iWealth Podcast

There's a lot of different family dynamics going on when children don't leave the nest. The "right answer" is different for everyone, but here are the things to think about.

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.

If it's too good to be true, it probably is. Tips and tricks to make good decisions with your money. www.iWealth4me.com

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.

Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.

How you invest will differ depending on where you are at in life. Brad  and Matt talk about the differences in investing while young and how to  adapt your investments as you get older.

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.

Over the last 25 years we've looked at different money management techniques, and here's the takeaways.

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.

www.iWealth4me.com

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.

Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.

Don't put all your eggs in one basket, but what baskets should your eggs be in?

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.

Some buckets already have names, but if you want to be intentional with your money you need to be specific with your bucket names

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.

The current tax bracket is 36%, it could be higher in the future. Should  you be deferring taxes for retirement or is it better to save post tax  income. www.iWealth4me.com

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.

Matt Wiechmann and their company are not affiliated with or endorsed by LPL Financial or iWealth.

The markets start to drop, what do you do? Brad may not have all the answers, but he has the questions you should be asking.

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.

How much do you need in your emergency fund? Should you put that money to work in other locations?

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.