iWealth Podcast

Most American live paycheck to paycheck, and the "Buy now- pay later" mentality isn't helping that trend go away. In today's podcast, Brad and Matt discuss the peace that comes with having the patience to buy the boat when you have the cash.

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

How often should you check your investments?  Research shows that the more frequently investors monitor their portfolio, the riskier they perceive investing. When investors constantly check their investments, they become more sensitive to losses than to gains. Are you looking at your investments too often or not often enough?    

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. 

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Today Brad Connors of iWealth talks about 1031 Exchanges.   A 1031 exchange gets its name from Section 1031 of the U.S. Internal  Revenue Code, which allows you to avoid paying capital gains taxes when you sell an investment property and reinvest the proceeds from the sale within certain time limits in a property or properties of like kind and equal or greater value.

iWealth

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.

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.

Do you have financial wisdom?  Brad Connors of iWealth talks today about wise investments. Our experience has taught us that successful investing requires patience, discipline and the ability to control one’s emotions.

iWealth

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.

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.

Secret money? Debt can be very difficult to talk about, especially with  those closest to you. Thousands of people are dealing with their debt  alone, and have no one to talk to about it. This can make debt an even  bigger burden to carry.

iWealth

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.

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.

Business owners often ask, "How can I save on taxes?" Today, Brad Connors of iWealth discusses 401K and what the government is doing to help businesses.  A self-employed 401(k)—also called a solo-401(k) or an individual  401(k)—is a special savings option for small-business owners who don't have any employees (apart from a spouse). That makes these accounts a  good fit for sole proprietors and independent consultants who are looking for a retirement plan similar to one they might get from working at a larger company.

iWealth

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.

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.

Brad Connors of iWealth discusses bonds.  U.S. savings bonds have been used by generations of everyday Americans  to generate a stable, low-risk return on investment for cash savings.  Depending on the type of savings bond and the available interest rates  when the bond is purchased, savings bonds may provide a better yield  than a bank savings account, if you’re willing to wait several years for  the bond to mature. I Bonds have strong, inflation-protected yields,  both of which are significant benefits for investors. I Bonds must be  held by investors for at least one year.

iWealth

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.

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.

Brad and Matt chat about 2022 Quarter 2.   Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Cryptocurrency? Brad Connors of iWealth, talks with Matt about cryptocurrency.  Is cryptocurrency a good investment?

iWealth

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.

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.

What different investment options open up when you have more than a  million dollars? Brad  Connors of iWealth, talks with Matt about boutique firms. A boutique firm is a small financial firm offering specialized and personalized investment management, banking, or niche financial services.

iWealth

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.

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.