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iWealth Podcast episodes
- What is your income stability ratio ?
How much income do you want in your retirement? Brad talks about the new buzzword Income Stability Ratio
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 - When should you skim a little off the top?
There are good times and bad times to skim a little off the top. Brad talks about things to consider when considering taking a little out.
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 - Is it time to refinance?
Brad and Matt talk tips and tricks when considering refinancing your house.
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 - Should I be aggressive or conservative with my investing?
Brad and Matt talk about the "yin and yang" of aggressive or conservative 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.
5 min - Government savings plans
What is a Government saving plan? And what do they have to do with China? Brad explains the government savings plan.
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.
3 min - HSA: What is it and should I use it?
Brad's advice on how to best utilize an HSA: Health Savings Account.
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.
7 min - Socially responsible investing - is it viable?
Do you have to invest in companies that you don't believe in? Can your portfolio thrive if you only invest in companies that support your worldviews?
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 - Family Meetings
Having family meetings is important, but it can be very difficult and awkward.
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.
7 min - Should your net worth mean a higher insurance deductible?
Deductibles vs Net Worth - do they correlate?
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.
3 min - Brad on Working on your Business
Do you take enough time to work on your business? How often do you step back and assess your current situation?
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.
10 min
About iWealth Podcast
From the publisher's feed
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.