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iWealth Podcast episodes
- A "back door" IRA? What's that even mean?
A Roth IRA has some limitations, but there are ways to take advantages of them anyway.
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 - Do you need umbrella insurance?
Brad talks about the do's and do nots of umbrella insurance.
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 - Buying Into Dips (Covid 19)
The markets dipped, should you go all in? Maybe not. Brad offers advice on buying into dips.
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 - College for Your Child
Costs are going up, what's the best way to start saving?
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.
9 min - What's a Pension and Do They Still Exist?
Brad explains the concept of a pension and why they are in the news lately.
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 - Will the annuities be able to continue to pay out?
Should you be concerned about annuity payments?
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.
2 min - Miracle Morning - Should You Wait to Save?
Today we talk a little bit about the book Miracle Morning. How early should you start saving for your 401K
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.
8 min - "I got a guy for that..."
Brad talks about helping clients and the benefits of making professional connections.
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.
8 min - Is this the best time to buy into the stock market?
When the market drops, is it a good time to get in? Well, yes and no. Brad and Matt tell you things you should consider when thinking about diving into the market.
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 - Beneficiaries - Who should get your money?
There's lots of little things you need to think about when setting up beneficiaries.
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.
9 min
About iWealth Podcast
From the publisher's feed
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.