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iWealth Podcast episodes
- Can't Afford 15-year Mortgage? Then Don't Buy That House
High-interest rates can be hard to swallow. But does that mean you shouldn’t buy a house? Is there ever a time when a 30-year mortgage is better than a 15-year mortgage?
On a $300,000 mortgage, the interest savings (with a 15-year mortgage) are $127,000 over the life of the loan. Yes, you read that right. You can save a staggering amount of money simply by going with a 15-year fixed instead of the more commonplace 30-year fixed. Aside from saving a boatload of cash, you also own more of your home a lot faster. Shawn shares more on this topic in today's podcast.
iWealth
SUBSCRIBEEducation 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/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: 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 - Money Memory - What I Wish I Knew Back Then
Teach your kids how to save money early. Discover helpful tips about how to teach kids budgeting skills.
If you want to be good at something, it’s important to start learning early. The same goes for money and budgeting. Children might not be that interested in budgets, but the valuable lessons are worth it. These tips can help you teach kids budgeting.
iWealth
SUBSCRIBEEducation 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/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: 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]Teach your kids how to save money early. Discover helpful tips about how to teach kids budgeting skills. If you want to be good at something, it’s important to start learning early. The same goes for money and budgeting. Children might not be that interested in budgets, but the valuable lessons are worth it. These tips can help you teach kids budgeting.
5 min - Don't Blow Up Your Goals.
Watching the stock market swing up and down is unnerving for most investors. The fear of incurring major losses could make it tempting to sell your investments. Yet while this may temporarily calm your nerves, doing so could put a significant dent in your long-term finances. Here are some tips to help you stay calm.
iWealth
SUBSCRIBEEducation 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/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: 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 - Do I Need a Financial Planner?
A financial advisor is worth the money if you are uncertain about how to manage your money, invest for your future, and take care of your family. Expert financial advice may be needed at various turning points in your life: when you have a child, get a promotion, or come into an inheritance.
iWealth
SUBSCRIBEEducation 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/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: 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 financial advisor is worth the money if you are uncertain about how to manage your money, invest for your future, and take care of your family. Expert financial advice may be needed at various turning points in your life: when you have a child, get a promotion, or come into an inheritance.
6 min - Does Market Timing Work?Because timing the market perfectly is nearly impossible, the best strategy for most of us is not to try to market-time at all. Instead, make a plan and invest as soon as possible.iWealth
SUBSCRIBEEducation 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/iWealth4meLinkedIn: https://www.linkedin.com/in/bradconnors/Podcast: https://anchor.fm/iwealthTwitter: https://twitter.com/iWealth4meBook: https://fishdontclap.com/#homeWebsites: https://iwealthpcg.com/ or https://iwealth4me.com/Amazon: https://www.amazon.com/Fish-Dont-Clap...5 min - 401Ks and Retirement Plans - Are You Saving 10%?
Most retirement experts recommend you contribute 10% to 15% of your income toward your 401(k) each year. "You might need more." Brad discusses additional saving buckets that are helpful in planning for your 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
4 min - The Value of Having a Virtual Family Office
What is a virtual family office? A Virtual Family Office (“VFO”) consists of a team of professionals who, rather than operate in silos, collaborate to create a seamless and holistic wealth management experience facilitated through a well-defined structure and process.
6 min - Retirement: The Longest Vacation of Your Life
Matt calls Brad the "travel agent of retirement." Most families spend more time planning their upcoming vacation each year than their retirement. Brad encourages viewers to be intentional each year in planning for the longest vacation of their life: retirement. In this video, Brad gives tips on how to make sure retirement is a well-planned vacation.
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
4 min - Forming Good Habits is Key to Achieving Your Financial Goals
Brad shares the story of his early bad habits and how his view of money has changed since he was 21. He also shares good habits that have positively impacted his family and clients. If you are stuck in bad money habits, give your financial advisor a call for help today.
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
6 min - Long-term Care, Wills, and Legacy Conversations
FDC - Plan on Purpose is a tool that iWealth created to help its clients. Only 36% of iWealth clients have currently addressed their plan for long-term care. A thoughtful long-term care plan is about balance—weighing what you can afford, the kind of care you expect, and the risks you might face. Made carefully, it's a decision that may help give you peace of mind for your retirement.
Who do you need to talk to? Sit down with your spouse, children, lawyer, and financial planner to make sure your checklist is complete.
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
About iWealth Podcast
From the publisher's feed
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.