iWealth Podcast

iWealth Podcast

By iWealthBusinessInvesting
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iWealth Podcast episodes

  • Why Looking Forward Changes Everything
    What’s next? That simple question can be the key to purpose, motivation, and momentum in your life.In this episode of the iWealth Podcast, Brad Connors and Mega Matt talk about the power of looking forward to something—whether it’s a fishing trip, a camper van project, or just the next opportunity.💬 “You can do really hard things if you’ve got something to look forward to.” Brad and Matt unpack why future-thinking builds resilience, joy, and even healing—especially in times of transition like retirement.🎯 In this episode:Why your future must be bigger than your pastHow momentum and movement fuel motivationThe power of simply picking something to pursueWhy retirees need purpose, not just free time#BradConnors #iWealthPodcast #LookForward #PurposeDrivenLife #MomentumMatters #FutureFocused #RetireToSomething
    5 min
  • Goal-Based Investing
    Goal-Based Investing: The Fun Side of Smart Financial PlanningWhat if your investments weren’t just numbers—but reminders of the things you’re working toward?In this episode of the iWealth Podcast, Brad Connors and Mega Matt unpack the idea of goal-based investing—a strategy that ties your money directly to meaningful milestones.From weddings and sabbaticals to cars and travel, Brad explains how assigning dollars to real goals can make investing more personal, more purposeful, and honestly... more fun.🎯 Learn how to:Track progress based on your goals—not just percentagesCreate separate accounts for specific dreamsFund what matters most—beyond retirementBecause when your money aligns with your life, you stay motivated.#GoalBasedInvesting #iWealthPodcast #BradConnors #PurposefulPlanning #FinancialGoals #DreamDriven
    5 min
  • How a Down Market Can Help You Build Tax-Free Wealth | Roth Conversion Strategies

    When the markets drop, it’s easy to feel like there's nothing you can do—but that's not the case. In this episode, Brad Connors and Mega Matt discuss how strategic Roth IRA conversions during a downturn can help set you up for greater financial freedom down the road.

    Learn how taking action during a market dip can turn today's losses into tomorrow's tax-free growth!

    👉 What a Roth conversion is and why now might be a good time 👉 How filling your tax bracket "gaps" can work in your favor 👉 Why being proactive—not reactive—is key to long-term investing success

    Don't just watch the markets—make moves that matter.

    #iWealthPodcast #RothConversion #DownMarketOpportunity #FinancialFreedom #TaxFreeGrowth #InvestingWisely #BradConnors #MegaMatt


    4 min
  • Why Brad Connors Rewrote Fish Don’t Clap
    Why Brad Connors Rewrote Fish Don’t Clap: From Inspiration to ActionBrad Connors returns to the iWealth Podcast with Mega Matt to talk about why he rewrote his popular book Fish Don’t Clap.The original helped people rethink retirement—not as a finish line, but as the start of something meaningful. Now, the revised edition goes one step further.📘 Inside the updated version, you’ll find a new chapter that offers practical, down-to-earth guidance for turning inspiration into implementation.Whether you’re working with an advisor or figuring things out on your own, Brad shares what to look for, what to ask, and how to move forward with purpose.✅ Retire to something—not just from something. ✅ Learn the questions to ask your advisor. ✅ Start putting your plan into motion.#FishDontClap #BradConnors #iWealthPodcast #RetirementPlanning #PurposefulRetirement #RetireWithPurpose #DreamNavigator
    4 min
  • What Makes U.S. Treasuries "Safe"? Understanding Bonds, Risk & Return
    In this episode of the iWealth Podcast, Brad Connors and Mega Matt dive into a great audience question that came up during a recent live event: What exactly makes U.S. Treasury bonds so safe—and how do they compare to other bonds like those issued by companies?Brad kicks off the conversation by going back to the basics. He breaks down the difference between stocks and bonds, explaining that when you buy a stock, you’re buying ownership in a company. But when you buy a bond, you’re loaning money—either to a corporation or to the government.Using simple examples, Brad explains what happens when you loan $10,000 to a company like Walmart versus loaning that same amount to the U.S. government. With Walmart (or any corporation), you might get a higher interest rate—say 6%—but that comes with added risk. If Walmart hits hard times or goes out of business, your investment could be at risk. You might not get that $10,000 back.In contrast, if you invest in a U.S. Treasury bond, you're loaning money to the federal government—an entity with a very different level of financial flexibility. Why? Because the U.S. government can do things companies can't: they can raise taxes, reduce other spending, or even print more money if needed. That’s why Treasury bonds are considered one of the safest investments out there, even if they might only pay 4% instead of 6%.The conversation also touches on bond ratings, including the concept of "junk bonds"—higher-risk loans to companies that are more likely to default. Brad compares these to the financial equivalent of a mob loan: the higher the risk, the higher the return needs to be to make it worth your while.Matt adds his own observations from the event, noting how helpful it is to understand the "get-out-of-jail-free card" the government holds when it comes to honoring its debt. That safety net just doesn’t exist for individual companies.This episode offers a clear, approachable explanation for anyone who’s ever wondered:What’s the difference between a stock and a bond?Why are Treasuries considered “safe”?Why do some bonds pay more than others?What’s the tradeoff between risk and return?Whether you’re just getting started with investing or are looking to better understand where bonds fit into your overall financial plan, this episode is packed with insights delivered in an easy-to-understand way.#iWealthPodcast #InvestingBasics #BondsExplained #TreasuryBonds #SafeInvesting #FinancialEducation #MoneyTalks #WealthWisdom
    4 min
  • Compound Interest
    In this inspiring episode of the iWealth Podcast, Brad Connors and Matt dive into one of the most powerful yet underrated forces in personal finance—and life: compound interest. But they’re not just talking about money. The conversation expands into how this principle applies to relationships, knowledge, giving, and the way we live our lives every day.Brad kicks off the episode by referencing the famous quote often attributed to Albert Einstein: “Compound interest is the eighth wonder of the world.” This quote hangs in Brad’s office, serving as a daily reminder that long-term thinking and consistent effort can yield extraordinary results over time. Whether it’s in building wealth or cultivating a meaningful life, compounding is the engine behind real, lasting growth.The hosts reflect on a quote by Naval Ravikant, “Play long-term games with long-term people. All returns in life—whether in wealth, relationships, or knowledge—come from compound interest.” From there, they explore how this philosophy plays out in various areas of life:In Money: Just like saving and investing in a 401(k), the earlier and more consistently you contribute, the more your wealth grows. That’s the traditional—and powerful—example of compounding. Brad emphasizes that even modest contributions can build into something substantial when given time and consistency.In Relationships: The duo discusses how putting in the effort—especially when things get tough—can strengthen relationships over time. Instead of cutting ties when things get hard, what if we leaned in and invested more in the people who matter most? That’s compounding in action.In Knowledge and Career: Brad brings up the book From Strength to Strength by Arthur C. Brooks, which contrasts younger professionals hustling through their learning curves with older professionals who benefit from decades of accumulated wisdom. He explains how professors in their 60s and 70s are often rated higher by students—not because they work harder, but because their years of experience allow them to teach more effectively. Learning builds on itself—just like interest.In Giving: Matt touches on the fulfillment that comes from giving generously over time. While the payoff may not always be immediate or measurable, generosity tends to come full circle. “Let’s see if I can out-give you,” he says, not as a challenge but as a joyful mindset that leads to long-term impact and personal growth.
    4 min
  • Turn Your Checking Account Into a Money-Maker

