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iWealth Podcast episodes
- What is Dollar Cost Averaging?
Maybe you've heard the term Dollar Cost Averaging but don't know what it means. Brad explains what it means and how it works.
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 - Covid 19 Financial Advice
Brad talks about interest rates, refinancing, during the 2020 pandemic.
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 - Paying Taxes. When should you pay?
There are after tax and pre tax investments. Which one is better? Which one should you use?
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 - "Pigs get slaughtered" - When should you take your gains?
Brad and Matt talk about the phrase "Pigs get slaughtered" and when the best time to take your gains out of 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.
7 min - What is up with gas prices?
Are low oil prices a good thing?
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 - Most Common Financial Pitfalls and Mistakes
Money is just a tool, but you need to use it like a tool, and learn how to use it well.
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 - Bear vs Bull markets what is the difference
What is a bear market? What is a bull market? Brad explains the difference.
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 - Is it 100% necessary to bring my tax information to my first meeting?
It's good to get to know your financial advisor, but they do need to know what's going on with taxes so that they can help.
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 - What are you doing with your financial "War Chest"?
At iWealth we make sure that the items in your "War Chest" are working for you.
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.
2 min - Should you get out of the stock Market?
When the market starts to drop, should you get 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.
2 min
About iWealth Podcast
From the publisher's feed
iWealth owner Brad Connors shares insights for financial planning, insurance, and investments.