iWealth Podcast

iWealth Podcast

By iWealthBusinessInvesting
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iWealth Podcast episodes

  • Investing in Individual Stocks

    What you need to know about investing in individual stocks. Brad  Connors of iWealth, talks with Matt about individual stocks. Should you invest your retirement in individual stocks? Are you looking to invest in a specific company?

    iWealth
    Education is first! At iWealth, we pride ourselves on helping people make smart decisions regarding 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 to 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 complimentary 30-minute discovery call to clarify your financial goals, what might be standing in your way, and whether iWealth is a  good fit. 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 investing wisely and living well.
    · We believe in the “golden rule” of treating others how we 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 looking for clarity regarding 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 our 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
  • What do young investors need to know?

    Brad Connors of iWealth sits down with JP and looks back on his path to iWealth. When it comes to finances, Robinhood and Acorn only go so far. Learn what it takes to have a well-rounded financial future. 

    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.

    4 min
  • Brad and JP talk Investment Strategy

    Brad Connors of iWealth talks with JP about investment strategy. JP is the newest advisor that is part of the iWealth team. They discuss the holistic view of investments, not just Stock A v Stock B. Holistic planning involves different tools like Fish Don't Clap that you can use to have peace of mind with your financial career. 

    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.

    4 min
  • Transitioning to Retirement

    Brad Connors of iWealth visits with Shawn, a wealth advisor at iWealth, about the impact of taxes on an investor's net income. Retirement can be scary, but Brad and Shawn help their clients navigate the complex process at iWealth. 


    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.

    6 min
  • Markets Change - What Can You Do?

    Markets go up and down, how should you respond? Markets go up and down, how should you respond? How much should you worry about a market in flux? When should you get out? Brad Connors of iWealth talks about common concerns people have when investing.

    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.



    6 min
  • What is it like to work at iWealth with JP and Shawn

    Brad Connors introduces two iWealth wealth advisors from the iWealth team. Shawn enjoys what he does and the ability to work with a team of people that are all passionate about serving at iWealth. JP likes the mentorship of the iWealth team.

    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.

    5 min
  • JP Talks About His Story

    Brad Connors of iWealth sits down with JP and looks back on his path to iWealth. When it comes to finances, Robinhood and Acorn only go so far. Learn what it takes to have a well-rounded financial future.

    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.

    5 min
  • Next Phase of Life - Impact of Taxes

    Brad Connors of iWealth visits with Shawn, a wealth advisor at iWealth, about the impact of taxes on an investor's net income. Retirement can be scary, but Brad and Shawn help their clients navigate the complex process at iWealth.


    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.

    5 min
  • Brad Interviews Shawn about His Story

    Brad Connors of iWealth talks with Shawn, who is a wealth advisor at iWealth, about his story and why he loves his job and purpose as a wealth advisor. 


    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.

    5 min
  • Delegating Your Dollars - Saving vs. Debt Retirement

    Brad Connors of iWealth discusses paying off debt vs. saving your money.

    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.

    5 min

About iWealth Podcast

From the publisher's feed

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