    Are you leaving money on the table with your checking account? In this iWealth Podcast episode, Brad Connors and Matt Wiechmann discuss how to make your everyday bank account work for you. Learn about money market accounts, interest-earning strategies, and how to set up sweeps between accounts for maximum efficiency. If you’ve ever wondered how to optimize your cash flow while earning interest, this episode is for you.#CheckingAccountTips #iWealthPodcast #FinancialStrategy #MoneyMarketAccount #SmartBanking #EarnInterest #FinancialTips #PersonalFinance #MoneyMatters #OptimizeSavings


    2 min
  • 5 Mistakes to Avoid in a Market Downturn

    Worried about a market downturn? You're not alone. In this iWealth Podcast episode, Brad Connors and Matt Wiechmann share the five critical mistakes to avoid when the market takes a dip. From avoiding panic selling to staying disciplined with diversification and rebalancing, this episode is packed with actionable insights to help you navigate uncertain times. Stay informed, stay calm, and make smarter financial decisions.#MarketDownturn #InvestingWisely #iWealthPodcast #StayDiversified #FinancialTips #MarketVolatility #InvestmentStrategy #Rebalancing #PersonalFinance #SmartInvesting


    2 min
  • Can a High School Freshman Become a Successful Entrepreneur? | Lessons from a Young Day Trader

    Brad Connors and Mega Matt dive into a real-life story about a high school freshman who’s passionate about day trading—and questioning whether traditional school fits into his dreams.

    In this inspiring conversation, Brad shares how he encouraged this young entrepreneur to think bigger, chase real-world opportunities, and focus on solving problems rather than just chasing quick wins.

    💡 Lessons on entrepreneurship 💡 Why thinking long-term matters 💡 How identifying "friction" can lead to your next big idea 💡 Why finishing school still matters—and how to do it your own way

    This episode is a must-watch for parents, students, and anyone passionate about building a meaningful future.

    #iWealthPodcast #Entrepreneurship #FinancialFreedom #ThinkBigger #YoungEntrepreneur #Mentorship #SolveFriction #BradConnors #MegaMatt


    10 min
  • Giving Back: How the iWealth Foundation Is Making a Local Impact

    In today’s iWealth Podcast, Brad Connors and Mega Matt dive into a powerful update: the evolution of the iWealth Foundation and the real-world impact it's making.

    Learn how iWealth’s commitment to giving—donating 1% of net revenues each quarter—has grown even stronger through a partnership with the Waseca Area Foundation. From supporting local nonprofits like Bethlehem Inn to inspiring a team culture built on service, the ripple effects are real.

    💡 How donor-advised funds can amplify giving 💡 Why giving today and planning for the future matters 💡 The joy of linking business success to community support

    A business that gives is a business that grows more than profits—it grows people.

    #iWealthPodcast #iWealthFoundation #GivingBack #CommunityImpact #WasecaAreaFoundation #BethlehemInn #BusinessForGood #BradConnors #MegaMatt


    4 min

About iWealth Podcast

From the publisher's feed

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