is it different this time? 

Today on the iWealth Podcast, Brad talks about investment strategies in a bear market with Matt. Having a financial advisor, like the iWealth team, may help provide clarity through market changes. Speak with your financial planner or give iWealth a call to discuss a plan for your future. 

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]

Interest rate fluctuations can send ripple effects throughout the economy. While the most recent interest rate hikes are meant to help curb inflation, it’s possible these effects could have an impact on stocks, bonds and other investments. Learn more in today's podcast.

iWealth

Timeshares have great salesmen. In fact, they might have some of the  best around. But do they make a good investment?  Just because they tell  you that you are getting a great deal, it doesn't mean that you really  are. Before you buy, take some time to watch this podcast. Don't make  your decision in haste, and never let the salespeople rush you.

iWealth

Every year, millions of high school seniors apply to college, but a good fraction of these students may not feel that a four-year degree is right for them. Even if they end up going to a traditional university and landing a stable job, they may find themselves in a career that isn't personally fulfilling. The constant demand for trade skills keeps wages high, but the greatest value of learning a trade might be embarking on an enriching career.

iWealth